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Production Setup
Production setup prepares the reusable manufacturing foundation before users create production work.
Production setup is manufacturing-specific runtime guidance over shared primitives. It should not be interpreted as a separate stock, inspection, resource, document, or billing master-data tree.
Open Production -> Setup.
Service And Category Readiness
Before tenant users start production setup, confirm the platform onboarding has enabled:
| Readiness Item | Why It Matters |
|---|---|
| Manufacturing Service | Provides the tenant's shared manufacturing service scope. |
| Production Foundation | Installs the generic product design, BOM, routing, production order, WIP, quality, and costing foundation. |
| Industry Category | Adds category templates and terminology such as Apparel/Garments, Food Processing, Roofing, Plastics, Metals, or Automotive. |
| Service Roles And Permissions | Lets users access Production, Inventory, Inspections, Documents, Reporting, and related workspaces. |
| Business-Unit Topology | Gives the tenant the right Head Office, Factory, Warehouse, Shop Floor, or branch structure. |
| Accounting Review | Confirms inventory, WIP, COGS, variance, and production posting setup before live posting. |
Category selection should happen before template bootstrap when the tenant expects industry-specific defaults. For example, a school-uniform manufacturer should activate the Apparel/Garments category so uniform, size/color, QC, label, and example templates are available.
Setup Goal
Setup should ensure users can:
- select the correct produced item
- maintain product designs, models, variants, or industry-specific equivalents
- calculate material requirements from BOMs
- follow a real routing sequence
- use the right work center, machine, labor, or resource where configured
- inspect output consistently
- print labels or scan operational references where configured
- review cost and variance after production
See Manufacturing Industry Categories And Examples for how category overlays affect setup without replacing the shared Production runtime.
Core Setup
| Setup Area | Purpose |
|---|---|
| Product Designs | Maintain production-ready designs, models, style equivalents, variants, and stock-backed specifications. |
| BOMs | Define material, component, packaging, scrap, and yield assumptions. |
| Routings | Define operation sequence, expected time, resource, and handoff points. |
| Resource Types | Define production resource classes such as work center, production line, machine, tool, or labor pool. |
| Resources | Register actual production resources with location, capacity, status, cost rate, and availability rules. |
| Quality Standards | Define AQL, defect categories, measurement specs, and acceptance rules through shared inspection standards. |
| Labels And Scans | Prepare barcode or QR references for shop-floor and stock traceability. |
Setup Form Reference
Use the setup forms in this order when building a new production line:
| Form | Fill This First | Then Confirm This |
|---|---|---|
| Product Design Category | Category name and parent grouping. | The category matches the tenant's production taxonomy, not only one customer job. |
| Product Design | Design/model/style/recipe/profile name, category, stock item. | Variants and produced item references are clear before BOM and routing setup. |
| Stock Item Category | Inventory category name. | Recommended COA mappings are created or reviewed for inventory accounting. |
| Stock Item | Raw material, component, WIP, packaging, consumable, output. | UOM, tracking, stock status, and category are correct. |
| BOM | Produced item/design, component lines, UOM, quantity basis. | Waste, yield, effective dates, and variant-specific quantities are understood. |
| Routing | Operation sequence, input status, output status, resource. | The routing matches the real handoff from raw material to WIP to finished goods. |
| Resource Type And Resource | Work center, machine, line, tool, mold, oven, booth, labor. | Capacity, location, status, cost rate, and production domain scope are correct. |
| Quality Standards | AQL levels, defect categories, measurement specs, templates. | QC checks are linked to the right item, operation, WIP stage, or output stage. Shared inspection rules remain authoritative. |
For industry-specific examples of these same forms, see Manufacturing Industry Categories And Examples.
Production Resources
Production resource setup is exposed from Production -> Setup but is backed by the shared Resource Capacity primitive. Production routes automatically scope resource types and resources to the PRODUCTION domain, so manufacturing users can work with work centers, lines, machines, tools, labor pools, and service points without seeing unrelated service resources.
Use this setup to prepare:
- work centers and stations used by routing operations
- production lines and machines with capacity units
- tools, molds, dies, or fixtures that constrain production
- labor pools or operator teams with standard capacity
- locations where the resource is physically used
- cost rates and capacity quantities for planning and costing
Controls
Confirm these before live production:
- produced items and component items are active
- product design records are approved before BOMs, routings, quotations, or production orders depend on them
- UOM conversions are correct
- warehouses and production locations are active
- BOM quantities reflect normal waste and yield
- routing steps match the real factory floor
- production resource types and resources are scoped to the Production domain
- quality checks are linked to the right item, operation, or output stage
- accounting treatment for WIP, output receipt, and variance is understood
Keep the owner-module split clear during setup:
- Inventory owns stock categories, stock items, warehouses, and valuation behavior
- Inspections owns reusable QC templates, checklist rules, AQL, defect categories, and measurement standards
- Resource Capacity owns the underlying resource types, resources, slots, and bookings
- Billing and Payments own receivable and money-movement consequences after commercial execution