Objective

To give users a simple and reliable way to send materials for any shopfloor process (Punching, Bonding, Cutting, etc.), track what is still out for conversion, and receive the converted items back with complete traceability of quantities, cost, and consumed materials.

Step 1 — Create Custom Fields

1. Go to Masters→ Custom Fields.

2. Create a field group for your process (easily renamed anytime).
   
   

3. Add required fields like Machine, Mobile No, Truck Number, Process, Conversion Date.
   
   

4. Set visibility (Show in Form / Show in Table).
   
   

5. Save.

Step 2 — Open the Process Screen

1. Go to Inventory → Punching (or any process name you configure).

2. Here you’ll see:
   
   

• Items currently out for conversion
  
  

• Their quantities
  
  

• Action buttons
  
  

3. To start a new request, click Create (top-right)

Step 3 — Create a New Material Conversion Request

1. After clicking Create, a form opens.
   
   

2. Fill in your custom field values (Machine, Mobile No, Process, Conversion Date, etc.).
   
   

3. Select the item and enter the quantity you are sending out.

4. Add multiple rows if you’re sending more than one item.
   
   

5. Click Submit.
   
   

6. A new outward note is generated

This note now appears in Transactions → Outward for approval.

and you can also jump to it directly using the “Pending Outward Notes” button on the top-right of the Punching screen.

Step 4 — Approve the Outward Note 

1. Go to Transactions → Outward.
   
   

2. Open the newly created note.
   
   

3. Review items, LOT (if any), quantities, and fields.
   
   

4. Click Approve.
   
   

• Inventory deducts the consumed quantity.

Step 5 — Select Items for Conversion Output

1. Return to Inventory → Punching.
   
   

2. You will now see an entry showing items available for conversion.
   
   

3. Select the item and click the Conversion icon.

4. This opens Step 1: Material Conversion.
   
   

Step 1: Material Conversion

• Enter the quantity that was actually consumed/processed.
  
  

• Click Next.
  
  

Step 2: Converted Items

• Select the new item you are receiving (converted output).
  
  

• Enter:
  
  

• Quantity
  
  

• Cost per unit
  
  

• Add rows if multiple output items are being produced.
  
  

• Click Submit.

This creates an inward note.

Step 6 — Approve the Inward Note 

1. Go to Transactions → Inward.
   
   

2. Open the note.

3. Review converted item, quantity, cost, and consumed items.
   
   

4. Click Approve.
   
   

• Converted items are added back to inventory.
  
  

• Consumed items remain linked for traceability.

Step 7 — Verify in Inventory

1. Go to Live Inventory → search for the converted item.
   
   

2. Click Transaction Summary.
   
   

3. You will see:
   
   

• Entry (quantity received, cost)
  
  

• Linked consumed items
  
  

• Dates, approvals, and full traceability

This lets you track:

• Which raw materials were used

• How much was consumed

• Who approved it

• When it was converted

• The cost of the converted item
  
  

Conclusion

Material Conversion now provides a clean end-to-end flow: create a conversion request, approve outward, record the converted output, and approve inward — all while keeping inventory accurate and maintaining full traceability. Users always know what went out, what came back, and which raw materials were used to create the converted item.