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
Recommended daily routine
Planner — Morning (20–30 min)
1. Production dashboard — /admin/manufacturing/dashboard
On opening check:
- MOs with
confirmedstatus that haven't moved toplanned— action required in_progressMOs with overdue deadline (date_deadlinein the past)- Material availability alerts — insufficiently reserved components
- Work Orders in
waitingstatus 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
plannedif 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
manualorsemi-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
- Finished product — select the product from the MRP catalogue
- Quantity per run — how many units one BoM run produces (e.g. 1 unit or batch of 100)
- Technological routing — select the routing with operations to follow
- Components — add each raw material/subassembly with quantity and unit of measure
- Consumption mode —
automatic(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:
- Presses Start Working → system notes start time
- Works
- Presses Pause (optional, if taking breaks)
- 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 stockqty_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
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.
Link to other departments
→ 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
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.
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.