About manufacture production statuses

Learn how to set a status for your manufacture so you can schedule and track your product batches.


In this article, we'll cover:


About Production statuses

Manufactures have a Production Status that can be set to indicate the particular stage that the manufacture is up to in your production process.

Production statuses displaying on the manufacture list view

There are three statuses available to be set for a Manufacture:


Not Started: This is the default status when a manufacture is manually created. This means that the manufacture has been requested but has not yet been actioned. No material or product stock changes will occur when a manufacture in this status, and costing will appear as "-".

Work In Progress: This status denotes that the product is currently being produced. Again, no material or product stock changes occur as part of this status.

Completed: This status indicates that the manufacture has completed. Auto-manufactures will be set to this status when created. When a manufacture is changed to Completed, stock changes are actioned using the Completed Date set on the form. Costings will calculate and appear for the manufacture at this point.

Note: Not Started and Work In Progress statuses are available on Business and above subscription plans.

A manufacture cannot be moved back to a previous status from Completed and will be presented in a locked state. If changes need to be made to a Manufacture that is in Completed mode, then the manufacture will need to be deleted and recreated.

By default, the Completed Date will be set to today's date; however, it can be set to a different date if required.

Your Manufacture material list will also display differently depending on the current production status of the manufacture.

While in Not Started and Work In Progress statuses, your material will show as a "picklist" style view. For each material, the quantities required and available will show, giving you an indication of whether you have enough raw material stock to complete the Manufacture.

View of materials when a manufacture is not completed.

When a Manufacture moves to Completed, the material list view changes to one that indicates what materials have been used and their calculated cost.


Configuring the Default Production Status for Auto Manufactures

You can configure the default production status for all auto manufactures. This means that auto manufactures can be created with any status, from Not Started to Completed.

This feature is particularly useful for workflows where manufacturing orders are created based on received orders, indicating what needs to be manufactured.

This feature is available for Business+ plans.


To configure the default production status for all auto manufactures:

  1. Navigate to your Account Settings page
  2. Ensure that the Auto-Manufacture When an Order is Created option is enabled.
  3. Under the Default Production Status dropdown, set the status to which you want all auto manufacturers to be set from this point (this setting will not backdate or change any historical data)


Learn more:

A Guide to Production Planning & Scheduling for Small Manufacturers

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