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 Schedule tab shows the production schedule for your workshop/factory, listing manufacturing orders by their priority. You can drag and drop orders to adjust the schedule. Production should start with manufacturing orders (MO) at the top of the list and work their way down.
If you'd like to manage production tasks more thoroughly, use the Tasks tab to track tasks for your Resources and Operators.
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
Displays Ingredients Availability, Production status, and Production Deadline for each MO.
Displays the Delivery Deadline for any related sales order (SO) that requires products from an MO. You can easily identify any conflicts between the production schedule and customer deadlines.
Allows you to manage MO priority.
Enables you to create consolidated pick lists for multiple manufacturing orders.
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 (with customer name) to which an MO is committed.
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 an SO. For this type of MO, commitments to an 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.
Read more about manufacturing order types and sales items availability.
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.
You can filter the Done manufacturing orders table directly in Katana or export it to a CSV file to analyze your production metrics.
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