Cloudy Revenue Inventory Knowledge Base

Production Batch Creation Steps

Here the Production Batch is created from the Product’s “Production Batch Editor” tab, rather than from the Bill of Material.

Step 1: Navigate to Product

Open the required Product record (for example, Sedan Car).

Navigate to the Production Batch Editor tab.

Step 2: Enter Production Batch Information

Provide the required details:

• Production Batch Name
• Legal Entity
• Date
• Manufactured Date
• Status
• Quality Control Status
• Notes

The Product is automatically associated with the Production Batch.

Step 3: Review Stock Items

The Production Batch Editor automatically displays the related Stock Item(s) for the selected Product.

Enter the Actual Quantity Produced for the required Stock Item.

Step 4: Proceed to Next Step

Click Next to continue the Production Batch process and complete the manufacturing workflow.

Best Practices

• Create Production Batches only for Products with an approved Bill of Material (BOM).
• Verify the selected Legal Entity, Manufactured Date, and Production Status before saving.
• Ensure the correct Stock Item and Actual Quantity Produced are entered.
• Update the Production Status as manufacturing progresses (Planned → In Progress → Completed).
• Perform and record Quality Control before marking the batch as Completed.
• Record production notes to capture important manufacturing instructions or observations.
• Validate produced quantities to maintain accurate inventory records.
• Review Production Batch details before proceeding to the next manufacturing stage.
• Keep Production Batch records updated for complete manufacturing traceability and reporting.
• Regularly monitor Production Batches to identify production delays, quality issues, or operational improvements.