The Store module must be implemented before the Make module can be used. If you want to issue kits of parts to works orders the Assemblies module must be in use. If you want to track works order operations the Shop module must be implemented.


Ensure that your staff understand how the works order options are used, and how works orders will be raised and received.


Check that the system's initial works order number is correct (using the manager module options initialize documents and add more documents).


Note that the Make module will probably now take over some of the stock movements you are currently recording using the Store module options. Your stores staff should be clear as to how the system will operate when the Make module is introduced.


At first it is sensible not to use the kitting and manufacturing operation options, just start by simply raising works orders and receiving them into stock i.e. do not attempt issuing kits or booking operations at first. Get the basics right.


Teach your staff to use the basic works reports to help them control and monitor the manufacturing process.


Monitor the system and correct any errors made.


Decide how you intend to control the issue of parts to the shopfloor, and check that the issue type for each of your partnumbers is correct.


When the works orders are being raised and received correctly start to introduce parts kitting and shopfloor control (if you’re using the Shop module). Once again, teach your staff to use the reports and enquiries to monitor and control the process.


Periodically close incomplete orders which won't be finished using the using the works order tool and also use the delete old orders option to remove old orders from the system.