Manufacturing product configuration

In order to manufacture a product in SotaERP Manufacturing, the product must be properly configured. Doing so consists of enabling the Manufacturing route and configuring a bill of materials (BoM) for the product. Once these steps are completed, the product is selectable when creating a new manufacturing order.

Activate the Manufacture route

The Manufacture route is activated for each product on its own product page. To do so, begin by navigating to Manufacturing ‣ Products ‣ Products. Then, select an existing product, or create a new one by clicking New.

On the product page, select the Inventory tab, then enable the Manufacture checkbox in the Routes section. This tells SotaERP the product can be manufactured.

Configure a bill of materials (BoM)

Next, a BoM must be configured for the product so SotaERP knows how it is manufactured. A BoM is a list of the components and operations required to manufacture a product.

To create a BoM for a specific product, navigate to Manufacturing ‣ Products ‣ Products, then select the product. On the product page, click the Bill of Materials smart button at the top of the page, then select New to configure a new BoM.

On the BoM, the Product field auto-populates with the product. In the Quantity field, specify the number of units that the BoM produces.

Add a component to the BoM by selecting the Components tab and clicking Add a line. Select a component from the Component drop-down menu, then enter the quantity in the Quantity field. Continue adding components on new lines until all components have been added.

Next, select the Operations tab. Click Add a line and a Create Operations pop-up window appears. In the Operation field, specify the name of the operation being added (e.g. Assemble, Cut, etc.). Select the work center where the operation will be carried out from the Work Center drop-down menu. Finally, click Save & Close to finish adding operations, or Save & New to add more.

Important

The Operations tab only appears if the Work Orders setting is enabled. To do so, navigate to Manufacturing ‣ Configuration ‣ Settings, then enable the Work Orders checkbox.

Learn more

The section above provides instructions for creating a basic BoM that allows a product to be manufactured in SotaERP. However, it is by no means an exhaustive summary of all the options available when configuring a BoM. For more information about bills of materials, see the documentation on how to create a bill of materials.