Make

The Make module is where users manage all manufacturing orders across selected sites. It provides visibility into production status, order progress, and operational workload.

Key elements

• Site selector for location-based filtering
• Manager and Staff view toggle
• Summary cards (Active Orders, Orders on Track, Past Due Orders)
• Manufacturing orders table with sortable and filterable columns
• Priority ranking column
• Status indicators
• Actions menu per row
• New Manufacturing Order button

How to use

• Select a site from the Site dropdown
• Choose between Manager or Staff view
• Review summary metrics for quick insights
• Use filters to narrow down manufacturing orders
• Click an Order Number to view full details
• Use the Actions menu to manage workflow

Notes

• Data is scoped to the selected site
• Manager and Staff views may show different levels of detail

Best Practices

• Always confirm site selection before taking actions
• Use filters instead of scanning large datasets manually

Manage manufacturing order status (Manager tab)

Allows users to progress or modify the status of a manufacturing order.

How to use

• Open the Actions menu on a manufacturing order
• Select the appropriate status action
• Confirm the action if required

Available actions

• Ingredients (if out of stock)
  • Buy Batch
  • Buy to Order
  • Make Batch
  • Make to Order
• MO draft
  • Edit draft
  • Mark as Approved and Ready to Make
  • Download MO draft
  • Cancel MO draft
• Ready to Make
  • Make
• Being Made
  • Mark as On Hold
  • Mark as Awaiting Inspection
• Awaiting Inspection
  • Mark as Passed Information
  • Mark as Failed Inspection
• On Hold
  • Mark as Awaiting Inspection
  • Mark as Ready to Pack
  • Mark as Being Made
• Complete
• Failed Inspection
  • Mark as On Hold
  • Discard and Create New Duplicate MO

More menu by status

Failed inspection handling

Used when a manufacturing order fails inspection and requires corrective action.

How to use

• Trigger Failed Inspection action
• Review the failure reason
• Select a proposed action

Actions available

• Mark as On Hold
• Discard and Create New Duplicate MO

Notes

• Failure reasons are recorded for traceability

Warning

Discarding and duplicating creates a new manufacturing order instance.

Best Practices

• Only discard when rework is not viable
• Always document clear failure reasons

Order arrangement

Allows users to prioritize manufacturing orders using ranking.

How to use

• Click the rank field on a row
• Enter a new position
• Table updates automatically

Notes

• Ranking only affects visual priority

Best Practices

• Use ranking to align with production urgency

Site selection

Filters manufacturing data based on location.

How to use

• Click the Site dropdown
• Select a site or All

Notes

• All data updates dynamically based on selection

Best Practices

• Always verify site before making updates

Add new site

Allows users to create a new operational site.

How to use

1. Click + Add a new site from the dropdown
2. Fill in required fields:
   • Site Name
   • Legal Name
   • Address details
   • Primary Currency
3. Select enabled functions:
   • Sell
   • Make
   • Buy
   • Check
   • Fix
   • Stocks
4. Click Add

Notes

• Site functions define module access

Warning

Incorrect setup may limit system capabilities.

Best Practices

• Only enable functions relevant to the site's operations

Make Order and Group Order tabs (Manager tab)

Allows users to switch between individual manufacturing orders and grouped production workflows.

How to use

• Select a Site
• Click Make Orders tab to view individual orders
• Click Group Orders to view grouped orders
• Use filters and sorting within each tab

Notes

• Tabs display different datasets and workflows
• Group Orders aggregate multiple manufacturing orders under one group

Best Practices

• Use Make Orders for granular control
• Use Group Orders for batch production management

Creating order group

Allows users to group multiple manufacturing orders into a single production group.

How to use

1. Go to Group Orders tab
2. Click New Group
3. (Optional) Enable "Does this order group came from an order?"
4. Select Order Source Type
5. Select Order Source
6. Click Create
7. Click Add Order inside the group
8. Search for items or order numbers
9. Select one or multiple orders
10. Click Update to add them to the group

Notes

• Orders can be grouped based on shared source or workflow
• Selected orders appear in the group table immediately

Warning

Grouping affects how orders are tracked and executed in production.

Best Practices

• Group only orders with similar production timelines or dependencies
• Avoid mixing unrelated orders in a single group

Ungrouping orders

Allows users to remove orders from a group and return them to individual tracking.

How to use

1. Open Group Orders tab
2. Open the Actions menu on a group
3. Click Ungroup Orders
4. Review confirmation modal
5. Click Continue to proceed

Notes

• Ungrouped orders remain active as individual manufacturing orders

Warning

Ungrouping removes batch-level tracking and coordination.

Best Practices

• Only ungroup when production no longer requires batch coordination
• Confirm impact on scheduling before proceeding

Cancel orders in group

Allows users to cancel grouped manufacturing orders.

How to use

1. Open the Actions menu on a group
2. Select Cancel Orders
3. Confirm the action

Warning

Cancelling affects all associated manufacturing orders.

