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Add Labels to Materials

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Things to Consider

  • Required User Permissions

  • When adding labels to materials in a specific document, the document cannot be in a 'Final' status.

Background

Labels help you group and filter similar items across a project. Labels attach directly to the material item itself. This means a label added to an item on a purchase order will automatically appear on that same item in a receipt or in inventory. You can create or apply labels individually or in bulk.

Steps

  • Bulk Apply Labels

  • Add Labels to an Individual Material Item

Bulk Apply Labels

  1. Navigate to the project's Materials tool.

  2. Click the Adjustments, Defects, Orders, Inventory, Receipts, Shipments, or Transfers tab.

  3. Add Labels

    • Add Labels from List View

      1. If available, click the Line Items to view materials listed in the relevant tab.
        Ss - Materials Receipt Summary And Line Items

      2. Mark the checkboxes for the materials to which you want to add a label.

      3. Click Edit Actions and select Labels.

      4. Add Labels.

        • Click the Labels drop-down menu and select an existing label.

        • Click the Labels drop-down menu and select Add Label to create a new one.

          1. Enter the label.

          2. Click Save.

      5. Click Save Changes.

         Tip
        To remove labels, click the x on the label before saving.

    • Add Labels from a Specific Document

      1. Click the adjustment, defect, order, receipt, requirements, shipment, or transfer number.

      2. In the 'Items' section, mark the checkboxes for the materials to which you want to add a label.

      3. Click Edit Actions and select Labels.

      4. Add Labels.

        1. Click the Labels drop-down menu and select an existing label.

        2. Click the Labels drop-down menu and select Add Label to create a new one.

          1. Enter the label.

          2. Click Save.

      5. Click Save Changes.

         Tip
        To remove labels, click the x on the label before saving.

Add Labels to an Individual Material Item

  1. Navigate to the project's Materials tool.

  2. Click the Inventory tab.

  3. Click the item name.

  4. Click View Full Details.

  5. Click Edit in the 'Item Details' section.

  6. Add Labels.

    1. Click the Labels drop-down menu and select an existing label.

    2. Click the Labels drop-down menu and select Add Label to create a new one.

      1. Enter the label.

      2. Click Save.

    3. Click Save Changes.

       Tip
      To remove labels, click the x on the label before saving.

See Also