How to add an approved material - ChemCloud

This guide shows you how to add a new approved material record to track a supplier’s product against one of your raw materials.

Before you start

To add an approved material, you’ll need:

The product (raw material) - create it first if it doesn’t exist
The supplier - create them first if they’re not in the system
The supplier’s product details (their product name, code, etc.)

Ways to add an approved material

You can start adding an approved material from several places:

Dashboard - Click New Approval
Top navigation - Click the + button
Approved Materials page - Click Add Approved Material

Fill in the details

Select your Product (the raw material you’re approving a source for)
Select the Supplier
Select or add the Supplier’s Product (you can create it here if needed)
Set the Approval Status (e.g., “R&D Not Started” for new materials)
Click Create

Field descriptions

Field	What to enter	Why it matters
Product	Your internal raw material	Links this approval to your product catalogue
Supplier	The company supplying this material	Associates the approval with the correct vendor
Supplier’s Product	The supplier’s specific product	Tracks exactly which variant is approved
Approval Status	Current stage of approval	Shows progress through your approval workflow

Approval statuses

Common approval statuses include:

R&D Not Started - New material, not yet reviewed
R&D In Progress - Currently being evaluated
Approved - Passed all checks, ready to purchase
Rejected - Did not meet requirements

What’s next?

After creating an approved material:

Upload documents (SDS, COA, TDS) to the approval record
@mention a colleague to notify them about the new material
Update the status as the material moves through your approval process

Request a sample Set required documents