Matium

Your all-in-one material management platform.

Matium Core

Manage your relationships and opportunities on Matium.

Core CRM

Learn how you can utilize Matium to manage your customer and vendor relationships.

Overview of Companies

Learn how to create a new company in Matium.

Creating a Company

Learn how to view and update your company list in Matium.

Working with Companies

Centrally manage a list of all companies you do business with in Matium.

Companies

Learn about Core Haves which represent your market supply in Matium and allow you to find the best trade opportunities.

Haves Overview

Build your market supply in Matium by creating Core Haves for specific lots of materials companies you do business with would like to sell.

Creating a Have

Learn how to work with Core Haves including how to view details, update, share, evaluate matches and more.

Working with Haves

Build your market supply by tracking the haves of companies you do business with.

Haves

Learn about Core Needs which represent your market demand in Matium and allow you to find the best trade opportunities.

Needs Overview

Build your market demand in Matium by creating needs for materials you and companies you do business with would like to buy.

Creating a Need

Learn how to work with Core Needs including how to view details, update, share, evaluate matches and more.

Working with Needs

Build your market demand by tracking the needs of your company and other companies.

Needs

Learn about matches in Matium which are intelligently generated to help you to find the best trade opportunities in your market.

Matches Overview

Let Matium find the best matches or trade opportunities for you by analyzing price, location and material suitability of all of your haves and needs.

Matches

Manage your orders, inventory, shipments and financials with Matium.

Core Operations

Learn about the lifecycle of a Core Order in Matium.

Orders Overview

Learn how to create buy, sell and trade orders in Matium.

Creating an Order

Learn how to track orders, generate a PO, add shipments to fulfill an order and more.

Working with Orders

Centrally manage and track all buy, sell and trade orders.

Orders

Learn about the lifecycle of a Core Shipment in Matium.

Shipments Overview

Learn how to create inbound, outbound and trade shipments in Matium.

Creating a Shipment

Learn how to view shipments, book freight, generate shipping documents, track status and more.

Working with Shipments

Track all of your shipments, automate the logistics and gain insight into your financials. 

Shipments

Inventory Overview

Learn how to create an inventory item in Matium.

Creating an Inventory Item

Learn how to work with inventory items including how to view details, update, evaluate matches and more.

Working with Inventory Items

Centrally manage all of the materials currently in stock at your company.

Inventory

Learn how to integrate Matium with your QuickBooks Online system for seamless accounting.

Accounting Integration with QuickBooks Online

View a summary of all financial transactions in Matium Core.

Financial Summary

View all financial transactions and integrate with QBO to manage bills and invoices.

Finance

Go To Matium

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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