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Setting up a product you make

The raw material, the finished product, the recipe that says what goes into one unit, the work centre and the routing — then a production run that proves it.

38 steps

Watch it end to end

The whole walkthrough, no narration — the captions are on the screen.

Step by step
  1. 1 · The raw material

    Everything you buy or make is an item. Start with what goes IN.

    1

    Press New item

    Inventory holds one catalogue: raw materials, finished goods, everything.

    Press New item
  2. 2

    Name it and give it a code

    "TRN Rock wool slab 100mm", code TRN-RM-WOOL. The code is what a supplier price list matches on.

    Name it and give it a code
  3. 3

    What you count it in

    Square metres for a slab. Each material keeps its own unit — nobody converts by hand.

    What you count it in
  4. 4

    What it costs you

    180 EGP per m². This is the figure the finished product's cost is built from.

    What it costs you
  5. 5

    Tell it when to reorder

    Below 400 m² it appears on the reorder report, so purchasing buys before the line stops.

    Tell it when to reorder
  6. 6

    Save the material

    Save the material
  7. 2 · The finished product

    The thing you sell. Same screen — what makes it different is the recipe you give it next.

    7

    Press New item again

    Press New item again
  8. 8

    Name, code and sale price

    "TRN Sandwich panel 80mm" at 640 EGP. The sale price is what a quotation suggests; the rep can still negotiate.

    Name, code and sale price
  9. 9

    Save the product

    Leave the cost blank — it will be worked out from the recipe.

    Save the product
  10. 3 · The recipe

    What goes into ONE finished unit. This is the answer to "how do I build one product from three materials".

    10

    Open the Kit / bundle tab

    Every manufactured product has one. It is where its materials live.

    Open the Kit / bundle tab
  11. 11

    Press Make this a kit

    From now on this is something you BUILD, not only something you buy.

    Press Make this a kit
  12. 12

    Component 1: choose the material

    "TRN Rock wool slab 100mm" — from the same catalogue purchasing buys against.

    Component 1: choose the material
  13. 13

    How much goes into ONE finished unit

    2.4 — never the quantity for the whole order. The work order multiplies it.

    How much goes into ONE finished unit
  14. 14

    Press Add

    Press Add
  15. 15

    Component 2: choose the material

    "MDI isocyanate" — from the same catalogue purchasing buys against.

    Component 2: choose the material
  16. 16

    How much goes into ONE finished unit

    1.2 — never the quantity for the whole order. The work order multiplies it.

    How much goes into ONE finished unit
  17. 17

    Press Add

    Press Add
  18. 18

    Component 3: choose the material

    "Aluminium facing foil" — from the same catalogue purchasing buys against.

    Component 3: choose the material
  19. 19

    How much goes into ONE finished unit

    2.3 — never the quantity for the whole order. The work order multiplies it.

    How much goes into ONE finished unit
  20. 20

    Press Add

    Press Add
  21. 21

    Three materials, one product

    Quantity per unit, stock on hand, and how many you could build right now — all from the recipe.

    Three materials, one product
  22. 4 · How it is made

    A work centre is a machine or a bench with an hourly cost. The routing is the steps a panel goes through.

    22

    Press New work centre

    Press New work centre
  23. 23

    Name it and set its hourly cost

    320 EGP an hour. Every minute a work order spends here is charged to the job at this rate.

    Name it and set its hourly cost
  24. 24

    Save the work centre

    Save the work centre
  25. 25

    Back to the product's Routing

    Under the recipe there is a Routing card — the steps every work order starts with.

    Back to the product's Routing
  26. 26

    Press Add step

    Press Add step
  27. 27

    The step, where it happens, how long

    Foaming and pressing: 30 minutes to set the line up, then 4 minutes a panel.

    The step, where it happens, how long
  28. 28

    Save the step

    Save the step
  29. 5 · Check it before you rely on it

    Bills of materials lists every product you make, what it costs to build one, and how many you could build now.

    29

    The product is in the list

    Cost to build one comes from the materials — you never type it.

    The product is in the list
  30. 6 · Put the new material on the shelf

    A brand-new material has no stock, so nothing can be built yet. Normally it arrives on a purchase order; the opening balance is entered once, by hand.

    30

    Press Adjust on the material's row

    Adjust is for an opening balance or a stock count — never for a delivery you should record properly.

    Press Adjust on the material's row
  31. 31

    How much, and why

    600 m² as the opening balance. The reason is kept with the movement, so shrinkage can be reported later.

    How much, and why
  32. 32

    Save the adjustment

    Save the adjustment
  33. 7 · Build some and watch the stock move

    The proof: a work order takes the three materials out and puts finished panels in.

    33

    Press New work order

    This is also what a confirmed sales order raises for you automatically.

    Press New work order
  34. 34

    Which product, how many, from which store

    100 panels. Notice you pick ONE product — the materials come from its recipe.

    Which product, how many, from which store
  35. 35

    Press Create

    Press Create
  36. 36

    Start — take the components

    240 m² of wool, 120 kg of MDI, 230 m² of foil leave the store: 100 × the recipe. Short of anything and it refuses, naming what is missing.

    Start — take the components
  37. 37

    Complete when the panels are made

    100 finished panels enter stock, carrying what they actually cost to make.

    Complete when the panels are made
  38. 38

    The stock moved by itself

    Materials down, finished panels up — every movement kept, with the work order that caused it.

    The stock moved by itself

Recorded on a demo workspace. The company and the figures are invented; the screens are the real product.

Try it on your own data