# Manufacturing Module — Complete User Guide The Manufacturing module allows you to manage recipes (bill of materials), track production orders, monitor quality, and analyse production costs — all from within ActuaryPOS Hybrid Solution. --- ## What You'll Learn - How to set up recipes with ingredients - How to import recipes in bulk from a spreadsheet - How to restore a deleted recipe - How to create and manage production orders - How to track production status and priorities - How to use the Production Dashboard - How to perform Quality Control inspections - How to track yield and batch numbers - How to manage production costs (ingredients, labour, overhead) - How to add production notes and comments - How to reverse a finalized production - How to plan ahead with **Demand Orders** and the **Demand Ingredient Report** - How to read the Manufacturing Report and Recipe Report - How to configure module settings - How to assign the right permissions to your team --- ## Module Overview | Feature | Description | |---|---| | **Dashboard** | KPIs, status breakdown, cost analysis, and recent productions at a glance | | **Recipes** | Define the ingredients and raw materials needed for each product (with bulk import & restore) | | **Production** | Create production orders that consume ingredients and produce finished goods | | **Reverse Production** | Undo a finalized production — return finished goods to raw materials | | **Quality Control** | Inspect and approve/reject finished goods before they enter stock | | **Settings** | Switch on/off optional features (status workflow, QC, batch, yield, labour/overhead, reverse production, auto-update product price, etc.) | | **Manufacturing Report** | Production volumes, wastage and costs over a date range | | **Recipe Report** | Recipe usage and ingredient consumption analysis | | **Demand Orders** | Plan future production needs by location with approval workflow | | **Demand Ingredient Report** | See exactly which raw materials are required to fulfil pending demand orders | | **Status Workflow** | Track each production through Planned → In Progress → Quality Check → Completed | | **Yield Tracking** | Compare expected vs actual output to measure efficiency | | **Batch Tracking** | Assign batch numbers for traceability | | **Enhanced Costs** | Track labour and overhead costs alongside ingredient costs | | **Production Notes** | Keep a full activity log for every production order | --- ## Getting Started ### How Do I Get the Manufacturing Module? Manufacturing is an **optional add-on**. It is **not** in the *Modules* tab of *Business Settings* (that tab only controls core base-software features like POS, Sales, Stock and Reports). To get Manufacturing enabled for your business: 1. Look in the **left sidebar**. If you see a **Manufacturing** menu, the module is already active for your account — skip to *Initial Settings* below. 2. If you do **not** see Manufacturing, the add-on is not part of your current subscription plan. Open the **Contact Superadmin** page from the documentation menu (or contact your system administrator) and request that the **Manufacturing** module be enabled. 3. After the Superadmin activates it on your subscription / business package, **log out and log back in**. The new menu will appear. 4. Give your team access to the relevant features in **User Management → Roles** (see [Permissions](#permissions) below). > 💡 **About activation:** Manufacturing is enabled per-business by the Superadmin via subscription packages — it is *not* a checkbox in your own Business Settings. ### Initial Settings Once the module is active, navigate to **Manufacturing → Settings** to configure how it should behave for your business: | Setting | Description | |---|---| | **Production Ref No. Prefix** | Custom prefix for production reference numbers (e.g., `MFG-`) | | **Reverse Production Ref No. Prefix** | Prefix for reverse production references | | **Enable Reverse Production** | Allow reversing finalized productions | | **Disable Editing Ingredient Qty** | Prevent operators from changing ingredient quantities during production | | **Update Product Price After Production** | Automatically update the product's purchase price when a production is finalized | | **Enable Production Status Workflow** | Activate the 6-stage status tracking system | | **Enable Quality Control** | Activate quality inspection features | | **Enable Yield Tracking** | Track expected vs actual production quantities | | **Enable Batch Number Tracking** | Add batch number fields to productions | | **Enable Labour & Overhead Costs** | Add labour and overhead cost fields to productions | | **Auto-generate Batch Numbers** | System generates batch numbers automatically | 📸 *[Screenshot: Manufacturing Settings page with enhanced options]* --- ## Recipes (Bill of Materials) A **recipe** defines which ingredients (raw materials) are needed to manufacture a product, including quantities and optional step-by-step instructions. ### Creating a Recipe 1. Go to **Manufacturing → Recipe**. 