Best Practices

• Ensure cancellation is necessary before proceeding
• Communicate with production teams before cancelling

Sales and ingredients actions (out of stock)

When required materials or ingredients are unavailable, FabHub provides multiple action paths depending on user permissions and operational intent:

• Buy Materials per order
• Buy in batch
• Make per order
• Make in batch

Each action behaves differently based on Buy and Make privileges.

Buy to Order (with Make privileges)

How to use

1. Navigate to the Make page
2. Select an order with missing ingredients
3. Click Buy to Order
4. Review required ingredients per item
5. Assign suppliers where needed
6. Adjust quantities (if editable)
7. Click Create PO Draft or proceed with PO Request

Notes

• Each ingredient is tied directly to a specific order
• MOQ (Minimum Order Quantity) is enforced per supplier
• Total cost is calculated per ingredient and aggregated

Best Practices

• Validate supplier selection before submission
• Avoid modifying quantities unless necessary, to prevent mismatches with production requirements

Buy to Order (without Buy privileges)

How to use

1. Open Buy to Order from the Make module
2. Review ingredient requirements
3. Submit request via Send PO Request

Notes

• Users cannot directly create purchase orders
• Action is routed for approval

Warning

No supplier or quantity overrides allowed.

Best Practices

• Ensure all required items are correct before submission to avoid delays

Buy Batch (with Buy privileges)

How to use

1. Select Buy Batch
2. Adjust batch quantity using +/- controls
3. Review aggregated ingredient requirements
4. Confirm supplier assignments
5. Click Create PO Draft

Notes

• Batch buying consolidates multiple orders
• Quantities scale automatically with batch size

Best Practices

• Use batch buying to reduce procurement frequency and cost

Buy Batch (without Buy privileges)

How to use

1. Access Buy Batch
2. Review batch requirements
3. Click Send PO Request

Notes

• Editing is restricted
• Requires approval workflow

Best Practices

• Double-check batch size before submission

Make to Order (with Make privileges)

How to use

1. Select Make to Order
2. Expand item details if needed
3. Review material requirements
4. Click Create Manufacturing Group Order

Notes

• Manufacturing is triggered per order
• Costs are calculated per item

Best Practices

• Use for custom or low-volume production

Make to Order (without Make privileges)

How to use

1. Open Make to Order
2. Review production requirements
3. Click Send MGR Request

Notes

• User cannot initiate manufacturing
• Request is sent for approval

Warning

No changes allowed to quantities or materials.

Best Practices

• Ensure order priority is correct before submission

Make Batch (with Make privileges)

How to use

1. Select Make Batch
2. Adjust batch quantity using +/- controls
3. Review material requirements
4. Click Create Manufacturing Group Order

Notes

• Batch production optimizes manufacturing efficiency
• MBO (Minimum Batch Order) may apply

Best Practices

• Align batch size with demand forecasts to avoid overproduction

Make Batch (without Make privileges)

How to use

1. Open Make Batch
2. Review batch production details
3. Click Send MGR Request

Notes

• Execution requires approval
• No editing allowed

Best Practices

• Only submit when batch sizing is confirmed to avoid rework

Staff tab (Kanban view)

The Staff tab provides a Kanban-style execution view where users can manage item-level production workflows visually. It is designed for Staff to:

• Track work status
• Move items across stages
• Access item-level details quickly

How to use

1. Navigate to the Make module
2. Click on the Staff tab
3. Select a Site (if applicable)
4. (Optional) Filter by:
   • MGR
   • Status
5. View items organized in Kanban columns
6. Drag and drop item cards to update their status

Kanban status columns

• On Hold
• Ready for Production
• In Progress
• Waiting - Checking (CO)
• Complete
• Cancelled

Card information

Each card represents a production item and includes:

• Item Name
• MO # (Make Order)
• MGR # (Manufacturing Order)
• SO # (Sales Order)
• Quantity + Unit
• Due Date + Estimated Time
• Assigned User

Notes

• Column headers display item count per status
• Dragging a card automatically updates its workflow status
• Clicking identifiers (MO #, MGR #, SO #) redirects to respective pages

Best Practices

• Keep items moving. Idle cards = operational bottlenecks
• Use filters aggressively to avoid clutter
• Prioritize items nearing due dates

Change status (In Progress)

Option 1: Drag & drop

1. Drag item card to In Progress column

Option 2: Modal update

1. Click item card
2. Open item modal
3. Change status to In Progress
4. Save changes

Notes

• Status updates reflect immediately across the system
• Moving to In Progress indicates active production work

Best Practices

• Only move to In Progress when work has actually started
• Avoid premature status updates to maintain reporting accuracy

Change status (On Hold)

How to use

1. Move item to On Hold column OR
2. Open item modal to select On Hold
3. Input reason for hold
4. Click Continue

Notes

• Providing a reason is mandatory
• Helps track operational blockers

Best Practices

• Use clear, actionable reasons (e.g., 'Missing material')
• Review On Hold items daily

Site dropdown

How to use

1. Click the Site dropdown at the top
2. Select a specific site or choose All
3. Kanban board updates based on selection

Notes

• Filters items based on operational location
• Useful for multi-site manufacturing environments

Best Practices

• Always confirm selected site before taking actions
• Avoid working on 'All' view if operations are site-specific

New Manufacturing Order (from scratch)

The New Manufacturing Order flow allows users to create a production order manually, define its structure, assign responsibility, and generate the required materials (BOM).

