Production Group Setup

Overview:

Production Groups are used to organize Recipe Items that you produce (Production Items) into groups that simplify data entry or enhance reporting. 

Things to know!

• This feature will only be accessible and visible to users who are given access to it. 
• Production Groups are not required.  They are helpful, however, for simplifying Production Worksheets and Production data entry. 
• A Production Item can be assigned to multiple Groups. 

Production Groups - Expanded Definition:

The Production Worksheet can be printed for a specific Production Group. The screen for entering Production can display for a specific Production Group. So if you would like to see only certain Production Items on the worksheet or entry screen, then you could create a Production group and assign those Items to this Group. 

Add or Edit Production Groups:

To add, review, edit, or delete Production Groups, navigate to Recipe & Sales>Setup>Production Groups.  Upon selection, a "Find Grid" similar to the one below will display a listing of all of your Groups:

Find Grid Definitions:

+ Add, Export, and Search Options:

• The blue "+ Add" button is used to add a new transaction.
• The "XLSX" button will export the information on the grid to a spreadsheet.
• The search option can find any part of a word or date on the grid. When you start typing your search criteria, the search will be initiated.  

Edit/Delete: Click the Edit or Delete button to the right on the row of the Item that you wish to edit or Delete.

Production Item Group Tab:

If you select to add or edit a Production Group, a screen like the one below will display:

Item Group Name: Give your Production Item Group a name (required field)

Active: Active is the default setting for this field and Active is indicated by a checkmark. If you click on the box and remove the checkmark, the Group will become inactive, but can later be made active again.

Available to All Sites: The system default is to make a Group available to all of your Sites. If you want to assign a Group to only the Sites that apply, then click the box to remove the checkmark and a tab for assigning Sites to this Group will be made available. This option is only available if you are logged into your Company (versus a site). 

Items Tab:

Selecting the Items tab from the New or Edit Production Item Groups screen will display a screen like below:

Available and Selected: Listed under the Available column are all the Production Items that are available to be assigned to this Group, but have not been assigned. Listed under the Selected column are all the Items that have been assigned to this Group. To move an Item from one selection to another, check the box by the Item or Items you want to move and then hit the arrow direction < or > that you want to move them to.

Control the Order that Items Display or List: You can control the order that a selected Item will display or list within a Group. The key below is next to each selected item.  To move a selected item up or down in the list, click on the key below next to the item you want to move, hold the click, and move the item up or down the list with your mouse. 

Sites Tab:

If you select to assign this Production Group to specific Sites, then a Sites tab will be added. Click on the Sites tab a screen like the one below will display:

Available and Selected: Listed under the Available column are all the Sites that are available to be assigned to this Group, but have not been assigned. Listed under the Selected column are all the Sites that have been assigned to this Group. To move a Site from one selection to another, check the box by the Site or Sites you want to move and then hit the arrow direction < or > that you want to move them to.

Save, Delete, and Exit:

At the bottom of the screen are the Save, Delete, and Exit buttons.

Save - Saves the entry or entries without exiting.

Delete - Deletes the Group. You will be asked, "Are you sure"?

Exit -  Exits without saving any new entries or edits.