If you have a Production Order for a large quantity of goods, you can produce it in parts. Once a portion of the production is ready, it can be moved in stock and then shipped to the counterparty or transferred to the required warehouse.
Step 1. Produce a portion of the planned quantity of goods
- In the Kladana workspace, navigate to the Sales → Sales Orders.
- Select the Sales Order in the list.
- In the Sales Order, navigate to the Related transactions tab, click Link Transaction, select the Production Order in the list, and click Link.
- To supply raw materials, click Add Related, select Purchase Order (total qty) or Purchase Order (missing stock qty) in the dropdown menu and create a Purchase Order.
- After receiving raw materials in Stock, create a Receiving.
- In the Sales Order, navigate to the Related transactions tab and select the Production Order. In the Production Order, in the Finished products tab the total quantity to produce (Qty Planned) is indicated.
- Start to produce the goods partially — navigate to the Process Tracking tab and click Start to produce. Learn more about Process Tracking.
- As part of the Production Order being ready, navigate to the Production Orders list. Here, you can see the planned quantity of goods to produce — Qty Planned and the quantity already produced — Qty Produced. The produced goods may be shipped to the counterparty.
Step 2. Ship the produced portion of goods to the counterparty
- In the Production Order, navigate to the Related transactions tab and select the Sales Order.
- In the Sales Order, the Available column indicates the quantity of goods available for shipment.
- Click Add Related, select Shipment in the dropdown menu and create a Shipment.
- Return to the Production Order and produce the next portion of goods. Once everything is ready, create a new Shipment following the same steps as described above. Repeat this process until all planned goods have been produced and shipped.
- In the Related transactions tab, you can view all associated transactions:
- Initial Sales Order,
- Partially completed Production Orders,
- Purchase Orders and Receivings for raw material purchase,
- Shipments.