Create a Product
Add a product record so future orders and work orders can reference it consistently.
Goal
Create a reusable product entry that can be selected in future production orders.
Before You Begin
Admins or planners who manage production master data.
- Roles: Admin, Manager
- Entry points:
/orders-products
Begin on the Orders & Products page.
Preconditions
- The user can access product management actions.
Steps
Open the product creation flow
Open the product creation flow from the orders and products area.
Enter the product name or external identifier
Enter the product name or external identifier.
Add units or planning values
Add units or planning values if the team tracks them.
Attach an image when visual identification matters
Attach an image when visual identification matters.
Save the product
Save the product so it becomes searchable for order creation.
Decision Points
- Whether the product needs only a basic identifier or fuller planning data.
Expected Result
The product becomes available in product search and order-related flows.
Common Problems and Edge Cases
- Duplicate or inconsistent product naming makes later search harder.
- A product can exist before it is used in any order.
Related Pages
Use these page links to move laterally through the platform and keep context as you go.
Last updated 2 weeks ago
Built with Documentation.AI