Create a production order
To create a manufacturing order in Holded, follow these steps:
Go to Inventory > Orders, in the navigation bar.
Select the "Manufacturing Orders" tab.
Click the New Manufacturing Order button in the upper right corner.
In the "Product" field, find and add a previously created manufactured product in Holded (doing so will add the lines with the materials that make it up).
Enter the basic order information, including quantity, document number, date and expiration date.
Complete, for each of the order lines, the description, to be consumed, and price fields, and add, if desired, new materials in the "Add line" button.
Finally, if necessary, add the categorization fields (internal notes, tags, project).
At the top right, click on the Save button to register the order in your order list.
💎 Remember that you can only use manufacturing orders by activating the Manufacturing gem in the Holded Store. Learn more about manufactured products here.
You can also create an order using the "+" button in the navigation bar. You just need to activate the "manufacturing order" option in the Customize section.
Creating a purchase order from a manufacturing order
From the manufacturing order section in Holded, you have the option to easily convert your bill of materials into a purchase order.
This functionality allows you to request from your supplier all the materials needed to carry out the manufacturing process of your products.
This way, you can generate a purchase order that includes all the products and quantities required for your production, thus streamlining the supply process and ensuring that you have the necessary resources to fulfill your manufacturing orders.
Create a production order, selecting batches or serial numbers to be consumed.
Follow the same initial steps as for creating a production order:
Go to Inventory > Orders, in the navigation bar.
Select the "Production Orders" tab.
Click the New Manufacturing Order button in the upper right corner.
In the "Product" field, find and add a previously created manufactured product in Holded (doing so will add the lines with the materials that make it up).
Enter the basic order information, including quantity, document number, date, and expiration date.
Complete, for each of the order lines, the description, to be consumed, and price fields, and add, if desired, new materials in the "Add line" button.
Click on the "pencil" icon to the right of the order line for any of the materials that have batches, to choose the lots to be consumed.
In the pop-up menu, add or remove the specific batches, specify the units to be consumed, and then click "Confirm".
☝🏼 Make sure that the sum of the units of all added batches matches the "to consume" units indicated for that product in the bill of materials. Otherwise, you will not be able to confirm the batches.
Finally, add the categorization fields (internal note, tags, project) if necessary.
At the top right, click the Save button to register the order in your order list.
Fields to fill in the production order
Basic information
Product: choose the product you want to add to the order (you must have previously created a product manufactured in Holded to be able to add it to a manufacturing order).
Quantity: indicates the quantity of product units to be manufactured. Although one unit is taken by default, you will be able to edit this field.
Document number: a document number will be assigned automatically according to the numbering lines you have created in Billing Preferences.
Date: it will be filled by default with the date of the day (as this is when the order is created) but you can always edit it.
Due date: you can select a due date from the calendar or check the option of 7, 14, 30, a certain number of days.
Order line fields
Concept: This column lists each of the products (materials) that are part of the manufactured product.
Description: add a brief explanation to specify the details of the product or service. If you have already included a description when creating the product or service, it will be filled in automatically.
To be consumed: indicates how many units of material will be consumed with the order. By default, the number of units you indicated when creating the manufactured product will be displayed.
Price: the amount excluding taxes on the product or service. It will be filled in automatically when you select an already registered product with the magnifying glass.
Categorization
Internal note: add an internal description.
Tags: create or search for a tag to classify your order.
☝🏼 Once you have created and assigned tags to the order, you can use them to analyze your data in Analytics > Reports.
Project: assign a project to your order or a project for each item within the order by clicking on this dropdown.
Manufacturing from a manufacturing order
Unlike fast manufacturing, manufacturing from a production order implies that:
You generate a document (production order) with the bill of materials for, say, the warehouse.
It allows you to send the document by email.
You can select the lots or serial numbers consumed in the list of materials.
You can enter new lots or serial numbers from the order itself.
To manufacture from a production order, follow these steps:
Go to Inventory > Orders in the navigation bar.
Select the Manufacturing Orders tab.
From the list, click on an order of your choice.
On the order tab, on the right side menu, click on the General button.
Under "Manufacturing", click on the "Manufacture" button.
Select, if applicable, the lots or serial numbers of the product to be manufactured included in the order.
Click on the "Manufacture" button.
Confirm the action.
This action will add the stock of the manufactured order and subtract, in turn, the stock of the materials that make up the order.
Manufacture from a production order, selecting batches or serial numbers to be delivered
To manufacture from a production order by selecting lots or serial numbers, follow these steps:
Go to Inventory > Orders, and click on the "Production Orders" tab.
In the list, select an order of your choice.
In the order tab, on the right side menu, click on "Manufacture".
In the "Manufacture" column of the pop-up panel, click on "Select lots" or "Select Numbers", depending on the product type.
☝🏼 To specify the SN or lot, you must have left the "Select lot / SN" checkbox unchecked in the "Advanced options" when creating your sales order.In the dropdown, type to create or search for a new or existing lot or serial number.
When creating a lot/sn from this menu, you will only be able to give its name; to add the start and end dates, you will have to do it from the product tab, by clicking on Manage lots or Manage numbers.
Indicate the number of units to be manufactured for each batch or sn; enter the number manually in the "Manufacture" column.
☝🏼 The number you entered in the "Quantity" field when creating the order must match the total number of units in the "Manufacture" column when adding the batches.
Click on the "Manufacture" button.
Confirm the action.
This action will add the stock of the manufactured order by subtracting, in turn, the stock of the materials that form it.
💎 Activate the Inventory gem in the Holded Store to use sales and purchase orders, products with lots and serial numbers, and the Manufacturing gem to enjoy manufacturing orders.