2. Click **Add Recipe**. 3. Select the **finished product** you want to make. 4. Add **ingredients**: - Search for a product (raw material) - Set the **quantity** needed per unit of the finished product - Set the **waste percentage** (how much is typically lost during production) - Set the **price** (usually auto-filled from the product's purchase price) 5. Optionally add **production steps** — group ingredients into logical steps with names and descriptions. 6. Add **recipe instructions** for operators to follow. 7. Click **Save**. 📸 *[Screenshot: Creating a new recipe with ingredients and steps]* ### Recipe Details | Field | Description | |---|---| | **Product** | The finished good this recipe produces | | **Ingredients** | Raw materials needed, with quantities per unit | | **Waste %** | Expected wastage percentage for each ingredient | | **Total Price** | Calculated cost based on ingredient purchase prices | | **Instructions** | Step-by-step production instructions | | **Version** | Recipe version number (increments on changes) | ### Recipe Tips - Recipes use **real-time ingredient prices** — the recipe cost updates when ingredient purchase prices change. - You can **copy from recipe** when creating a production to pre-fill ingredients. - One product can have only one active recipe at a time. ### Importing Recipes from a Spreadsheet If you have many recipes to load (e.g. when first setting up the module), you can import them in bulk instead of typing each one. 1. Go to **Manufacturing → Recipe**. 2. Click **Import Recipes** (top-right area of the Recipe list). 3. Click **Download Template** to get the sample `.xlsx` / `.csv` file. 4. Open the template and fill in one row per ingredient: - **Product (SKU)** — the finished product - **Ingredient (SKU)** — the raw-material product - **Quantity** — quantity of the ingredient per unit of finished product - **Waste %** — expected wastage (optional) - **Sub Unit** — optional sub-unit code - **Step / Group** — optional grouping label 5. Save the file as `.xlsx` or `.csv` (UTF-8). 6. Back in the **Import Recipes** screen, click **Browse**, select your file, and click **Submit**. 7. The system will report how many rows imported successfully and list any rows that failed validation. > ⚠️ **Important:** SKUs in the file must already exist in **Products**. Importing does **not** create products — it only links them as ingredients. ### Restoring a Deleted Recipe If a recipe was deleted by mistake, an admin can recover it. 1. Go to **Manufacturing → Recipe**. 2. Toggle the **Show deleted** filter (or open the deleted-recipes list). 3. Find the recipe and click **Restore**. 4. The recipe is reactivated and becomes available for new production orders. --- ## Production Orders Production orders are the core of the Manufacturing module. Each order consumes ingredients from stock and produces finished goods. ### Creating a Production 1. Go to **Manufacturing → Production**. 2. Click **Add** (top-right button). 3. Fill in the **header**: - **Business Location** — Where the production takes place - **Reference No.** — Auto-generated or enter your own - **Manufacturing Date** — Date and time of production - **Product** — Select the product to manufacture (must have a recipe) - **Quantity** — How many units to produce - **Sub Unit** — If the product uses sub-units (e.g., dozens) 4. Fill in the **Production Planning** section: - **Production Status** — Planned, In Progress, Quality Check, Completed, On Hold, or Cancelled - **Priority** — Low, Normal, High, or Urgent - **Due Date** — When the production should be completed - **Batch Number** — Unique identifier for this production batch - **Expected Quantity** — Target output for yield tracking - **Labour Cost** — Direct labour costs for this production - **Overhead Cost** — Indirect costs (utilities, equipment, etc.) - **Notes** — Any special instructions or comments 5. Review the **Ingredients** table: - Ingredients are pre-filled from the recipe - Adjust quantities if allowed by your settings - Review waste quantities and costs 6. Set **Waste Units**, **Production Cost**, and **Production Cost Type** (Fixed, Percentage, or Per Unit). 7. Optionally attach **documents** (photos, reports, etc.). 8. Check the **Finalize** checkbox if the production is complete (this deducts ingredients from stock and adds finished goods). 9. Click **Submit**. 📸 *[Screenshot: New production form with planning section]* > ⚠️ **Important:** Once a production is **finalized**, it cannot be edited. The system immediately: > - Deducts ingredient stock from the selected location > - Adds finished goods to stock > - Updates the production status to "Completed" (if no status was selected) ### Editing a Production 1. Go to **Manufacturing → Production**. 