Understanding Manufacturing Orders
A Manufacturing Order (MO) is used for producing products from your materials and subassemblies in Katana. All Manufacturing Orders are included in the "Schedule" view in the "Make" screen.
Why use Manufacturing Orders?
- Creating and completing Manufacturing Orders triggers relevant inventory movements for the respective product and the required ingredients (materials or subassemblies) included in the Product recipe / BOM for the product;
- Enables managing your production activities (e.g. monitoring and managing production status and priorities);
- Enables checking and managing Material Ingredients availability for production.
- Enables managing Production Deadlines.
Types of Manufacturing Orders
There are two types of Manufacturing Orders in Katana: Make to order (linked permanently to a specific Sales Order) or Make to stock (not linked to a Sales Order).
Both types are included in the "Schedule" view in the "Make" screen, enabling you to manage production priorities in a single queue.
Types of Manufacturing Orders:
Make to order (MTO)
A Manufacturing Order that is producing products for a specific Sales Order. An MTO Manufacturing Order is permanently linked to the underlying Sales Order. They reflect the exact quantity of the product required by the Sales Order. Link to the Sales Order, product or the quantity cannot be edited on this type of Manufacturing Order.
MTO Manufacturing Orders can only be created by clicking on the "Make" -> "Make to order" button next to a Sales Order in the "Sell" screen or next to the Sales Order line on the Sales Order card. This button is only visible for sales items with "Not available" status. You can make to order even if the product is already available or expected from another Manufacturing Order by clicking on the icon at the end of the Sales Order line on the Sales Order card.
You can also create "Make to order" Manufacturing Orders for multiple Sales Orders in one go by selecting multiple SOs from the "Sell" screen, clicking on "Bulk actions" and then selecting "+ Make to order" from the dropdown menu.
The priority of MTO Manufacturing Orders is automatically synced with linked Sales Orders. Changing the priority of Sales Orders in the "Sell" screen automatically updates production priorities in the "Schedule" view, and vice versa.
Read more about how it affects Sales Items availability for Sales Orders.
Here's how a typical Make to Order flow works in Katana.
Make to stock (MTS)
A Manufacturing Order that is producing products to stock (often in bulk) for future sales purposes. MTS Manufacturing Orders are not linked to any Sales Orders.
MTS Manufacturing Orders can be created in 3 ways:
- Using the global "+" sign at the top middle of the page and clicking "+ Manufacturing Order".
- Clicking on the "+ Make" button for a Sales Order in the "Sell" screen with a "Not available" Sales Items availability status and then selecting "Make in batch".
- In the "Inventory" view in the "Stock" section by clicking on the "+ Make" icon at the end of the row for a product.
Read more How to create new Manufacturing Orders.
If there are some open Sales Orders that already require the products produced to stock by an MTS Manufacturing Order, the "Schedule" view will display relevant customer names and Sales Order numbers in the Customer column. However, this does not create a permanent link between the MTS Manufacturing Order and the Sales Orders. Sales Orders book products made by MTS Manufacturing Orders based on Sales Order priorities. Read more about Sales Items availability for Sales Orders.
Read how a typical Make to Stock flow works in Katana.