Production Inventory Tab (old user interface)

Overview

Note: To use this feature to it’s full potential, ensure that Batches have a Start Date entered.

The Production Inventory tab is a new feature in the Manufacturing module designed to simplify production planning. This tab consolidates all upcoming non-cannabis and source cannabis material needs for planned production batches, reducing the need to switch between multiple tabs, spreadsheets, or manual tracking methods.

With this feature, you can quickly assess inventory levels, understand material availability, and determine if additional materials need to be ordered.

Key Features & Data Insights

1. Estimated Available Quantity

This column helps you track how much material is available for upcoming production based on various factors:

• Batches/Plans Impact:
  • Current Quantity minus the material quantity allocated to production batches/plans with a scheduled start date before the material's scheduled start date.
• Purchase Orders Impact:
  • Current Quantity plus the material quantity on purchase orders with an estimated delivery date before the material's scheduled start date.
• Sales Orders Impact:
  • Current Quantity minus the material quantity on sales orders with an estimated delivery date before the material's scheduled start date.

📌 How It Works: If the Estimated Available Quantity is greater than 0, a calculation breakdown is displayed in the UI for transparency.

2. Quantity to Order

This column provides insight into materials that may need to be reordered for upcoming production.

• Calculation:
  • Current Quantity minus Required Quantity.
  • If Required Quantity is less than Current Quantity, the value displayed is 0.00 (WEIGHT UNIT).

📌 Visual Indicators: Rows are highlighted in red when Quantity to Order > 0, making it easy to spot materials that require restocking.

3. Sortable Data for Easy Management

Both the Estimated Available Quantity and Quantity to Order columns are sortable, allowing you to quickly filter and organize materials based on inventory levels and upcoming demand.

How to Use the Production Inventory Tab

Step 1: Navigate to the Production Inventory Tab

1. Log into your Canix account.
2. Go to the Manufacturing Module.
3. Select Production Inventory from the available tabs.

Step 2: Review Material Availability

• Use the Estimated Available Quantity column to check if you have enough materials for upcoming production batches.
• Click on an individual material to view a breakdown of how its quantity is impacted by batches/plans, purchase orders, and sales orders.

Step 3: Identify Shortages and Reorder Materials

• Check the Quantity to Order column.
• If a row is highlighted in red, this means additional materials need to be ordered.
• Use the sorting function to prioritize materials that require immediate action.

Benefits of the Production Inventory Tab

• Eliminates Manual Tracking – No more switching between tabs, spreadsheets, or using pen and paper.
• Real-Time Material Planning – Instantly see what’s available and what needs to be ordered.
• Smarter Decision Making – Highlighted shortages make it easy to prioritize reorders.
• Time-Saving Automation – Reduces the time spent on production planning.