If materials and semi-finished products used in production are stored in different warehouses, when executing a Production Order, you need to monitor their quantities, move them between warehouses, and place orders for materials from the suppliers. The Supply section facilitates the management of all these processes. Let’s consider a few examples of how the supply process can be organized.
- Supply for a Production order
- Supply for multiple Production orders
- Production order based on another Production order
- Related transactions
Supply for a Production order
You have a Production Order. Before starting its execution, it is necessary to check if the required materials and components are in stock, and to order or produce any that are missing.
- Create Production order.
- Specify Materials Warehouse and Product Warehouse. It may be different warehouses.
- In the Finished Products tab, add Bills of Materials and specify the Volume Ratio to determine the number of finished products.
- In the Raw Materials tab, check whether there are enough materials for production. The number of materials needed is indicated in the To Supply column.
- Сlick Supply to order additional materials.
- In the Supply Stock By column, specify the transaction to obtain the required raw materials:
- Stock Transfer — select it if you have the needed materials at the other warehouse, and the materials can be obtained from there;
- Purchase Order — select it if there are no materials at the warehouses, and they need to be ordered;
- Production Order — select it if semi-finished products, which you produce yourself, are used as materials for the Production order.
- To choose a single transaction for all materials, click on the column title and select the preferred option.
- In the Source-to-Supply column, specify the supplier from whom you are going to purchase the material. Suppliers can vary for each material.
- In the Qty to supply column, specify the quantity of materials to order. To calculate it automatically click on the title of the column and choose the method:
- Based on the available stock,
- Based on the stock-on-hand,
- Same as Qty required.
- To check if the required quantity of raw materials is available at the other warehouse, specify for the materials:
- Supply stock by — Stock Transfer;
- Source-to-Supply — warehouse where you want to check the quantity of materials.
- In the menu, the quantity of raw materials is indicated for the warehouse. If the quantity of any material is not enough, specify for the material: Supply stock by — Purchase Order.
- Specify Qty to Supply — the number of materials you want to order. Click on the column header and choose Same as Qty required.
- Click Create.
To view the created transactions, select Purchases → Purchase Orders, Inventory → Transfers or Production → Production Orders. Wait for the delivery of materials or manufacture semi-finished products, then execute the Production order.
Supply for multiple Production orders
You have several Production Orders, and you do not have enough materials to fulfill them.
- In the Kladana workspace, select Production → Production Orders.
- In the list of Production orders, select the Production orders using checkboxes.
- Сlick Supply to order additional materials.
- Specify:
- Supply Stock By — the way to get the materials;
- Source-to-Supply — the supplier;
- Qty to supply — the number of materials you want to order.
- Click Create.
Production order based on another Production order
You manufacture products from semi-finished products. For example, you sew shirt components and then assemble them in finished products, shirts. You have several Bills of Materials and Routings for producing the semi-finished products, shirt components. Additionally, you have multiple warehouses, for example, for semi-finished and finished products. In this case, to manufacture products from semi-finished goods:
- Create Production order.
- Specify:
- Materials Warehouse — warehouse of semi-finished products;
- Product Warehouse — warehouse of finished products.
- In the Raw Materials tab, check whether there are enough materials for production. The number of materials needed is indicated in the To Supply column.
- Сlick Supply to order additional materials.
- In the Supply Stock By column, click on the column title and select Production Order to create production orders for manufacturing semi-finished products yourself. If the quantity of raw materials is not sufficient, select Purchase Order instead of Production Order.
- In the Source-to-Supply column, the corresponding Bills of Materials are automatically indicated. According to them, you manufacture the necessary semi-finished products.
- Specify Qty to supply without considering the stock.
- Click Create.
- Select Production → Production Orders. In the list, there will be Production Orders for all semi-finished products.
Related transactions
As Purchase Orders and Transfers are based on other transactions, they are linked with those transactions. You can always track related transactions:
- In the Kladana workspace, select the transaction, such as a Production order.
- Go to the Related transactions tab. The parent transaction and the transactions created from it are listed there. In the example below, a Purchase Order and a Production order are created from the Production Order.
- Click on the transaction to view the details.