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How to manually create a batch

SUMMARY

Use this guide to manually create a batch in Factbird when batches are not imported from an ERP system or spreadsheet. Creating a batch allows you to schedule production, track performance, and monitor batch progress on a line.

 

 

WHEN TO USE THIS

  • Use this guide if:
    • You need to create a new production batch manually
    • Your batches are not automatically imported from an ERP system
    • You want to schedule a batch for a production line
    • You need to track production targets for a batch
       

PREREQUISITES

  • Before starting:
    • You must have access to the Batch tab for the line
    • Products should already be configured if you want to use product presets
    • You should know the planned batch quantity and start time
       

STEPS

  1. Open the line where you want to create the batch.
  2. Go to the Batch tab.
  3. Click the plus (+) button in the lower-right corner.
  4. Select Add a batch.
  5. (Optional) Select a product from the Product dropdown.
    • Selecting a product automatically fills in:
      • Expected speed
      • Validated speed
      • Data multiplier
  6. Enter the Batch number.
    • Use the batch or work order number used in your production process.
  7. Enter the Planned amount.
    • This is the quantity you plan to produce in the batch.
  8. Select the Planned start time for the batch.
  9. Review the batch information.
  10. Click Create batch.

Products can be configured with custom product parameters, such as barcode, material size, packaging material etc. The product parameters can be used to create a changeover matrix, setting targets for the changeover depending on changes in product parameters. 

 

EXPECTED RESULT

  • After completing these steps:
    • The new batch appears in the Batch table
    • The batch is marked as Pending
    • The batch is scheduled using the planned start time
    • Product targets and speeds are applied if a product was selected
       

TROUBLESHOOTING

  • Issue: The product fields do not auto-fill
     
    • Try:
      • Verify that the product is configured for the line
      • Re-select the product from the dropdown
         
  • Issue: The batch does not appear in the Batch table
    • Try:
      • Refresh the page
      • Confirm that all required fields were completed before creating the batch
         
  • Issue: The planned stop time looks incorrect
    • Try:
      • Check the expected speed configured for the product
      • Verify whether shift-aware scheduling is enabled for the line
         

STILL NEED HELP?

  • Contact Support and include:
    • The line name
    • The batch number
    • A screenshot of the Batch tab
    • The planned start time and planned amount

 

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