Creating digital packing lists that hold all material information needed for your project can be done through the Link Records page.
Digital packing lists can be sorted, filtered, and searched, making it easy to find specific items and keep track of materials as they are used or received.
Creating a packing list in Matrak allows you to put new materials directly into the platform whilst connecting them to containers, stillages and deliveries. Use this feature to ensure that all necessary materials and equipment are available and accounted for before and during the construction process.
Note: If you already have an external packing list that you wish to add into Matrak - you can copy and paste the data into the table.
To create a packing list:
From the Link Records page - Start creating your packing list by firstly selecting the material from the dropdown list. Using the same drop down select your containers and locations.
Note: You must populate your packing list columns in this correct sequence in order for it to correctly populate:
Column 1: Material
Column 2: Container
Column 3: Location
2. Enter in the correct record ID's for your packing list directly into the cells, just like Excel or Google Sheets. You can also copy and paste the information over from another document.
5. Once all the record ID's are added into your table, click the "create" button on the top right hand corner of the screen.
A pop up message will appear to confirm your packing list and that all linked records are correct. If they're not, click "cancel" and amend the table.
Note: Entering new ID's into the table on the Link Records page that don't correspond to any existing records in your project will create new records
6. If everything is correct, click "confirm" to create your packing list. A confirmation message will appear in the bottom right hand corner when it has been successfully created.
