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How to create production operations
How to create production operations

A short overview of creating Production operations for a product.

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

This guide illustrates how to manually add operations, including setting up operation types, assigning resources, and determining cost implications. It emphasizes the strategic importance of these operations in optimizing production workflows, ensuring each product is manufactured efficiently and cost-effectively.

This will be an overview of creating Production operations for a product with no variants. If you enabled variants for a product, you can create specific operations for each product variant.

Production operations can be created for a product manually, through an import, or by copying operations from another product inside Katana.

Manually creating production operations

  1. Navigate to the Production operations tab on a product card

    Production operations can be created for a product from the product card. Navigate to the Items screen > Products table and click on the product you want to edit. Find the Production Operations tab (only visible if you have I make this product checkmarked) next to the General Info and Product recipe tabs.

    A product with "I make this product" selected

    Highlighting the Production operations tab on a product card

  2. Add operation steps

    You can create new Operation steps or copy them from another product.

Shows how you can add new operation steps to a product

Operation step fields

To create Production operations, add the operation steps needed to manufacture a product by filling in the following fields:

Operation - These are operations such as Cutting, Assembly, Quality Control, etc.
Select an existing Operation from the drop-down menu or create a new one by typing out the operation's name and selecting Create new "operation" from the drop-down.

Operation column for production operations

Resource - Either a workstation or an employee
Select an existing Resource from the drop-down menu or create a new one by typing out the Resource name and selecting Create new "resource" from the drop-down.

Resource column for production operations

Cost per hour - The average hourly cost for performing the operation step.
This typically includes salary cost (labor cost) and could also include other things such as the average hourly maintenance and electricity costs of the workstation (does not include material costs).

Cost per hour for production operations

When you first enter the Cost per Hour for a Resource, the value will automatically be saved as the default Cost per Hour for that Resource. You can assign and edit this value from Settings screen > Resources. The default Cost per Hour will automatically be populated to your Resource when you add it to a Production operation step.

Resources option from the Settings screen

Time - The duration of an operation step to produce one unit of a product.
This can be edited on each manufacturing order (MO) if the actual time spent in production is different from the default value defined in the Production operations tab for a product.

Time column for an operation step of a product

Cost - The operation step cost to produce one unit of a product.
This is a calculated field and cannot be manually edited by the user (Cost = Cost per hour x Time).

Copy Production operations from another product

If the Production operations of one product are similar to another, a quick way to create operations is to copy them from the other product.

  1. On the Production operations page for a product, click on Copy operations from at the top right corner of the operations table.

    Shows option to copy operations from another product

  2. Search for the product that you want to use as a template for the current product.

  3. If you already entered operation steps to the current product, you will be asked to confirm the copy action as your current operations will be overwritten.

If you enabled variants for a product, you can create specific operations for each product variant. See more detailed instructions for creating variant-specific operations.

Import Production operations

If you're importing your Product operations, here is a list of instructions.


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