Packing Order (Internal) Applet

Work in Progress: This document is actively being updated. Sections may be incomplete or subject to change as new versions of the applet are documented.

Purpose and Overview

The Packing Order (Internal) Applet helps manufacturing teams move from a production request to packed finished goods with clear roles on the floor. Operators see assigned work, record what they consumed and produced, and capture scrap; supervisors and planners use the same process in richer views to assign queues, review variances, and keep inventory aligned with what actually ran.

In Simple Terms: Think of it as the shop-floor control board for packing and coiling. Operators get short, task-focused screens so they are not buried in full ERP forms; supervisors get the detail they need to approve, adjust, and trace each job from inputs through outputs.

Core Concept: Production starts from a job order or packing request, moves through Operator Queue and coiling screens where machines and staff do the work, and finishes with clear stock movements: raw materials consumed as inputs, finished goods received as outputs, and scrap recorded so you can see yield and waste.

Key Features Overview

Who Benefits from This Applet?

Machine Operators:

Simplified Operator Queue interface to see assigned tasks.
Dedicated Operator Coiling interface for straightforward production logging.
Clear step-by-step UI to record outputs without navigating complex ERP screens.

Production Supervisors:

Comprehensive Supervisor Coiling and Packing Order (Internal) control panels.
Ability to override, adjust, and approve operator production logs.
Full visibility into input consumption versus output yield.

Inventory & Production Managers:

Automated real-time stock deduction for consumed raw materials (Inputs).
Automated stock increment for finished goods (Outputs).
Visibility into Scrap metrics and material loss.

What Problems Does This Solve?

The Disconnected Shop Floor Problem: Traditional ERP systems are often too complex for use on the factory floor. Operators use paper logs, resulting in delayed inventory updates, lost data, and a lack of real-time visibility for supervisors.

The Packing Order (Internal) Solution:

Role-Based Interfaces: Simple touch-friendly screens for Operators; data-rich screens for Supervisors.
Real-Time Data: As soon as an operator completes a task in the queue, inventory is updated.
Centralized Work Queues: Supervisors assign jobs digitally; operators pick tasks from their screen.

Guide navigation

Operator Queue

Task list for machine operators

Supervisor Control

Override and review production logs

Job Orders

Manage production requests

Scrap Management

Account for material waste

Coiling Workflows

Specialized manufacturing processes

Delivery Details

Track routing for finished goods

Contra Tracking

Trace documents linked to production

Role Permissions

Strict operator/supervisor separation

Key Concepts

Understanding the Production Hierarchy

The Packing Order (Internal) module relies on a structured flow from request to output:

Job Order / Packing Request: The initial trigger stating what needs to be made and when.
Operator Queue: The assigned tasks sitting on a specific machine or operator’s workstation.
Execution: The operator uses the “Operator Coiling” module to log work.
Input Items: The raw materials consumed (deducted from inventory).
Output Items: The final packed product generated (added to inventory).
Supervisor Review: Supervisors use the Packing Order or Supervisor Coiling view to finalize and adjust the raw data.

Input vs. Output vs. Scrap

Component	Definition	Inventory Impact
Input Item	The raw material used to manufacture the product.	Negative (Decreased stock)
Output Item	The finished, packed good ready for sale or transfer.	Positive (Increased stock)
Scrap	Waste material generated during the production process.	Tracked as yield loss

Quick Start Guide

For Supervisors: Creating a Packing Order

Navigate to Packing Order (Internal) from the sidebar.
Click the "+" (Create) button.
Main Details Tab: Enter document title, select branch, and assign operators/machines.
Lines Tab: Add the expected Output Items (what you want the operator to produce).
Operator Queue Tab: Assign the tasks to specific queues.
Click Save. The task is now visible to the operators on the floor.

For Operators: Executing a Task

Navigate to the Operator Queue on your terminal.
Select your currently assigned task from the list.
The system directs you to the execution screen (e.g., Operator Coiling).
Enter the actual quantities you produced.
Log any scrap generated during the process.
Submit. The system updates the Job Order status.

Feature Sections & Tabs

Depending on your access level (SHOW_SUPERVISOR_VIEW), different tabs and modules are exposed.

Sidebar Modules

Operator Queue: The default landing page for operators to see pending tasks.
Operator Coiling: Specialized interface for logging cable/wire coiling production.
Supervisor Coiling: Advanced interface for managers to review coiling logs.
Packing Request & Job Order: Modules for generating initial production demand.
Packing Order (Internal): The master control document for the entire process.
Urgent Sales Order: Fast-track queue for customer orders requiring immediate assembly.
Scrap: Listing view of all accumulated production waste.

Packing Order Editor Tabs

When editing an Packing Order (Internal), the following tabs are available:

Search: Find active or historical Job Orders and Packing Requests to link.
Main Details: Document metadata, date, branch assignment, and reference numbers.
Account: Link the packing order to a specific customer account (for custom manufacturing).
Lines: The core table mapping Input Items against Output Items.
Operator Queue: Assign specific schedule blocks to individual machines or operators.
Delivery Details: Specify warehouse routing for the completed outputs.
Contra: View related downstream documents (like Delivery Orders based on this production).
Doc Link: Link this internal order to external reference files.
Attachments: Upload production schematics, QC photos, or reference manuals.
Export: Export the final production docket to PDF/CSV. (Note: Hidden while the document is in TEMP/Draft mode).

Configuration & Settings

To access the configuration panel, click Settings at the bottom of the sidebar. These settings dictate how the packing process behaves globally.

1. Default Selection

Configure fallback behaviors:

Default Branch: The warehouse assigned if the user doesn’t pick one.
Default Document Status: Will new Packing Orders start as Draft or Active?

2. Field Settings

Control UI visibility across the applet. Ensure that shop floor displays are kept simple by hiding unnecessary financial fields from Operators.

3. Return Reasons Settings

Define standard scrap and return reasons (e.g., “Machine Jam”, “Material Defect”, “Operator Error”). Having clean categories helps with yield reporting later.

4. Printable Format Settings

Customize the layout of the physical “Job Ticket” or “Production Docket” that might be printed and attached to the material cages on the floor.

5. Feature Visibility & Permissions

Define who is an Operator vs. a Supervisor.
Assign the SHOW_SUPERVISOR_VIEW permission flag to management roles.

FAQ

Q: Can an Operator finalize (post) a Packing Order? A: Typically, no. Operators log execution data into the Operator Queue. A Supervisor reviews the variances (Input vs Output) and clicks Final on the master Packing Order (Internal) document to solidify the inventory movement.

Q: Where does Scrap go? A: Scrap is tracked against the specific Job Order. It explains the variance between the expected Input consumption and actual Output yield. It can optionally be routed to a designated “Scrap Bin” in inventory for later recycling or write-off, depending on your warehouse settings.

Q: What is “Operator Coiling”? A: Coiling is a specific manufacturing sub-module tailored to industries dealing in lengths (cables, wires, pipes). It has specialized calculators for length, cut-loss, and spool tracking that differ from standard unit-based assembly.