Overview: This guide explains how to manage material groups and plates in the QE software’s Configuration tab.
1: Access Material Groups
- Open the Configuration tab.
- Find the Material Groups list.
- Check the group codes and material descriptions.
2: Add a New Material
- Go to the Actions and click Add
- Enter the new material details.
- Click Save to add it to the database.
3: Delete a Material
- PLEASE NOTE: Only do this for groups that have no plates associated with it. So likely a freshly added, but perhaps incorrectly spelt group.
- Select the material to remove.
- In the Actions tab, click Delete.
- Confirm to remove it from the list.
4: Manage Plates
- Click the Plates icon next to a material group.
- View the list of available plates.
- Select a group to see its plate details.
- You can adjust any values in this table, but be aware it is LIVE. So any values adjusted take effect immediately.
- Things you may want to adjust more regularly are Sell and Cost rates. Also if a plate is active or not. For instance if you no longer stock that particular plate size
5: Bulk Adjust Sell/Cost Values
- In the Actions tab, click Adjust Sell/Cost.
- Here you can Bulk update the Sell or Cost Values of your plates. You can do this via
- Fixed value - The value set will become the new value for Sell or Cost
- Percentage factor- The Value will be used as a multiplier. So 1.1, as above, will mean a 10% increase
- Cost mark-up percentage - Setting the Sell value as a Mark up value from the cost, as a multiplier. E.g. a value of 1.2 will mean Cost + 20%.
- Save changes.
6: Add a New Plate
- In the Plates section, go to Actions and click Add.
- Input all required plate details.
- Click Save.
7: Delete or Disable a Plate
- To delete:
- Select the plate.
- Click Delete in the Actions tab.
- To disable:
- Check the Disable box.
- PLEASE NOTE: It is far preferable to make a plate Inactive, rather than delete it. Unless it was freshly added and is incorrect.
8: Configure Plate Settings
- Enable RTS Auto Trim for automatic trimming.This will allow it to have an Return to stock when RTS is enabled.
- Click Default to set standard size/thickness.This will set this plate as the default one, when a particular Thickness and material are selected in QE