2. Find the production in the list and click **Edit** (only available for non-finalized productions). 3. Update any fields including the planning section. 4. Click **Submit**. > **Note:** Finalized productions show only a **View** button. They cannot be edited or modified. ### Production List The production list shows all your production orders with: | Column | Description | |---|---| | **Date** | Manufacturing date | | **Ref No** | Reference number (clickable to view details) | | **Location** | Business location | | **Product** | Finished product name | | **Quantity** | Produced quantity with unit | | **Production Status** | Colour-coded status badge | | **Priority** | Colour-coded priority badge | | **Total Cost** | Total production cost | | **Action** | View, Edit, Delete buttons | ### Filtering Productions Use the filters at the top of the production list: - **Business Location** — Filter by specific location - **Date Range** — Filter by manufacturing date range - **Finalize** — Show only finalized productions - **Production Status** — Filter by status (Planned, In Progress, Quality Check, Completed, On Hold, Cancelled) 📸 *[Screenshot: Production list with status and priority columns]* --- ## Production Status Workflow Every production can be tracked through a multi-stage workflow. This helps managers understand what's happening on the production floor at any time. ### Status Stages | Status | Colour | Description | |---|---|---| | **Planned** | 🔵 Blue (Info) | Production is scheduled but work hasn't started | | **In Progress** | 🔷 Blue (Primary) | Production is actively being worked on | | **Quality Check** | 🟡 Yellow (Warning) | Production is complete and awaiting quality inspection | | **Completed** | 🟢 Green (Success) | Production is fully done and QC approved | | **On Hold** | ⚪ Grey (Secondary) | Production is paused (e.g., waiting for materials) | | **Cancelled** | 🔴 Red (Danger) | Production has been cancelled | ### Typical Workflow ``` Planned → In Progress → Quality Check → Completed ↓ ↑ On Hold ──────────────────────────┘ ``` ### Changing Status **From the production form:** 1. Edit the production. 2. Change the **Production Status** dropdown. 3. Save. **Via API (internal):** The system can automatically change status: - **Finalized** productions are auto-set to "Completed". - **QC Passed** inspections auto-advance the production from "Quality Check" to "Completed". Every status change is logged as a **Production Note** for full traceability. --- ## Production Priority Priorities help you manage workload and urgency on the production floor. | Priority | Colour | When to Use | |---|---|---| | **Low** | ⚪ Grey | Can be done whenever there's downtime | | **Normal** | 🔵 Blue | Standard production, no special urgency | | **High** | 🟡 Yellow | Needs attention soon — customer order or restocking | | **Urgent** | 🔴 Red | Critical — must be done immediately | Set the priority when creating or editing a production order. You can filter the production list by priority. --- ## Production Dashboard The dashboard gives you a bird's-eye view of all production activity. ### Accessing the Dashboard Navigate to **Manufacturing → Dashboard** from the sidebar or top navigation. 📸 *[Screenshot: Manufacturing Production Dashboard]* ### Dashboard Sections #### KPI Cards (Top Row) | Card | What It Shows | |---|---| | **Total Productions** | Number of production orders in the selected period | | **Total Production Value** | Sum of all production costs in currency | | **Avg. Yield Efficiency** | Average ratio of actual vs expected output (percentage) | | **Overdue Productions** | Number of productions past their due date that are not completed | > 💡 **Tip:** The Overdue card turns red when there are overdue productions to draw your attention. #### Status & Priority Breakdown (Middle Left) - **Production Status Overview** — Shows the count for each of the 6 statuses as colour-coded badges. - **Priority Breakdown** — Shows counts for Urgent, High, Normal, and Low priorities. #### Quality Control Summary (Middle Centre) - **Total Inspections** — How many QC inspections have been conducted. - **Passed/Failed/Pending** — Breakdown of inspection results. - **Pass Rate** — Visual progress bar showing the percentage of passed inspections. #### Cost Breakdown (Middle Right) A table showing: - Total Production Cost (sum of `final_total`) - Total Labour Cost - Total Overhead Cost #### Recent Productions (Bottom) A table of the most recent production orders with Ref No, Product, Date, Cost, Status, and Priority. ### Dashboard Filters - **Location** — Filter by business location - **Date Range** — Select a custom date range - **Refresh** — Reload the dashboard data --- ## Quality Control (QC) The Quality Control system lets you