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Umbrella System - Stock Consolidation and Finalising Production Orders - Only for Inventory Users

Please note: This process is only available for Inventory Users.

For more information please reach out to the Client Success Team HELPDESK - Ask Us for help

Collect consolidated totals to generate one Production Order for all your Divisions

The Mother Division (Main) can be used for Production and the Child Division can be used for the purpose of Distribution

Create the Production Division as a Manufacturer within the Distribution Division

Please see: Manufacturers - Add New Manufacturer

Create the Distribution Division as a Customer within the Production Division

Please see: Customers - Add a New Customer

Create Sales Orders within each respective Division

Please see: Sales Orders - Add New

Within the Distribution Division (Child):
Within Orders of the Distribution Division

Place Sales Orders into Production

Please see Book Out - Add Production Order from Production Analysis Against Sales Orders

Here you will now see an option to select your Manufacturer - You must select your Production Division as your Manufacturer

And once selected - click [OK]

Within Production Book Out/Book In

Within the Order Details Tab, you can list a Docket Reference, suggesting this is the Total Production of Sales Orders received within the Distribution Division

For example: UK STOCK TO ORDER

 

Please see Enter all details in the Docket Details tab for the Production Order and click save to confirm...

Within the Products Tab, you can enter Products and Quantities onto the Production Order

Please see From the Products tab, enter the quantities required or click AutoFill to add all units required to fufill Sales Orders

And Click [SAVE]

When ready, you can Finalise the Production Order of the Distribution Division

To Finalise, Click on [FINALISE]

You will now see an option to select your Customer - You must select your Distribution Division as your Customer

And once selected - click [FINALISE]

This action will automatically create your production order of the Distribution Division, as a Sales Order within the Production Division

The Sales Order will be flagged on the Production Order as below:

Within the Production Division (Mother):
Within Orders of the Production Division:

You will see the Stock to Produce of the Distribution Division created as Sales Order alongside your Production Division's Sales Orders

Within Production Book Out/Book In of the Production Division:

You can now create a Production Order of your consolidated totals of the Distribution Division + Production Division

Please see Book Out - Add Production Order from Production Analysis Against Sales Orders

You can use the Docket Reference Field to suggest this is the Consolidated Totals of your stock to produce

You can create ASN's or/and Book In Stock Received within the Production Division

Please see:

OR

Book In - Create a Book In

Within Orders of the Production Division:

You can Issue a corresponding Delivery Note within the Order Tracker of Distribution Division's Sales Order to reflect Stock shipped to the Distributing location

Please see Delivery Notes - Add Delivery Note

Within the Distribution Division (Child):
Within Production Book Out/Book In of the Distribution Division:
You can now Book In stock reflecting the Stock received at the Distributing location

Please see  Book In - Create a Book In

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