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Trolley Building

Trolley Building prepares picked and issued materials into organized trolleys before they are consumed in production executions. It helps the production floor receive complete, traceable sets of materials grouped by production run.

Overview​

Navigate to Store Operations > Trolley Building to view and manage trolley building documents.

The trolley building list page shows all trolley documents with their status, production details, and dates.

Trolley Building List

Columns​

ColumnDescription
CodeThe trolley document code (linked to the execution and product)
Production FloorThe inventory where production takes place
StatusCurrent status of the trolley document
Lot NumberThe lot label for traceability
Production DateThe date production is scheduled
Trolly Building DateThe date the trolley is being prepared
Created AtWhen the document was created
Updated AtLast modification date

Filters​

  • Date filters: Yesterday, Today, Tomorrow, This Week, Next Week, This Month.
  • Trolly Building Date: Filter by a custom date range.
  • Search: Search by code or product name.

How Trolley Building Works​

Automatic Creation​

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Trolley building documents are automatically created by the system when materials are issued to an inventory that is configured as a Trolley Inventory (tagged for trolley building). Contact your technical support team to ensure your trolley inventory is configured correctly.

The automatic creation flow:

  1. A production plan is saved, generating production executions and material requisitions.
  2. Materials are picked and issued through Store Operations.
  3. When materials are issued to a trolley inventory, the system automatically creates trolley building documents, grouping materials by production execution.

Manual Creation​

Trolley building documents can also be created manually if needed:

  1. Click Create from the trolley building list page.
  2. Select the materials and quantities.
  3. Assign the trolley to a production execution.

Trolley Document Statuses​

Trolley documents progress through the following statuses:

StatusDescription
DraftThe trolley document has been created but no materials have been completed
Partially CompletedSome materials in the trolley have been completed (transferred to the destination)
CompletedAll materials have been completed and transferred
Partially ApprovedSome materials have been approved by the receiving party
Partially RejectedSome materials have been rejected
ApprovedAll materials have been approved
RejectedAll materials have been rejected
FinalizedThe trolley document is finalized and linked to the production execution
CancelledThe trolley document has been cancelled

Material Statuses within a Trolley​

Each material in a trolley document has its own status:

StatusDescription
PendingThe material is waiting to be placed in the trolley
CompletedThe material has been transferred to the destination inventory
ApprovedThe material has been accepted by the production floor
RejectedThe material has been rejected and stock is returned to the source inventory

Working with Trolley Documents​

Complete Materials​

Completing a material means the stock is transferred from the source inventory to the trolley/destination inventory.

  1. Open a trolley document.
  2. Select the materials you want to complete.
  3. Click Complete.
  4. The stock will be moved to the destination inventory and the material status changes to Completed.

Approve Materials​

Once materials are completed (transferred), the production floor can approve or reject them:

  1. Open a completed trolley document.
  2. Review the materials.
  3. Click Approve to accept the materials — the material status changes to Approved.

Reject Materials​

If materials are not acceptable (wrong quantity, quality issues, etc.):

  1. Click Reject on the material.
  2. The stock is returned to the source inventory.
  3. The material status changes to Rejected.

Finalize​

Once all materials are approved (or a combination of approved and rejected), the trolley document can be finalized, linking it to the production execution.

Connection to Production Executions​

Trolley building documents are directly linked to production executions:

  • Each trolley document is associated with one or more production executions.
  • Materials in the trolley map to the ingredient requirements of those executions.
  • The execution detail page shows the trolley building status for each supplied ingredient.

Permissions​

PermissionDescription
View Trolley Building DocumentsView the trolley building list and detail pages
Create Trolley Building DocumentsCreate new trolley building documents
Update Trolley Building DocumentsEdit existing trolley building documents
Delete Trolley Building DocumentsRemove trolley building documents
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To view the linked production executions from within a trolley document, the user also needs the View Production Executions permission.