Material Configuration Deep Dive

# ScrapRight Training Guide  
**Material Configuration Tab: Advanced Options When Creating/Editing Materials**

This guide explains the **Configuration** tab inside a material's setup screen in ScrapRight. When adding or editing a material (Materials tab > Materials > Add/Edit), switch from **Basic Info** to **Configuration** to access checkboxes and dropdowns that control special behaviors, compliance, inventory handling, reporting, and more.

These options fine-tune how the material is bought/sold, tracked, and processed — especially for vehicles, catalytic converters, precious metals, auto-regrades, state-specific rules (e.g., CRV, tag & hold), and advanced workflows.

**Access Path**  
1. Go to **Materials** tab.  
2. Select **Materials** (main list).  
3. Click **Add Material** or open an existing one (e.g., "Extrusion").  
4. Switch to **Configuration** tab.

**Important Notes**  
- Some options are state-specific (e.g., Texas VIN, Hawaii High Five, PA CRV).  
- Not all checkboxes apply to every yard — only enable what matches your operations/compliance.  
- Test changes: Create a test ticket after saving to verify behavior.  
- Unknown/unused options (e.g., some checkboxes mentioned as "not sure"): Contact ScrapRight support for clarification or check release notes.

## Configuration Tab Options Explained

### Vehicle & Compliance Checkboxes

- **VIN**  
  Requires VIN entry on ticket when this material is selected.  
  Use for: Vehicles, catalytic converters in states like Texas (mandatory VIN for cats).

- **Cat** (Catalytic Converter)  
  Enables quick "cat button" mode on ticketing screen.  
  - Tap button repeatedly (e.g., 8 times for 8 cats).  
  - Takes one photo at end (all cats together).  
  - Supports quarter/half/three-quarter/whole purchases.

- **Battery**  
  Legacy/no longer functional (per video). Ignore or leave unchecked.

- **Fee / Junkyard Fee**  
  Links to ticketing fees set in Organization tab.  
  Applies specific fees (e.g., processing/junkyard charge) when this material is on ticket.

- **Precious Metal**  
  Marks as precious (gold, silver, etc.).  
  - Restricts visibility: Only shows on **precious metal workstations** or for precious metal users.  
  - Helps segregate high-value/compliance-sensitive items.

- **Must Be Regraded**  
  Forces regrade prompt/selection before weighing/processing.  
  Ensures material is properly classified (e.g., upgrade from dirty to clean).

- **Auto Regrade**  
  Enables automatic percentage-based splitting when purchased.  
  - Adds **Auto Regrade** tab (appears after checking).  
  - Set % splits (e.g., 25% to Material A, 25% B, 25% C, 25% D).  
  - Example: Buy 100 lb → auto-allocates 25 lb each to four different inventory materials.  
  - Great for mixed loads (e.g., dirty copper → clean copper + brass + contaminants).

### Buy/Sell & Inventory Type

- **Buy / Sell / Buy & Sell** (dropdown)  
  - **Buy**: Inbound purchases only.  
  - **Sell**: Outbound sales only.  
  - **Buy & Sell**: Both directions.

- **WIP / Finished Good / Both**  
  - **WIP (Work In Process / Loose)**: Standard loose inbound material.  
  - **Finished Good**: Requires packaged form (e.g., bale, bundle); allows package label creation directly from ticketing screen.  
  - **Both**: Pops up choice on ticket: "Buy as WIP loose or Finished Good?"

### Other Specialized Checkboxes

- **Plastic Bank**  
  Routes to special plastic bank report (rarely used).

- **Tag and Hold**  
  Enables **Tag & Hold** button on ticketing for this material.  
  - Required in some localities (e.g., hold material 3 days for police review).  
  - In Organization > Configuration: Set recipients (email/print tag) and actions (notify user or print physical tag).

- **Skip Picture**  
  Disables auto-photo capture for this material (overrides global compliance).

- **Auto Parts**  
  Categorizes for auto parts reporting/tracking.

- **Require Number of Packages** (Finished Goods only)  
  Forces entry of minimum package count (instead of weighing each individually).

- **Allow Material to Be Fulfilled by Others on a Sales Order**  
  Permits fulfillment from alternate sources/inventory (exact behavior may vary — confirm with support).

- **Catalyst** / **High Five** (Hawaii-specific)  
  - Catalyst: Likely catalytic converter flag (overlap with "Cat").  
  - High Five: Hawaii-specific fee/compliance (similar to CRV in other states).

- **Non-Refundable**  
  Prevents refund/credit on this material.

- **Exclude from Inventory**  
  Removes from inventory tracking (e.g., non-stock items).

- **Scrap Points**  
  Enables points earning for loyalty program (see Scrap Points guide).  
  - Set points per pound (or unit).

- **Vehicle Quote** / **Freight Charge**  
  Links to vehicle quoter or freight setup (for quoting/selling).

- **U-Fill Placeholder** / **SAL**  
  Specialized placeholders (unclear usage — consult support).

- **Exclude from CRV Exempt**  
  Excludes from CRV (California Redemption Value) exempt report.

- **Requires Tare**  
  Forces tare weight entry before proceeding.

- **Paid by Check**  
  Forces check payment for tickets containing this material (or splits amount to check).

- **Tare Button**  
  Links to tare container buttons set in Organization (e.g., specific bins for this material).

- **Daily Load Limit**  
  Caps daily purchase weight (e.g., CRV limits or state copper rules).

- **Include in Specific Police Report**  
  Adds to designated police/export report.

- **Can Be Sorted**  
  Prompts "Are you sorting this material?" popup before weighing.

- **Count Limit**  
  Sets piece/count limit (similar to daily load but by count).

- **Minimum Weight Compliance**  
  Requires minimum weight before credit/payout.

- **Tax Code** / **New PRS** (mapping)  
  Tax or form mapping (state-specific; consult support).

### Advanced / Linked Features

- **Linked Material**  
  For finished goods/shipping: Enables on-the-fly regrade/breakdown (e.g., reclassify steel load).

- **Grading Material**  
  Likely for grading/regrade workflows (rarely used per video).

## Best Practices & Tips

- **Start Simple**: Only enable checkboxes you need — test one at a time.  
- **Compliance First**: VIN, Cat, Tag & Hold, Daily Limit — match your state laws (e.g., Texas cats need VIN).  
- **Auto Regrade Power**: Use for mixed/dirty loads to auto-allocate value accurately.  
- **Precious Metals**: Restrict to secure workstations.  
- **Testing**: After save → create test ticket with material → verify prompts, inventory impact, reports.  
- **Unsure Options**: "Not sure" items (e.g., Catalyst, Grading, U-Fill) — reach out to ScrapRight support with material name for clarification.

This tab unlocks ScrapRight's power for specialized materials — vehicles, cats, precious metals, auto-regrades, and state compliance.

Next: Related guides on Auto Regrade Setup, Catalytic Converter Buying, Tag & Hold, or Precious Metals Workstations.

Questions? Submit via Help Desk — include material name and specific checkbox for quick answers.

Thanks for watching ScrapRight University — configure smart, buy smarter! See you next time.