About the Order Manufacture Picklist report

The Order Manufacture Picklist Report shows the current and projected stock levels for all materials required to produce all products for a specific order or multiple orders within a specified date range. This report is useful for checking how many products can be made to fulfill orders using your current product and material stock and also allows you to make better purchasing decisions.

This report is available in STUDIO+ plans.

We'll Cover

• How to find this report
• How to run this report
• Information is available in this report
• How to use report filters

How to find this report

1. Navigate to the Reports area.

   

2. Click on the Order Manufacture Picklist report under the Orders heading.

   

How to run the Order Manufacture Picklist Report

Once you make your filter selections, click Run Report.

What information is available in this report?

Using Manufacture Picklist Report Filters

You can use filters to generate a tailored picklist. This includes creating a picklist for a single specific order or all orders within a chosen timeframe. You can factor in your on-hand product stock, Shipped orders, Manufactured orders, or a combination of Shipped and Manufactured orders. You can also access the Expand Components Filter to refine your picklist further. These features provide flexibility and precision in managing your inventory and order fulfillment.

How to generate a picklist for a specific order

You can filter this report to view data for a specific order by entering the order code in the field in the top left corner. This will return all materials required to create all products within the specified order.

How to generate a picklist for all orders within a time

You can generate a list of materials needed to produce products for all orders within a specified date range.

To generate a picklist for all orders within a specific time period, select the date range from the Placed Date filter. This filter will return all materials required to create all products for all orders in the date range.

Factoring in your available on-hand product

This feature is available in INDIE+ plans.

By default, your on-hand products are filtered out of this report, giving you a clear view of what materials are needed to produce an order or batch of orders.

If you need to, you can include on-hand product stock in the report results so that the report tallies quantities of materials for the products that need to be made to fulfill the order or orders. To do this, please ensure the "On Hand Product" checkbox is selected in the filter area. This will factor in current product stock accordingly.

Once you run the report, you will see a list of materials required to produce your products.

If the ''On Hand Product" checkbox is not selected, the required quantities will be excluded from the calculation.

Factoring in Shipped orders

This feature is available in INDIE+ plans.

By default, this report excludes Shipped orders from the list and only shows materials needed for Unshipped orders. This filter lets you include the materials required for your shipped orders within a specified timeframe in the report.

If needed, you can include the materials required to produce all products for your shipped and unshipped orders in your report. To generate this report, go to the filter area and select both the "Shipped Orders" and "On Hand Products" checkboxes. This will ensure that the report calculates and displays the necessary materials for all products, including products that have been shipped.

Factoring in Manufactured orders

This feature is available in INDIE+ plans.

By default, this report excludes manufactured orders from the list. This filter allows you to include the materials needed for both Manufactured and Unmanufactured orders.

If you need to include the materials required to produce all products, including manufactured orders, in your report, go to the filter area and select both the "Manufactured Orders" and "On Hand Products" checkboxes. This will ensure that the report calculates and displays the necessary materials specifically for the products that have been manufactured.

Factoring in both Shipped and Manufactured orders.

While this report excludes Shipped and Manufactured orders from the picklist, you can still create a list of the materials required to fulfill your shipped and manufactured orders.

If you need to include the materials required to produce all products for your shipped and manufactured orders in your report, go to the filter area and select the "Shipped Orders," "Manufactured Orders," and "On Hand Products" checkboxes. This will ensure that the report calculates and displays the necessary materials specifically for the products that have been shipped and manufactured.

Accessing the Expand Components Filter

This feature is available in INDIE+ plans.

By enabling the Expand Components filter, you can generate a comprehensive list detailing all the unique materials needed to fulfill orders, including those nested within components, while factoring in your available on-hand product. This means you can obtain a consolidated view of the precise inventory requirements across multiple orders.

An example of how the feature works is described below:

• Component B - 50 grams (i.e., 5 x batch recipe)
• Material A - 10 grams
• Material C - 20 grams

• Material D - 7 grams
• Material A - 3 grams

• 2 x Product A

This report can be downloaded as a print-friendly PDF or as a CSV in a spreadsheet for further analysis.