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Manufacturing Management — How to Install

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How to Install — Manufacturing Management

Module folder: modules/manufacturing/   Version: v1.0.0

Enterprise manufacturing management for Perfex CRM

Before you begin

  • Backup your database (Setup → Backup or your host backup tool).
  • Use a staff account with Modules / Settings access.
  • PHP version and Perfex CRM version should match the module README requirements when listed.
  • Keep the module folder name exactly manufacturing.

Step-by-step installation

  1. Upload the manufacturing folder into your CRM modules/ directory (FTP, cPanel, or Setup → Modules → Upload when available).
  2. Log in to Admin.
  3. Go to Setup → Modules.
  4. Find Manufacturing Management and click Activate (or Upgrade if already installed).
  5. Wait for migrations/tables to finish — do not refresh mid-activation.
  6. Go to Setup → Staff → Roles and assign permissions for this module.
  7. Open Manufacturing Management → Settings and save defaults.

Install notes from README

Requirements

RequirementNotes
--------------------
Perfex CRM2.3.x or later
PHP7.4+ (8.1+ recommended)
MySQL / MariaDBInnoDB
Perfex CRM cronRecommended — MRP alerts, forecast jobs
Inventory ManagementOptional — preferred stock engine
Purchase ManagementOptional — MRP purchase requests, GRN cost sync
Accounting ProOptional — WIP/FG accounting on WO complete

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Installation

  1. Copy the module folder to modules/manufacturing/
  2. Go to Setup → Modules → Manufacturing Management → Activate
  3. Database tables and default settings are created on activation
  4. Migrations run automatically on first admin page load (up to DB v291)
  5. Assign permissions under Setup → Staff → Roles
  6. Configure Manufacturing → Settings (prefixes, defaults, integrations)
  7. Create manufacturing products and link Perfex CRM items
  8. Build BOMs and create your first work order

Upgrade path

Existing installations auto-upgrade on admin load via manufacturing_maybe_upgrade_database():

DB version rangeHighlights
------------------------------
100–150Core BOM, work orders, materials, QC
151–200MRP, forecasting, subcontract, API
201–250HACCP, allergens, EBR, traceability, OEE
251–291ECO, IoT, webhooks, validation docs, vessels, security hardening

Check current DB version: option manufacturing_db_version (expected: 291).

Uninstall

  1. Deactivate the module first (Setup → Modules)
  2. Click Uninstall — runs uninstall.php and removes all manufacturing_* tables and options
  3. Backup your database first — uninstall is irreversible

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After activation — configuration checklist

  1. Log in as administrator → Setup → Modules.
  2. Find Manufacturing Management and click Activate.
  3. Open any Manufacturing menu item — the full database schema finishes on first admin load.
  4. Go to Setup → Staff → Roles (or Permissions) and grant Manufacturing capabilities.
  5. Open Manufacturing → Settings and set prefixes, industry profile, and optional integrations.

Official documentation — Installation

2. Installation (How to Use — Setup)

  1. Upload the manufacturing folder into your Perfex CRM /modules/ directory (FTP / cPanel / Setup → Modules → Upload ZIP).
  2. Log in as administrator → Setup → Modules.
  3. Find Manufacturing Management and click Activate.
  4. Open any Manufacturing menu item — the full database schema finishes on first admin load.
  5. Go to Setup → Staff → Roles (or Permissions) and grant Manufacturing capabilities.
  6. Open Manufacturing → Settings and set prefixes, industry profile, and optional integrations.
Tip: After activate, wait a few seconds on the Modules page / open Manufacturing Dashboard once so schema install can complete.

Staff permissions (from module)

Assign under Setup → Staff → Roles. Each feature can expose different actions:

FeatureActions
Dashboard
manufacturing_dashboard		view
Products
manufacturing_products		view, create, edit, delete
Bill of Materials
manufacturing_bom		view, create, edit, delete, approve
Work Orders
manufacturing_work_orders		view, create, edit, delete, approve, start, complete, cancel
Material Issue
manufacturing_material_issue		view, create, edit, delete
Production Receipt
manufacturing_production_receipt		view, create, edit, delete
Quality Control
manufacturing_quality		view, create, edit, delete, approve
Costing
manufacturing_costing		view
Reports
manufacturing_reports		view, export
Settings
manufacturing_settings		view, edit
MRP Planning
manufacturing_mrp		view, create, edit
Shop Floor
manufacturing_shop_floor		view, edit
Batch Traceability
manufacturing_traceability		view
Sub-Contracting
manufacturing_subcontract		view, create, edit
Engineering Changes (ECO)
manufacturing_eco		view, create, edit, approve

Verify installation (checklist)

  1. Setup → Modules shows Manufacturing Management as Active.
  2. Admin sidebar shows the Manufacturing Management menu for an admin user.
  3. Setup → Staff → Roles lists this module's permission groups.
  4. Opening Manufacturing Management → Settings loads without PHP errors.
  5. Creating one sample record succeeds and appears in the list/table.
  6. (If used) Cron-dependent features have Perfex CRM cron enabled on the server.

After install — first actions

  1. Create master data required by this module.
  2. Create one sample record and walk it through approve/complete if applicable.
  3. Train staff using the Quick Start Guide.

Related: Features · Quick Start · FAQ · Version & Changelog

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