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Setting up manufactured Products

Manufacturing involves the transformation of some kind of raw material(s) into a finished product(s). The first step in setting up manufacturing within Tall Emu is to create/define your input and output Products.

If you’ve imported your products across from your accounting system, then you should be able to start creating your Bills of Materials right away, provided you’ve ticked the box beside I Make This Product for any Products that you manufacture, as your current inventory and stock levels should be pulled across to CRM automatically.

If you have not imported your products from an accounting system, you’ll need to set up your input and output Products so they can be used correctly – you can then move on to create your Bills of Material.

Set up input Products

To do this, we’ll head to the inventory group and click on Products.

To create a new Product, hit the New Product button in the top right.

Later, we’ll be running through the manufacturing process using brownies as an example, so I’ll set up this input product as sugar.

You can see we’ve given the product a name, ticked that the product is Active, ticked that the product is Purchasable (this means it is a raw material that we’ll use in production) and we’ve ticked to Track Stock. We’ve also provided a cost price since we buy the product.

Once your input products are set up correctly, hit Save and Close.

Set up output Products

To do this, we’ll head to the inventory group and click on Products.

To create a new Product, hit the New Product button in the top right.

When it comes to setting up Bills of Materialsoutput products can only be defined as products that you’ve specified you make. To implement this specification, on the product record you’ll need to ensure that I Make This Product is checked.

For example, you’ll see for this Bakehouse Fudge Brownie, we’ve given a name, ticked that the product is Active, ticked that the product is Sellable, ticked to Track Stock, ticked to Batch Track the product and we’ve also ticked I Make This Product.

Once your output products are set up correctly, hit Save and Close.

If you don’t currently have any stock in your system, continue to the next step to enter in some starting stock so that you can proceed to creating Bills of Materials.

Enter starting stock to test the BoM module

As an example, I’m going to manually enter some starting stock for my input products. I can do this by heading to the product record and clicking Stock Movements.

Then I hit Add Stock Adjustment, update the stock accordingly and hit Save.

I’m going to give myself 100 units of each input product and leave our output products with no stock. We can verify stock levels by hitting Stocks and noticing that there are now 100 units at our Western Sydney Kitchen.

Now that you’ve successfully set up your input and output Products, you’re ready to use these to create Bills of Materials – click to continue.

 

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