Manufacturing - Setup
This guide provides detailed step-by-step instructions for setting up the Manufacturing module. Before you can start creating manufacturing orders, work orders, and managing production, you must complete the setup configurations in the correct order.
This setup ensures accurate production planning, proper work center management, and smooth manufacturing operations.
Before you start Before you can start managing inventory items, you must complete the setup configurations in the correct order. This setup ensures accurate inventory tracking, proper pricing calculations, and smooth inventory operations, the Material Management module must be configured.
In the Setup section, you will define your material categories, units, sourcing types, pricing, and other foundational data. Completing this setup ensures accurate takeoffs, smooth estimation workflows, and consistent pricing across all projects.
Declaring UoM (Unit Of measurement)
To define and edit Units of Measurement (UoM) for materials in your BLDON software, follow these steps.
Define and Edit Unit of Measure – Steps
1. Click on Setup from the left side menu. 2. Under Material, select Define and Edit Material Unit of Measure. 3. Click on the Create button to add a new Unit of Measure. 4. Enter the Name for the Unit of Measure. 5. Enter the Value for the Unit of Measure. 6. Click Update to save the changes.
Adding Identifiers
Identifiers help you tag materials with specific attributes for better organization, filtering, and selection during material creation.
1. Click on Material under the Setup menu. 2. Click on the Create button to add a new identifier. 3. Enter the required details such as Name, Type, Group, and Visibility. You can also add multiple values by typing each one on a new line. 4. Click Update to save the identifier.
Adding Characteristics
Characteristics allow you to define specific traits or attributes for your materials. By adding characteristics, you can create more detailed classifications, improve material accuracy, and support better filtering and selection during estimation and project setup.
1.Click on Material under the Setup menu. 2. Click on the Create button to add a new Characteristics. 3. Enter the required details such as Name, Type, Variable name, and Description. You can also add multiple values by typing each one on a new line. 4. Click Update to save the identifier.
Adding Labor Productivity
Adding labor productivity in BLDON allows you to estimate how efficiently labor will be used in a project. Labor productivity typically refers to the amount of work a worker can complete in each amount of time. This helps in calculating accurate labor costs and ensuring that project timelines are met.
By defining labor productivity, you can determine how much labor is required to complete a specific task or assembly, taking into account the expected output for each unit of time or unit of work.
Navigate to the "Labor Productivity" Section:
From the left-hand menu go to Setup > Labor Productivity.
Create New Entry:
In the top-right corner of the "Labor Productivity" table, click the Create button
Add Subcategory:
In the popup window that appears, click the Add Subcategory button to add a new productivity entry.
Enter Basic Information:
In the fields shown in the popup:
Enter the Name (e.g., Exterior) in the appropriate field
Select the Unit (e.g., Hours).
Specify Additional Details:
Fill out the following fields:
Subcategory: (for specific productivity subcategory).
Value: Define the numerical value associated with the entry.
Productivity, Cost Code, Category, GL: Select appropriate values for each of these fields
Save the Changes:
Once all details are entered, click the Update button to save your changes.
Add Subcategories:
You have multiple rows where you can add subcategories for this productivity item.
For each subcategory:
Enter the Subcategory Name (e.g., "Barn and Fence", "Door", "Trim").
Specify the Value for each subcategory (e.g., 0.5, 1, 0.25).
Select the Productivity Unit (e.g., "Hours").
Choose the Cost Code, Category, and GL (General Ledger) for each subcategory.
Add More Subcategories:
You can click the Add Subcategory button (shown at the top-right corner) to add new rows for more subcategories.
Adding Brand Name
When adding materials in any module, including the brand name is an important step for better organization and tracking.
A brand name helps you identify the manufacturer or supplier of each material, which is especially useful for quality control, warranty reference, cost comparison, and maintaining consistency across projects.
Open Material Management
Click on Material Brand from the top menu under the Material section.
Click on the Create button to add a new brand.
Enter the Name of the brand.
Enter a short Description for the brand (optional).
Click Add to save the new brand.
Prerequisites: Material Management Setup
Before configuring Manufacturing, you must first complete the Material Management setup. Materials from the Material Management module are used in Bill of Materials (BOM) and manufacturing processes.
1. Required Material Management Setup:
- Material Identifiers
- Material Characteristics
- Unit of Measure
- Material Groups and Materials
2. Required Inventory Management Setup:
- Setup pricing rules and other details from Setup
- Configure warehouses and locations
- Add Inventory items
3. Required Quality Form Templates:
- Quality Form Templates (for quality control in manufacturing)
Once these prerequisites are configured, proceed with the Manufacturing setup steps below.
Define Working Hours
Working Hours define the operational schedules for work centers. Each work center must be assigned working hours that determine when production can occur and how time is calculated.
Click on Setup from the left-side menu.
Edit Option – You can edit any previously created Working Hours.
Delete Option – You can delete any previously created Working Hours.
Under the Manufacturing section, select Define Working Hours.
You will see the Working Hours List (this will be empty if no schedules have been created yet).
Click the Create button to add a new Working Hours schedule.
In the Working Hours creation form, fill in the following details:
Name – Enter the name of the working hour schedule (e.g., Standard 8-Hour Shift, Day Shift, Night Shift).
Code – Provide a unique code for this schedule.
Hours – Enter the number of working hours per day.
Description – Add any additional details about this schedule (optional).
Days of the Week – Select the applicable days by checking the boxes:
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Review all the details to ensure the schedule matches your operational requirements.
Click Submit or Save to create the working hours schedule.
Repeat steps 4–11 to create additional working hour schedules if required.
Define Work Center Category
A Work center Category helps classify and group your work centers based on the type of work they handle. This makes it easier to organize operations, generate reports, and select the correct work center during scheduling or production planning.
1. Under Manufacturing, select Define Work Center Category.
2. You'll see the Work Center Categories list (initially empty if none exist).
3. Click the Create button to add new work center Category.
4. In the work center category creation form, enter the Name for this work center (e.g., "Welding", "Cutting", "Polishing").
5. Enter a Code - Unique code for this category.
6. Enter a color – Pink the color code from the color picker for differentiate the category (optional).
7. Enter a Notes- Additional hints about this category (optional).
8. Review all settings to ensure for this work center category.
9. Click Submit or Save to create the work center category.
10. Repeat steps 3-9 for additional this work center category as needed.
Email
Please ensure that the email configuration is properly set up so that we can receive all notifications without interruption. Refer to the Email Setup section below for detailed instructions and additional information.
Email And Notifications - SetupLast updated