Before you start
To add an approved material, you’ll need:- The product (raw material) - create it first if it doesn’t exist
- The supplier - create them first if they’re not in the system
- The supplier’s product details (their product name, code, etc.)
Ways to add an approved material
You can start adding an approved material from several places:- Dashboard - Click New Approval
- Top navigation - Click the + button
- Approved Materials page - Click Add Approved Material
Fill in the details
- Select your Product (the raw material you’re approving a source for)
- Select the Supplier
- Select or add the Supplier’s Product (you can create it here if needed)
- Set the Approval Status (e.g., “R&D Not Started” for new materials)
- Click Create
Field descriptions
| Field | What to enter | Why it matters |
|---|---|---|
| Product | Your internal raw material | Links this approval to your product catalogue |
| Supplier | The company supplying this material | Associates the approval with the correct vendor |
| Supplier’s Product | The supplier’s specific product | Tracks exactly which variant is approved |
| Approval Status | Current stage of approval | Shows progress through your approval workflow |
Approval statuses
Common approval statuses include:- R&D Not Started - New material, not yet reviewed
- R&D In Progress - Currently being evaluated
- Approved - Passed all checks, ready to purchase
- Rejected - Did not meet requirements
What’s next?
After creating an approved material:- Upload documents (SDS, COA, TDS) to the approval record
- @mention a colleague to notify them about the new material
- Update the status as the material moves through your approval process