Manufacturing order

How to use

1. Navigate to the Make module
2. Click + New Make Order
3. Fill in the required fields:
   • General Information
     • Order Source
       • Select Order type (e.g., Purchase Order)
       • Select Order Number
     • Manufacturing Group Order (Optional)
       • Click Add to Group if grouping is required
     • Assigned To — Default or pre-filled user
     • Staff — Select responsible creator
     • Issue Date
     • Due Date
   • Item Details
     • Select Item
     • Input Quantity
     • Review Estimated Time (Auto-calculated)

BOM (Required materials) section

• Displays full Bill of Materials
• Includes:
  • Item hierarchy
  • Quantity per component
  • Stock status (In Stock / Out of Stock)
  • Unit cost and totals

Cost summary

• Subtotal
• Tax
• Total

Bottom actions

• Cancel
• Save Draft
• Download (PDF)
• Create Order

Notes

• BOM is dynamically generated based on selected item
• Estimated time aggregates from all components
• Stock status directly impacts next actions (Buy / Make)

Best Practices

• Always validate BOM before creating the order
• Do not ignore 'Out of Stock' indicators
• Assign a responsible staff immediately to avoid orphan orders

Manufacturing order (group)

How to use

1. In the Manufacturing Order form
2. Select or assign a Manufacturing Group Order (MGR #)
3. The order becomes part of a grouped execution flow

Notes

• Grouping links multiple manufacturing orders under one execution umbrella
• Enables batch processing, consolidated tracking, and shared resource planning

Warning

Grouping unrelated orders creates reporting noise and operational confusion. Do not group just for convenience.

Best Practices

• Use grouping for same production runs or shared materials/dependencies
• Keep groups logically consistent

Create Make Order

How to use

1. Click Create Order
2. Review confirmation modal
3. Click Continue to proceed

System behavior

• Order is created and saved
• User is redirected to the created order page
• Confirmation toast is displayed

Notes

• Once created, the order enters the workflow system
• Status and downstream actions (Buy / Make / Check) become available

Warning

Creating an order with incorrect BOM or quantities leads to inventory mismatch, procurement errors, and production delays. There is no clean undo.

Best Practices

• Double-check quantity, BOM structure, and stock availability
• Use Save Draft if unsure

New Manufacturing Order — from SO / Request

This flow enables users with Make privileges to receive, approve, and convert requests into actual Manufacturing Orders.

Other user view (request handling)

How it works

1. A user without Make privileges creates a request (from SO or elsewhere)
2. A user with Make privileges receives notification or views request from dashboard
3. User clicks the request

System behavior

• A modal appears showing Sales Order reference (SO #) and explaining that a Manufacturing Order will be created
• User clicks Cancel for no action, or Continue to proceed with creation

After confirmation

• Request is assigned to the approver and converted into a Manufacturing Order
• Requestor is notified

Manufacturing order — General information (tab)

Displays core information derived from the Sales Order / Request.

Key elements

• MO Number
• Order Source — Linked SO #
• Manufacturing Group (optional)
• Assigned To
• Dates — Issue Date, Due Date
• Item + Quantity
• Estimated (auto-calculated)

BOM section

• Fully generated from item
• Shows availability (In Stock / Out of Stock / Short Stock) and cost breakdown

Key behavior

• Data is pre-filled from SO
• User can review but should not heavily modify

Manufacturing order — Instructions (tab)

Provides step-by-step production guidance.

Structure

• Left panel: Item hierarchy (Main Item → Sub Items)
• Main panel: Steps per item
  • Step name
  • Duration
  • Cost
  • Description
  • Media (images)

Behavior

• Steps expand/collapse
• Estimated time updates based on steps

Best Practices

• Standardize instructions per item
• Include visual reference (huge for operators)

Manufacturing order — Serialized items (tab)

Tracks individual produced units.

Key fields

• Serial Number
• Issue Date
• CO Status (Check Order Status)
• Availability Status

Behavior

• Each unit tracked independently
• Status updates based on inspection and workflow

Best Practices

• Use for high-value items and regulated products
• Tie to inspection workflows

Manufacturing order — Related orders (tab)

Shows all linked orders:

• SO (Sales)
• PO (Purchase)
• MO (Manufacturing)

Key features

• Filter by ID, Item, Status, Due Date
• Status indicators: Complete, Overdue, Cancelled, Waiting for Payment

Best Practices

• Keep relationships tight and accurate
• Avoid orphan orders

Manufacturing order — Order history (tab)

Audit log of all actions.

Tracked data

• Timestamp
• User (action owner)
• Action description

Examples

• Status changes
• Order creation
• Workflow transitions
• System-triggered events

Best Practices

• Log everything meaningful
• Keep format consistent: [User] + [Action] + [Object]

Related topics

• Items and BOMs
• Buy — purchase orders for missing ingredients
• Sell — sales orders that drive Make-to-Order flows
• Check — quality and inspection
• Stock Inventory — movements and quantities