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User manual

Manufacturing (MRP)

Set a product's bill of materials once, then issue a production order, draw materials from the store, and know the output, the waste and the real unit cost, and see a shortage coming before a material runs out.

A recipe for every product, a production order that issues materials and receives finished goods, a real cost for each batch, and planning that suggests buying materials before they run out. Try it free on two products.

18 tasks

What the system does

  • Routings and work centers
  • Production orders
  • Requirements planning
  • Shop-floor screen on the phone
  • Costing
  • Quality and batches
  • Roles
  • Multi-level bills of materials with versions

Works with

This system needs the following and switches them on with it:

Tasks

How do I create a new Bill of Materials (BOM) or product recipe?

  1. Navigate to the Bills of Materials and Formulation list.
  2. Click the Create New BOM button.
  3. Select the finished product, standard batch quantity, and unit of measure.
  4. Add the list of raw materials and packaging components with standard quantities and scrap tolerances.
  5. Add routing operations, work centers, and standard operation times, then click Save.
Screen
Manufacturing › Bills Of Materials · Create
Permission needed
Manufacturing — Bills of materials / Add

How do I activate a BOM to become approved for production plans?

  1. On the BOM viewing page under Bills of materials.
  2. Review costs for item lines and routing operations comprising the tree.
  3. Click the Activate BOM button to set it as the officially approved revision for new manufacturing orders.
Screen
Manufacturing › Bills Of Materials · View
Permission needed
Manufacturing — Bills of materials / Approve and deactivate versions

How do I edit an existing BOM and issue a new version?

  1. In the Bills of Materials and Formulation table, select the desired BOM.
  2. Click the Edit button to open the BOM component editing page.
  3. Adjust component ratios or add substitute materials, then click Save.
Screen
Manufacturing › Bills Of Materials · Edit
Permission needed
Manufacturing — Bills of materials / Edit

How do I view standard cost analysis and values for materials and labor in a BOM?

  • Viewing details of direct materials costs, labor charges, and manufacturing overhead per unit requires manufacturing cost viewing permissions to preserve confidentiality of margins and industrial cost structures.
Screen
Manufacturing › Bills Of Materials · View
Permission needed
Manufacturing — Costs / View

How do I define a new work center or production line in the factory?

  1. Enter the Work Centers and Production Lines list.
  2. Click the Add New Work Center button to open the registration modal.
  3. Enter the work center name (e.g., Packaging Line, CNC Machine, Welding Section), hourly production capacity, machine hour rate, and labor hour rate.
  4. Click Save.
Screen
Manufacturing › Work Centres
Permission needed
Manufacturing — Work centres / Add

How do I record product demand forecasts?

  1. Go to the Industrial Demand Forecasts list.
  2. Click the Add Demand Forecast button to open the entry modal.
  3. Select the manufactured item, target period (month or quarter), and forecasted market quantity to incorporate into requirements calculations.
  4. Click Save.
Screen
Manufacturing › Sales Demand
Permission needed
Manufacturing — Sales demand / Add

How do I run the Material Requirements Planning (MRP) wizard?

  1. Navigate to the Material Requirements Planning (MRP) list.
  2. Click the Run MRP Wizard button.
  3. The system analyzes current on-hand inventory, open sales orders, and demand forecasts compared against bills of materials.
  4. The system produces accurate suggestions: suggested production orders for finished goods, and suggested purchase orders for deficit raw materials with required dates.
Screen
Manufacturing › MRP
Permission needed
Manufacturing — MRP / Run MRP calculation

How do I convert MRP proposals into actual manufacturing and purchase orders?

  1. In the Material Requirements Planning (MRP) table, select verified proposals.
  2. Click the Convert to Orders action.
  3. The system automatically generates work orders in the factory and purchase orders in procurement.
Screen
Manufacturing › MRP
Permission needed
Manufacturing — MRP / Convert suggestions into orders and requisitions

How do I create a manufacturing work order manually?

