Building and making

Manufacturer

Raw materials to finished goods: bills of materials, production orders, scrap, quality checks and product cost.

Made for Factories, workshops that make products and food producers

Start with the Manufacturer setup All business types

Already have a workspace? Open Settings, then Business type, and add this setup to it.

What is ready on day one

Accounts added to the chart

  • Raw Materials
  • Work in Progress
  • Finished Goods
  • Packaging Materials
  • Spare Parts and Consumables
  • Plant and Machinery
  • Factory Tools and Equipment
  • Moulds and Dies
  • and 14 more

Items and services

  • Delivery charge
  • Contract manufacturing, per unit
  • Machine time, per hour

Warehouses

  • Raw materials store
  • Work in progress
  • Finished goods

Departments

  • Production
  • Quality control
  • Warehouse
  • Maintenance
  • Sales
  • Purchasing
  • Accounts
  • Management

Divisions and locations

  • Own products
  • Contract manufacturing
  • Export
  • Factory
  • Head office

Invoice wording

TAX INVOICE

Thank you for your order.

Workflows, step by step

Each workflow turns a job into steps with an owner, a deadline and a reminder when something is late.

Customer production order

9 steps

From the customer's order to the delivery of finished goods and payment.

  1. Add customer
  2. Confirm the order
  3. Check materials and capacity
  4. Buy the missing materials
  5. Production
  6. Quality inspection
  7. Pack and label
  8. Deliver and invoice
  9. Payment received

New product or sample development

7 steps

Develop a sample, get the customer's approval and price the first order.

  1. Add customer
  2. Understand the request
  3. Make the sample
  4. Test the sample
  5. Customer approves the sample
  6. Cost and price
  7. First production order

Quality complaint

7 steps

Investigate a customer's quality complaint and prevent it from happening again.

  1. Add customer
  2. Log the complaint
  3. Contain the problem
  4. Find the root cause
  5. Corrective action
  6. Replace or credit the customer
  7. Check it worked

New supplier approval

6 steps

Check and approve a new supplier before the first order.

  1. Add supplier
  2. Collect the supplier documents
  3. Check a sample or the first delivery
  4. Agree prices and payment terms
  5. Approve the supplier
  6. Add to the system

Overdue payment recovery

6 steps

Collect an unpaid balance step by step, from the first statement to a final decision.

  1. Add customer
  2. Send the statement
  3. Call and agree a payment date
  4. Send a final reminder
  5. Decide the next action
  6. Payment received

Tasks that repeat

These start as templates. Turn on the ones you want and they appear on the right day.

Production plan for next weekEvery weekTurn customer orders into a schedule that the factory can follow.
Daily production reportEvery dayRecord what was made, scrap and downtime.
Raw material shortagesEvery weekFind what will run out before the next delivery.
Preventive maintenance roundEvery weekGrease, check and clean the machines on schedule.
Stock count: materials, work in progress and finished goodsEvery monthCount everything at the end of the month.
Product cost reviewEvery monthCheck that the cost of each product is still right.
Sell or dispose of scrapEvery monthWeigh the scrap, sell it and record the income.
Calibrate the measuring equipmentEvery 3 monthsScales, gauges and testers must be checked.
Supplier performance reviewEvery 3 monthsScore suppliers on quality, price and delivery.
Factory licences and certificatesEvery 12 monthsRenew the industrial licence and quality certificates.

Sales pipeline

  1. Enquiry
  2. Specification received
  3. Quotation sent
  4. Sample approved
  5. Won (order)
  6. Lost

Other business types