Configuration
This guide walks through each screen in the Configuration menu of the Manufacturing module: Setup Wizard, Starter Templates, Import Centre, General Settings, Capability Levels, Reason Codes, Warehouse Roles, Integration Health.
Setup Wizard
Where to find itManufacturing → Configuration → Get Started → Setup Wizard
How to use Setup Wizard
- 1Open Setup Wizard
In the Manufacturing module, open Configuration in the green navigation bar, then choose Setup Wizard under Get Started.
- 2Use the available actions
Buttons available on this screen: Select branch, Select warehouse, Skip for now, Save & continue.
Starter Templates
Where to find itManufacturing → Configuration → Get Started → Starter Templates
How to use Starter Templates
- 1Open Starter Templates
In the Manufacturing module, open Configuration in the green navigation bar, then choose Starter Templates under Get Started.
- 2Use the available actions
Buttons available on this screen: Install this template.
Import Centre
Where to find itManufacturing → Configuration → Get Started → Import Centre
How to use Import Centre
- 1Open Import Centre
In the Manufacturing module, open Configuration in the green navigation bar, then choose Import Centre under Get Started.
- 2Use the available actions
Buttons available on this screen: Download the Excel template, Choose file, Check my file.
General Settings
Where to find itManufacturing → Configuration → Policies → General Settings
How to use General Settings
- 1Open General Settings
In the Manufacturing module, open Configuration in the green navigation bar, then choose General Settings under Policies.
- 2Use the available actions
Buttons available on this screen: Save settings, Select branch, Select warehouse.
Capability Levels
Where to find itManufacturing → Configuration → Policies → Capability Levels
How to use Capability Levels
- 1Open Capability Levels
In the Manufacturing module, open Configuration in the green navigation bar, then choose Capability Levels under Policies.
- 2Use the available actions
Buttons available on this screen: You are on Essential, Move up to Advanced, Move up to Enterprise.
Reason Codes
Where to find itManufacturing → Configuration → Policies → Reason Codes
How to use Reason Codes
- 1Open Reason Codes
In the Manufacturing module, open Configuration in the green navigation bar, then choose Reason Codes under Policies.
- 2Use the available actions
Buttons available on this screen: New reason code, Add the first reason code.
Warehouse Roles
Where to find itManufacturing → Configuration → Policies → Warehouse Roles
How to use Warehouse Roles
- 1Open Warehouse Roles
In the Manufacturing module, open Configuration in the green navigation bar, then choose Warehouse Roles under Policies.
- 2Use the available actions
Buttons available on this screen: Factory (branch), Production floor, Work in progress, Raw materials, Finished goods, Quarantine / hold, Scrap, At subcontractor.
Integration Health
Where to find itManufacturing → Configuration → System → Integration Health
How to use Integration Health
- 1Open Integration Health
In the Manufacturing module, open Configuration in the green navigation bar, then choose Integration Health under System.
- 2Use the available actions
Buttons available on this screen: Retry all failed events, Reconcile now, Multi-step flows, Event outbox.