Knowledge Base
Manufacturing Management: Inventory
Last updated on March 7th, 2025
Introduction
The manufacturing module brings modifications to inventory items and templates. Both of these work in tandem and are paired together to make one manufactured item. As such, this section will touch on both elements and the steps you need to take to get your items ready to be manufactured.
Setting up Templates
When the Manufacturing module is enabled, the template list will have a couple of new categories:
The “Processes” tab will show all manufacturing processes, and the “All Active” tab will show both job templates and manufacturing processes. When visiting this page, “Job Templates” will be the default display as usual and show only the job templates, keeping manufacturing processes out of the way until you need them.
Templates have the ability to be marked as a “Manufacturing Process”. If marked as such, the template will be available for use as the manufacturing recipe for an inventory item.
Each process can only match with one inventory item, and each inventory item can only have one process. Processes cannot be assigned to multiple inventory items at once.
A template that is set as a manufacturing process will not show up under the “All” setting when selecting items for a bill of materials. However, if required for use, processes will be visible and able to be chosen under the “Manufacturing Processes” label:
Setting up Inventory Items
For inventory items, as long as they are tracked they will have the option to set the item’s supply source to Manufactured.
This will work similar to how it does for regular inventory items with the option to set between Purchased and Non-Purchased (Manual) – with the supply source setting changing the available tabs for the inventory item.
The “Manufacturing” tab allows you to set the input template – or recipe – to be used for producing the item.
This will be the template that is brought onto the manufacturing job when it is matched with a Production Order. The Production Orders tab works identically to how the Purchase Orders tab works for standard purchased items – only showing Production Orders instead.
