Work sent out and back
You end withjob work received back
4 screens · about 6 min
For production, planning
Manufacturing · ERPNext live demo
Made to order: a live ERPNext demo
From Sales Order to Stock Entry, on the real ERPNext screens of a demo company, with a guide on each step.
- No sign-up
- No card
- No account
Sales Order
- Company
- Mith Demo Traders
- Step
- 1 of 3
The customer's confirmed order: who it's for, the items at price-list rates and when it's due. The next documents are made from it.
You end with stock moved3 screens · about 5 minFor Production, planningFits Manufacturing
What this flow is
A customer orders something you don't keep in stock, so it has to be made first.
The sales order becomes a work order for the shop floor, with the materials listed from the bill of materials. The parts are issued to the floor, and when it's made a stock entry uses them up and puts the finished goods into stock, valued at what they cost. Sales can see where the order is without asking production.
Before and after
| Without it | With it |
|---|---|
| Production hears about orders by phone | The order raises a work order the floor can see |
| Materials worked out by hand for each job | Materials listed from the bill of materials |
| Stock of materials and finished goods drifts | Stock entries move both, at cost |
| Sales asks production where the order is | Sales sees the work order's status |
Screen by screen
Each step is a real ERPNext screen in the demo company. FlowMentor points at what to fill in.
Sales Order
The customer's confirmed order: who it's for, the items at price-list rates and when it's due. The next documents are made from it.
Work Order
The instruction to the shop floor: what to make, how many, and the materials from the bill of materials.
Stock Entry
A stock movement: goods issued, moved between warehouses, or used up and made into finished goods, with stock and value updated.
Inside the demo company
Mith Demo Traders, a made-up company that makes and sells kettles and toasters. It isn't GST-registered, so its documents carry no tax.
The order for 10 Electric Kettles 1.5 L is already confirmed, and the kettle has a bill of materials. You make the work order, issue the parts to Work In Progress, then finish the kettles into stock.
You're signed in as a demo visitor. Nothing is emailed, and what you make is removed 15 minutes after you finish.
Who uses it
And what each of them gets from it.
Planning
Turns a confirmed order into a work order in one step.
Production
Knows what to make, how many and from what.
Stores and accounts
Material and finished-goods stock, and their value, stay right.
A guide on every screen
FlowMentor is our guide app for ERPNext. On each screen it points at the field to fill and the button to press, one step at a time, so you can finish the flow without training. It runs on the real screens, not a video.
- One screen at a time
- Points at the field and the button
- On the real ERPNext screens
Set up for your business
The demo shows the plain flow. In a real project we set it up to how you work.
- Your bills of materials, with alternatives
- Routing and job cards per operation
- Scrap and by-products
- Batch or serial numbers on what you make
- Material requests when stock runs short
See the whole journey
Flows that go with it
Questions about this flow
Yes. The work order lists what's needed against what's in stock, and a material request can be raised for the shortfall.
Yes, with job cards per operation on a routing; the demo keeps to the work order and its stock entries.
At the cost of the materials it used, plus any operating cost you set up, so the stock value is right.
Yes, that's this flow: the work order is made from the sales order.