# From new product to repeat order (/docs/get-started/from-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 glance [#journey]

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

```mermaid
%% 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 step [#who]

Roles are the app roles on [Roles at a glance](/docs/roles). The buttons are the exact names on
screen.

| Step | Role | What they press | Page |
|---|---|---|---|
| Development item | Engineering; the QA manager for **Approve · qualified** | **Move to DFM review**, **Move to Trial**, **Move to First article**, **Approve · qualified** | [Development items](/docs/product-development/development-items) |
| Product and bill of materials | Engineering | **Submit for review**, **Approve** | [Items and products](/docs/product-development/items-and-products), [Bill of materials](/docs/product-development/bill-of-materials) |
| Production method | Engineering | **Submit for review**, **Approve** | [Methods and routings](/docs/product-development/methods-and-routings) |
| Work instruction | Engineering | **Submit for review**, **Approve** | [Work instructions](/docs/product-development/work-instructions) |
| Inspection plan | QA engineer | Edit the plan | [Inspection plan](/docs/product-development/inspection-plan) |
| Process validation | QA manager signs | **Approve protocol**, **Submit report**, **Approve · validated** | [Process validation](/docs/product-development/process-validation) |
| Release | Engineering and QA | Each document reaches **Released** | [Document release](/docs/product-development/document-release) |
| Quote and order | Sales | **Send to customer**, **Confirm** | [Quote and order](/docs/sales/quote-and-order) |
| Supplier | Purchasing, QA | Supplier approved by evaluation | [Suppliers](/docs/purchasing/suppliers) |
| Requisition | Purchasing | **Submit**, **Approve · e-sign**, **Create purchase order** | [Requisitions](/docs/purchasing/requisitions), [Approval ladder](/docs/purchasing/approval-ladder) |
| Purchase order | Purchasing | **Approve · e-sign**, **Issue to supplier** | [Purchase orders](/docs/purchasing/purchase-orders) |
| Receive goods | Store | **Receive goods** | [Receive goods](/docs/purchasing/receive-goods) |
| Incoming inspection | QC inspector | **Accept · release lot**, **Reject · hold lot** | [Incoming inspection](/docs/purchasing/incoming-inspection) |
| Plan | Planner | **Plan production** from the sales order | [Planning](/docs/production/planning) |
| Manufacturing order | Planner | **Issue to machine** | [Manufacturing orders](/docs/production/manufacturing-orders) |
| Issue material | Store | Issue material to the order | [Issue material](/docs/production/issue-material) |
| Line clearance | Production supervisor | **Sign · line cleared**, **Verify clearance** | [Line clearance](/docs/production/line-clearance) |
| Setup and first piece | Technician, then QC | **Start setup**, **Setup done · request first piece**, **Accept inspection · e-sign** | [Setup and first piece](/docs/production/setup-and-first-piece) |
| Run | Technician, operator | **Complete run** | [Run on the tablet](/docs/production/run-on-tablet), [Run on the phone](/docs/production/run-on-phone) |
| In-process checks | QC inspector | **Record patrol check** | [In-process checks](/docs/production/in-process-checks) |
| Rejects | QC inspector, technician | Verify rejects, choose rework or scrap | [Scrap and rejects](/docs/production/scrap-and-rejects) |
| Complete and lot | Technician, QC | **Complete run**, **OQC pass · move to FG** | [Complete and lots](/docs/production/complete-and-lots) |
| Outgoing inspection and lot release | QC, QA manager | **Run release checks**, **Sign · release lot** | [Outgoing inspection and lot release](/docs/quality-release/outgoing-inspection-and-lot-release) |
| Device history record | QA manager | **Compile DHR**, **Review · approve DHR** | [Device history records](/docs/quality-release/device-history-records) |
| Deliver and ship | Sales | **Mark as picked**, **Ship · issue CoC** | [Delivery and shipping](/docs/sales/delivery-and-shipping) |
| Partial or short | Sales | **Create delivery order · remaining qty**, **Close short** | [Partial shipments and close short](/docs/sales/partial-and-close-short) |
| Repeat order | Sales | Confirm the next order for the same product | [Repeat order](/docs/sales/repeat-order) |

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.

<GuideStep
  title="The apps launcher"
  description="Each tile is a module. The Home tile, My work, carries the number of records waiting for you."
  src="/guide/from-product-to-repeat-order/1.png"
  alt="Factory OS apps launcher on desktop with one tile per module and the My work badge"
  width={1440}
  height={1000}
  callouts={[
    { x: 20, y: 24, caption: "My work: records waiting on your role. The badge shows how many." },
    { x: 50, y: 24, caption: "Module tiles. You see only the modules your role can open." },
    { x: 80, y: 60, caption: "Settings: organization, people and permissions, for roles that have it." },
  ]}
/>

## What runs alongside [#alongside]

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](/docs/product-development/engineering-changes).
- **Nonconformance and corrective action**: a failed inspection raises an NCR, which can lead to a
  CAPA. See [NCR and CAPA](/docs/quality/ncr-and-capa).
- **Complaints and recalls** after delivery: [Complaints](/docs/quality/complaints) and
  [Recalls](/docs/quality/recalls).
- **Training** gates every signed step: [Training](/docs/quality/training).
- **Gauges** used in inspections must be calibrated:
  [Gauges and calibration](/docs/quality/gauges-and-calibration).
- **Maintenance** of machines and moulds, and **EHS**: [Maintenance](/docs/maintenance-ehs/maintenance)
  and [EHS](/docs/maintenance-ehs/ehs).

## Follow a record to the next [#records]

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.

<GuideStep
  title="Trace a shipment to its input lots"
  description="The trace shows which lots went into a shipment and which customers received them."
  src="/guide/from-product-to-repeat-order/2.png"
  alt="Quality Trace screen with a shipment, the lots behind it and the orders and customers it reached"
  width={1440}
  height={1000}
  callouts={[
    { x: 50, y: 15, caption: "Pick a shipment or a lot to trace." },
    { x: 40, y: 45, caption: "Input lots that went into the shipment." },
    { x: 75, y: 45, caption: "Orders, shipments and customers reached. Start recall or notice is here." },
  ]}
/>

<NextSteps>

<NextStep href="/docs/get-started/signatures-and-refusals" title="Signatures, reasons and common refusals" description="What the app asks for before a signed step, and why it refuses." />

<NextStep href="/docs/roles" title="Roles at a glance" description="Find your role and the steps you take." />

<NextStep href="/docs/product-development/development-items" title="Start with a development item" description="The first step for a new product." />

<NextStep href="/docs/sales/quote-and-order" title="Quote and order" description="The first step for an order of a released product." />

</NextSteps>