Adding materials allows you to accurately catalog the specific raw inputs and species used across your supply chain. Ensuring you capture the correct taxonomic data is critical, as certain environmental compliance frameworks require precise material identification.
In Timber industry, Materials are basically all kinds of Tree Species!
Manually Add Materials
Initiate New Entry: Go to Materials from the left-side menu. From your main Materials list, click the black + Add new button located in the top right corner of the screen.
Enter Material Details: An Add material side panel will slide out. Fill out the form fields located under the Main information section:
User defined ID: Check this box only if you want to manually assign a custom ID code used by your internal systems.
Name: Enter your standard internal identifier for the material.
Category: Select the broad classification from the dropdown menu (e.g., Tree Species). You can add new category by simply typing the name of the category and pressing enter.
Common name and Scientific name: Enter the everyday localised name and the exact botanical/taxonomic name.
Save the Material: Once you have entered the necessary data, click the black Save button in the top right corner to finalize the record.
Confirmation: A green confirmation message reading Material created will appear in the bottom left corner, and the details panel for your newly created material will be displayed.
Important Compliance Note: Providing both the exact scientific name and common name is required for compliance with the EU Deforestation Regulation (EUDR).
Import Materials via CSV
If you need to upload a large list of materials, you can use the CSV import tool to save time.
Access the Import Tool: On the main Materials page, hover over the downward-pointing arrow immediately to the right of the + Add new button. Select Import via CSV from the dropdown menu.
Download the Sample Template: An Import materials window will pop up. Before uploading, it is highly recommended to click the blue Download sample CSV link. This provides you with a pre-formatted spreadsheet ensuring your data is structured exactly how the system requires.
Upload Your Data: Once your CSV file is filled out and ready:
Click the green Choose file button to browse your computer and select the file.
Alternatively, you can drag and drop your completed CSV file directly into the designated area in the window.
The system will automatically proceed to the Map tab. Review the mapping to ensure your spreadsheet columns align correctly with the designated system fields (for example, mapping your "Country Code" column to the "Country Code" system field). Click Next when you are ready.
In the Validate tab, review your rows to ensure the data is ready to import and check if there are any errors or skipped rows. Click the Validate button at the bottom of the screen, followed by Import records.
The system will process the data in the Import tab. Once finished, a summary will display the number of successfully imported records and any failures.
You can view the status and details of your import in the Admin area: Imported information. If the upload is successful, the data will be automatically populated in your main Materials page.
