Planning¶
Planning is where you set up and manage everything involved in fulfilling a manufacturing order — from the order itself, through its bill of materials, to the work orders and routing steps that get it produced on the shop floor.
How it works¶
A typical flow through Planning looks like this:
- Define what a product is made of using a Bill of Materials (BOM).
- Optionally define a reusable MO Template for a product family, and a Workflow Template describing the sequence of operations it goes through.
- Create a Manufacturing Order (MO) for the customer/production request, listing one or more items (SKUs and quantities).
- Break each MO item down into one or more Work Orders — the actual units of work scheduled onto a line or machine.
- Track progress on each Work Order as it moves through its routing steps. The shop-floor work itself — recording each shift, signing it off, checking and approving — happens in Execution, a separate section so operators can be given it without planning access.
Key concepts¶
| Concept | Description |
|---|---|
| Manufacturing Order (MO) | A production request — one or more items (SKU + quantity), with a customer, priority, and dates |
| MO Template | A reusable MO type, optionally linking a spec form and the MO's own lifecycle routing |
| Bill of Materials (BOM) | The components (raw SKUs or sub-assembly BOMs) that make up one SKU, at a given version |
| Work Order | A concrete unit of production work for one MO item, scheduled and tracked through to completion |
| Work Order Template | A reusable Work Order type with a default routing |
| Workflow Template | A named, ordered sequence of steps (a routing) that a Work Order or Manufacturing Order moves through |
| Job Card | The record of one piece of shop-floor work on a Work Order — what was done, who did it shift by shift, and who signed it off |
In this section¶
- Manufacturing Orders — Create MO Templates and Manufacturing Orders, manage items and variants
- Bill of Materials — Define multi-level BOMs for your SKUs
- Work Orders — Create Work Orders and track routing progress
- Gantt Chart — View scheduled Work Orders and their dependencies on a timeline
- QR-Scan Reconciliation — Confirm the actual line/machine matches the plan via QR scan
- Workflow Templates — Build reusable routing sequences
- Attachments — Upload and manage drawings, GTPs, and other documents
Job Cards and Shift Sign-offs now live in Execution.