1. Batch Manufacturing
  2. Get started
Get started

Get Batch Manufacturing running in four steps.

Prepare a batch the production and quality teams can reconcile from input to accepted output.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Batch Manufacturing. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Batch Manufacturing in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started, then use Proto to configure Batch Manufacturing for your business. Describe the product you make, the resource used and the people responsible for production and quality. Choose a familiar operating cycle for the first configuration.

Prepare the first operating cycle

Bring the customer order, product unit and planned quantity for the pilot. Identify the material lots and opening balances, including their locations. Planner prepares the work order, and Quality Reviewer creates its Pending batch. Operator posts the material issue and captures input evidence and production intervals. Quality Reviewer examines the batch outputs before accepted release.

  • Prepare item and party identities, resource availability and planned dates.
  • Map the pilot operators to their user identities and agree access with Admin.
  • Bring a batch example with good, rework and scrap quantities in a stated unit.
  • Agree how the team finds any external laboratory results needed for inspection.

Review before release

Reconcile the posted material withdrawal with the changed inventory balance. Capture the input evidence and confirm that it belongs to the intended batch. Save a valid production interval and check its quality-review handoff. Quality Reviewer then approves the inspected eligible output and checks the finished inventory receipt, Released batch and Completed work order together.

Repeat the material posting and accepted-output request to verify their inventory effects happen once. Try an invalid batch reference and an Operator attempting quality release. Resolve those cases before expanding to further products or resources.

Follow Implementation for the rehearsal and Data model for import order. Review Pricing when estimating the pilot’s activity.

Set up Batch Manufacturing your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started