Production Manager: daily workflow

Each morning: Check open builds

Review progress from the day before and plan the day's work.

1. Navigate to Assembly → Builds or Assembly → Production Open in Usystems
2. Look at builds with status In Progress or Pending.
3. Check material availability: do you have the components needed to keep work flowing?
4. Flag any builds at risk of delay (bottlenecks, missing parts, team capacity).

Create a new build (for MTO orders)

When a customer places a new order or you decide to manufacture, create a build.

1. Navigate to Assembly → Builds → New Build (or Create Build) Open in Usystems
2. Enter the build details:
   • Product: Select from your product catalog.
   • Quantity: How many units to produce.
   • Bill of Materials: The system auto-loads the BOM (recipe) for that product.
   • Start date: When should production begin?
   • Due date: When does the customer need it (or when should stock be ready)?
3. Review the components listed under BOM. If any are out of stock, order them now or adjust the start date.
4. Click Save or Start Build.
5. The system reserves materials from your گدام (warehouse) and assigns WIP inventory to the build.

Tip: Always verify material availability before starting a build. If a component is backordered, your build will stall.

Record assembly work or material consumption

As your team works, log the components they use and the steps they complete.

1. Open the build (from Assembly → Builds).
2. Scroll to Assembly Steps or Material Consumption.
3. For each task completed:
   • Mark the step as Complete with a date/timestamp.
   • Log labor hours or the worker's name (if timesheet integration is set up).
4. For material used:
   • Enter quantities of components pulled from stock.
   • The system automatically decreases گدام (warehouse) inventory and increases the build's material cost.
5. Click Save.

Receive finished goods into inventory

Once a build is complete, move the finished units to finished-goods inventory.

1. Open the build (status should be Ready for Completion or Complete).
2. Click Receive into Inventory or Finish Build.
3. Confirm the quantity and lot/batch number (if applicable).
4. The system:
   • Removes the build from WIP.
   • Creates finished-goods inventory at the total-cost-per-unit calculated from materials and labor.
   • Posts accounting entries (WIP is debited, Finished Goods is credited).

Send finished goods to a customer (MTO)

For orders made to order, ship directly to the customer.

1. Open the build or the related sales order.
2. Click Fulfill Order or Send to Customer.
3. Confirm the shipping address and quantity.
4. The system posts a debit to Cost of Goods Sold and a credit to Finished Goods Inventory.
5. The sales order is marked complete.

Daily report: Check production status

Before leaving for the day, generate a summary of progress.

1. Navigate to Assembly → Reports or Reports → Production Open in Usystems
2. Select Production Summary or WIP Status.
3. Review:
   • Builds completed today.
   • Builds still in progress (and estimated completion).
   • Material shortages or delays.
4. Export as PDF for your records or to share with leadership.

Tips & common mistakes

• Don't start without materials: Confirm stock levels before marking a build as started. Running out mid-production is costly.
• Log work regularly: Update assembly steps and material consumption daily, not at the end of the week. It keeps costs accurate and real-time visibility current.
• Use lot/batch numbers: If your products have expiry dates or serial numbers (e.g., medications, equipment), link them to builds for traceability.
• Review costs weekly: Check the cost-per-unit on in-progress builds. If actual costs are climbing unexpectedly, investigate overages immediately.