Use to create Production Orders to Manufacturers in advance of Sales Orders, and assigning which production quantities are to be shipped to each location.
Important: Production Book In / Book Out is part of the Inventory Module and is an optional add-on. Multi Location is another separate module. Click here HELLO ZEDONK for more information about the Inventory Module.
Select [+ New Production Order]
Select the Manufacturer and Location/s you would like this Docket to be Shipped To from the dropdown, click [Create]
Docket Details
1. Manufacturer Address - as listed on Manufacturer entry, click [Pencil Icon] to amend. For more information on Adding a Manufacturer
2. Ship To Address - as listed as the Default Address in Company Settings, click [Pencil Icon] to view and manage the locations you would like to Ship goods from this production order to.
3. Creation Date - click to select a different date.
4. Docket Reference - add a specific Docket Reference if required
5. Delivery Dates
6. Add Shipper and Shipping Terms
7. Payment Terms - pulled from Manufacturer entry, can be amended
8. Manufacturer Confirmed - note once the Manufacturer confirms receipt of the order and the date
9. Season - Season of the sales order. To change the docket season
10. Comments
Products
Products with requirements based on the sales order quantities within that season, for sales orders to be fulfilled from your selected locations, will be listed by default.
To add products to your Production Orders, use Quick Add to select Products from the dropdown menu
...Or [+ Advanced Add] for additional details and filtering options
Filter accordingly, and make your selection/ click 'Select All', then 'Add X Products' to add the selected products to your order
Tip: Click the Tick Box to select Products you wish to add to the Production Order, or click [Select All Displayed] to add all Products
Add Quantities to each and amend Actual Cost if needed
*If you have chosen Multiple Locations when raising the docket*, head to the 'Ship To' Tab to specify to production shipping split per location
Within this tab, you will need to specify which quantities out of your production quantities are to be shipped to each chosen location.
The 'Outstanding' quantities are specific to sales order quantities within that season for your selected locations.
This can be autofilled.
Tip: Within the Ship To tab, view line quantities and totals per location .
You can also edit the locations for this docket by clicking 'Ship To Locations'
Any overages or shortages accidentally entered (in relation to the docket's production quantities) will be flagged as below, you will not be able to proceed/save until you have balanced out the production order quantities per size between locations.
If the total amount assigned per location, across all locations, is a total equal to the production quantity (but there is more or less than the outstanding quantity), you will be able to save and proceed but the outstanding quantity with the shortage will still be in red, and a yellow warning triangle will show on the 'Ship To' tab.
Save and Close
Tip: If you're emailing dockets directly to your manufacturer, you can select the Split by Location document from within Add Attachments. For more information see, Book Out - Email Docket to Manufacturer.