Manufacturing

ZenTraq for Manufacturing manages production workflows, quality control, inventory tracking, and dispatch logistics — providing end-to-end visibility from customer order through finished goods delivery. Designed for factories, processing units, and production facilities.

Prerequisites

• Organization registered with Industry Profile set to "Manufacturing"
• Product catalog configured with bill of materials
• Quality check parameters defined per product
• Vendor/supplier database established for raw materials

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Modules Available

Module	Purpose
Leads	Customer inquiries and order requests
Production Orders	Manufacturing work orders
Material Requests	Raw material procurement
Batch Records	Batch-wise production tracking and traceability
Quality Checks	QC testing, inspection, and certification
Dispatch Records	Shipment and delivery tracking
Inventory	Raw material and finished goods stock management
Vendors	Supplier relationship management
Invoices	Customer billing and payment tracking

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Default Pipeline

Stage	Probability	Description
New Order	10%	Customer order received
Order Confirmed	30%	Payment or PO received
Material Procured	45%	Raw materials available
In Production	60%	Manufacturing in progress
QC Pending	75%	Awaiting quality inspection
QC Passed	85%	Quality standards met
Ready for Dispatch	90%	Packed and prepared
Dispatched	95%	Shipped to customer
Delivered	100%	Customer received goods (Won)
Rejected / Cancelled	0%	Order failed QC or was cancelled (Lost)

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Getting Started

1. Configure Product Catalog

1. Navigate to Products and define each manufactured item.
2. For each product, configure:

Field	Description
Product Name	Finished goods name
SKU / Code	Unique identifier
Category	Product group (Structural, Chemical, Food, etc.)
Unit of Measure	KG, Liters, Pieces, Meters
Standard Batch Size	Typical production quantity
QC Parameters	Quality tests required
Shelf Life	Expiry period (if applicable)

2. Define Bill of Materials

For each product, specify required raw materials:

Material	Quantity per Batch	Unit	Vendor
Raw Material A	500	KG	Vendor X
Raw Material B	200	Liters	Vendor Y
Packaging	1000	Pieces	Vendor Z

3. Register Vendors

Configure suppliers for raw material procurement:

1. Navigate to Vendors and create entries.
2. Include: Vendor name, contact, products supplied, payment terms, and quality rating.

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Day-to-Day Workflow

Production Orders

A Production Order (PO) is a work instruction to manufacture a specific quantity.

1. Navigate to Production Orders and click + New Order.
2. Configure:

Field	Description
Order Number	Auto-generated identifier
Product	What to manufacture
Quantity	Number of units required
Priority	High, Medium, Low
Start Date / Due Date	Production timeline
Assigned To	Production manager or team
Linked Sales Order	Customer order this fulfills

3. Track progression:

Draft → Planned → Material Requested → In Production → QC Pending → QC Passed → Ready → Dispatched

Material Requests

When production requires raw materials:

1. System automatically identifies shortfalls based on Bill of Materials.
2. A Material Request is generated with required items and quantities.
3. Procurement workflow:

Request Created → Manager Approved → Purchase Order Sent → Goods Received → Stock Updated → Request Closed

Field	Description
Request Type	Purchase, Transfer, Manufacture
Items	Material name, quantity, required-by date
Priority	Urgent, High, Medium, Low
For Production Order	Linked PO reference
Status	Pending, Approved, Ordered, Received

Batch Records

Every production run creates a Batch Record for traceability:

Field	Description
Batch Number	Unique identifier (auto or manual)
Product	Manufactured item
Quantity Produced	Units in this batch
Production Date	Manufacturing date
Expiry Date	Best-before or use-by date
Raw Materials Used	Input materials with lot numbers
Machine / Line	Production equipment used
Operator	Personnel who ran production
Status	In Production, QC Pending, QC Passed, Released

Traceability

For any batch, trace the complete chain: raw material source → production details → quality results → customer delivery. Essential for recalls and compliance audits.

Quality Checks

Inspection performed on incoming materials, in-process goods, or finished products:

1. Navigate to Quality Checks and click + New QC.
2. Configure:

Field	Description
Type	Incoming, In-Process, or Final
Linked To	Batch Record or Production Order
Parameters Tested	Test list with acceptable ranges
Result	Pass, Fail, Conditional Pass
Inspector	Person who performed QC
Lab Report	Uploaded certificate (PDF)

3. Outcome routing:
   • Pass → Batch released for dispatch
   • Fail → Batch quarantined; corrective action initiated
   • Conditional → Released with documented deviation

Dispatch Records

Track finished goods delivery to customers:

Field	Description
Dispatch Number	Auto-generated reference
Customer	Destination contact/account
Sales Order	Linked customer order
Items	Products, batches, quantities
Vehicle / Transport	Logistics details
Dispatch Date	Shipment date
Expected Delivery	ETA at customer location
Status	Packed, Dispatched, In Transit, Delivered
Documents	Invoice, Delivery Challan, E-Way Bill

Pre-Dispatch Verification

Before dispatch, verify: QC passed for all batches, correct quantities packed, invoice generated, E-Way Bill created (if applicable), and customer informed of shipment.

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Key Features

Production Dashboard

• Active production orders by status
• Material availability versus requirements
• Daily/weekly production output
• Pending quality checks count
• Dispatch backlog

Inventory Management

Category	Description
Raw Materials	Inputs for production
Work in Progress	Currently being manufactured
Finished Goods	Ready for sale or dispatch
Consumables	Packaging, labels, auxiliary items

Stock operations: Goods Receipt, Production Entry, Material Issue, Dispatch, and Adjustment.

Batch Traceability

Complete forward and backward traceability:

• Which raw materials entered which batch
• Which machine and operator produced the batch
• QC results and certifications per batch
• Which customers received goods from each batch

Quality Analytics

• Pass/fail rates by product, line, and operator
• Trend analysis on recurring quality issues
• Vendor quality scoring (incoming material quality)
• Corrective action tracking

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Best Practices

Recommendations

1. Link all records — Production Order → Material Request → Batch → QC → Dispatch creates complete traceability.
2. Assign batch numbers to every run — Essential for recalls, quality audits, and regulatory compliance.
3. Never dispatch without QC clearance — Configure workflow rules to prevent dispatch of uninspected batches.
4. Track raw material sources — Know which vendor supplied which lot for quality accountability.
5. Update stock in real-time — Prevent over-promising delivery dates to customers.
6. Set low-stock alerts — Automatic material requests prevent production delays.
7. Review QC trends monthly — Identify and address systematic quality issues before they escalate.

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Related: Quality Checks | Vendors | Products & Inventory | Invoices