Planner

The Planner answers one question: what should you make next? It looks at your open orders, takes off what's already in stock or being made, and lists what's left, with whether the parts on hand allow it.

You find it at Production › Plan. It needs Production, because it works from your recipes. The screens use the shop's own word for making (Build, Make or Bake); this page says "make".

Who can use it

A role's level for the Planner is View (see the plan) or Make (also make things from it). Creating a job from the plan also needs the Work level in Production, and sending work to a contractor needs the right to send work in Contracting. See People and roles.

What the Plan counts

The Plan starts from what people want:

• Open orders: orders in Sales, from your stores and orders typed in by hand. An order counts when it's placed or when it's paid, as set in Sales' Plan for an order setting, and each order can be switched on or off by hand. Paid orders always count; cancelled and refunded orders never do.
• Keep on hand: an item with a Keep on hand number in Inventory shows as Below par when it has fewer. The Plan says how many to make to fill it up, after the orders.

Then it takes off what's already covered:

• finished units in stock,
• units on jobs on the Jobs board,
• units out with contractors on work orders.

What's left is what still needs making. The banner at the top sums it up: how many orders want how many units, and how many you can make now. Below it, Ordryx says when your store orders were last synced. If they're a day old or more, it tells you to sync for a current plan.

The cards

Each product gets a card, numbered in the order Ordryx would make them. A card shows:

• how many are needed, for how many orders, and how long the oldest has waited (or when the soonest is due),
• a bar showing where the units come from: from stock, out with a contractor, in jobs, to make or can make, and short,
• a line in plain words: You have the parts for all, Can make … of … · short on a part, or Can't make with what's missing and when it's coming.

Press Show parts to see each part: how much each unit needs, how much is needed in all, what you Have, and what's Short. A short part has a link to reorder it, or to print it if it's printed here.

Some cards say something different:

• Sold from stock, not made: an item you buy and sell as it is. The card says how many are on hand and how many to buy.
• Needs a recipe: a made item whose recipe was deleted. What's in stock and being made counts; the rest waits until it has a recipe again.
• Can't plan: Ordryx can't tell what the order is for, such as a store line not linked to an item. The card says what to do, for example link it in Sales.

Products whose orders are already covered are listed, folded, at the bottom.

Put first

Put first at the top chooses the order of the cards:

Changing it here changes only your view. If you can change settings, Keep this order makes it the shop's default. You can also set the default in Production settings (the gear in Production's header), as Put first, by default.

Make it, or send it out

On a card that can be made, set How many (it starts at what the parts cover), then:

• Create job (when both Production and Contracting are on): choose who makes them.
  • Make here puts a job on the Jobs board, in Queued. Parts are taken when someone starts it; stock changes when its check passes.
  • Send to a contractor opens Contracting's Send out work with this item and count, to pick who and print the work order.
• Make … here (when only Production is on) puts the job on the Jobs board.
• Send … to contractor (when only Contracting is on) opens Send out work.

If you ask for more than the parts on hand cover, Ordryx says so: the job waits for the rest. If you ask for more than the orders need, it says that too.

A card that Can't make offers a way forward instead: See the PO when the missing part is already ordered, Open Reorder to order it, or Print the parts for parts made on your 3D printers.

You can also press Make something at the top to make anything, as on the Recipes page. See Production for how jobs move from there.

Holding things up

The panel on the right, Holding things up, lists only the parts stopping something from starting now: how short you are, its lead time, and when more is coming (for example, the purchase order it arrives with). A button takes you to Purchasing's Reorder (or Inventory's alert levels, when Purchasing is off).

Shared parts lists parts that several products want and that are short across them. The product higher in the plan gets them first.

Plan in work orders

Plan in work orders splits what you can make into work orders of a set size, for sending to contractors. Type a Size and press Plan. Each work order has a Send link that opens Contracting's Send out work, filled in. The default size is Work order size in Production settings. See Send work out.

Buying for the plan

The Planner also tells Purchasing what the plan needs. The parts for what's left to make, and the items sold straight from stock, count as "needed for orders" on the reorder list, so you buy what your orders will use. See Reorder supplies.