Production — Overview
The Production module takes a confirmed sales order and walks it through manufacturing: job creation, material issue, shop-floor work, quality control, and dispatch — with an AI planner advising which job to build first.
Who can use Production
Production Engineer and Company Admin. Production Engineers land on the Production Dashboard at login.
The make-to-order journey
Sales Order (with BOM)
│
├─ Material Availability check ──▶ shortage? ──▶ Purchase Requisition
│
▼
Production Job (JOB-2026-0001) — status: Planned
│ · 5 work orders auto-created (Fabrication, Assembly, Wiring, Testing, Quality Check)
│ · BOM materials reserved in stock
▼
Issue Materials ──▶ Material Issued
▼
Shop Floor / Kanban: In Progress → Assembly → Wiring → Testing
▼
Quality Checklist ── pass ──▶ Ready for Dispatch
│ fail ──▶ QC Failed → Rework → back to In Progress
▼
Dispatch (DN-2026-0001): Packed → Dispatched → Delivered
│ · stock leaves the warehouse, sales order → Shipped, job → Completed
▼
Create Invoice (delivery-based billing)
The screens at a glance
| Screen | What it's for |
|---|---|
| Production Dashboard | Morning view — active jobs, kanban snapshot, low stock, open work orders. |
| Work Orders | Every operation of every job — start, complete, log hours. |
| Shop Floor | A live stopwatch board for operators — start/pause/finish timers. |
| Manufacturing Jobs | The master job list — create jobs, issue materials, print job cards. |
| Kanban | Guided stage board — advance jobs one step at a time. |
| Production Planner | AI ranks open jobs into the best build order. |
| Material Availability | Check stock readiness for a sales order's BOM; raise requisitions for shortages. |
| Quality Checklist | Pre-dispatch QC — pass moves the job to Ready for Dispatch. |
| Dispatch | Delivery notes, transport details, and invoicing from dispatch. |
Job statuses and progress
Jobs move through: Planned → Material Issued → In Progress → Assembly → Wiring → Testing → (QC) → Ready for Dispatch → Completed, with QC Failed and Cancelled as side exits. The progress bar you see everywhere is derived from the stage (Planned 5% … Testing 80% … Completed 100%).
Three things worth knowing before you start
- Only sales orders with a linked BOM can be planned for production. Create the BOM first (BOM Generator), attach it to the quotation/order, and both the "From Sales Order" job dialog and the material check will work.
- Available stock = On Hand − Reserved. Creating a job reserves its BOM materials, so the same stock is never promised to two jobs.
- Dispatch is what completes a job. Marking a delivery "Dispatched" moves stock out, sets the sales order to Shipped, and completes the job — you don't need to (and shouldn't) complete it by hand first.