The materials list is an overview of all the non-food items you’ll need for one or more tasks. Examples include crockery, tables, chairs, glassware and kitchen appliances.
A list of materials makes it easy to keep track of everything and ensures you don’t forget anything during the preparations.
Step 1: Generate a materials list
How do you generate a materials list?
Select the assignments in the calendar for which you want to generate the materials list (or do this within a single assignment).
Click on ‘Lists and overviews’ and then on ‘Materials list’.
The materials list screen opens:
Step 2: Share the materials list online
Team members will receive a link allowing them to view the list online and (if permitted) edit it.
Administrators and office users can also find previously generated lists via:
Calendar > Lists > Material Lists > Previously Generated Lists
Please note: the list is locked at the time of generation. If anything changes later in the linked orders (such as quantities or products), you’ll need to regenerate the list to get an up-to-date overview.
You can tick off the materials and also add a comment. In addition, for each item you can see which product the material is required for and where you need to source it from; however, this is only visible once you have organised the materials.
At the bottom, you can see which order(s) you are currently collecting materials for.
If you have any further questions about this, please do not hesitate to contact us!
Kind regards,
The Catermonkey Team 🍌