Process Types

Process Types

Process Types name the stages your production passes through — cutting, dyeing, weaving, stitching, whatever your trade calls them. Each type carries its own reference prefix and pattern, so documents raised at each stage number themselves in a way you can read at a glance.

Where to find it

Go to Manufacturing > Settings > Process Types.

Field reference

FieldRequiredDescription
Process NameYesThe stage, for example Cutting.
Reference PrefixYesThe leading characters on references for this process.
Reference PatternYesHow the rest of the reference is built.
The pattern uses curly brackets and every one must be closed. An unbalanced bracket is rejected with "Curly brackets does not balance." — count the pairs rather than hunting for a typo.

Managing process types

ActionNotes
AddName, prefix and pattern are all required.
EditChange any of the three. Existing references keep the numbering they were issued with.
DeleteRemoves the type.
SearchFilter by name when the list grows.

Where process types are used

A process type is selected on a work order, marking which stage of production the order belongs to. In multi-stage manufacturing this is what separates the cutting run from the stitching run for the same product.

Choosing prefixes

Keep prefixes short and distinct — CUT, DYE, STCH. A reference is read far more often than it is typed, and a two-second glance should say which stage produced it.

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