Building a strong foundation in manufacturing management is essential for gaining full visibility over your production processes. At the Establish level of the Manufacturing and Performance Insights pathway, you'll learn the fundamental skills needed to set up, track, and report on your manufacturing operations in Unleashed.
By mastering these basics, you'll keep all your Bills of Materials (BOMs), production data, and manufacturing workflows in one organised place. With everything connected, you'll gain a clear, end-to-end view of your product's journey from initial design and component sourcing through to finished goods.
Your path forward
Establishing these manufacturing and reporting basics sets the foundation for more advanced capabilities. As you become comfortable with these fundamental skills, you'll be well-positioned to evolve your knowledge and tackle more complex manufacturing challenges.
Whether you choose to progress through the pathway in a self-directed manner, with guided assistance from a Customer Success Manager, or through expert-led training, mastering these essentials is your first step toward manufacturing excellence in Unleashed.
Manufacturing Basics
Learn the fundamental setup for manufacturing products
Getting your manufacturing setup right from the start is crucial. In Unleashed, you'll learn how to configure your system to accurately reflect your production environment. This includes:
Creating and structuring Bills of Materials (BOMs) that define the components and quantities needed for each product.
Setting up manufacturing locations and work centres where production takes place.
Defining product assemblies and sub-assemblies to mirror your actual production structure.
Configuring manufacturing settings that align with your business processes.
A well-structured setup ensures that all subsequent manufacturing activities are tracked accurately and efficiently.
Understand the key operations to effectively track your inventory from start to finish
Manufacturing in Unleashed involves several key operations that work together to provide complete inventory visibility:
Production Jobs: Learn how to create and manage production jobs that transform raw materials into finished goods.
Stock Movements: Understand how materials move through your warehouse as they progress through manufacturing stages.
Assembly Tracking: Follow components as they're consumed and new products are created.
Inventory Updates: See how manufacturing activities automatically update your stock levels in real-time.
By understanding these operations, you'll be able to track every stage of your production process, from receiving raw materials through to dispatching finished products.
Customise, adjust, and edit within the system to ensure data accuracy
Data accuracy is the foundation of effective manufacturing management. Unleashed provides tools to help you maintain clean, reliable data:
Learn how to review and update manufacturing records to reflect changes in your processes.
Understand how to adjust BOMs when component specifications change.
Discover how to correct stock levels and production quantities when necessary.
Master the techniques for bulk editing manufacturing data when you need to make changes across multiple records.
Regular maintenance of your manufacturing data ensures that your reports and insights remain accurate and actionable.
Reporting
Begin to understand how to extract, filter, and group your data
Unleashed's reporting capabilities allow you to transform raw manufacturing data into meaningful insights. You'll learn how to:
Extract Data: Access the information you need from your manufacturing records.
Apply Filters: Narrow down your data to focus on specific time periods, products, locations, or production jobs.
Group Information: Organise your data by relevant categories such as product type, manufacturing location, or time period to identify patterns and trends.
These fundamental reporting skills enable you to answer important questions about your manufacturing operations and make data-driven decisions.
Identify and run key operational reports to ensure operation deadlines are met
Staying on top of your production schedule requires regular monitoring through operational reports. You'll learn to identify and run essential reports such as:
Production Status Reports: Track which jobs are in progress, completed, or overdue.
Component Availability Reports: Ensure you have the materials needed for upcoming production runs.
Manufacturing Performance Reports: Monitor output levels and identify any bottlenecks in your production process.
Work Order Reports: Keep track of all active manufacturing orders and their current status.
Running these reports regularly helps you spot potential issues early and take corrective action to meet your operational deadlines.
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