Manufacturing Management — Settings (how to use)

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Settings

Module: Manufacturing Management

Where to open in admin

1. Log in to Admin.
2. Open sidebar menu Manufacturing Management.
3. Click Settings.
4. Direct route (for admins): admin/manufacturing/manufacturing_settings

What this screen is for

Module configuration — defaults, sync, API, multi-company.

How to use — step by step

1. Review each settings tab (general, sync, API, tax defaults).
2. Set default accounts, prefixes, and approval rules.
3. Enable BIXCRM sync options and map payment modes if shown.
4. Save and test with one sample transaction.

Common buttons & actions

• Save settings
• Test sync
• Create API key

Required permissions

Staff need the manufacturing_settings feature with: view, edit.

Assign under Setup → Staff → Roles → Permissions.

Tips from module settings

• Return unused issued quantity back to inventory. Stock is restored via Inventory Management.
• Scan or enter a work order number, ID, or OP:123 for an operation.
• Each line must match a CRM item that is registered as a finished/semi-finished manufacturing product with an active BOM. Invoice line description must match the item name (or product code).
• Overall Equipment Effectiveness = Availability × Performance × Quality. Based on workstation downtime, operation timers, and production receipts.
• Enable REST API and authenticate with Authorization: Bearer or X-API-Key header. Base URL: /manufacturing/api/
• Signing secret — verify X-Manufacturing-Signature header (HMAC SHA256).
• 0 = use global default from settings.
• Send header: X-BI-Token: your-token
• Enter a batch number to list all customers and shipments that received product from this lot.
• One serial per line (or comma-separated)
• Visual timeline of scheduled operations by workstation
• Create a rework work order for failed quantity
• Record scrap and deduct from inventory
• POST JSON readings to this endpoint with X-IoT-Secret header
• Forecast demand from invoice sales history using moving average
• Use token-authenticated CSV/JSON endpoints for external BI tools
• When checked, toggles batch release, FEFO, QC templates, and related options for the selected profile.
• Trace finished-good serials to component serials and parent assemblies (assembly & automotive).
• Optional: one line per finished serial — PARENT|CHILD1,CHILD2 (links at receipt)
• Maintain allergen master data and assign contains / may contain flags to inventory items.
• Choose a BIXCRM inventory item, then set allergen presence for that item.
• Inventory items are not available — enter the BIXCRM item ID manually.
• Select Contains, May Contain, or None for each allergen. Declaration rolls up from BOM ingredients.
• Derived from allergen assignments on raw material items in this BOM.
• Track fabric rolls with shade, GSM, width, and remaining length for cutting and dyeing.
• Optional: issue from a fabric roll (consumes meters and checks shade matching).
• Define size × color variants for a style BOM. Quantities scale from base BOM output.
• Step-by-step batch manufacturing records with signatures for pharma compliance.
• QC must release raw material lots before they can be issued to production.
• Lot must be QC-released before issue.
• Reserve retain and stability samples per production batch for QC and regulatory compliance.
• Temperature, humidity, and cleanroom readings linked to batches and eBR records.
• Registry of IQ, OQ, PQ, and validation evidence with review due dates.
• Define secondary outputs from a batch (co-products and by-products) scaled from recipe BOM yield.
• Record actual co-product quantities received into inventory with this production receipt.
• Track tanks, reactors, and mixers tied to batches and work orders.
• Defaults to accepted qty if blank

Related guides

See the Manufacturing Management overview for module-wide workflows, API, and setup.