Purchase Orders Module – How to Update Purchase Orders
Select the “Purchase Order” module. Search and sort for your PO. Click the drop-down arrow and select “Set Status.” Select the new PO status. Draft – Customer Request Formulating – Making the right formula Ready to Order – Ordering Constituents Ordered – All constituents in stock or ordered Ready to Produce – Ready to be […]
Purchase Orders Module – How to Edit a Purchase Order
Select the “Purchase Order” module. Search and sort for your PO. Click the drop-down arrow and select “Edit.” Make the necessary changes to the customer, formula(s), or notes sections. To finish, select “Save” at the bottom of the page.
Purchase Orders Module – How to Create Purchase Orders
Select the “Purchase Orders” module. Select “New Purchase Order.” Add Customer. Find the customer you’re looking for. Select a customer. Select “Add.” Enter Customer PO#. Enter the date the PO was ordered. Enter the delivery by date. Select “Next.” Select the “Formula” bar. Find your formula. Select the formula. Select “Add.” Enter quantity per container […]
Purchase Order Module – Overview
Production Module – Managing Batches
Overview: Batches can be edited, deleted, and updated in real-time. How to Update Batches Select the “Production” module. Search for the batch by Batch#, Name, SKU, or Current Step. Select “Document Production.” Select the process step you are on, scroll down, and document the step. Once complete, scroll down and select “Save.” How to Edit […]
Production Module – How to Plan a Production
Select the “Production” module. Select the “+ Plan Production.” Search for the MMR being used for this batch. Select the MMR for this batch. Select “Next.” Optional: Associate the batch with a specific sales order. Search by PO#, Customer, Product(s), or Customer PO#. Optional: Select the sales order for this batch Press “Continue.” Select “Production […]
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 […]