Manufacturing

If you are one of the companies that not only distribute but also produce goods, with the manufacturing module, you can:

• Track final goods and raw materials
• Manage manufacturing processes across multiple locations
• Inform your manufacturing decisions based on item availability and the influx of customer orders
• Sync back to QuickBooks Online

Creating a Manufacturing Preset

To start working with the manufacturing functionality, you can create a manufacturing preset. Presets are production recipes used to automate and save time while manufacturing final goods. Each preset includes component items required to manufacture an output product.

• To create a manufacturing preset, go to the Manufacturing tab in the left-sidebar, click on Presets, then click on the “+” button at the top-right corner of the screen

• Fill in the details of the preset. First, type in the Preset Name (usually, it is the name of the output product). Then, you can either choose the items from the drop-down menu or type in their name or SKU. Scroll down for the breakdown of the fields.

1. You must choose one Inventory Item as your Main Output Product.
2. Optionally, you can add up to 10 Inventory Items as Other Output Products. Think of any byproducts of your manufacturing process that you may want to track.
3. You can add all types of Items as Ingredients.

If you want to add some comments concerning the manufacturing process, you may use the “Notes” field. You can also add a description for the preset.

• When you are ready, click the “Save” button at the top-right corner of the screen to save the preset.