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Customizing MO builds (Web)

Customizing manufacture orders

If your team deals with complex or customized manufacturing orders (MOs), inFlow has features that can help you track what you need to streamline your workflow. Learn more below.

Components & raw materials

Check out the webinar below for a detailed guide on inFlow’s manufacturing features.

Webinar: inFlow Web Manufacturing and Bundling

Please note: Manufacture orders are only available with an inFlow Manufacturing plan.

Add components 

If your MO requires more components/raw materials than what the bill of materials lists, you can add them to the Overview table. You can add new components to the main assembly or any subassembly on an MO. 

  1. Click on the ellipsis next to the subassembly. 
  2. Click on Add components. 
  3. Select or search for the components and enter the quantity needed. 
  4. Click Add. The newly added component(s) will be added to the bottom of the assembly. 
inFlow Manufacture order showing the Overview table with component products. Selecting the three dots next to a component loads a menu to add components to the Manufacture order.
Add components to manufacture order window

Edit quantities

From the Overview table, you can change the quantities for the finished product, subassemblies, or raw materials. 

To do this: 

  1. Hover over a subassembly or raw material, and click on the ellipsis. 
  2. Click on Edit quantities. 
  3. Enter the new quantity, select how the MO should calculate based on the changes, and then click Set quantity. 
Component menu where you can edit the quantity of a component on the manufacture order.
Edit product/component quantity window.

Swap products

If you need to change out a component or raw material for another, you can use the swap option to replace the component you don’t need. 

  1. Hover over a product and click on the ellipsis. 
  2. Select Swap product.
  3. Select a product, then click Swap.
Image showing how to swap products on a manufacture order

Refresh 

When an open manufacture order differs from the current bill of materials, you can use the refresh button to update the MO. 

The refresh button will show whenever a change is made to the BOM or a change is made to the MO. 

  1. On the main assembly, click on the orange refresh icon. 

you can use the refresh button on the is updated while there is an open MO for the product. You can refresh the MO to update the BOM and operations from the product record to your MO. Or, if there were changes to the order, you could click the refresh button to 

Blockquote: Note: If you refresh a product that has subassemblies, the subassemblies will also be refreshed. 

Remove from order

If there’s a subassembly or component product you don’t need on the MO, you can remove it from the Overview table. 

  1. Hover the subassembly/component, and click on the ellipsis. 
  2. Click on Remove from order. 

Working with serial numbers

Serialized assembled products

To assemble a serialized product. You’ll have to get started with making a new MO. 

  1. Create a new MO, select a serialized product, then click Next. 
  2. Enter the quantity you’re building. 
  3. Next to the quantity, click on the serials symbol and enter the serials. The number of serials entered should match the quantity being built.  
  4. When done, click Create. 

Serialized raw materials

When working with serialized raw materials, you can view and select a serial number when picking. 

  1. Once the serialized product is picked, a window will open. 
  2. Select one of the serial numbers from the list. If you select Pick all, inFlow will select the next available serial number.
  3. Select the serial, then click Save.
Manufacture order picking screen, showing how to pick serialized products.

Picking

Partial pick

If you’re not able to pick all components/raw materials, you can partially pick what you do have and track that in inFlow. 

  1. From the Overview table, click on Start on the assembly you’re working on. Alternatively, select View full pick list to see a list of all components/products on the MO. 
  2. Scan or check off the raw materials that you’re able to pick. 
  3. Click the Save button. 
  4. From here, you can click on the back arrow to return to the Overview table.  

Edit picked date or location  

If you need to change the picked date of raw materials or the location from where it was picked, you can do that from the pick list. 

  1. Click on the Assembly or select View full pick list.
  2. In the Raw materials list, hover over the product you want to make changes to, then click on the ellipsis. 
  3. Select Edit locations or Edit pick date.  
  4. Edit location: Change the Location and Sublocation drop-down menus to select different locations. Click Save when done. 
  5. Edit pick date: Click on the date field and select a new picked date. Click Save when done. 
  6. Click Save on the MO to keep the changes.  

Order-level customizations

Subassemblies

If you pre-build components that are used for another assembly, inFlow will treat those components as raw material (a stocked subassembly). Stocked subassemblies on the MO will have a blue icon on the product image to identify them.

When your subassembly is in stock, the raw materials needed to build it will not be displayed. 

If your subassembly is out of stock, inFlow can handle this in two ways. 

  • Reorder (assemble on a separate MO) 
  • Build from components.

Reorder (assemble on a separate MO) 

To create a separate MO for your subassembly:

  1. On the Overview table, click on the inventory status (Not enough)
  2. The Reorder setting window will open. You can create the MO from here. If reorder settings haven’t been created, click on the yellow warning at the top of the page to set the product to be reordered by a Manufacture order. 
  3. Click Reorder when done, and you can open the new MO to start assembly. 

Build from materials

To keep all assemblies in a single MO: 

  1. Hover the subassembly and click on the ellipsis. 
  2. Click on Build from components. 
  3. Select Use current order.

On the MO, you’ll see the subassemblies and the raw materials needed to build. 

Split into a new order 

If you want to split up the quantity of the finished products that you’re building on a MO, you can create a new order and set the quantity for that new MO. 

  1. Hover over the main assembly and click the ellipsis. 
  2. Select Split into new order. 
  3. Enter the quantity that you want to add to the new MO, then click on Split into new order.
  4. You’ll see a pop-up with the newly created MO number. Click View or click Done. 

Operation Costs

While creating a bill of materials on the product record, the operations costs are estimates that give you an idea of the total cost to manufacture. 

During manufacturing, you can update the Per-hour costs, Estimated duration, and Per-unit cost to reflect the actual time and cost associated with manufacturing to give you an accurate cost of manufacturing. 

  1. From the Overview table, click on a main or subassembly. 
  2. If needed, pick the raw materials, then click Assemble. (You can also hover your cursor over the right-hand side of the screen and select Go to operations.)
  3. Click on the Estimated duration and Operation cost fields to update the manufacturing costs. 
  4. Click Save on the order to save the changes. 

Multiple finished products on a MO

If you’d like to manufacture multiple products on one order, click on Add another finished product. This will add the product to the Overview table along with the raw materials and subassemblies. 

You can select the other finished products from the Finished products list and process the MO as normal. 

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In this tab
  • Add components
  • Edit quantities
  • Swap products
  • Refresh
  • Remove from order
  • Working with serial numbers
  • Partial pick
  • Edit picked date or location
  • Subassemblies
  • Split into a new order
  • Operation Costs
  • Multiple finished products on a MO
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