Your data is set up — now put it to work. A first run follows this sequence (each links to a full guide):

  1. Create a production run (or a single work order).

    1. Go to Inventory → Work Orders

    2. Select the Orders tab (Work Order) or the Production Runs tab (Production Run)

    3. Click Create Work Order or Create Run

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  2. Review shortages and allocate incoming stock, then generate purchase orders for the rest. Background: Understand material shortages.

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    • Note: You need to Save the Work Order or Production run first before you can generate Purchase Order.

  3. Receive the raw materials, then move to In Progress to commit stock. Background: Work order statuses.

    1. Receiving the Purchase Raw materials - Click the Receive button.

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      • Clicking the Receive button will automatically redirect you to Receiving Report.

    2. Moving to In Progress to commit stock

      1. Click the Edit button

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      2. Click the Status - Select In Progress then save.

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  4. Record production with Quick Complete, then complete the assembly orders (lots & yield).

    1. Recording Production

      1. Go to the Production & Logistics Steps tab then click Report Production.

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      2. Click Complete Step to Record Production progress

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    2. Completing Assembly Order

      1. On the lower right side panel, locate the Assembly Order Section to update the Assembly Order status.

      2. Click the Dropdown and change the status to completed.

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  5. Ship the finished goods.

    1. Click the Transfer to Warehouse

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    2. Transfer Finished Goods window will pop-up to create a Transfer Order.

      1. Click Create Transfer Order.

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Handy to know on your first run

That's the full loop. Repeat for future runs, and use the FAQ & Troubleshooting collection when you hit a specific question.