Skip to main content
All CollectionsManufacturing
How to use the Make screen (Schedule)
How to use the Make screen (Schedule)

Master scheduling using Make screen for effective production management.

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over a week ago

Katana's Make screen, featuring the Schedule tab, is designed to optimize the organization and prioritization of manufacturing orders (MOs). This guide introduces how to manage production effectively using the drag-and-drop functionality to adjust priorities in real-time. This ensures that production aligns seamlessly with resource availability and customer deadlines.

Schedule and Tasks tabs

The Schedule tab includes all your manufacturing orders (both Make-to-Stock and Make-to-Order). This view helps you manage all production jobs in a single queue.

The Make screen with the Schedule tab highlighted

The Schedule tab shows the production schedule for your workshop/factory, listing manufacturing orders by their order of priority. Drag and drop orders to adjust the schedule. Production should start working with manufacturing orders (MO) at the top of the list and work their way down.

If you'd like to manage production tasks from a more detailed level, use the Tasks tab to track tasks for your Resources and Operators.

The Make screen with the Tasks tab highlighted

Operators can log in to the Shop Floor App, a mobile-friendly web app for the production team where they can see and complete tasks, report consumed ingredients and manufactured products, and more.

Tip: Learn about typical Make-to-Order and Make-to-Stock workflows in Katana.

Uses of the Schedule tab

NOTE: Rows in the Schedule tab are listed by MO priority.

Sales order links and commitments

The Customer column in the Schedule tab shows any SO (w/ customer name) that a MO is committed to.

The make screen with the Customer column highlighted

Make-to-Order manufacturing orders are permanently linked to an underlying SO. Changing the priority of one of these manufacturing orders doesn't break the link, but it does affect the priority of the SO in the Sell screen.

Make-to-Stock manufacturing orders are not permanently linked to a SO. For this type of MO, commitments to a SO are based on order priority and might be recalculated if a MO or SO is reprioritized.

The Delivery deadline column shows the delivery deadline for any related customer order.

The make screen with the delivery deadline column highlighted

Open and Done manufacturing orders

If a MO status is changed to Done, the order is automatically moved to the Done table of the Schedule tab and a Done date is assigned to the MO. A MO moves back to the Open table if the status is changed from Done to a previous status.

Highlights the Done table of the Make screen

You can filter the Done manufacturing orders table directly in Katana or export it to a CSV file to analyze your production metrics.

Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]

Did this answer your question?