Before a material has actually been used, log it as a requirement so procurement has a plan: what’s needed, an estimated cost, a supplier, and a status that moves through Needed → Ordered → In Transit → Delivered → On Site as it works its way to the job site. Use the status picker on each row to choose any status, including Awaiting Payment while waiting for the customer to pay, or use the quick button to advance to the next step. Requirements only show on jobs that are still active; a completed job stops asking. Anyone who can see the job can read its requirements; adding, changing and removing them takes the Manage material requirements permission (manager and up unless the owner changes it), so a technician sees the list without the buttons.
- Open Add, enter the material and supplier, then save the requirement.
- Move a requirement to its next procurement status.
Material Requirements: log what a job will need before it's used, with cost, supplier, and a Needed → Ordered → In Transit → Delivered → On Site procurement pipeline.