inspect production output before it's added to your inventory. This ensures only products that meet your standards reach customers. ### Accessing Quality Control Navigate to **Manufacturing → Quality Control** from the sidebar or top navigation. > **Note:** This feature requires the **Enable Quality Control** setting to be turned on in Manufacturing Settings, and the user must have the **Access Quality Control** permission. ### Quality Inspection List The list shows all inspections with: | Column | Description | |---|---| | **Date** | When the inspection was conducted | | **Reference** | The production order reference number | | **Inspector** | Who performed the inspection | | **Status** | Pending, Passed, Failed, or Conditional | | **Batch Number** | Batch identifier (if set) | | **Action** | View, Edit, Delete buttons | You can filter by: - **Status** — Pending, Passed, Failed, Conditional - **Date Range** — When the inspection occurred 📸 *[Screenshot: Quality Inspection list with filters]* ### Creating a Quality Inspection 1. Go to **Manufacturing → Quality Control**. 2. Click **Add Quality Inspection** (top-right). 3. Fill in the form: - **Select Production** (required) — Choose which production order to inspect - **Inspection Date** (required) — When the inspection is taking place - **Status** (required) — Initial status: Pending, Passed, Failed, or Conditional - **Inspector** — Select the person performing the inspection - **Batch Number** — The batch being inspected - **Notes** — Any observations or comments 4. Add **QC Parameters** — these are the specific checks you're performing: - Click **Add Parameter** - For each parameter, enter: - **Parameter Name** — What you're checking (e.g., "Weight", "Colour", "pH Level") - **Expected Value** — The target or standard (e.g., "500g ± 5g", "Clear", "6.5-7.5") - **Actual Value** — What was measured (e.g., "498g", "Clear", "7.0") - **Result** — Pass, Fail, or Pending for this specific check - Add as many parameters as needed - Click the red **×** button to remove a parameter row 5. Click **Save**. 📸 *[Screenshot: Quality Inspection form with QC parameters]* ### QC Parameter Examples | Industry | Parameter Name | Expected Value | Example Actual | Result | |---|---|---|---|---| | Food | Weight | 500g ± 5g | 498g | Pass | | Food | Temperature | < 5°C | 3°C | Pass | | Pharma | pH Level | 6.5 - 7.5 | 7.0 | Pass | | Pharma | Potency | ≥ 95% | 97% | Pass | | Textile | Colour Match | Pantone 286C | Pantone 286C | Pass | | General | Visual Defects | 0 | 0 | Pass | ### Inspection Statuses | Status | Badge | Description | |---|---|---| | **Pending** | 🟡 Yellow | Inspection scheduled but not yet completed | | **Passed** | 🟢 Green | All checks passed — product is approved | | **Failed** | 🔴 Red | One or more checks failed — product needs rework or disposal | | **Conditional** | 🔵 Blue | Passed with conditions (e.g., minor deviations accepted) | ### What Happens When QC Passes When you set an inspection status to **Passed** and the production order is currently in **Quality Check** status, the system **automatically advances** the production to **Completed** status. This streamlines the workflow without manual intervention. A production note is also added automatically recording the QC result. ### Viewing an Inspection Click the **View** button on any inspection to see the full details in a modal, including all QC parameters in a table format. ### Editing an Inspection Click **Edit** to update the inspection. Changes to the QC status are logged as production notes. ### Deleting an Inspection Click **Delete** to soft-delete an inspection. The record is kept in the database but hidden from the list. --- ## Yield Tracking Yield tracking compares what you **expected** to produce with what you **actually** produced, giving you a measure of efficiency. ### How It Works | Measure | Description | |---|---| | **Expected Quantity** | How many units you planned to produce | | **Actual Quantity** | How many usable units were actually produced (after waste) | | **Yield Efficiency** | (Actual ÷ Expected) × 100% | ### Setting Up Yield Tracking 1. Enable **Yield Tracking** in Manufacturing Settings. 2. When creating a production, enter the **Expected Quantity** in the Production Planning section. 3. The **Actual Quantity** is calculated automatically from the production quantity minus waste. ### Reading Yield Efficiency | Efficiency Range | Colour | Meaning | |---|---|---| | **≥ 95%** | 🟢 Green | Excellent — minimal waste | | **80% – 94%** | 🟡 Yellow | Acceptable — some optimization possible | | **< 80%** | 🔴 Red | Poor — significant waste, investigate causes | ### Where to See Yield Data - **Production Detail (Show)** — Shows expected, actual, and efficiency percentage - **Production Dashboard** — Average yield efficiency across all productions - **Yield can be updated** — Via the production yield update feature --- ## Batch Tracking Batch numbers provide traceability for manufactured goods — essential for recalls, quality issues, or regulatory compliance. ### How to Use Batch Numbers 1. Enable **Batch Number Tracking** in Manufacturing Settings. 