The Material Shortlist window shows all materials (both in your central warehouse and in any stockpiles) that are available to your administrative unit. This is configured in the Resource Sharing window of the System module. The materials that are part of your material shortlist are denoted by a check mark in the Select column. The selected materials appear in the drop-down lists found in various windows throughout the system where selecting material is required. Materials in stockpiles are distinguished from materials in your central warehouse by having the route, direction, and mile point appended to the name of the stock item.
To add a material to the material shortlist, select the check box in the row showing the name of the material. Once all materials are selected, select Save.
Material is removed from the shortlist in a similar manner: clear the check box and select Save.
To create a material shortlist, watch this training video:
