Adding Materials Manually in Ontraccr

🔧 Adding Materials Manually in Ontraccr 

Overview

Ontraccr allows you to manually add individual materials to your database with rich detail — including cost, pricing, inventory, suppliers, and job costing fields. This is ideal when adding a few items one at a time or when building your database from scratch.

This article walks you through the full process of creating a new material manually, including all required and optional fields.

🛠️ How to Add a Material

1. Navigate to the Materials Page.
2. Click the “Add +” button.
3. Select “Add Material”.
4. A form will slide in from the right.

🧾 Required Fields

You must complete these fields to save a new material:

• Name – e.g., “Tech Cable 10ft”
• Description – Brief explanation or specs.
• Part Number – Use your internal code or “N/A” if not applicable.
• Division – Only required if your account has multiple divisions configured.

📌 Tip: You can use pseudo part numbers if your parts don’t have one.

📋 Optional Fields (Highly Recommended)

🔹 Supplier

Specify the vendor or manufacturer (e.g., “Home Depot”).

🔹 Cost & Markup

• Cost: What you pay (e.g., $5)
• Markup %: Adds margin automatically.
• Price: Calculated as Cost + Markup

📌 Use Case: Add 30% markup to all wood items to automatically generate customer pricing.

🧱 Labor Pricing (Optional)

• Labor Cost: How much it costs to install/use one unit.
• Labor Markup: Apply a profit margin.
• Labor Price: Auto-calculated based on markup.

📌 Example: $2 labor cost + 50% markup → $3 labor price

📏 Units of Measure

• Choose from default units like:
  • Each, Square Feet, Pounds, Gallons, Tons, etc.
• Or type in your own custom unit (e.g., “per van”).

🧾 Job Costing with Cost Codes (Optional)

Linking materials to cost codes improves job costing accuracy:

• If tied to a cost code, the material will be categorized correctly in project costing.
• If no cost code, the material will be logged as uncategorized.

📌 Use Case: All wires tagged under “Electrical Materials” cost code

📦 Inventory Tracking (Optional)

Skip this section if you’re not tracking inventory.

🔸 Quantity Threshold

• Set a reorder threshold (e.g., 10).
• When inventory drops below this, admins will receive an automated email alert.

🔸 Quantity by Location

• Add storage locations (e.g., Warehouse A, Truck 1).
• Specify how much stock is available at each location.

🔸 Quantity Allocated vs. Available

• Allocated = reserved for jobs
• Available = total - allocated

🧾 Final Step: Submit

Once you’ve completed all desired fields:

1. Click Submit.
2. The material is now saved in your database.

You can view and edit it at any time by clicking the item from the list.

🧠 Real Use Cases

• Add a specialized part from a new vendor.
• Add a commonly-used consumable with labor install cost.
• Track stock across multiple job trucks or warehouses.