CRMconnect Azuvio · Docs

Production Department

Roles covered: Production Planner · Workshop Operator · Production Manager · Raw Materials Manager
Primary modules: Manufacturing Orders · Bill of Materials · Routing · Work Centers · Work Orders · Warehouse (components + finished product) · Purchase Requests


Who this guide is for

Role What they do in CRMConnect
Production Planner Creates Manufacturing Orders, checks material availability, plans Work Orders on work centres
Workshop Operator Takes on assigned Work Orders, starts and stops the timer, records material consumption, marks operations as complete
Production Manager Monitors the production dashboard, tracks OEE and work centre utilisation, manages bottlenecks and prioritises MOs
Raw Materials Manager Checks component availability for planned orders, coordinates purchase requests for missing materials

Your module map

CONFIGURATION (one-time)         PLANNING
────────────────────────         ────────
MRP Products                     Manufacturing Orders (MO)
Bill of Materials (BoM)          Stock availability check
Routing + Operations             Material reservation
Work Centres                     Purchase Requests (shortages)
Work schedules

WORKSHOP EXECUTION               REPORTING & MONITORING
──────────────────               ──────────────────────
Work Orders (WO)                 Manufacturing Dashboard
Time tracking (timers)           Report per MO
Material consumption             Report per Work Order
Finished product → Warehouse     OEE per Work Centre

Planner — Morning (20–30 min)

1. Production dashboard/admin/manufacturing/dashboard

On opening check:

  • MOs with confirmed status that haven't moved to planned — action required
  • in_progress MOs with overdue deadline (date_deadline in the past)
  • Material availability alerts — insufficiently reserved components
  • Work Orders in waiting status blocked by unfinished previous operations

2. Manufacturing Order list/admin/manufacturing/manufacturing_order_manage

Filter on confirmed or planned status and check:

  • Confirmed MOs without reserved materials → move to planned if stock allows
  • Planned MOs with start date today → ensure operators have their WOs assigned

3. Work Centres — load/admin/manufacturing/work_center_manage

Quick check of which work centres are overloaded today vs. available.


Workshop Operator — Morning (5 min)

Assigned Work Orders/admin/manufacturing/work_order_manage

Filter on status = Ready and responsible = Me. The list shows:

  • Operation to execute
  • Assigned work centre
  • Product quantity
  • Estimated duration

During the day

Planner:

  • Creates new MOs at the request of sales or based on the production plan
  • Confirms MOs and checks material availability for each new MO
  • Creates Purchase Requests for missing materials and tracks procurement
  • Reschedules WOs if a work centre becomes unavailable

Workshop operator:

  • Start timer on current WO: Start Working button → system records start time
  • Execute operation — cutting, welding, assembly, QC or other operation from the routing
  • Record material consumption if consumption mode is manual or semi-automatic
  • Mark WO as done on completion: Mark Done button → system calculates actual duration
  • Pauses: Pause button → system stops timer; Resume on return

Weekly (Production Manager — 45 min)

  • MO report/admin/manufacturing/report_by_manufacturing_order — completed vs. planned MOs for the week
  • Work Order report/admin/manufacturing/report_by_work_order — actual vs. planned durations per operation
  • OEE per Work Centre — work centre efficiency vs. configured target
  • MO costs — material cost + hours × cost/h on each order, compared to selling price

Main production flow

Detailed guide: Manufacturing Order

Steps in summary:

BoM + Routing configured
  ↓
Manufacturing Order created (draft)
  ↓
MO → Confirmed → check component stock
  │  Materials available → reserved automatically
  │  Missing materials → Purchase Request auto-generated
  ↓
MO → Planned → Work Orders auto-created (1 per operation in routing)
  ↓
Operators execute WOs: Start → In Progress → Done
  │  time recorded, materials consumed
  ↓
All WOs Done → MO → Done
  ↓
Finished product entered into warehouse ✓
Reserved materials decremented from stock ✓
MO cost calculated ✓

Bill of Materials — the product recipe

Where: /admin/manufacturing/bill_of_material_manage

The BoM defines what materials and how many are needed to produce one unit of finished product.

Creating a BoM

  1. Finished product — select the product from the MRP catalogue
  2. Quantity per run — how many units one BoM run produces (e.g. 1 unit or batch of 100)
  3. Technological routing — select the routing with operations to follow
  4. Components — add each raw material/subassembly with quantity and unit of measure
  5. Consumption modeautomatic (system consumes on validation), manual (operator enters), semi-automatic

Important rules:

  • A BoM can be reused for as many MOs as needed
  • Changes to the active BoM are recorded in the BOM Change Log — complete auditability
  • A product can have multiple BoMs (e.g. standard vs. premium version)

Routing and Work Centres — how production is planned

Routing (Technological Route)

Where: /admin/manufacturing/routing_manage

The routing defines the sequence of operations required: e.g. Cutting → Processing → Assembly → Quality Control.

