The Production feature allows businesses to track and manage stock quantities by recording inventory production. This guide walks you through the step-by-step process of setting up and using the feature effectively.
Step-by-Step Instructions
Step 1: Create the Main Product Item
Go to the product creation screen and set Inventory Type as Product.
Fill in the required fields such as:
Item Name
Item Category
SKU
Retail Price
Set the initial stock level to 0, as this product’s stock will be updated through production creation.
Step 2: Create Ingredients or Raw Materials
Create separate items for each ingredient or raw material used in production.
For these items, set Product Type as Ingredients or Raw Materials.
Fill in all necessary details and save each item.
Step 3: Link Ingredients to the Main Product
Go back and edit the main product.
In the General Tab, enable the Production toggle.
Switch to the Ingredients/Raw Materials Tab.
Add the previously created ingredients and set the quantity required for each ingredient.
Click Save.
Step 4: Create a New Production Record
Go to Inventory Management > Production Feature.
Click the +Add Production button.
In the pop-up modal:
Enter the Production Address.
Search and select the Product to be produced.
(Optional) Link the production with an Invoice or Purchase Order.
Enter a Production Name.
Set the Quantity to indicate how many units will be produced in this batch.
Click Save to start the production process.
Step 5: Configure Production Workflow (Optional)
Navigate to the Settings Tab under the Production feature.
Customize the production workflow to reflect the stages your product goes through during creation.
Step 6: Update Stock Level Based on Production Workflow
Open the created production record.
Update the Production Status according to your workflow stages.
Note: The initial status will display the list of required ingredients and automatically deduct the appropriate quantities from their stock levels.
When the status reaches the final stage, a confirmation modal will appear.
Click Complete to finalize the production process.
Step 7: Verify Stock Adjustments
After completing production:
The main product’s stock will be adjusted based on the production quantity.
The corresponding ingredient stock will be deducted accordingly.
Step 8: Transfer Stock (Optional)
You can now transfer the newly produced stock to another branch or store for retail sales.
Conclusion
The Production feature is a powerful tool for tracking and managing inventory. By following these steps, you ensure accurate stock levels for both finished products and raw materials, keeping your inventory under control and production streamlined.
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