Production
The Production module helps you plan manufacturing runs, define recipes (blueprints), and execute production while keeping inventory accurate and traceable.
Production Flow Overview
A typical end-to-end production flow follows these steps:
- Define Recipes (Blueprints). Create a recipe for each producible product, including ingredients, sub‑recipes, steps, and yield/scrap rates. See Recipes.
- Plan Production. Use Planning to schedule production runs, review required materials, and save plans. See Planning.
- Auto‑Generated Requisitions. When a plan is saved, the system automatically creates Material Requisitions (issuing reports) from the issuing inventory to the trolley inventory for all supplied ingredients needed by the executions.
- Source Missing Materials. If stock is insufficient for the requisition, the system alerts you to create Purchase Requisitions. See Purchases and Store Operations.
- Issue Materials. Use Store Operations to reserve, pick, and send materials from the issuing inventory. See Store Operations.
- Build Trolleys. Picked and issued materials are staged into trolleys via Trolley Building before production. See Trolley Building.
- Execute Production. Once trolleys are ready, the production execution can proceed—record the output, track status, and complete the run. See Executions.
Key Concepts
Shared Recipe Merging
When planning production, the system automatically merges shared sub‑recipes into a single execution. For example, if both Pizza and Lasagna require Tomato Sauce, the system will create only one Tomato Sauce execution that covers the combined quantity for both parents.
This merging applies whenever executions share the same recipe, inventory, and production date—even across separate planning sessions. If you plan Pizza today and then plan Pasta tomorrow for the same date, the shared Tomato Sauce execution will be updated to include the additional quantity rather than creating a duplicate.
Predecessor Executions
When you open an execution that was generated from a plan, you can see its predecessor (parent) executions. For a shared sub‑recipe like Tomato Sauce, the execution detail view shows all parent executions (e.g., Pizza, Lasagna, Pasta) along with their individual required quantities.
Automatic Requisition Generation
The automatic requisition generation requires that your system is configured with an Issuing Inventory and a Trolley Inventory. Contact your technical support team to ensure these are set up correctly for your environment.
When a production plan is saved, the system creates a Material Requisition (issuing report) from the issuing inventory to the trolley inventory. This requisition contains only the supplied ingredients (materials whose product type has the "Has Suppliers" option enabled). Sub‑recipe products that need to be produced are tracked as predecessor executions, not as requisition materials.
Within each execution's requirements, you can see the status of each ingredient:
- Supplied ingredients show the status of the material requisition and trolley building progress.
- Sub‑recipe ingredients show the status of the child production execution.
Permissions
The following permissions control access to Production features. These are managed in Settings > Users > Roles Management.
| Permission | Description |
|---|---|
| View Production Plans | View production plans and planning calendar |
| Plan for Production | Create production plans and access planning wizard |
| View Production Templates | View production planning templates |
| Create Production Templates | Create production planning templates |
| Delete Production Templates | Delete production planning templates |
| View Production Executions | View the executions list and detail pages |
| Create Production Executions | Create new production executions |
| Update Production Executions | Edit existing production executions |
| Finalize Production Executions | Mark executions as complete/finalized |
| Delete Production Executions | Remove production executions |
| Move Production to Another Date | Move production executions to another planning date |
| Override Production Execution Blueprints | Override the recipe used in an execution |
| View Production Blueprints | View the recipes list and detail pages |
| Create Production Blueprints | Create new recipes |
| Update Production Blueprints | Edit existing recipes |
| Delete Production Blueprints | Remove recipes |
| View Blueprint Costs | View cost information on recipes |
Sub‑Pages
- Production Recipes (Blueprints) — Define how products are made
- Production Planning — Schedule and review production runs
- Production Executions — Track and complete production runs
- Trolley Building — Stage materials before production
Related
- Store Operations — Material requisitions, picking, and issuing
- Purchases — Purchase requisitions for missing stock
- Products & Materials — Manage products, types, and categories
- Inventories — Manage warehouses and storage locations