A Material can be defined as the goods that a company procures and stores, or produces and sells. In Pando, the record of materials can be created and maintained under the Materials Master in the Data Manager.
Materials in Pando have significance in the following areas:
In Manage, where trucking costs will be calculated based on SKU/Material units shipped
In Optima, where the material properties are used as inputs for auto-creating indents
In Pay, where invoices are calculated based on material properties, shortages, and damages.
Accessing Materials in Pando
To access the list of all materials in Pando, go to > Data Manager and select Materials from the drop down. This brings up the list of all Materials that are currently available on your Pando account.
Creating a Material in Pando
Pando enables shippers to create materials in one of the following ways:
To create a Material individually, click the Add button and provide relevant details. Once you’ve added the relevant details, click . This creates the Material record.
To understand details about all fields that are covered under material, check the Field glossary at the end of the article.
You can create material in bulk by uploading them in an .xlsx file. Click the UPLOAD dropdown and download the Sample format file. This file contains all the fields— mandatory and optional— in the format that needs to be uploaded. Add the material fields values to this file and upload it back to Pando by clicking Bulk Upload and selecting the updated file.
Once the upload is completed, you will be presented with the Success notification that indicates the completion of the operation and the number of materials that have been created and the ones that have been rejected.
To identify the files that have failed and to understand the reason behind their failure, click . This downloads the rejection list. The rejection list file contains the reason for rejection of a record. Fix the reason behind the import failure and upload the file back to Pando to finish uploading all material into Pando.
While Pando allows you to create Material records both individually and in bulk, in businesses such as FMCG, the volume of materials created and maintained can be in high volumes. Hence, businesses (or, in this case, Shippers) prefer to create an integration between Pando and their ERP so that their entire repository of materials are fetched on Pando automatically.
This can be implemented by setting up an API call between Pando and the ERP.
This means, whenever a new material is created in the ERP, if an integration is set in place, the ERP will trigger an API push that will create the same Consignee on Pando as well.
API triggers can also be used to update existing Consignee records on Pando from the Shipper’s ERP.