Managing Production and Production Orders
The Production module allows you to seamlessly manage the manufacturing or assembly of goods. The workflow is divided into three main phases: defining a Product Bundle (linking raw materials to a finished product), generating a Production Order (scheduling a build), and executing the final Production.
**[Image: Dashboard overview showing the main menu and Products/Production modules]**Phase 1: Creating a Product Bundle
A Product Bundle acts as your Bill of Materials. It defines what finished good is being created and specifies the exact raw materials required to produce it.
- Navigate to the Products module on the left-hand menu.
- Select Product Bundles.
- Click the Add New button at the top of the screen.
- In the Main Product field, search for and select your finished good (e.g., ABCD).
- In the items grid below, add the necessary raw materials:
- Select the Item Name for the raw material.
- Specify the required quantities and verify the costs.
- Add additional rows if multiple raw materials are needed for the bundle.
- Click the Save button. A success message reading "Bundle Created Successfully" will appear at the top of the screen.
Phase 2: Creating a Production Order
Once your product bundle is set up, you can generate a Production Order. This acts as a formal request or schedule to produce a specific quantity of the finished product.
- Navigate to the Production module on the left-hand menu.
- Select Production Order.
- Click the Add New button.
- In the items grid, select the Name of the finished product you wish to produce.
- Enter the exact amount you need to manufacture in the Production Qty field (e.g., 100).
- Fill in the optional top-level details as needed:
- Area: Select the relevant production area or branch.
- Date: Set the specific date for the production order.
- Type: Select the classification type, if applicable.
- Remark: Add any internal testing notes or comments.
- Customer A/C: Select a customer account if this production is tied directly to a specific client order.
- Click Save. A success message reading "Order Created Successfully" will confirm the action.
Phase 3: Executing the Production
The final step is recording the actual production. This deducts the raw materials from your inventory and adds the finished goods to your stock. You can process production using a previously created Production Order, or manually create a direct production entry.
Option A: Process from a Production Order
- Navigate to the Production module and select Productions.
- Click Add New.
- In the top right corner, locate the Production Order search field.
- Click the field to view a list of open orders. Check the box next to the relevant Production Order and click the Post button. This will auto-populate the grid with the order details.
- Locate the Production Qty column in the grid. Initially, this will show as '0'.
- Click the Edit button at the bottom of the grid.
- Update the Production Qty to reflect the actual amount produced.
Note: You can fulfill the entire order (e.g., 100) or do a partial completion (e.g., entering 50, leaving 50 remaining for a future production run). - Click Approve & Save to finalize the production.
Option B: Process Direct/Manual Production
- Navigate to the Production module and select Productions.
- Click Add New.
- Under the Product tab, search for and select your finished good directly in the grid (e.g., Pancake Mix).
- Enter your required total in the Production Qty column (e.g., 500).
- Click the small Tick (Checkmark) icon on that row to confirm the line item.
- Switch from the 'Product' tab to the Consumables tab located above the grid.
- Click the Fill from product bundle button. This will automatically pull in all the required raw materials and their appropriate quantities based on the bundle setup.
- Review the populated raw materials, then click Save. A "Production Created Successfully" message will appear.
Helpful Tips
- Always ensure your Product Bundles are accurate before processing orders, as they dictate inventory deductions for raw materials.
- Partial production quantities are great for fulfilling large orders over multiple days or shifts. The system will automatically track the remaining quantities required to complete the initial order.