First steps
With your workspace set up, walk through the essential first steps — create your first item, receive stock, run a quality inspection, and process your first production order end to end.
The production cycle you will complete
A single, repeatable flow your whole team can trust. Every step writes an immutable audit record.
Step 1 — Create your first item
| Code | Unique SKU (e.g., WF-500 for Wheat Flour) |
| Name | Descriptive product name |
| Type | RAW_MATERIAL, FINISHED_GOOD, or CONSUMABLE |
| Unit of measure | How the item is quantified (KG, EA, L…) |
| Reorder point | Minimum stock level before reordering |
| Reorder quantity | How much to order when the reorder point is hit |
| Barcode | Optional barcode for scanning |
Code: WF-500 Name: Wheat Flour Type: RAW_MATERIAL Unit of measure: KG Reorder point: 500 Reorder quantity: 2000
Step 2 — Receive your first stock
| Item | The item you are receiving |
| Lot number | Unique lot identifier (e.g., LOT-2026-001) |
| Quantity | How much is being received |
| Location | Where to store it in the warehouse |
| Supplier | Who supplied this stock |
| Manufacture date | When the item was produced (if applicable) |
| Expiry date | When the item expires (if applicable) |
Received stock always starts QUARANTINED. You must run a quality inspection before the lot can be used for production or shipment — quality control from the moment goods enter your facility.
Step 3 — Run a quality inspection
Select the quarantined lot
Create an inspection for the lot you just received.
Define the checks
Appearance, weight, purity, packaging — whatever your standards require.
Record results
Pass/fail for each check, performed by a named inspector.
Make the decision
Approve releases the lot from quarantine. Reject locks it permanently.
Step 4 — Create a bill of materials
| Code | Unique BOM identifier (e.g., BOM-BREAD-001) |
| Finished good | What you are producing |
| Components | Raw materials and quantities per unit |
| Version | Track BOM versions for change management |
Finished good: Bread Loaf (1 EA) Component 1: Wheat Flour 0.5 KG per loaf Component 2: Yeast 0.01 KG per loaf Component 3: Water 0.3 L per loaf Component 4: Salt 0.005 KG per loaf
Step 5 — Create a production order
| Order number | Auto-generated unique identifier |
| BOM | Which bill of materials to use |
| Warehouse | Where production happens |
| Planned quantity | How much you want to produce |
| Expected yield | Expected output percentage (accounts for waste) |
| Planned dates | Start and end dates for production |
Step 6 — Reserve materials
- Ensures materials are available when needed
- Prevents double-allocation conflicts
- Uses FIFO to consume the oldest lots first
- Provides visibility into material availability
Step 7 — Execute the batch
| Batch number | Auto-generated identifier for this production run |
| Consumption | Which lots were consumed and in what quantities |
| Output | The finished good lot and quantity produced |
| Scrap | Any waste or rejected output |
| Yield | Actual yield vs expected, calculated automatically |
Your first cycle is complete
- Items defined in your catalog
- Stock received with lot tracking
- Quality inspections completed
- BOMs configured for production
- Production orders executed
- Material consumption and output tracked
- Full traceability from raw materials to finished goods
Go deeper on inventory
Items, warehouses, lots, reservations, and the complete movement ledger — the foundation every other module builds on.