Production Analysis - Create a Production Order - Non-Inventory Users

A Production Order (Docket) confirms the products your manufacturer needs to produce.

Preview: Filter and review quantities by product, manufacturer, or both.
Create: Generate Production Orders based on your selected items.
Download & Send: Export your orders as PDFs to send directly to your suppliers.

List View: Product Breakdown by Sales Order

A list of lines from the sales orders will be displayed.

Click [Clear Filter] to reset your previous searches and selections.

Use [Quick Search] to filter by Manufacturer, Product, or Customer and build your Production Order selection.

You can only include products from one manufacturer per Production Order.

Search by manufacturer to view all products assigned to them.

Search by product to create your selection.

Searching this way returns all records that match your criteria.

Use [Select/Move/Filter] to manage your selection.

For more details, see List View - Advanced Search - Select/Move/Filter.

Filter by Manufacturer: View all products made by your selected manufacturer.

Select the sales order lines you need, or click [Select All].

Select the order lines you are interested in..... or Select ALL

Select [Preview Production Order] from the [X Selected] dropdown to preview your Production Order without generating it.

Select [Create] from the [X Selected] dropdown.

Click OK in the dialogue box to confirm.

a diaglogue box will open, click OK (if you are sure)

This generates your Production Order and assigns a docket number/PO (Production Order) Number.

The system will now create a production number and allocate a "docket number

Tracking: Once you create a Production Order, its status updates from OUTSTANDING to WORK IN PROGRESS.

TRACKING - The status of this production order has also now changed from PENDING to WORK IN PROGRESS

Select [Print] from the Action Menu to print your Production Order.

Docket: Generates a document with product images and production notes.

Production List: Generates a list with financial values included.

Select your Document Type and Style, then click [Print] to export to pdf and/or print your document.

Click here to see how to upload Production Order Terms and Conditions

Type: Docket + Style: Classic

Type: Production List + Style: Classic Landscape

Classic Production List Options will include unit costs on both types.

Type: Production List + Style: Classic Portrait

Type: Docket + Style: Portrait

With this document type and style you have the option to show BOMs:

with BOMS:

without BOMs:

Type: Production List + Style: Landscape

Type: Production List + Style: Portrait

Previous Article Production Analysis - The List View

Next Article Production Analysis - Cancel Production Order Raised in Production Analysis - Non-Inventory Users