When manufacturing an item/product, you need the ingredients available or "on the table." Because of this, you'll want to have the ingredients picked from the warehouse beforehand so that they're reserved for this manufacturing order (MO).
With ingredient picking, you can physically pick the ingredients necessary and begin the manufacturing process.
Note: To perform ingredient picking, the Advanced Manufacturing add-on is required.
How to pick ingredients for an MO
If you haven't yet, you'll first need to activate ingredient picking by clicking your name at the top right, choosing Settings, and finding Manufacturing.
Head to the Make screen and choose an MO that you want to begin working on.
On the MO, you'll find a new Pick all option at the top right of the Ingredients table.
Click Pick all to reserve the required ingredients. You can look at availability to see if all of the ingredients can be picked.
If some of the ingredients are currently out of stock, you'll receive a popup where you can select only those that are available.
The ingredients table will then be updated from Not picked to either Partially picked or Fully picked (depending on availability of ingredients).
There is also a new column in the Ingredients table called Picked, which shows the quantity of each ingredient that was picked. Once an ingredient has been picked, the Availability column will also show Picked.
If you've fully picked the ingredients, but the actual quantity exceeds what was picked, the status will change to Partially picked.
Once the manufacturing is complete and you change the MO's status to Done, Katana will prevent negative stock and return any unused ingredients to stock.
Once the MO has been completed, if there were unused ingredients, you'll be able to see that they were returned (from inside the Inventory Intel), and the return will be linked to the MO.
Use case
Use case
Alex, a Production Manager, creates an MO for a custom walnut desk. He uses Katana to pick all available ingredients.
Walnut planks, screws, and glue are picked automatically, but drawer handles are missing.
Alex immediately orders the missing parts. Thanks to early picking, he avoids production delays and keeps the schedule on track.
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