Work orders help manufacturers plan, organize, and track production in GoldFinch. Each work order defines what to produce, the planned quantity, required materials, production activities, key dates, and the manufacturing location.
Because GoldFinch is native to Salesforce, work orders connect production with sales demand, inventory, purchasing, warehouse operations, supply planning, reporting, and accounting.
How Work Orders Support Production
When you create a work order, GoldFinch can use the manufactured item’s bill of materials or formula and routing to determine what production needs.
A work order can bring together:
- The finished item or subassembly being produced
- Planned production quantity
- Required raw materials, packaging, and components
- Production operations and work centers
- Outside processing services
- Planned starting, ending, and due dates
- Production warehouse and inventory locations
- Expected production time and material requirements
This gives production teams a consistent plan while allowing authorized users to adjust the order when business or production requirements change.
Bills of Materials and Formulas
GoldFinch uses bills of materials or item formulas to identify the components required to manufacture an item.
Depending on the product, these requirements may include:
- Raw materials
- Ingredients
- Packaging materials
- Purchased components
- Subassemblies
- Phantom BOM components
- By-products
- Outside services
GoldFinch calculates component requirements based on the planned production quantity and the applicable product structure.
Routings and Work Centers
Manufacturers can use routings to define the activities involved in producing an item.
Routing information may represent:
- Production steps
- Work centers
- Labor or machine activities
- Setup and processing time
- Component requirements by operation
- Outside processing
Connecting routings with work orders helps teams understand how production should move through the operation and where materials are needed.
Production Dates and Planning
Work-order dates help coordinate production priorities, material availability, and customer requirements.
These dates can support:
- Production scheduling
- Material requirements planning
- Purchasing and replenishment
- Work-center planning
- Customer-demand fulfillment
- Coordination among production and warehouse teams
Maintaining realistic work-order dates gives planners better visibility into what must be produced and when.
Common Work Order Scenarios
Organizations may create work orders for:
- Customer-driven production
- Finished-goods replenishment
- Subassembly production
- Standard or discrete manufacturing
- Batch manufacturing
- Configure-to-order production
- Rework
- Outside processing
- Co-packing operations
GoldFinch Supply Planning can also help identify when production may be needed based on projected demand and available supply.
Flexible Work Order Management
Production requirements sometimes change after a work order is created. GoldFinch gives authorized users tools to update, refresh, or clone work orders when appropriate.
These capabilities can help organizations:
- Apply current product structures to new production
- Respond to changes in demand or scheduling
- Create similar work orders efficiently
- Preserve approved production requirements when needed
- Reduce repetitive data entry
Visibility Across Teams
Work orders give multiple departments access to connected production information:
- Production teams can review what must be produced and which activities are required.
- Planners can monitor dates, priorities, shortages, and remaining requirements.
- Purchasing teams can identify materials or outside services they may need.
- Warehouse teams can prepare and move components for production.
- Customer service teams can follow production related to customer demand.
- Management can review production status through Salesforce reports and dashboards.
Business Benefits
- Consistent production planning: Build work orders from defined product structures and manufacturing processes.
- Improved material visibility: Understand which components are required for planned production.
- Better coordination: Connect production with purchasing, inventory, warehouse operations, and sales demand.
- Flexible manufacturing support: Manage standard, batch, configure-to-order, rework, and outside-service processes.
- Real-time operational insight: Monitor work-order status and production requirements on Salesforce.
- Reduced reliance on spreadsheets: Keep production plans and related operational information in one connected system.
Signed-in customers can access detailed instructions for creating, refreshing, cloning, scheduling, and troubleshooting work orders.
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