Adding a Production Plan

What is a Production Plan?

The production plan links invoices/sales orders to the manufacturing process. In the production plan, you can specify the source type (i.e., the invoice/sales order), add the product to be manufactured based on this invoice/sales order, the quantity, and the bill of materials associated with the plan. After saving the production plan, you can convert it into a manufacturing order and begin the actual production process.

How to Add a Production Plan ?

1. From the main menu click on “Manufacturing.“
2. Select “Production Plans“.
3. Click on “Add Production Plan“.
4. Enter the production plan information:
   • Name: Enter a name for the production plan.
   • Code: This is a unique automatic number assigned to each production plan, generated by the system.
   • Date From: Enter the start date of the production plan.
   • Date To: Enter the end date of the production plan.
   • Client: Select the client associated with this production plan.
   • Employees: Choose the employees responsible for the production plan.
   • Description: Enter a description for the production plan.
   • Source Type: Choose the source of the production plan (the document it originated from) from the dropdown list, which could be either an invoice or a sales order.
   • Source ID: Select the invoice or sales order designated as the source for the production plan.
   • Products:
     • Products: Select the final product to be manufactured from the dropdown list.
       • The product must be added to the system to appear in the production plan. For more information on how to add a new product, refer to this guide.
       • If the “Add items to the production plan that aren’t in the sales order/invoice” setting is not enabled, you must stick to the products present in the related invoice/sales order for the production plan. For more details on this setting, refer to the manufacturing orders general setting guide.
     • Quantity: Enter the quantity of the product to be manufactured.
       • If the “Add items to the production plan that aren’t in the sales order/invoice” setting is not enabled, you must adhere to the quantities of the products listed in the related invoice/sales order. For more information about this setting, refer to the manufacturing orders general settings guide.
     • Bill of Materials (BOM): Select the BOM associated with the manufacturing plan.
       • For more information on how to add a new bill of materials, refer to this guide.
5. Click the “Save” button.