This is hope page for Production planning spreadsheet product. It is a very simple product, with simple setup. Please follow the guidelines here our 7 step guide on how to proceed.
Create a new folder in Google Drive
Please create a new folder in Google Drive Drive following these instructions
Share the folder with us
Share this newly create folder with us so that we can create the needed spreadsheets in it. Please Please follow these instructions if if you don't know how to do it.
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You will be able to remove access for us as soon as you will feel confident that you don't need our assistance anymore. |
Make a payment
Please transfer 50 EUR to Paypal user burti@burti.lv in order to continue using the product.
Set up your materials
Enter your materials in the created materials.xlsx spreadsheet:
- Type: this this column is optional so you can group the relevant materials together
- Code: every every material has a meaningful item code. You can come with the codes if you don't have any assigned at the moment. We recommend using a letter for the type of the material and a number with it. For example if you have 5 types of wood that you use you could create code W001, W002, W003 etc. You can also add more logic to the codes if you wish
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- Name: use the name of the item how it is easier for you to understand it
- Minimal amount: if if you wish to have any amount of this material in stock just in case, then fill in this reserve amount here so that spreadsheet can always calculate that you will want to purchase enough from your supplier to not only cover the production needs, but also this minimal amount
- Stock: this is the current amount you have in stock. Update it doing stock count as often as you wish. The more precise it will be the better
Production: this this is the amount spreadsheet will calculate based on your production plan
Note Do not edit it manually
To purchase: this is the amount that you should purchase from supplier to meet your production plan taking in account your current stock and minimal stock amount
Note Do not edit it manually
Set up your recipes
In the Recipes file you need to set up your finished products and define what materials are needed in what amount to produce one piece of the product
- Product code: Come up with a code for the finished product. This is something you would use with your customers so come up with something that would help them to understand what product it is etc.
- Product name: the name of your finished product as you wish
- Parameters: Optional. Use if you want to write down any product parameters such as size
- Materials:
- Add a column for each material that you use for production with name in the first row and material code from previous step in the second row
- Enter the needed quantity of a material per product unit
Enter your production plan
Enter your planned productions in the Plan file. The main fields to enter are:
- Product code: must be the same as in Recipes file
- Order qty: will be used to calculate needed material quantities
- Calculate: only rows marked with Y will be taken into calculation. The idea here is that you can have old plan items that you still want to see as well as you can plan well ahead, but want to take only some of the rows into calculation of needed materials.
Calculate needed purchases
Go to Materials spreadsheet and press the Calculate button that will take:
- rows from Plan marked with Y
- use the material quantities from Recipes
calculate the needed amounts of each material in Materials sheet
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In case of any questions please contact us at info@burti.lv with your questions and issues |
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