Create a manufactured product
To create a manufactured product in Holded, follow these steps:
Go to Inventory > Products in the navigation bar
Click the New Product button in the upper right corner:
Enter basic product information, including a name and description.
Include information related to sales, purchases and manufacturing.
Under "Purchasing and manufacturing," check the This is a manufactured product box.
Under "Bill of Materials," click Search Products and Services or type @ in the concept line to select a product or service you've previously registered.
In the pop-up panel, search and click to mark all those products or services that you want to add to the manufactured product (unless you have uploaded an image, products are represented by a box icon, and services by a three-dimensional icon). layers):
☝🏼 Remember that you will have to have previously created the products that will be part of the manufactured product.
You can use the "Categories" or "Tracking" filters to facilitate your search:
Press the Select button, and view in the List of Materials the products added to the manufactured product (the purchase prices will be filled in automatically).
Below, indicate, in units:
The yield quantity (minimum batch size) of manufactured product, that is, the quantity you produce with the materials and units that you specify in the bill of materials.
The necessary quantity of each of the materials, that is, the specific quantity of each component or material that is required to produce the yield quantity.
In our example, 15, 6 and 16 units of apple, pear and grape, respectively, each time we manufacture 25 units of "apple, pear and grape juice":
You can use the Trash icon to remove the material from the manufactured product.
The manufacturing price will have been automatically added to your bill of materials. Also add, if you wish, the initial cost in "Purchasing and manufacturing". This value will be automatically recalculated with each new manufacturing and is applied in inventory reports.
Fill in the tracking, stock management, options fields (add variants, lots, or serial numbers from here) and accounting.
Complete your product sheet including tags and categories, and uploading an image to appear in your documents and catalog.
Click the Save button to save the product.
Your product will be visible in Inventory > Products. Check the "Supply" column to verify if this is a "Manufactured" or "Purchased" product.
Edit a manufactured product
To edit a manufactured product, follow these steps:
Go to Inventory > Products, and locate the manufactured product you want to modify.
In the product line, click the three-dot (⋮) button on the right and select "Edit."
Apply the changes you need.
At the top right, click "Save".
☝🏼 Please note that once a product is marked as manufactured, you will not be able to edit it to unmark it and save it as a purchased product.
Delete a manufactured product
Go to Inventory > Products, and locate the manufactured product you want to delete.
In the product line, click the three-dot (⋮) button.
Select Delete and confirm this action.
Remove materials from a manufactured product
To remove materials from the bill of materials for a manufactured product, follow these steps:
Go to Inventory > Products, and locate the manufactured product you want to modify.
In the product line, click the three-dot (⋮) button on the right and select "Edit".
In "List of Materials", use the Trash icon to the right of each material to delete the materials you want.
At the top right, click "Save".
Update the bill of materials for a manufactured product using Excel
Holded provides you with a template that allows you to update lists of materials for manufactured products using an XLSX file. This allows you to apply changes to multiple manufactured products at once.
For example, in manufactured products that have variants, each variant could have its own bill of materials. Updating via Excel would be more convenient and faster than updating the bill of materials of each variant one by one.
Learn how to do it here.
Manufacture (adjust stock in manufactured products)
In Holded, manufacturing is an operation that consists of subtracting from inventory the units of materials used to produce a manufactured product, while adding the manufactured units of the same, maintaining an accurate record of stock levels.
While the conventional stock update only modifies the number of units of manufactured product (without altering the stock of materials), the "manufacture" function adds units of manufactured product and simultaneously subtracts the units of the materials that make it up.
Example of "Manufacturing":
Imagine that, to produce two units of "juice" (manufactured product), you have defined that you need one unit of "pear", one of "apple" and one of "grape" (materials that make it up). Suppose, also, that you have ten units in stock of each of these materials. Well, taking into account that you manufacture, for example, 4 units of "juice", and depending on what function you execute,
Using "Adjust Stock" you would add 4 units of "juice" to your stock (+4), but you would still have ten units of each material in your inventory (10 of apple, 10 of pear and 10 of grape).
Using "Manufacture", however, you would add 4 units of "juice" to your stock (+4), subtracting, in turn, two units of each of the materials that make it up (10 -2 apple, 10 -2 of pear and 10 -2 of grape; that is, 8 units of each).
☝🏼 Keep in mind that when manufacturing, in addition to consuming stock, the average cost of the manufactured product is also updated and a record is noted in the stock history. This operation does not generate any documents.
In Holded, you can manufacture in two different ways:
Manufacture from the product list (fast manufacture).
Unlike manufacture from a manufacturing order, fast manufacturing means that:
You do not generate any documents.
You cannot select consumed batches or serial numbers in the bill of materials.
You cannot register new batches or serial numbers.
To perform fast manufacturing, follow these steps:
Go to Inventory > Products in the navigation bar.
Click the three-dot (⋮) button in the top right.
Choose the Manufacture option.
In the pop-up menu, click "Search for products", or add them using the barcode scanner:
From "List of manufactured products", use the search bar, the "+Filters" drop-down menu, or the pager to find your products.
Indicate those you want to make by checking the boxes to the left:
Press Select.
Use the field in the "Quantity" column to indicate how many units of manufactured product you are going to add to your stock:
Select the affected warehouses and the date when manufacturing takes place:
Origin warehouse: is the warehouse from which the stock will be discounted from the bill of materials.
Destination warehouse: it is the warehouse to which the stock of the manufactured product will be added.
Under "Description," add a comment or details about the manufacturing.
Click Manufacture to confirm.
2. Manufacture from a production order
Learn how to do it in this article.
"Decimal" quantities of material
It is worth mentioning that, if the number of units manufactured is less than the yield quantity established when creating the product, it could happen that the final stock of materials is less than one unit; and, therefore, decimal in nature.
Continuing with the example above, if you decided to make a single unit of "juice", since you would only need 0.5 units. of each of the materials, the resulting stock in your stock would be 9.5 units. apple, 9.5 pcs. of pear, and 9.5 pcs. from grape.
This might seem inconsistent for certain materials or indivisible subcomponents (e.g., "half-screw," "half-bulb," or "half-button"). But it makes perfect sense when manufacturing with divisible materials, like the one in our example, since, technically, it would be possible to use the leftover half block for later manufacturing.
Traceability in manufactured products and bills of materials
In Holded you can track manufactured products using the traceability report.
This report allows you to filter by SKU or lot of the manufactured product, as well as the bill of materials used during the manufacturing process.
This provides a detailed view of the origin and destination of each product batch, which is critical for quality assurance and easy identification in case of potential problems.
Learn more about the Traceability Report here.
💎 Activate the Manufacturing gem, in the Holded Store, to access manufactured products.