  1. Enter the Manufacturing and Work Orders list.
  2. Click the Create Manufacturing Order button.
  3. Choose the product to manufacture, associated BOM, required quantity, planned start date, and planned delivery date.
  4. Click Save.
Screen
Manufacturing › Production Orders · Create
Permission needed
Manufacturing — Production orders / Add

How do I release a manufacturing order to start on the production line?

  1. On the production order details page under Manufacturing Orders.
  2. Verify reservation of necessary raw materials in the warehouse.
  3. Click the Release Production Order button to set its status to "Ready for Operation" and make it visible to shop floor operators.
Screen
Manufacturing › Production Orders · View
Permission needed
Manufacturing — Production orders / Schedule order (release)

How do I issue raw materials from the warehouse to a manufacturing order?

  1. On the production order page under Manufacturing Orders.
  2. Click the Issue materials button.
  3. Scan lot barcodes for issued raw materials to record full traceability and deduct them from warehouse inventory.
  4. Click Confirm Issue.
Screen
Manufacturing › Production Orders · View
Permission needed
Manufacturing — Production orders / Issue materials

How do machine operators monitor orders on the shop floor screen?

  1. Open the Shop Floor and Workshop Screen page.
  2. The operator selects their machine or work center to display scheduled work orders.
  3. The operator clicks the work order and begins real-time logging for production run, downtime, and operation completion.
Screen
Manufacturing › Shop floor
Permission needed
Manufacturing — Shop floor / Work on the shop floor screen

How do I record actual produced quantities and scrap?

  1. On the production order review page under Manufacturing Orders.
  2. Click the Record Production Output button.
  3. Enter quantity of good units produced, scrap or waste quantity, and generated finished goods lot number.
  4. Click Confirm Receipt to credit sound units immediately into finished goods inventory.
Screen
Manufacturing › Production Orders · View
Permission needed
Manufacturing — Production orders / Record output

How do I make a QC lab inspection and acceptance decision for a production lot?

  1. Go to the Production Lots and Batches list.
  2. Review the manufactured batch subject to quality inspection.
  3. Click the Make Lot Decision button.
  4. Select the decision: final release, quarantine, or reject and scrap, then click Confirm Decision.
Screen
Manufacturing › Lots And Quality
Permission needed
Manufacturing — Lots and quality / Quality decision (release or reject)

How do I close a manufacturing order permanently and calculate actual costs?

  1. On the production order page under Manufacturing Orders once full quantity is produced.
  2. Click the Close Order button.
  3. The system reconciles actual costs of consumed materials and logged labor hours against standard costs and posts manufacturing variance journal entries.
Screen
Manufacturing › Production Orders · View
Permission needed
Manufacturing — Production orders / Close order and settle variances

How do I cancel an open manufacturing order?

  1. In the Manufacturing and Work Orders table, select the unstarted order.
  2. Click the actions button and choose Cancel order.
  3. Record the cancellation justification to unreserve raw materials and release schedule capacity.
Screen
Manufacturing › Production Orders
Permission needed
Manufacturing — Production orders / Cancel order

How do I generate production reports and Overall Equipment Effectiveness (OEE)?

  1. Open the Manufacturing reports page.
  2. Choose the report to display (Overall Equipment Effectiveness - OEE report, production cost variance report, raw material consumption and scrap rate report).
  3. Click View Report or Export to Excel/PDF.
Screen
Manufacturing › Manufacturing reports
Permission needed
Manufacturing — Reports / View

How do I configure manufacturing settings, lead-time buffers, and scheduling options?

  1. Go to the Manufacturing settings page.
  2. Configure default parameters: procurement safety buffers, material issue policies (FIFO or FEFO), and universal scrap tolerances.
  3. Click Save Settings.
Screen
Manufacturing › Manufacturing settings
Permission needed
Manufacturing — Settings / Edit

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