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How to Create Production Batches & Purchase Orders

Use Production Batches to Manage your Product's Raw Material & Manufacturing Services Orders

Brenda Beckham avatar
Written by Brenda Beckham
Updated over a week ago

Production Batches are similar to Production Orders except they are not driven by the manufacturer.  Production Batches are essentially a production project and they can be created using the Standard or Sales Orders methods.

Production Batches are best used for managing your product's raw materials and manufacturing services.

When you create a Production Batch in Uphance, you will see the following information on it:

  • Season

  • Project name

  • Exit factory date

  • In-warehouse date

How to Create a Production Batch

To create a production batch, navigate to Production/Purchasing >> Production Batch. There, create a new production batch while ensuring that you select the right season, warehouse, required dates, and creation method (Standard or By Sales Orders).

Select "Standard" if you are producing for your inventory and not against any specific Sales Order. Choose "Sales Order" if you want to specify which Sales Orders you want to produce the Production Batch.

If you selected "Standard", the newly created production batch will look something like this:

The next thing you will want to do is to add products to the production batch like so:

This is how the production batch will look like after you've added products to it:

As you can see, all the products are listed on the Products tab. At this point, you may wish to give a name to the production batch like so:

This name will come in handy later on when you want to identify the purpose of the production batch.

The next thing you will want to do now is to proceed to the Materials/Services tab by clicking the Next button on the far right.

Note: The Materials/Services tab isn't clickable, likewise the other tabs. The only way to navigate through them is by using the Next and Previous buttons.

Materials and Services

The Materials/Services tab is where you will see all the materials and services associated with the products you added to the production batch.

For this example, you can see there are two materials associated with the products: Fabric and Cotton blend. For services, there is just one: Cutting.

We have a detailed guide that explains how to create and add services. You might want to check it out.

On this page, you can pick your material supplier, select a warehouse, add material quantity, select your services provider, etc.

When you are done, hit the Next button to proceed to PO (Purchase Order).

Production/Purchase Order (PO)

This is where you get to create production/purchase orders for your material and services supplier. It looks something like this:

As you can see, some materials haven't been assigned to a supplier yet, and they are listed under the Not assigned products/materials table.

If you notice this, do the needful. Just click on each product and assign it to a supplier.

To see the material/service for each vendor, simply click the Show more link. Finally, proceed to create the production/purchase orders.

Note: Product orders are for the manufacturer while the purchase order is for the services supplier.

The production order will look something like this:

At this point, you can either confirm the production order or go back to the product batch and create the purchase order.

If you choose the latter, here's how to go about it:

Once you've created the purchase order, you can proceed to confirm it.

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