Production
Production Overview
Planning Production
1min
A batch is a specific quantity of a product processed or produced at one time. To plan a new batch, select the Production module under Production from the horizontal menu.
Click the + Plan Production button.

1
Pick an MMR
- Select a product, or a master manufacturing record (MMR), from the list.
- If you need to create a new product type that isn't listed, navigate to the Products tab in the horizontal menu, and select the MMRs module.
- Once you've selected the MMR that you plan to produce, click Next.

2
Pick a Sales Order (Optional)
- If you want to associate the batch with a sales order, click the checkbox next to the sales order that the MMR is for. To view batch details and the fulfillment status of any sales order, click the + icon. With the sales order(s) selected, click Continue.

- To skip this step, click Continue without selecting a sales order.
3
Review Formula & Allocate Ingredients
Review Formula
- The top section of this step includes production details, including the Formula Name, Product Name, Customer(s), Sales Order #(s), # of Capsules per Bottle, PD #, Production Output Unit, Batch Size, Production Start Date, Expiration Date, and Estimated Overage. Here, you can review preselected details, and make changes to select fields.
- For the Expiration Date, auto-fill will be auto-selected. To manually enter an Expiration Date, switch the toggle to the off position, then type a date into the text field, or select a date from the dropdown calendar.

Allocate Ingredients
- In the Ingredients section, all of the ingredients needed to produce the product will automatically be listed.

- You can manually allocate materials from the available inventory for each ingredient by clicking the selection box in the Selected Available Inventory column. This action opens a tab that lists all available inventory for that ingredient. To add it to the batch, select the checkbox next to the desired inventory item, then click Add.
- Alternatively, you can click Auto Select to allocate materials automatically. This function uses the first-in, first-out (FIFO) method for inventory selection.
- Once you've completed material selection, you can click Save to save the planned batch, click Review to generate a PDF of the Master Batch Record (MBR), click Done Planning to schedule the batch for production, or Exit to leave the module without saving the planned batch.