Settings → Materials

Your raw-materials catalog — the supply lines that make up every product's bill of materials. Sync it from Fulfil, add materials by hand, or both.

Where: setlist → Settings → Materials Feeds: the material picker in a product's bill of materials (BOM) Optionally powered by: the Fulfil connection


Two ways to stock the catalog

You don't have to use Fulfil. Materials can come from either source, and the two live side by side:

  • Synced from Fulfil — when Fulfil is connected, it's the source of truth. Synced rows are read-only in setlist; you refresh them with Sync.
  • Added in setlist — for shops that don't use Fulfil (or for one-off supplies), add materials by hand or import a CSV. These stay fully editable.

Each material shows: Name · SKU · Unit · Unit cost · Stock on hand. A badge marks where it came from — Fulfil-synced rows are unbadged; hand-added rows read Added in setlist.

On an empty catalog, a Setup actions menu offers the same choices: Sync from Fulfil / Connect Fulfil, Add material, and Import CSV.

Adding a material by hand

Click Add material and fill the form:

FieldNotes
Name (required)
SKULeave blank to generate one from the name.
Unite.g. ea (each), g, cm. Defaults to ea.
Unit costPer-unit cost used in BOM cost roll-ups.
Stock on hand
Reorder pointOptional low-stock threshold.

Add material saves it (a "Material added" confirmation shows). To change one later, click Edit on its row — the same form opens with Save and Remove buttons. Only hand-added materials are editable; Fulfil-synced rows have no Edit action.

Importing materials from CSV

Click Import CSV, drop a .csv (with a header row), and click Import. Recognized columns: name (the only required one), sku, unit, unitCost, stockOnHand, reorderPoint.

Rows are matched to your hand-added materials by SKU and updated in place; new SKUs are created. SKUs already synced from Fulfil are skipped — Fulfil stays the source of truth for those. A summary reports "Imported 8 new · 2 updated."

Syncing from Fulfil

  • Sync pulls the latest stock-on-hand and unit costs from Fulfil. It's disabled until Fulfil is connected; "Last synced {date}" shows the most recent run.
  • Unit costs come from Fulfil; materials it returns no cost for keep their existing cost.
  • If you disconnect Fulfil after syncing, the synced rows stay visible (a "Fulfil not connected" note appears) and your hand-added materials are untouched.

Pending / new materials

If someone stubbed a material from a product's BOM ("Add new material") that isn't in Fulfil yet, it shows in a Pending / New materials section, flagged New — not in Fulfil.

⚠️ Pending materials block "Ready for launch." A product can't reach Ready for launch while its bill of materials references a pending material. Add it to Fulfil — it promotes automatically on the next sync — or use Mark as in Fulfil to reconcile it manually. (Materials you added by hand don't block anything.)

Set it up

  • Using Fulfil? Connect it, click Sync, then build BOMs from the catalog. Reconcile any pending materials before launching.
  • Not using Fulfil? Add material or Import CSV to build the catalog yourself, then build BOMs from it.

See also