Back to how-to videos

Job Management

Log Materials and Update Status in FieldMagic

Navigate to the job and open the Materials widget, then click the Log Materials button.

Step-by-step instructions

  1. Log Materials and Update Status in FieldMagic - step 1
    Step 1

    Navigate to the job and open the Materials widget, then click the Log Materials button.

  2. Log Materials and Update Status in FieldMagic - step 2
    Step 2

    Search for and select all materials you want to include; the default status will be set to In Use and the warehouse will default to the user's assigned warehouse.

  3. Log Materials and Update Status in FieldMagic - step 3
    Step 3

    Adjust the warehouse and status for selected materials as needed within the Log Materials interface.

  4. Log Materials and Update Status in FieldMagic - step 4
    Step 4

    Use the Update Multiple button to change the status of multiple materials simultaneously to Pending, Used, or Unused.

  5. Log Materials and Update Status in FieldMagic - step 5
    Step 5

    Optionally specify the warehouse for Allocated status, remove selected materials if needed, then click Save to apply changes.

  6. Log Materials and Update Status in FieldMagic - step 6
    Step 6

    Log materials as Used and save the changes, then reopen Log Materials to change the status to Pending.

  7. Log Materials and Update Status in FieldMagic - step 7
    Step 7

    Save the Pending status, then select all materials and use Update Multiple to set their status to Allocated.

  8. Log Materials and Update Status in FieldMagic - step 8
    Step 8

    Save the Allocated status, then set materials back to Used by selecting a warehouse and updating; observe the stock quantity decrease accordingly.

Back to how-to videos