Planning Production

planning product production creating a batch 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 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 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 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