2. When creating a production, enter a **Batch Number** in the Production Planning section. 3. The batch number is displayed in: - Production detail (Show modal) - Quality Control inspections - Production list (when viewing details) > 💡 **Tip:** Enable **Auto-generate Batch Numbers** in settings to have the system create unique batch IDs automatically. ### Batch Number Format - If entered manually: any text/number combination you prefer (e.g., `BATCH-2026-001`) - If auto-generated: system generates a unique identifier --- ## Enhanced Cost Tracking Beyond ingredient costs, you can now track additional production expenses. ### Cost Components | Cost Type | Description | Set Where | |---|---|---| | **Ingredients Cost** | Cost of raw materials consumed | Calculated from recipe + ingredient prices | | **Production Cost** | Extra cost (fixed, %, or per unit) | Production form — Production Cost field | | **Labour Cost** | Direct labour cost for this production | Production form — Labour Cost field | | **Overhead Cost** | Indirect costs (utilities, rent, equipment) | Production form — Overhead Cost field | | **Total Cost** | Sum of all cost components | Auto-calculated | ### Enabling Enhanced Costs 1. Go to **Manufacturing → Settings**. 2. Check **Enable Labour & Overhead Costs**. 3. Save. The Labour Cost and Overhead Cost fields will then appear in the Production Planning section of the production form. ### Viewing Cost Breakdown - **Production Detail (Show)** — Full cost breakdown table with each component - **Production Dashboard** — Aggregated cost summary in the Cost Breakdown widget 📸 *[Screenshot: Production detail showing cost breakdown with labour and overhead]* --- ## Production Notes Production notes create a complete activity trail for each production order. Every significant event is logged automatically, and you can add manual comments. ### Automatic Notes The system auto-creates notes when: - **Status changes** — e.g., "Status changed from Planned to In Progress" - **QC inspections** — e.g., "Quality inspection completed: Passed" - **Yield updates** — e.g., "Yield updated: 95.5% efficiency" ### Adding Manual Notes 1. View a production order. 2. In the **Production Notes** section, type your comment. 3. Select a **Note Type**: - **Comment** — General observations - **Status Change** — Status-related notes - **Quality Check** — QC-related observations - **Cost Update** — Cost-related notes - **General** — Other notes 4. Click **Add Note**. ### Note Timeline Notes are displayed as an activity timeline, showing: - **Author** — Who added the note - **Date/Time** — When it was added - **Type** — Colour-coded note type badge - **Content** — The note text 📸 *[Screenshot: Production notes timeline]* --- ## Reverse Production Reverse production allows you to undo a finalized production — returning finished goods to raw materials. ### How It Works 1. Go to **Manufacturing → Reverse Production** (must be enabled in settings). 2. Click **Add**. 3. Select the original production order to reverse. 4. Review the quantities to be reversed. 5. Finalize the reversal. > ⚠️ **Important:** Reverse production adds ingredient stock back and removes finished goods from stock. Use this when a production batch is rejected or when you need to undo a mistake. --- ## Demand Orders **Demand Orders** let you plan ahead. A demand order says *“we need to produce this list of finished products by this date at this location.”* They feed into the **Demand Ingredient Report** so you can see exactly which raw materials need to be purchased or pulled from stock to satisfy them. > This tab requires the **Access Demand Order** permission and is shown under the **Demand Orders** dropdown in the Manufacturing top navigation. ### Creating a Demand Order 1. Go to **Manufacturing → Demand Orders → Add Demand Order**. 2. Fill in the **Demand Order Details**: - **Business Location** *(required)* — Where the goods will be produced. - **Reference No.** — Auto-generated if left blank. - **Demand Date** *(required)* — The date the demand was raised (defaults to today). - **Required Date** — When the finished goods need to be ready. - **Status** — `Draft` (still being prepared) or `Pending` (submitted for approval). - **Priority** — Low, Normal, High, or Urgent. - **Notes** — Any context (e.g. customer name, event, sales forecast). 3. In **Demand Items**, pick a recipe-enabled product from the **Select Recipe Product** dropdown. The system adds a row showing: - On-hand quantity at the location - Quantity to demand - Unit and recipe link - Estimated unit cost and line total (auto-calculated from the recipe) - Optional line notes 4. Repeat for each product you need to plan for. 5. The **Total Estimated Cost** at the bottom gives an at-a-glance budget. 