Module: Manufacturing Management v2.9.1
Enterprise manufacturing management for BIXCRM
Screen-by-screen guides (each tab explained)
Click a menu item below for step-by-step instructions on that Manufacturing Management screen:
- Dashboard
- Products
- Bill of Materials
- Work Orders
- MRP Planning
- Shop Floor
- Batch Traceability
- Material Issue
- Material Returns
- Production Receipt
- Quality Control
- Workstations
- Costing
- Reports
- OEE Analytics
- Settings
- Engineering Changes (ECO)
- Demand Forecast
- Serial Genealogy
- Batch Recall Report
- Sub-Contract Orders
- QC Templates
- Allergens
- HACCP Plans
- Fabric Rolls
- Batch Records (eBR)
- Material Lot Releases
- Deviations & CAPA
- Retain / Stability Samples
- Environmental Monitoring
- Validation Documents (IQ/OQ/PQ)
- Vessels / Tanks
How to use in BIXCRM (daily operations)
- Sign in to the admin area with a role that includes Manufacturing Management permissions.
- Open Manufacturing (sidebar) or search for Manufacturing Management in the admin menu.
- Start on the Dashboard (if available) to see open tasks, pending approvals, and KPIs.
- Review Settings after upgrades — new options may need defaults for your company.
- Create or import master data first; most modules block transactions until masters exist.
- Run the main business flow (create → submit → approve → post/complete) using the screens listed in Admin menu below.
- Use Reports / Analytics screens to reconcile stock, finance, compliance, or SLA metrics.
- For integrations (API, EDI, gateways, tax), confirm credentials in Settings and monitor logs or webhook delivery screens.
- Train staff with role-based access — give approvers approve permissions only, operators create/edit on their area.
- If something fails overnight, check BIXCRM cron ran and open the module log / failed queue screen if present.
Admin menu — where to work
Open the Manufacturing Management section in the admin sidebar. Screens your staff may use (depending on role):
- Allergens
- Batch Recall Report
- Batch Records (eBR)
- Batch Traceability
- Bill of Materials
- Costing
- Dashboard
- Demand Forecast
- Deviations & CAPA
- Engineering Changes (ECO)
- Environmental Monitoring
- Fabric Rolls
- HACCP Plans
- Manufacturing
- Material Issue
- Material Lot Releases
- Material Returns
- MRP Planning
- OEE Analytics
- Production Receipt
- Products
- QC Templates
- Quality Control
- Reports
- Retain / Stability Samples
- Serial Genealogy
- Settings
- Shop Floor
- Sub-Contracting
- Sub-Contract Orders
- Validation Documents (IQ/OQ/PQ)
- Vessels / Tanks
- Work Orders
- Workstations
Detailed guide — features, workflows, API & FAQ
Status
| Area | Status |
|---|---|
| ------ | -------- |
| BOM & product master | Complete |
| Work orders (full lifecycle) | Complete |
| MRP & demand forecasting | Complete |
| Shop floor, OEE, workstations | Complete |
| Material issue / return / production receipt | Complete |
| Quality control & QC templates | Complete |
| Batch/lot traceability & serial genealogy | Complete |
| HACCP, allergens, EBR, deviations, CAPA | Complete |
| Subcontracting & engineering changes (ECO) | Complete |
| Production costing & variance | Complete |
| REST API, webhooks, OpenAPI spec | Complete |
| Optional module integrations | Complete |
Production-ready for discrete and FMCG-style manufacturing. Suitable for regional manufacturers, food & beverage, textiles, and process-adjacent production.
