One-step manufacturing¶
SotaERP Manufacturing allows users to manufacture products using one, two, or three steps. When using one-step manufacturing, SotaERP creates a manufacturing order (MO), but does not generate transfers for the movement of components out of inventory or finished products into stock. Inventory counts still update based on the number of components used and products manufactured, but the act of transferring them to and from inventory is not tracked.
Tip
The number of steps used in manufacturing is set at the warehouse level, allowing for each warehouse to use a different number of steps. To change the number of steps used for a specific warehouse, begin by navigating to , and then select a warehouse from the Warehouses screen.
On the Warehouse Configuration tab, find the Manufacture radio input field, and select one of the three options: Manufacture (1 step), Pick components and then manufacture (2 steps), or Pick components, manufacture and then store products (3 steps).
Important
Products must be properly configured before they can be manufactured in SotaERP. For details on how to do so, see the documentation on how to configure a product for manufacturing.
Create manufacturing order¶
To manufacture a product in SotaERP Manufacturing, begin by navigating to , and then click New to create a new MO.
On the new MO, select the product to be produced from the Product drop-down menu. The Bill of Material field auto-populates with the associated bill of materials (BoM).
If a product has more than one BoM configured for it, the specific BoM can be selected in the Bill of Material field, and the Product field auto-populates with the associated product.
After a BoM has been selected, the Components and Work Orders tabs auto-populate with the components and operations specified on the BoM. If additional components or operations are required for the MO being configured, add them to the Components and Work Orders tabs by clicking Add a line.
Process manufacturing order¶
An MO is processed by completing all of the work orders listed under its Work Orders tab. This can be done on the MO itself, or from the work order tablet view.
Basic workflow¶
To complete work orders from the MO itself, begin by navigating to , and then select an MO.
On the MO page, select the Work Orders tab. Once work begins on the first work order that needs to be completed, click the Start button for that work order. SotaERP Manufacturing then starts a timer that keeps track of how long the work order takes to complete.
When the work order is completed, click the Done button for that work order. Repeat the same process for each work order listed on the Work Orders tab.
After completing all of the work orders, click Produce All at the top of the screen to mark the MO as Done, and register the manufactured product(s) into inventory.
Tablet view workflow¶
To complete the work orders for an MO using the tablet view, begin by navigating to , and then select a manufacturing order.
Next, click on the Work Orders tab, and then select the 📱 (tablet) button on the line of the first work order to be processed. This opens the tablet view.
After opening the tablet view, SotaERP Manufacturing automatically starts a timer that keeps track of how long the work order takes to complete. After completing the work order, click the Mark as Done button in the top-right corner of the tablet view.
Clicking Mark as Done while there is at least one more work order left to complete opens a page that lists the next work order. Click on that work order to open it in the tablet view.
Once the final work order for the MO has been reached, a Mark as Done and Close MO button appears on the tablet view in addition to the Mark as Done button. Click Mark as Done and Close MO to mark the MO as Done and register the manufactured product(s) into inventory.
It is also possible to complete the final operation while keeping the MO open, by clicking Mark as Done. In this case, the MO can be closed later by clicking the Produce All button on the order.