Edit a Material

There may be certain situations where you may need to edit a Material. For example, the Material name or code has been updated, the Material must be placed into a different folder, or a Supplier Relationship must be made/removed.

Below are the steps that must be carried out in order to Edit a Material. Expand each step below for further explanation.

Step 1: Navigate to Products & Materials via 'Master Data>Products & Materials'. Locate the Materials Tab and Click on the Material Name

To edit a Material in Safefood 360°, navigate to Products & Materials in Master Data using the 'Master Data>Products & Materials' buttons and click the 'Materials' tab. Within the Materials tab, click on the name of the Material you wish to edit. The Material name will be in blue text, which indicates a link.

Image: Navigating to Products & Materials via 'Master Data>Products & Materials', Clicking 'Materials' Tab, Clicking Material Name

Step 2: Click the 'Actions>Edit' Button in the Material Overview Page

Within the Material overview page, click the 'Actions>Edit' button to access the Ingredient/Material page to edit the Material.

Image: Material Overview Page with 'Actions>Edit' Buttons

Step 3: Make Required Changes to the Material

Once you have accessed the Ingredient/Material page under the 'Edit' function, you can make changes to any fields.

Note: For further explanation on each of the fields of the Ingredient/Material, see here.

Image: Ingredient/Material Page Ready for Edits

Step 4: Click the 'Save' Button and Confirm Changes via the Reason for Change Pop-up Screen

After completing the changes to the Ingredient/Material, scroll to the bottom of the Ingredient/Material page and click the 'Save' button to save the changes.

Note: It's very important to click the 'Save' button, otherwise the changes will not be made.

Image: 'Save' Button

You will be prompted with a 'Reason for Change' screen, where you will need to detail the reason why you have made a change to the Ingredient/Material page before confirming and saving the changes.

Once you have confirmed the edits using the 'Confirm' button, the system will take you back to the Material overview page.

If you do not wish to make edits, click the 'Cancel' button to be brought out of the Ingredient/Material page.

Image: 'Reason for Change' Pop-Up Screen after 'Save' Button Clicked

Image: Detail Reason for Change and Click 'Confirm' Button

Image: Materials Overview Page after Edits Saved

Step 5: Accessing the Audit Log to View Changes (Optional)

Edits made to an Ingredient/Material will be recorded in the Audit Log. The Audit Log can be accessed via the 'Actions>Audit Log' buttons.

Image: Navigating to Audit Log Via 'Actions>Audit Log' Button

Image: Audit Log Recording Edits