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Manufacturing Management — Shop Floor (how to use)

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Shop Floor

Module: Manufacturing Management

Where to open in admin

  1. Log in to Admin.
  2. Open sidebar menu Manufacturing Management.
  3. Click Shop Floor.
  4. Direct route (for admins): admin/manufacturing/manufacturing_shop_floor

What this screen is for

Manufacturing and inventory costing integration with GL.

How to use — step by step

  1. Ensure Manufacturing / Inventory modules are active.
  2. Map WIP, FG, and variance accounts in settings.
  3. Post production receipts and material issues from manufacturing.
  4. Run costing/WIP reports and reconcile to work orders.

Common buttons & actions

  • Post WIP
  • Run costing report
  • Reconcile WO

Required permissions

Staff need the manufacturing_shop_floor feature with: view, edit.

Assign under Setup → Staff → Roles → Permissions. After changing roles, ask the user to log out and log in again.

Field tips from module language strings

  • Return unused issued quantity back to inventory. Stock is restored via Inventory Management.
  • Scan or enter a work order number, ID, or OP:123 for an operation.
  • Each line must match a CRM item that is registered as a finished/semi-finished manufacturing product with an active BOM. Invoice line description must match the item name (or product code).
  • Overall Equipment Effectiveness = Availability × Performance × Quality. Based on workstation downtime, operation timers, and production receipts.
  • Enable REST API and authenticate with Authorization: Bearer or X-API-Key header. Base URL: /manufacturing/api/
  • Signing secret — verify X-Manufacturing-Signature header (HMAC SHA256).
  • 0 = use global default from settings.
  • Send header: X-BI-Token: your-token
  • Enter a batch number to list all customers and shipments that received product from this lot.
  • One serial per line (or comma-separated)
  • Visual timeline of scheduled operations by workstation
  • Create a rework work order for failed quantity
  • Record scrap and deduct from inventory
  • POST JSON readings to this endpoint with X-IoT-Secret header
  • Forecast demand from invoice sales history using moving average
  • Use token-authenticated CSV/JSON endpoints for external BI tools
  • When checked, toggles batch release, FEFO, QC templates, and related options for the selected profile.
  • Trace finished-good serials to component serials and parent assemblies (assembly & automotive).
  • Optional: one line per finished serial — PARENT|CHILD1,CHILD2 (links at receipt)
  • Maintain allergen master data and assign contains / may contain flags to inventory items.
  • Choose a Perfex inventory item, then set allergen presence for that item.
  • Inventory items are not available — enter the Perfex item ID manually.
  • Select Contains, May Contain, or None for each allergen. Declaration rolls up from BOM ingredients.
  • Derived from allergen assignments on raw material items in this BOM.
  • Track fabric rolls with shade, GSM, width, and remaining length for cutting and dyeing.

Before you start

  • Make sure your role can view this screen (and create/edit if you will change data).
  • Complete module Settings and any required master data first.
  • If this screen depends on other CRM data (customers, items, invoices, staff), create those records first.

What good looks like

After you finish on Shop Floor, you should see the record in the list with the expected status, and any linked stock/finance/message impact should match what you entered. If something looks wrong, open the record again and check required fields, then retry.

Tips & best practices

  • Use clear codes/names so teammates can search later.
  • Prefer filters (status, date, warehouse, assignee) before exporting large lists.
  • Do not delete posted/historical records unless your process allows it — use cancel, reverse, or adjust instead.
  • When stuck, compare a working sample record field-by-field with the one that fails.

Troubleshooting this screen

  • Blank page / access denied — permission missing or session expired; re-login and check Roles.
  • Cannot save — required field empty, invalid date, or master record not selected.
  • Numbers look wrong — wrong warehouse/period filter, or related document not posted yet.
  • Button missing — your role lacks create/edit/approve/export for this feature.

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