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Create a card

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  1. From the menu on the left, choose Planning -> Projects.
  2. Select the project you want, then click the Cards tab at the top of the screen.
  3. Click the + icon. A window appears to create the card.
  4. Enter the requested information, then click Confirm.
  5. Fill in the fields on the Description tab.
    1. The batch size determines the number of items produced. The batch size can represent a weight, volume, area, length, or number of units.
    2. The revenue account is only used if the integration with Zoho Books is enabled.
  6. Add Inventory production if desired.
    1. Click the + to create an inventory production.
    2. Choose the type of items.
    3. Choose the item you want to produce or create a new item with the +.
    4. Choose a step at which production will be done.
    5. Choose a target inventory. This will add the production to the selected inventory.
  7. To learn how to complete the Steps section, click here.
  8. For Planned tools, add the tools using the + and select the step.
  9. To add or import planned consumptions, see Planned consumptions.
  10. Select a type of Tare or add a tare with the +.
    1. Write the name of the tare.
    2. Enter the weight.
    3. Choose the unit of measurement.
  11. Custom fields can be configured in Settings -> Definitions -> Custom fields. Enter the desired values.
  12. If a step is done in Subcontracts, click on the +.
    1. Select the step.
    2. Select the vendor.
    3. Enter the batch size, it will automatically be linked to the batch size of the item.
    4. Enter the price.
  13. To attach a File, drop the file into the tab.
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