---
Features
Product master
- Manufacturing products linked to BIXCRM Items (finished, semi-finished, raw material)
- Product codes, default BOM, manufacturing cost
- Allergen registry and item-level allergen assignment
- Style matrix (apparel) and fabric roll tracking (textile)
Bill of Materials (BOM)
- Multi-level BOM with versioning and revisions
- BOM operations / routing with workstations
- Item alternatives and coproducts
- BOM cost roll-up (material, labor, overhead, wastage)
- Engineering Change Orders (ECO) with approval workflow
- Auto-update BOM costs from purchase receipts (GRN)
Work orders
- Full lifecycle: draft → planned → in progress → paused → completed / cancelled
- Multi-level approval workflow
- Work order operations with scheduled start/end
- Material requirements from BOM explode
- Scrap records and rework from QC failures
- Auto-create from approved sales documents (invoice/estimate)
- PDF export and email notifications
MRP & planning
- MRP runs with demand from open work orders + optional forecast
- Net requirements calculation and BOM explode
- Auto-create sub-work orders and purchase requests
- Demand forecasting (moving average and configurable methods)
Shop floor
- Shop floor dashboard with workstation load
- Gantt schedule view and capacity grid
- Mobile-friendly shop floor view
- Barcode/scan lookup for operations and materials
- Workstation downtime tracking
- OEE analytics (availability, performance, quality)
- Work instructions per operation
Materials & inventory
- Material issue against work orders
- Material returns from shop floor
- Production receipt (finished goods into stock)
- Batch/lot creation on receipt
- Material release workflow (QC hold → release)
- Integrates with Inventory Management module when active
Quality & compliance
- QC checks with pass / fail / partial and QC templates
- HACCP plans, CCPs, and monitoring logs
- Electronic Batch Records (EBR) with steps and e-signatures
- Deviations and CAPA actions
- Retain samples and environmental monitoring logs
- Validation documents (IQ/OQ/PQ-style)
- Vessel tracking for process/batch tanks
Traceability
- Batch/lot forward and backward trace
- Batch recall report
- Serial genealogy (parent/child tree)
- Batch dispatches linked to sales documents
Subcontracting
- Subcontract orders (send materials, receive finished goods)
- Material tracking and receipt against subcontract PO
Costing
- Production cost build: material + labor + overhead
- Cost variance analysis (standard vs actual)
- Cost logs and manufacturing reports
- Hooks into Accounting Pro for WIP/FG journal posting on WO complete
Reports & analytics
- Work order status, production summary, material consumption
- BOM cost analysis, scrap analysis, OEE report
- Batch trace and recall reports
- BI export endpoint
- CSV/PDF export on supported reports
API & integrations
- REST API with API keys (
/manufacturing/api/...) - OpenAPI 3.0 spec at
/manufacturing/api/openapi - Outbound webhooks with delivery log
- IoT readings ingestion table
- BIXCRM: invoices, estimates, proposals → work orders
- Inventory Management — stock issue/receive sync
- Purchase Management — MRP → PR, GRN → BOM cost update
- Accounting Pro — production costing journals on WO complete
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Requirements
| Requirement | Notes |
|---|---|
| ------------- | ------- |
| BIXCRM | 2.3.x or later |
| PHP | 7.4+ (8.1+ recommended) |
| MySQL / MariaDB | InnoDB |
| BIXCRM cron | Recommended — MRP alerts, forecast jobs |
| Inventory Management | Optional — preferred stock engine |
| Purchase Management | Optional — MRP purchase requests, GRN cost sync |
| Accounting Pro | Optional — WIP/FG accounting on WO complete |
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Permissions
| Feature key | Capabilities | Menu area |
|---|---|---|
| ------------- | -------------- | ----------- |
manufacturing_dashboard | view | Dashboard |
manufacturing_products | view, create, edit, delete | Products, Allergens |
manufacturing_bom | view, create, edit, delete, approve | BOM |
manufacturing_work_orders | view, create, edit, delete, approve, start, complete, cancel | Work Orders, Workstations, Vessels |
manufacturing_mrp | view, create, edit | MRP, Demand Forecast |
manufacturing_shop_floor | view, edit | Shop Floor, OEE |
manufacturing_material_issue | view, create, edit, delete | Material Issue, Returns |
manufacturing_production_receipt | view, create, edit, delete | Production Receipt |
manufacturing_quality | view, create, edit, delete, approve | QC, Templates, HACCP, EBR, Deviations, etc. |
manufacturing_traceability | view | Batch Trace, Genealogy, Recall, Fabric Rolls |
manufacturing_subcontract | view, create, edit | Subcontract Orders |
manufacturing_eco | view, create, edit, approve | Engineering Changes |
manufacturing_costing | view | Costing |
manufacturing_reports | view, export | Reports, OEE |
manufacturing_settings | view, edit | Settings, API Keys, Webhooks |
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Typical workflow
Product Master → BOM (with routing) → Work Order → Approve
↓
Material Issue → Shop Floor Operations → QC Check → Production Receipt
↓
Batch/Lot created → Stock updated → Cost posted (if Accounting Pro active)
MRP-driven flow
Demand Forecast + Open WOs → MRP Run → Net Requirements
↓
Auto-create Sub-WOs + Purchase Requests → PO (Purchase Management)
---
REST API
Enable API keys under Manufacturing → API Keys.
| Endpoint | Method | Description |
|---|---|---|
| ---------- | -------- | ------------- |
/manufacturing/api | GET | Service info |
/manufacturing/api/openapi | GET | OpenAPI 3.0 YAML spec |
/manufacturing/api/work_orders | GET, POST | List / create work orders |
/manufacturing/api/boms | GET | List BOMs |
/manufacturing/api/material_issues | GET, POST | Material issues |
/manufacturing/api/production_receipts | GET, POST | Production receipts |
Authentication: Authorization: Bearer or X-API-Key header (recommended). Query-string auth is disabled by default on fresh installs — enable under Settings only if legacy clients require it.
See docs/openapi.yaml for the full specification. See SECURITY.md for deployment guidance.
