Production Analysis - Create a Production Order

A Production Order (Docket) confirms the products your manufacturer needs to produce.

• Preview - Filter and review quantities by product, manufacturer, or both.
• Create - Generate Production Orders based on your selected items.
• Download & Send - Export your orders as PDFs to send directly to your suppliers.

#List View: Product Breakdown by Sales Order

#Click [Clear Filter] to reset your previous searches and selections.

#Use [Quick Search] to filter by Manufacturer, Product, or Customer and build your Production Order selection.

Important: You can only include products from one manufacturer per Production Order.

Note: Search by manufacturer to view all products assigned to them.

Note: Search by product to create your selection.

Tip: Searching this way returns all records that match your criteria.

#Use [Select/Move/Filter] to manage your selection.

For more details, see List View - Advanced Search - Select/Move/Filter.

Tip: Filter by Manufacturer: View all products made by your selected manufacturer.

#Select the sales order lines you need, or click [Select All].

#Select [Preview Production Order] from the [X Selected] dropdown to preview your Production Order without generating it.

#Select [Create] from the [X Selected] dropdown.

#Click OK in the dialogue box to confirm.

#This generates your Production Order and assigns a docket number/PO (Production Order) Number.

#Tracking: Once you create a Production Order, its status updates from OUTSTANDING to WORK IN PROGRESS.

#Select [Print] from the Action Menu to print your Production Order.

Note: Docket: Generates a document with product images and production notes.

Production List: Generates a list with financial values included.

Select your Document Type and Style, then click [Print] to export to pdf and/or print your document.

Click here to see how to upload Production Order Terms and Conditions

#Type: Docket + Style: Classic

#Type: Production List + Style: Classic Landscape

Classic Production List Options will include unit costs on both types.

#Type: Production List + Style: Classic Portrait

#Type: Docket + Style: Portrait

With this document type and style you have the option to show BOMs:

with BOMS:

without BOMs:

#Type: Production List + Style: Landscape

#Type: Production List + Style: Portrait