Production Module – Overview
Select the “Production” module. Search and filter for batches by Batch #, Name, SKU, or Current production step. Select “+ Plan Production” to plan new batches. The “Label” is generated once planning a batch is completed, this label is for the finished batch. Document Production – When planning production is completed “Document Production” appears and […]
MMRs Module – Actions for MMRs
Overview: MMRs cannot be edited once made; they can only be duplicated or archived. Continue Working on Saved MMRs Select the “MMRs” module. Search for the MMR by Name. Select “Continue MMR.” You can either save your progress and complete it later or complete it if it is ready. How to Archive an MMR Select […]
MMRs Module – How to Create an MMR
Select the “MMRs” module. Select the “+ Add.” Search and sort for the Form Builder template being used for this MMR. Select the Template. Select “Continue.” Navigate to the Formula step. Select Formula bar. Search for a formula. Select the formula. Press “Add.” Enter a product name. Select the customer bar. Search for a customer. […]
MMRs Module – Overview
Overview: MMRs are required for batches. For MMRs to be used they need a form builder template and a locked formula. Select the “MMRs” module. Search and filter for MMRs by Name. Select “+ Add” to create a new MMR. Action column: Lock/Unlocking Unlocking MMRs allows them to be archived and makes them unavailable for […]
Dashboard Module – Overview
Overview: The process for downloading Received, In Stock, and Shipments is the same.
Formula Module – How to Edit a Formula
Formula Module – How to Lock & Unlock a Formula
Lock Overview: Locking a formula makes them available to use for MMRs. It’s important to make sure the formula is complete before locking, be careful as you use this function. Unlock Overview: Unlocking a formula is used for archiving or if there is an error that needs editing. Active MMRs using this formula will be […]
Formula Module – How to Create a Formula
Select the “Formula” module. Select the “Add” button at the top right of the screen. Enter the Formula Name and Product Number. Customers & Produces (PD#) Customers – Search and select the customer that this formula is for. If it’s more generic and not customer-specific, select “Stock Product” or nothing at all. Once located and […]
Formulas Module – Overview
Select the “Formula” module. “+ Add” is where all new formulas are created. In the next section, we’ll go over how to use it. Sort by Product #, SKU, or Name. Locked – Once a formula is locked, it is accessible to MMRs. You can lock and unlock as needed. Actions: Lock/unlock […]
Brands Module – How to Add Brands
1. Select the “Brands” module. 2. Select “+ Add” to add a new brand. 3. Enter brand name and website link. 4. Select “Add.” 5. Select the dropdown arrow to edit or archive a brand.