Each operation has:

  • Assigned work centre (the machine or station that executes it)
  • Estimated duration per unit (in minutes)
  • Parallel start option — whether the next operation can start before the current one finishes

Work Centres

Where: /admin/manufacturing/work_center_manage

Each work centre has:

Parameter Use
Capacity How many operations can run simultaneously
Work schedule Daily shifts — for realistic planning
Efficiency (%) Adjusts planned durations (e.g. 85% = machine doesn't run 100% of the time)
Cost per hour Used to calculate total MO cost
OEE target Target efficiency indicator — compared with actual in reports

Work Orders — workshop execution

Where: /admin/manufacturing/work_order_manage

Work Order statuses

Status What it means Your action
Waiting Blocked by unfinished previous WO Complete the previous WO
Ready Resources available, can start Press Start Working
In Progress Timer running Working; optionally Pause if needed
Pause Temporarily stopped Press Resume to restart
Finished Operation complete Verify qty_produced vs qty_production

Time recording

For each WO, the operator:

  1. Presses Start Working → system notes start time
  2. Works
  3. Presses Pause (optional, if taking breaks)
  4. Presses Mark Done → system calculates real_duration

real_duration vs duration_expected → difference appears in efficiency reports.


Materials management

Availability check

When confirming an MO, the system compares required quantities (from BoM × MO quantity) with available stock in the component warehouse.

3 scenarios:

Situation What the system does
Sufficient stock Reserves materials automatically; MO can move to planned
Partial stock Reserves what exists; alert for missing components
Insufficient stock Automatically creates a Purchase Request (/admin/purchase/purchase_request) linked to the MO

Consumption tracking

Each BoM component has:

  • qty_to_consume — planned quantity (from BoM)
  • qty_reserved — blocked from stock
  • qty_done — actually consumed

Discrepancies (e.g. more materials consumed than planned) are recorded in the BOM Change Log.

Finished product → Warehouse

When marking MO as Done:

  • The finished product (quantity product_qty) automatically enters the finished goods warehouse configured on the MO
  • Stock transaction created in the Warehouse module
  • Consumed component stock automatically decremented

Warehouse — Goods Receipt


Dashboard and reports

Manufacturing Dashboard

Where: /admin/manufacturing/dashboard

Executive view with:

  • Active MOs by status (Confirmed / Planned / In Progress)
  • Work centre utilisation today
  • Due / overdue Work Orders
  • Finished goods produced in the current month

Manufacturing Order Report

Where: /admin/manufacturing/report_by_manufacturing_order

Column Description
MO Code Order identifier
Finished product What was produced
Planned vs. actual quantity Production efficiency
Planned vs. actual date On-time delivery
Total cost Materials + hours × cost/h
Status Current or final

Work Order Report

Where: /admin/manufacturing/report_by_work_order

Compares duration_expected vs real_duration per operation and per work centre — identifies where time is being lost vs. planning.


→ Sales

Manufacturing orders can be triggered directly from a Sales Order. The sales_order_id field on the MO links production to commercial demand.

→ Procurement

When materials are missing, the system automatically creates a Purchase Request (/admin/purchase/purchase_request). The procurement team sees it immediately and creates RFQ → Order → Receipt.

Purchase Requests · Purchase to Pay

→ Warehouse

  • Component inbound — raw materials enter warehouse via Goods Receipt
  • Component outbound — automatically consumed when MO completes
  • Finished product inbound — automatically generated when MO is Done

Warehouse Inbound → Outbound


Initial configuration (one-time — IT/Production Manager)

Before the first Manufacturing Order:

Step Where What to configure
1 /admin/manufacturing/setting MO, BoM, Routing prefixes; units of measure
2 /admin/manufacturing/work_center_manage Work centres with capacity, cost/hour, OEE target
3 Work schedules (from work centre) Daily shifts + non-working days
4 /admin/manufacturing/routing_manage Technological routings + operation sequence
5 /admin/manufacturing/bill_of_material_manage BoM for each manufactured product
6 /admin/manufacturing/product_management MRP product catalogue

Common permissions for the production team

Ask the administrator to configure at /admin/roles:

Permission Required for
Manufacturing Orders → View / Create / Edit MO planning and monitoring
Work Orders → View / Edit Workshop execution and tracking
Bill of Materials → View / Create Recipe management
Routing → View / Create Route management
Work Centres → View / Create Resource configuration
Warehouse → View Check component stock
Purchase Requests → View / Create Missing material requests

Quick reference

Main workflow:
Manufacturing Order

Modules:
Manufacturing · Bill of Materials · Routing · Work Centres · Work Orders · Purchase Requests · Commodities · Goods Receipt · Warehouse History

Related workflows:
Purchase → Pay · Warehouse Inbound → Outbound · Full Commercial Cycle

← Back to Department Guides

Tip

Validate Bills of Materials with process engineers before any first production run — a BOM error in component quantity or unit replicates across every Manufacturing Order that uses it until caught, creating cost variances that take weeks to trace.

Note

Work centre hourly costs must be configured accurately before production cost reporting is meaningful. Work centres with zero cost produce zero-cost reports regardless of actual labour spend, making production profitability analysis impossible.