From new product to repeat order

Factory OS follows one product from the first idea to the second order. Each step is owned by one role, signed by a named person, timed, and written to the audit trail. This page is the map. Each step links to the page that explains it.

The journey at a glanceCopy Anchor Link

Read the diagram left to right and top to bottom. Each box is a task page in this guide.

%% title: From development item to repeat order
flowchart TD
  A["Development item"] --> B["Product and bill of materials"]
  B --> C["Production method"]
  C --> D["Work instruction and inspection plan"]
  D --> E["Process validation"]
  E --> F["Release the documents"]
  F --> T["Quote and sales order"]
  T --> G["Supplier and purchase requisition"]
  G --> H["Purchase order"]
  H --> I["Receive goods"]
  I --> J["Incoming inspection"]
  J --> K["Plan the order"]
  K --> L["Manufacturing order"]
  L --> M["Line clearance"]
  M --> N["Setup and first piece"]
  N --> O["Run and in-process checks"]
  O --> P["Rejects"]
  O --> Q["Complete the run and lot"]
  P --> Q
  Q --> R["Outgoing inspection and lot release"]
  R --> S["Device history record"]
  S --> U["Deliver and ship"]
  U --> V{"All shipped?"}
  V -- "No" --> W["Partial shipment or close short"]
  V -- "Yes" --> X["Repeat order"]
  W --> X
  X -. "same product, new order" .-> T

A new product starts at the top. A product that is already released starts at Quote and sales order, which is also where every repeat order starts again.

Who acts at each stepCopy Anchor Link

Roles are the app roles on Roles at a glance. The buttons are the exact names on screen.

The Order journey screen on Home shows the same path for a confirmed sales order. It names the next action and the department that owns it. The stages it shows are Order review and MRP, Purchase orders, Incoming QC, Quantity check GRN and store, Production plan, Release and issue MO, Setup and first article, Run and in-process QC, Outgoing QC, and Lot release and DHR.

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1. 1My work: records waiting on your role. The badge shows how many.
2. 2Module tiles. You see only the modules your role can open.
3. 3Settings: organization, people and permissions, for roles that have it.

What runs alongsideCopy Anchor Link

These flows start from the steps above and run beside them.

• Engineering change: a released product, method or work instruction changes only through an engineering change note. See Engineering changes.
• Nonconformance and corrective action: a failed inspection raises an NCR, which can lead to a CAPA. See NCR and CAPA.
• Complaints and recalls after delivery: Complaints and Recalls.
• Training gates every signed step: Training.
• Gauges used in inspections must be calibrated: Gauges and calibration.
• Maintenance of machines and moulds, and EHS: Maintenance and EHS.

Follow a record to the nextCopy Anchor Link

Records link to each other. A purchase order shows its requisition, a manufacturing order its sales order and lots, a delivery order its lots.

• Open any record by its number from the search: press /, or Ctrl J, and type the number, for example MO-2026-1127. The box reads Go to a page, or type a record number.
• On a record page, the Related records tab lists records that point to this one or mention its number.
• Quality > Trace traces a shipment back to its input lots (Backward trace · shipment to input lots) and forward from a lot to the orders, shipments and customers it reached (Trace forward). Use it first when a customer reports a problem.

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1. 1Pick a shipment or a lot to trace.
2. 2Input lots that went into the shipment.
3. 3Orders, shipments and customers reached. Start recall or notice is here.