6. Click **Save**. 📸 *[Screenshot: Add Demand Order form with line items]* ### Demand Order Statuses | Status | Badge | Meaning | |---|---|---| | **Draft** | ⚪ Grey | Being prepared — only visible to the creator/team; can still be edited or deleted. | | **Pending** | 🟡 Yellow | Submitted and awaiting approval. | | **Approved** | 🔵 Blue (Info) | A user with *Approve Demand Order* permission has signed off. Ready to be produced. | | **In Production** | 🔷 Blue (Primary) | Linked production orders have started. | | **Partially Completed** | 🟠 Orange | Some quantities have been produced but not all. | | **Completed** | 🟢 Green | Every line item has been produced. | | **Cancelled** | 🔴 Red | Demand cancelled — no longer to be produced. | ### Approving a Demand Order 1. Go to **Manufacturing → Demand Orders**. 2. Find a row with status **Pending**. 3. Click the green **Approve** button (only visible to users with *Approve Demand Order*). 4. The status moves to **Approved** and the order is ready for production planning. ### Changing Status Inline Click the status badge in the list to change it directly (subject to permissions). Terminal statuses (Completed, Cancelled) cannot be changed back. ### Editing / Deleting - A demand order can only be **edited** or **deleted** while it is in **Draft** or **Pending** status. - Once approved or in production, the record becomes read-only to preserve traceability. ### Filtering Demand Orders - **Location** — By business location - **Status** — Draft / Pending / Approved / In Production / Partially Completed / Completed / Cancelled - **Date Range** — By demand date - **Priority** — Urgent / High / Normal / Low --- ## Demand Ingredient Report The **Demand Ingredient Report** consolidates all open demand orders and tells you exactly **what raw materials you need to source** to fulfil them. ### Accessing the Report Navigate to **Manufacturing → Demand Orders → Demand Ingredient Report** (under the same dropdown). ### What It Shows For each ingredient (raw material) it lists: | Column | Description | |---|---| | **Ingredient** | The raw-material product name and SKU | | **Required Quantity** | Total quantity needed across all selected demand orders (after applying recipe waste %) | | **Available Stock** | Current on-hand stock at the chosen location | | **Shortage** | How much you still need to procure (Required − Available, never negative) | | **Estimated Cost** | Required Qty × latest purchase price | ### Filters - **Location** — Limit to one business location - **Required Date Range** — Only include demand orders whose required date falls in the range - **Status** — Typically `Pending` + `Approved` (defaults are tuned to show only “still to do” demand) ### How to Use It 1. After raising and approving the week's / month's demand orders, open the report. 2. Filter by your location and the relevant required-date range. 3. Use the **Shortage** column to create a purchase order for the missing raw materials. 4. Once stock arrives, run production orders against the demand to fulfil it. 📸 *[Screenshot: Demand Ingredient Report showing shortage column]* > 💡 **Tip:** Export the report to Excel/CSV and send it directly to your purchasing team — it doubles as a procurement shopping list. --- ## Manufacturing Report View production data, costs, and efficiency in report format. 1. Go to **Manufacturing → Report**. 2. Filter by date range, location, or product. 3. View columns including: - Product name - Total production quantity - Input quantity - Wastage percentage - Final quantity - Total price 📸 *[Screenshot: Manufacturing Report]* --- ## Recipe Report The Recipe Report helps you analyse recipe usage and ingredient consumption. 1. Go to **Manufacturing → Recipe Report** (available from the navigation bar). 2. Filter by date range, location, or product. 3. View ingredient usage, costs, and production frequency. This report is useful for identifying your most-produced items and tracking raw material consumption over time. 📸 *[Screenshot: Recipe Report]* --- ## Bulk Update Product Prices You can update product purchase prices in bulk based on recipe calculations: 1. Go to **Manufacturing → Recipe**. 2. Click the **Update Product Prices** button. 3. The system recalculates each product's purchase price based on the current recipe ingredient costs. 4. Review the changes and confirm. > **Note:** This updates the product's base purchase price to match the latest recipe cost. This is useful when ingredient prices change frequently. 