---
Webhooks
Configure under Manufacturing → Webhooks. Events include:
- Work order approved / completed / cancelled
- Production receipt posted
- QC check failed
- MRP run completed
Deliveries are logged with retry support.
---
FAQ
Does this work without Inventory Management?
Yes. The module has a fallback stock ledger. Inventory Management is recommended for multi-warehouse operations.
Can I create work orders from sales invoices?
Yes. Enable the setting under Manufacturing → Settings, then create WO from invoice/estimate/proposal.
Is this suitable for food/pharma manufacturing?
The module includes HACCP, allergens, EBR, batch traceability, deviations, and CAPA — suitable for FMCG and food production. Full GxP/21 CFR Part 11 validation is the customer's responsibility.
Does uninstall remove my BIXCRM items?
No. Only manufacturing_* tables and module options are removed. BIXCRM items, invoices, and other CRM data are untouched.
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Requirements
| Component | Minimum |
|---|---|
| BIXCRM | 2.3.0+ (tested on 3.x) |
| PHP | 7.4+ (recommended 8.1+) |
| MySQL / MariaDB | 5.7+ / 10.3+ (InnoDB) |
| PHP extensions | mysqli, json, mbstring, curl |
| BIXCRM cron | Recommended for webhooks & API log purge |
Optional modules: Inventory Management (stock), Purchase Management (MRP/GRN), Accounting Pro (WIP/FG journals).
Zero core modifications
Permissions
15 permission groups under Setup → Staff → Permissions. Key groups:
- BOM — view, create, edit, delete, approve
- Work Orders — full lifecycle including start, complete, cancel
- Quality — QC, HACCP, EBR, deviations (shared permission)
- Settings — module config, API keys, webhooks
Administrators bypass all permission checks.
Features
Core
- Product master, multi-level BOM, work orders, MRP, demand forecasting
- Material issue/return, production receipt, costing & variance
- Shop floor dashboard, Gantt, mobile PWA, OEE analytics
Quality & Compliance
- QC templates, HACCP, allergens, EBR with e-signatures
- Deviations/CAPA, retain samples, environmental monitoring
- Batch traceability, serial genealogy, recall reports
Industry Profiles
Pre-configured toggles: general, assembly, food, textile, automotive, pharma, process.
Typical Workflow
Product Master → BOM → Work Order → Approve
↓
Material Issue → Shop Floor → QC → Production Receipt → Stock Updated
REST API
Enable under Manufacturing → Settings → Enable REST API, then create scoped keys under API Keys.
| Endpoint | Method | Description |
|---|---|---|
/manufacturing/api | GET | Health check |
/manufacturing/api/openapi | GET | OpenAPI 3.0 spec |
/manufacturing/api/work_orders | GET, POST | List / create work orders |
/manufacturing/api/boms | GET | List BOMs |
Authentication (recommended):
Authorization: Bearer YOUR_API_KEY # or X-API-Key: YOUR_API_KEY
Full spec: docs/openapi.yaml
Webhooks
Configure under Settings. Outbound events include work order lifecycle, production receipt, QC failure. Signed with HMAC-SHA256.
Security
- REST API disabled by default until explicitly enabled
- Query-string credentials disabled by default on fresh installs
- Secret regeneration requires POST + CSRF token
- Scoped API keys with rate limiting and request logging
See SECURITY.md for full deployment guidance.
Cron Jobs
Configure BIXCRM cron (recommended every 5 minutes). The module uses cron for:
- Async webhook delivery queue
- API request log retention purge
FAQ
Works without Inventory Management?
Yes — fallback stock ledger included. Inventory Management recommended for multi-warehouse.
Work orders from invoices?
Enable under Settings, then create WO from invoice/estimate/proposal.
Food/pharma suitable?
Includes HACCP, EBR, batch trace, CAPA. Full regulatory validation is the customer's responsibility.
After activation — configuration checklist
- Go to Setup → Modules and click Activate on Manufacturing Management.
- Open any Manufacturing menu — migrations run automatically (DB v100–291).
- Assign permissions under Setup → Staff → Roles.
- Configure Manufacturing → Settings (prefixes, industry profile, integrations).
- Create manufacturing products, BOMs, and your first work order.
One-time setup (first time only)
- Setup → Modules → activate Manufacturing Management.
- Setup → Staff → Roles → assign Manufacturing Management permissions (view, create, edit, delete, approve, export, settings as needed).
- Open Manufacturing Management → Settings and complete company defaults, prefixes, integrations, and notification options.
- Create master data (warehouses, products, templates, accounts, routes, etc.) before processing live transactions.
- Enable BIXCRM cron (
php /path/to/bixcrm/index.php cron/index) for sync, retries, alerts, and scheduled jobs. - Optionally enable REST API / webhooks in module settings if you integrate external systems.
BIXCRM Knowledge Base — usage guide generated from module README and documentation.