# Manufacturing Orders

# Create a Manufacturing Order

From the top menu navigate to the Manufacturing Order Screen

Navigate to the manufacturing order screen

From the right hand side of the Navigation Bar select the "+" icon

Create a manufacturing order

A pop-up will appear where you can enter the details of the New Manufacturing Order

To add items or sub items to the manufacturing order from the Items or Sub Items menu select what you want to add

Add an item to a manufacturing order

Start typing the item number or sub item number, the autocomplete will allow you to select which item/sub item you want to add

Add an item to a manufacturing order

Once an item is selected a new row will appear and you can add the details for that particular item

Add details to an item on a manufacturing order

Add details to an item on a manufacturing order

You can repeat the same process to add multiple items to the same manufacturing order

Add new item to manufacturing order

Add new item to manufacturing order

Add new item to manufacturing order

Add new item to manufacturing order

To delete an item from the manufacturing order simply click on the trash can icon

Delete item on manufacturing order

A pop-up will appear for confirming the action

Delete item on manufacturing order

# Edit a Manufacturing Order

From the top menu navigate to the Manufacturing Order Screen

Navigate to the manufacturing order screen

Hover over the manufacturing order you want to edit and on the right hand side click on the edit icon

Select the manufacturing order you want to edit

A pop-up will appear with the details of that manufacturing order

Details of the manufacturing order

From this pop-up you can edit all the fields in the items section as well as the status of the order

If you want to add items or sub items to this manufacturing order, in the Items or Sub Items section start typing the type you want to add, then type or select an item/sub item from the list

Select type of item you want to add to the manufacturing order

Select the item number from the list

Once the item is added to the manufacturing order you can edit its details

Item added to the manufacturing order

Add information to the newly added item

If you want to delete an item from that manufacturing order simply click on the trash can icon

Delete an item from a manufacturing order

A pop-up will appear for confirmation

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# Change status of a manufacturing order

From the top menu navigate to the Manufacturing Order Screen

Navigate to the manufacturing order screen

Hover over the manufacturing order you want to edit and on the right hand side click on the edit icon

Select the manufacturing order you want to edit

A pop-up will appear with the details of that manufacturing order

Details of the manufacturing order

From this pop-up you can change the status on the top right hand side by clicking the x icon and then selecting a new status

Change the status of a manufacturing order

Select a new status for the manufacturing order

# View items on a manufacturing order in a pop-up

From the top menu navigate to the Manufacturing Order Screen

Navigate to the manufacturing order screen

Select the manufacturing order you want to see and click on its number

Click on the manufacturing order for details

In the pop-up you can see all the details for that particular manufacturing order

View the manufacturing order details

If you want to see the bill of material (if it has one) for a particular item simply click on the item number or the item description

Click of item for viewing bill of material

A pop-up will open with the bill of material and you can see from here the quantities available, expected, and that will be used for manufacturing for each of the raw materials

Bill of material details for item

In this pop-up you can click on the in stock quantity to see in which warehouses you have the item available and in what quantities

Click on in stock

Inventory for item

In the previous pop-up you can click on the expected quantity to see the open purchase orders containing that particular item

Click on expected

In the pop-up with the open purchase orders you can further drill down to see the contents of a particular purchase order

Open purchase orders containing item

In the previous pop-up you can click on the manufacturing quantity to see the open manufacturing orders containing that particular item

Click on manufacturing

In the pop-up with the open manufacturing orders you can further drill down to see the contents of a particular manufacturing order

Open manufacturing orders containgin the item

# View items on a manufacturing order in the same screen

From the top menu navigate to the Manufacturing Order Screen

Navigate to the manufacturing order screen

Select the manufacturing order you want to see and click on the "+" icon

Open manufacturing order details on the screen

The screen will expand and you can see the details of one or multiple manufacturing orders at the same time

View manufacturing order details on screen

# View or edit warehouse details

From the top menu navigate to the Manufacturing Order Screen

Navigate to the manufacturing order screen

Select a manufacturing order and open it's details on screen then click on the warehouse you want to see

Click on warehouse

A pop-up will appear with the warehouse details

View warehouse details

In order to edit the warehouse you can click on the edit button at the top of the pop-up

Click on edit warehouse

Now you can edit and save changes to the warehouse in the new screen

Edit warehouse screen

# Delete a manufacturing order

From the top menu navigate to the Manufacturing Order Screen

Navigate to the manufacturing order screen

Select a manufacturing order you want to delete and click on the trash can icon

Select a manufacturing order to delete

A confirmation pop-up will appear to confirm the deletion of the manufacturing order

Confirm deletion of the manufacturing order

# Bulk upload data

Bulk data can be uploaded by using our templates, for more details on how to do this please consult our Uploading section

# Advanced actions

For customizing column names, order of the columns, creating and saving a view, exporting to Excel and other advanced features see our Advanced menu section

# Column explanation

# Header columns

# MO

Represents the manufacturing order number that is used to uniquely identify a manufacturing order in the system. This number needs to be unique, and can have both numbers and letters.

# Description

Represents the description of that particular manufacturing order.

# Status

Represents the status of a manufacturing order, this can be Open, Closed, and In Progress.

# Created By

Represents the user who initiated the manufacturing order.

# Creation Date

The date when the manufacturing order was created.

# Item Count

Represents the number of items on a manufacturing order.

# Qty Scheduled

Represents the quantity of all the items on that manufacturing order that is scheduled to be produced.

# Qty Produced

Represents the quantity of all the items on that manufacturing order that was produced.

# Detail columns

# Item

Represents the item number that is used to uniquely identify an item in the system. This number needs to be unique, and can have both numbers and letters.

# Item Description

Represents the item description corresponding to a particular item number.

# Sub Item

Represents the sub item number (if any) unique at item level. This number needs to be unique at item level, and can have both numbers and letters.

# Item Type

Represents the type of the item, it can be Raw Material or Finished Goods.

# UoM

Represents the unit of measure of the item.

# Start Date

The date when the manufacturing order is scheduled to start.

# End Date

The date when the manufacturing order is scheduled to end.

# Qty Scheduled

The quantity scheduled to be produced for the item.

# Qty Produced

The quantity produced for the item.

# Warehouse

Represents the warehouse number that is defined in the master data.

# Status

Represents the status of an item (or subitem) at the manufacturing order level, this status for each item can be Open, Shipped, Received.