Manufacturing Order
In this document, we can see the complete operations involved in creating, managing a manufacturing order (MO) in Zoho ERP.
Create Manufacturing Order
You can create a manufacturing order in Zoho ERP either directly from the MO module by specifying the item, BOM, quantity, and production details, or from the BOM module, which allows you to generate an MO directly from a Bill of Materials. This approach helps streamline production and ensures accurate tracking of both raw materials and finished goods.
To create a manufacturing order,
- Go to Manufacturing Order in the left sidebar.
- Click +New in the top right corner. Fill the required fields.
Prerequisite: Make sure the item to be produced must have at least one associated Bill of Materials.
Select the Item to Produce. Based on the selection, the Bill of Materials (BOM) field will be displayed for the item.
By default, the Manufacturing Order number is auto-generated. To configure your preference:
- Click the Gear icon in the text box.
- Choose one of the following options:
- Continue auto-generating Manufacturing Order numbers – Manufacturing Order numbers will be generated automatically based on the configured prefix and starting number.
- Enter Manufacturing Order numbers manually – Enter the MO number manually each time during Manufacturing Order creation.
- Enter the Manufacturing Order number for this order and resume auto-generation – Enter a custom Manufacturing Order number for the current MO. The system will resume default auto-generating the Manufacturing Order number you configured from the next order.
- Click Save.
Select the Bill of Materials (BOM) you have created for the item to produce. Based on the selected BOM, the components and operations will be displayed in their respective tabs below.
Enter the Quantity to Produce. Based on the entered quantity, the component quantities and operation time will be calculated in their respective tabs below.
Select the Start Date of the Manufacturing process.
Choose the Assigned Owner responsible for the manufacturing order.
Select the Location where the item will be produced.
Note: If the required components are not available in the selected location, the accounting stock for those items will become negative in the selected location. To avoid this, you can either create a transfer order from another location or raise a purchase order to avail the stock.
Warning: If you have enabled Restrict transaction locking with negative stock in Transaction Locking, you cannot proceed to create transactions that result in negative stock. Ensure that all required components are available in the selected location before proceeding.
View Components
In the components tab, if you want to add a component specifically for this Manufacturing Order, you can add it by clicking +Add Component.
Select the serial numbers or batches and bins for the components.
Note: You can proceed without adding Advanced Inventory Tracking and Bin details in MO creation. However, these details become mandatory when the Manufacturing Order moves to the In Progress status.
View Operations
If you wish to edit the duration for operations in the MO,
- Navigate to the Operations tab.
- Edit the Duration for the operation.
- Click Save as Draft or Save and Confirm.
- Save as Draft - To create the Manufacturing Order as a draft.
- Save and Confirm - To confirm the Manufacturing Order.
Pro Tip: You can also create a manufacturing order from Bill of Materials module.