Materials & Inventory Management

Purpose of this Training

This training explains how materials and inventory are managed in ProjectVIEW ERP, ensuring full visibility, control, and traceability of materials throughout the project lifecycle.

After completing this training, users will be able to:

• Manage material master data

• Track material movements and stock levels

• Link inventory transactions to project costs

• Monitor material consumption and availability

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Materials Management Overview

In ProjectVIEW ERP, materials management is fully integrated with procurement, inventory, and cost control.

This section explains:

• How materials are defined and classified

• The relationship between materials, projects, and costs

• The role of materials in project execution and planning

Materials management ensures accurate tracking and cost allocation.

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Material Master Data

Users will learn how to:

• Create and maintain material master records

• Define units of measure and material categories

• Assign materials to cost codes and projects

Accurate master data is essential for reliable inventory and cost tracking.

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Inventory & Stock Control

This section covers how inventory is managed within ProjectVIEW ERP.

Users will see how to:

• Monitor stock levels across warehouses and locations

• Track material receipts and issues

• Manage stock availability and reservations

Inventory control ensures materials are available when needed.

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Material Movements & Consumption

Users will learn how to:

• Record material issues to projects

• Track material consumption per WBS

• Link material movements to actual project costs

All material movements automatically update inventory and project costs.

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Inventory Monitoring & Reporting

This section explains how users can:

• Monitor inventory balances and movements

• Analyze material usage and trends

• Use reports and dashboards for inventory control

Reporting provides full visibility into material status and costs.

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Training Video

Embed the Materials & Inventory Management video here

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What’s Next

After completing materials and inventory management, continue with:

Finance & Accounting Integration