Create a Material

Request changes
Last updated: Dec 5, 2025
Who can complete this task? Veeva Quality Basics: Vault Admin, Quality Admin.

Materials can be tagged on documents and associated with Change Controls. Tagging a material on records makes it easier to search and find them in Vault.

A material could be a finished product, but you could also enter APIs, catalysts, etc. Materials can be any level of material or product you need to tag in the system.

With Supplier Quality Management (SQM), you can qualify an External Site as a provider of one or more Materials and/or Services.

Materials are not required and only necessary when you want to tag records with the associated material or use them to qualify sites.

Create a Material

To create a new material:

  1. Navigate to Quality Admin > Quality Data > Materials and click Create.

    Screenshot step 1

  2. Select the Material Type and click Continue.

    Screenshot step 2

  3. If the Material Type is Finished Product, enter the Material ID, optionally enter the Product Abbreviation, and click Save.

    Screenshot step 3

    If the Material Type is Raw Material, enter the Material ID, select the Material Subtype, and click Save.

    Screenshot step 3

The new material is created in the Active state.

Note You do not need to add and manage ALL of your materials in your Quality Vault. We recommend adding only those that you need to reference on documents or records in the system.

Edit a Material

To edit an existing material:

  1. Navigate to Quality Admin > Quality Data > Materials and select the material you want to edit.
  2. Click Edit ().
  3. Edit the Material ID, Material Subtype (for Raw Materials), and/or Product Abbreviation (for Finished Products).
  4. Click Save.

Reclassify a Material

Best Practice In our Veeva Basics 25R3 release, Product records were migrated to Materials. Any materials (products) you created in your Vault prior to the 25R3 release were automatically assigned a type of Finished Product. Update the Type as needed for any of those legacy records.

To reclassify a material:

  1. Navigate to Quality Admin > Quality Data > Materials and select the material you want to reclassify.
  2. Select Change Type from the Action menu (ellipsis).
  3. Select the new Material Type and click Continue.
  4. You may see a message if changing from Finished Product to Raw Material that the Product Abbreviation will be lost because only Finished Products have Product Abbreviations. Click Continue.
  5. Fill in any required fields and click Save.

Inactivate a Material

To inactivate a material:

  1. Navigate to Quality Admin > Quality Data > Materials and select the material you want to edit.
  2. Click Edit ().
  3. Change the Status to Inactive.
  4. Click Save.

You can change an inactive material to active by changing the status to Active.