What the material card shows

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The material card opens when the client clicks a position in the catalog. It contains all the information needed for a «take or pass» decision.

Card contents

  • Name and manufacturer — the main name of the position and the brand of the factory that produces it.
  • Photo — thumbnail and enlarged version. Clicking the thumbnail opens the photo full screen; close it with Esc or by clicking outside the image. If no photo, a placeholder is shown.
  • Type — panel material, edge, fitting.
  • Dimensions — length × width × thickness of the sheet (mm).
  • Decor and texture — visual description.
  • Price — per m², per sheet or combined, depending on the sales type (see Ways to sell panel material).
  • Currency — the one your factory operates in.
  • Stock balance — current quantity. If zero — the client sees it immediately.
  • ID and code — internal number of the position and the manufacturer’s article number.

Compatible edges

If the material is a panel, a separate block in the card lists the edges that fit this panel by thickness and style. The client can pick an edge directly from the card without going back to the general catalog. Read more — Edge–panel compatibility.

Related products

If recommended products are set in the card, the client sees them below the main information (films, fittings, chemistry, etc.). This is an up-sell tool: the client sees what is often bought with this material.

Settings for the factory admin

What you (as admin) control in the material card:

  • Allowed sales types — which price-calculation methods are available (m², full sheet, half sheet, combined cutting).
  • Order of material usage — what to take first: factory remainders, new sheets, or client remainders + sheets. Affects calculation.
  • Edges for material — which edges are automatically suggested for this panel.
  • Related products — list for the «we recommend» block.

The list of edges for a material is not edited in the admin panel: the «material ↔ edge» link is set up in the CRM (the «Material ↔ Edge» menu item) or loaded via synchronization from the accounting system.

What happens on selection

When the client clicks «Add to project», the material lands in the project’s «Materials» section. There it can be edited (quantity, sales type if several are allowed).

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