If you have multiple entities (divisions) under one umbrella in Zedonk, you can generate a consolidated production orders from all entities.
This process, designed only for Inventory Users, allows you to consolidate stock requirements from multiple divisions (Distribution Divisions) into a single, unified Production Order managed by a Production Division. This ensures one master production run for all associated orders.
Important: The consolidate production orders must be first enabled by our Client Success Team. Contact us at [email protected] for more details.
Phase 1: Division Setup and Linking
Before consolidating orders, you must establish the link between your two (or more) divisions.
This setup allows sales order(s) quantities to flow from the distribution division to the production division.
- Production Division - Is set up as a Manufacturer within the Distribution Division(s).
- Distribution Division(s) - Must be set up as a Customer within the Production Division.
In an example below, we have 2 entities:
- Production Division - MY BRAND (NL)
- Distribution Division - MY BRAND (UK)
To set up the Production Division - MY BRAND (NL) within the Distribution Division - MY BRAND (UK)
- Switch to the MY BRAND (UK) entity in the entity selector, next to the season selector.
- Go to the Manufacturers module, then click '+ New Manufacturer'.
- Enter the Manufacturers name (MY MANUFACTURER (NL)) and select the Production Division - MY BRAND (NL) as Linked Client.
To set up the Distribution Division - MY BRAND (UK) - as a Customer within the Production Division
- Switch to the MY BRAND (NL) entity in the entity selector, next to the season selector.
- Go to the Customers module, then click '+ New Customer'.
- Enter the Customer's name (MY BRAND (UK)) and enter any additional details
Phase 2: Generating the Production Request (In the Distribution Division(s))
In this phase, the Distribution Division places its orders into production, which automatically creates a corresponding Sales Order in the Production Division.
1. Create Sales Orders:
- Create all necessary Sales Orders within the Distribution Division.
2. Place Sales Orders into Production:
- Navigate to the Orders section of the Distribution Division.
- Initiate the process to place these Sales Orders into production (via Production Analysis).
- When prompted to select a Manufacturer, you must select your Production Division.
Important: To create a consolidated Production Order, you must enable the following system permission: Production Analysis > Combined Production Order
3. Define the Production Order:
- Within the resulting Production Order's Docket Details tab, add a Docket Reference (e.g., "UK STOCK TO ORDER"). This helps identify the order.
- Go to the Products tab. Enter the required Products and Quantities, or click AutoFill to include all units needed to fulfil the underlying Sales Orders.
- Save the Production Order.
4. Finalise the Production Order:
- When the Production Order is ready, click [FINALISE].
- You will be asked to select a Customer; you must select your Distribution Division.
- Click [FINALISE] again to confirm.
Important: To create a finalise the Production Order, you must enable the following system permission: Production Orders > Finalise Docket into Sales Order
Result: This action automatically converts the Distribution Division's Production Order into a new Sales Order within the Production Division. This new Sales Order represents the stock the Distribution Division needs to receive.
Note: Once finalised, the Production Order will be automatically locked.
Phase 3: Consolidated Production (In the Production Division)
The Production Division now sees the Distribution Division's stock requirement as a Sales Order alongside its own.
1. View Consolidated Orders:
In the Production Division's Orders list, you will see two types of Sales Orders:
- Your own direct Production Division's Sales Orders.
- The newly created "Stock to Produce" Sales Order from the Distribution Division.
2. Create the Consolidated Production Order:
- Navigate to Production Orders within the Production Division.
- Create a new Production Order based on the consolidated totals of all relevant Sales Orders (both the Production Division’s own orders and the Distribution Division’s requirement).
- Use the Docket Reference field to clearly label this as the Consolidated Totals production run.
3. Book In Stock:
- Once production is complete, Book In the stock received into the Production Division's inventory. You can use an ASN/In Transit process or a direct Book In.
4. Ship Stock to Distribution:
- Go to the Order Tracker for the Distribution Division's Sales Order (the one created in Step 4 of Phase 2).
- Issue a corresponding Delivery Note to reflect that the stock has been shipped to the distributing location (the Child Division). Click the 'Finalise' button to automatically update the quantities on the linked In-Transit on the Distribution Division. Use the Stock Allocation module to automatically generate pick tickets/delivery notes, based on the stock available to allocate.
Phase 4: Receiving Final Stock (In the Distribution Division(s))
The final step is to review the stock arriving at the distributing location.
1. Review Received Stock:
- Within the Distribution Division, navigate to Production Orders
- Review a Book In for the received stock. This reflects the stock arriving at the Distribution Division's location, matching the quantities shipped via the Delivery Note that was finalised in Phase 3.
Then ship stock to your customers in the Distribution Division.
2. Ship Stock to Customers:
- Within the Distribution Division, navigate to Sales Orders
- Issue a corresponding Delivery Note for each open Sales Order to reflect that the stock has been shipped to the end customer. Use the Stock Allocation module to automatically generate pick tickets/delivery notes, based on the stock available to allocate.