📸 *[Screenshot: Update Product Prices confirmation]* --- ## Permissions The Manufacturing module has its own set of permissions that control who can access each feature. ### Available Permissions | Permission | What It Controls | |---|---| | **Access Recipe** | View the recipe list and details | | **Add Recipe** | Create new recipes | | **Edit Recipe** | Modify existing recipes | | **Access Production** | View and manage production orders | | **View Own Production** | User can only see productions they created (not others') | | **Access Quality Control** | View and manage quality inspections | | **Add Quality Inspection** | Create new quality inspections | | **Access Manufacturing Dashboard** | View the production dashboard | | **Manage Production Status** | Change production status via the workflow | | **Access Demand Order** | View and create demand orders and the demand ingredient report | | **Add Demand Order** | Create a new demand order | | **Edit Demand Order** | Modify a draft / pending demand order | | **Delete Demand Order** | Delete a draft / pending demand order | | **Approve Demand Order** | Approve a pending demand order so it can move into production | ### Recommended Permission Sets **Production Operator:** - Access Production - View Own Production **Quality Inspector:** - Access Production - Access Quality Control - Add Quality Inspection **Production Manager:** - Access Production - Access Recipe - Access Quality Control - Add Quality Inspection - Access Manufacturing Dashboard - Manage Production Status **Manufacturing Admin:** - All of the above - Add Recipe - Edit Recipe ### Setting Permissions 1. Go to **User Management → Roles**. 2. Select or create a role. 3. Scroll to the **Manufacturing** section. 4. Check the desired permissions. 5. Save the role. --- ## Troubleshooting | Issue | Solution | |---|---| | "Unauthorized action" error | Ensure the user's role has the required Manufacturing permission | | Can't see Dashboard or QC in menu | Check that the user has `Access Manufacturing Dashboard` or `Access Quality Control` permission | | Production Planning fields not showing | Enable the corresponding settings in Manufacturing → Settings | | Can't edit a production | Only non-finalized (draft) productions can be edited | | QC doesn't auto-advance status | The production must be in "Quality Check" status and the inspection must be set to "Passed" | | Yield efficiency shows 0% | Make sure you've entered an Expected Quantity greater than 0 | | Batch number field not visible | Enable "Batch Number Tracking" in Manufacturing Settings | | Labour/Overhead cost fields hidden | Enable "Labour & Overhead Costs" in Manufacturing Settings | | Dashboard shows no data | Check the selected date range and location filters | | Production notes not loading | Ensure the production exists and hasn't been deleted | --- ## Tips & Best Practices - 📌 **Set up recipes first** — Create all your recipes before starting production orders - 📌 **Use the status workflow** — Move productions through each stage for full visibility - 📌 **Enable QC for regulated products** — If you manufacture food, pharma, or regulated goods - 📌 **Track yield consistently** — Always enter expected quantities to build efficiency data over time - 📌 **Use batch numbers** — Even if not required by law, they help trace issues back to specific runs - 📌 **Check the dashboard regularly** — It highlights overdue productions and efficiency trends - 📌 **Add notes for context** — Future you will thank you when investigating production issues - 📌 **Review costs monthly** — Use the dashboard cost breakdown to identify savings opportunities - 📌 **Limit permissions** — Give operators only what they need; managers get the full picture - 📌 **Don't finalize too early** — Once finalized, stock changes are permanent (unless you use reverse production) --- ## Quick Reference ### Navigation Paths | Feature | Path | |---|---| | Dashboard | Manufacturing → Dashboard | | Recipe List | Manufacturing → Recipe | | Add Recipe | Manufacturing → Recipe → Add Recipe | | Recipe Report | Manufacturing → Recipe Report | | Update Product Prices | Manufacturing → Recipe → Update Product Prices | | Production List | Manufacturing → Production | | Add Production | Manufacturing → Production → Add | | Quality Control | Manufacturing → Quality Control | | Add QC Inspection | Manufacturing → Quality Control → Add Quality Inspection | | Reverse Production | Manufacturing → Reverse Production | | Manufacturing Report | Manufacturing → Report | | Demand Orders List | Manufacturing → Demand Orders → Demand Orders | | Add Demand Order | Manufacturing → Demand Orders → Add Demand Order | | Demand Ingredient Report | Manufacturing → Demand Orders → Demand Ingredient Report | | Import Recipes | Manufacturing → Recipe → Import Recipes | | Settings | Manufacturing → Settings | ### Keyboard Shortcuts The Manufacturing module uses standard ActuaryPOS Hybrid Solution keyboard shortcuts. No additional shortcuts are defined. --- > **Module Version:** 4.0