Site Manager - Manufacturing

From the Home tab, select Manufacturing.

Start Manufacturing

Manufacturing is made easy through the Manufacturing wizard.

1. From the Action tab, click Add New.

   

2. Begin the manufacturing process by following the wizard and click Next.

3. Select the correct Manufacturing option(s). Then, click Next.

   1. Manufacture Items based on Calculated Needs

      1. Include Pending Orders - Bases manufacturing off of pending orders from site locations.

      2. Include Meal Planning from Satellites - Bases manufacturing off of meal planning counts from satellite locations.

   2. Manufacture Items Manually - Select this option when choosing a recipe from the established list of recipes.

      

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Manufacture Items Based on Calculated Needs

If creating items based on orders or meal planning from satellite locations and sites, you should select Manufacture Items based on Calculated Needs. 

1. 1. Use the calendar tool to establish a date range when considering pending orders (if selected). Then, click Next.

      The system determines manufacturing needs for all orders expected to be filled based on the requested delivery date.

      
      

   2. Establish Satellite Menu Planning options. Then, click Next.

      The system determines manufacturing needs for all meal planning on a specific day for selected meals.

      
      

      1. Use the calendar tool to select a date when considering meal planning counts.

      2. Select one or more meal types.

         

   3. Ensure the dates and meals are correct. Then, click Finish.

      

   4. Review manufacturing needs.

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Manufacture Items Manually (Ad Hoc)

In some cases, you may wish to manufacture items manually/ad hoc. (E.g. You have a manufactured recipe within a recipe such as a gallon of Low-Fat Ranch dressing needed in order to produce 2 oz. serving cups for a Chef Salad recipe.)

1. 1. Use the Search area to locate and select the correct catalog number/item/recipe. Then, click Next.

      

   2. Enter the quantity to manufacture. Then, click Next.

      The recipe will scale ingredients to match the necessary quantity.

      

   3. Ensure the ad hoc recipe/item is correct. Then, click Finish.

      

   4. Complete the manufacturing process beginning with Step 3.

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Review Manufacturing Needs

For each recipe, the Quantity Needed (total of all quantities ordered and/or planned), Already Transferred (manufactured recipes already transferred to the requesting site), Quantity On Hand (previously manufactured items remaining in inventory), and Quantity To Manufacture (difference between the Needed and On Hand quantities) is listed. 

1. Click the + sign next to each recipe to review Ordered and Planned counts from satellite locations.

   Quantity to Manufacture

   The field in Quantity to Manufacture will be highlighted green when a recipe has enough inventory to fill an order.

   

2. Select either the Unfilled Orders tab or the Planning tab to review manufacturing orders.

   Only one tab will appear if you did not select to include both Pending Orders and Meal Planning from Satellites during the initial manufacturing process.

   
   

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Print Recipe Reports

After selecting the correct recipe, click on the Print button and select which report(s) to print. You may choose to print or export the report. After you have finished, click Close Print Preview.

Recipe Ingredient Pull Sheet

Select Recipe Ingredient Pull Sheet from the Print option.

Recipe Instructions

1. Select Recipe Instructions from the Print option.

2. Establish report criteria. Then, click Ok.

   
   
   

   Options

   By default, photos are included with instruction. Uncheck the box if you do not want photos to be included.

   

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Complete the Manufacturing Process

When selecting "Start Manufacturing", all necessary item (ingredient) quantities are removed from inventory in order to manufacture the final item. The final item quantities will be increased once the process is complete. Additionally, this process allows you to manufacture Unfilled Orders and Planned Counts simultaneously.

1. Select which recipe you would like to manufacture.
2. Click Start Manufacturing in order to complete the manufacturing process.
   

3. Enter Labor Hours (if applicable), Quantity Manufactured (if the quantity differs from manufacturing needs), an Expiration Date for the item manufactured, and adjust any Quantity Pulled and Quantity Returned values as needed. Then, click Ok.

   Quantity Manufactured

   Confirms the quantity of the manufactured item added to your inventory.

   Quantity Pulled and Quantity Returned

   Confirms the quantities of each ingredient to remove from inventory.

   

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Transfer Manufactured Items

Once recipes have been manufactured, use the wizard to transfer one or more recipes to Sites.

1. From the Manufacturing Needs tab, click Transfer Manufactured Items.
   
2. To begin transferring manufactured items, click Next.
3. By default, all manufactured items are selected. You may click in the checkbox at the top of the window to unselect all or uncheck individual items.
   
4. You will be notified how many transfer tickets are ready to generate. Click Finish.
   
5. The Transfer Ticket criteria window will appear. Use the drop-down menu to select the report layout. Then, click Ok.
   
6. You may choose to print, export, or view the report.
   

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Additional Manufacturing Screen Options

The system will update changes as you complete manufacturing, transferring and filling orders; however, there may be a need to refresh manufacturing needs to reflect changes in planning or incoming orders.

From the Manufacturing Needs window, click Refresh Needs.

Note that Recipe 4765596 figures have changed.
 

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