I understand his point. A Sales Order could be copied to a new Production Order, with the Sales Order reference number and related customer indicated on the form. This Production Order could then be copied to a new Purchase Requisition (optional), again including the reference number and customer details on the Requisition form (see here). The Purchase Requisition could then be copied to either a Purchase Order or a Purchase Invoice.
Finally, the Production Order could be copied to a Production Run, which would update its status from Pending (Amber) to Complete (Green) or Cancelled (Red) if the production is cancelled.
While I haven’t fully developed this idea yet, I believe the general workflow is clear and aligns with how Manager currently operates. It would be highly beneficial to link production workflows to Customers or orders and introduce a second production tab (e.g., “Production Runs”) to manage and track completed Production Orders. This would function similarly to how the delivery note module is used to indicate completed and delivered orders.
In many businesses, purchases are not typically made for specific customer orders. However, in cases where production is triggered by a customer order, including the customer name on forms would help track production orders made specifically for customer demand. This feature would also support generating customer-specific production reports.
Additionally, having a report to generate production details for a specific customer, similar to how sales invoices are tied to a customer, would be extremely valuable.
Regarding the number of tabs, @eko, this should not be a concern. Many organizations implement segregation of duties, where only admins have access to all tabs. Other users would see only the specific tabs relevant to their responsibilities. If more tabs mean simplicity, clarity and segregation of duty then so be it.
@lubos, The Bill of Materials, units, or quantities specified in the Production Order could be compared to the actual Bill of Materials or inventory units utilized in the Production Run. This comparison could be displayed within the Production Run tab or included in a specialized report, enabling users to efficiently track wastage and conduct detailed production analyses. Such insights would support the optimization of business processes and inform managerial decisions.
@shahabb I’m adding this to ideas, I hope my contribution is also considered. I may create a separate topic for my contribution in the future.