Guide: Manufacturing Management Module

Welcome to the user guide for the Manufacturing Management Module in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively managing your manufacturing workflow, from initial setup to final production.

1. Initial Configuration (Settings)

Before starting manufacturing, configure the essential settings under Manufacturing > Settings to define your operations.

1.1. Working Hours

This setting defines work schedules for your operations.

• •To Create: Navigate to Manufacturing > Settings > Working Hours and click Add.
• •Configuration: Define a Name (e.g., "Standard 8-hour Day"), specify Hours per Day, and detail specific working hours for each day.
• •To Manage: From the Working Hours screen, Edit or Delete existing schedules.

1.2. Units of Measure (UoM)

Properly defining units is critical for accurate inventory and material planning. This involves creating categories and defining units within them.

A. Unit of Measure Categories

Group units into logical categories (e.g., "Weight", "Volume", "Length").

• •To Create: Go to Manufacturing > Settings > Unit of Measure Categories and click ADD.
• •Configuration: Enter a unique Category Name.
• •To Manage: Edit or Delete categories from this screen.

B. Unit of Measure

Define specific units, each assigned to a category.

• •To Create: Go to Manufacturing > Settings > Unit of Measure and click ADD.
• •Configuration:
  • Unit of Measure Name: e.g., Kilogram, Gram, Ton.
  • Category: Assign to a category, like "Weight".
  • Type:
    • Reference Unit: The base unit for its category (e.g., Kilogram).
    • Bigger than the Reference Unit: A multiple of the reference. Formula: 1 * [This Unit] = Ratio * [Reference Unit] (e.g., for Ton, Ratio is 1000 if Kg is reference).
    • Smaller than the Reference Unit: A fraction of the reference. Formula: 1 * [Reference Unit] = Ratio * [This Unit] (e.g., for Gram, Ratio is 1000 if Kg is reference).
  • Rounding Precision: Defines decimal precision for calculations.

2. Managing Core Components

With settings configured, define the core elements of your manufacturing process.

2.1. Products and Product Variants

Manage the items you produce.

• •To Create a Product: Go to the Products menu, click Add, and fill in details. For products with versions (e.g., size, color), define them in the Variants tab to auto-create them.
• •Product Variants Menu: Lists products created as variants of a parent product.

2.2. Work Centers

Work centers are specific locations or machines where manufacturing operations occur (e.g., "Assembly Line 1", "Painting Station").

• •To Create: Navigate to the Work Centers menu and click Create New Work Center.
• •Configuration: Fill in details such as the work center’s name and relevant operational data.
• •To Manage: Edit or Delete work centers from the main management screen.

2.3. Routings

A Bill of Materials (BoM) lists all raw materials, components, and the routing required to produce a product.

• •To Create a BoM: Navigate to the Bills of Materials menu, click Add, and select the final Product.
• •Select Routing: Assign the correct Routing that defines the manufacturing process.
• •Set BoM Type: Choose Manufacture this Product for standard production or Kit to bundle items.
• •Add Components: In the BoM’s detail view, add required components and their quantities.

3. The Manufacturing Workflow

Use the configured components to manage production from start to finish.

3.1. Manufacturing Orders (MO)

A Manufacturing Order (MO) instructs the production of a specific product quantity.

1. Create the MO:

   Go to the Manufacturing Order menu, click Add, select the BoM, and enter quantity and deadlines. Define source and destination warehouses. The initial status is "Draft".

2. Check Availability and Plan:

   Open the MO and click Mark as TODO. The system checks component stock. If insufficient, create a Purchase Request. Once components are available, click Plan to schedule Work Orders.

3. Complete Work Orders:

   The MO is now "Planned". Process all associated Work Orders as detailed below. All WOs must be completed to finalize the MO.

4. Finalize the MO:

   Once all Work Orders are finished, return to the MO and click Mark as Done. This completes the order and updates the finished product’s inventory.

3.2. Work Orders (WO)

Work Orders are individual tasks (e.g., cutting, assembly) required to fulfill a Manufacturing Order.

• •To Execute: Open the WO and click Start Work to begin the timer.
• •Instructions: The Work Instruction tab provides guidance, and the Time Tracking tab logs time.
• •Completion: Mark the WO as complete once the task is finished and proceed to the next.

4. Access Permissions and General Settings

For further assistance, refer to the system’s help resources or contact the administrator.