Master AI-powered production scheduling to optimize capacity, meet delivery dates, and eliminate manual planning.
📺 Watch the Auto-Scheduler Tutorial
4 minutes • Complete auto-scheduling walkthrough
🎯 What is Auto-Scheduling?
Auto-Scheduling uses AI to automatically find the optimal production schedule for your orders. Instead of manually calculating when to start production, our system considers:
Delivery dates - Works backward from when customer needs the order
Production capacity - Knows how long each product takes to make
Line availability - Only schedules when production lines are free
Material availability - Checks if materials are in stock
Working hours - Respects your factory's operating schedule
Holidays & breaks - Skips non-working days automatically
🚀 How to Use Auto-Scheduler
Step 1: Create a Sales Order
Navigate to Sales Orders → Create Order
Select customer and product
Enter quantity (e.g., 100 units)
Set delivery date (e.g., March 15, 2026)
Click Save
Step 2: Run Auto-Scheduler
On the sales order page, click the "Auto-Schedule" button
System analyzes capacity, materials, and constraints
Shows recommended start date (usually 2-3 seconds)
Displays production timeline with exact dates
Step 3: Review the Schedule
The auto-scheduler shows you:
✅ Start Date - When to begin production
✅ End Date - When production will complete
✅ Production Line - Which line is assigned
✅ Material Status - Green (available) or Red (shortage)
✅ Feasibility - Whether delivery date is achievable
Step 4: Confirm or Adjust
If the schedule looks good:
Click "Confirm Schedule" to lock it in
Order appears in the production calendar
Materials are reserved automatically
If you need changes:
Adjust delivery date and re-run auto-scheduler
Manually override the suggested dates if needed
Add overtime or weekend production if available
✅ Feasibility Checking
📺 How to Check Order Feasibility
3 minutes • Feasibility analysis tutorial
Before confirming an order, check if it's feasible:
Click "Check Feasibility" on the sales order
System validates:
Is there enough production capacity?
Are materials available?
Is delivery date realistic?
Shows one of three results:
✅ Feasible - Order can be completed on time
⚠️ Tight - Possible but requires overtime or weekend work
❌ Not Feasible - Need to adjust date or add capacity
💡 Pro Tip: Always run feasibility check BEFORE confirming the order to the customer. This prevents over-promising and ensures realistic delivery dates.
🎨 Advanced Features
Drag-and-Drop Rescheduling
After auto-scheduling, you can manually adjust:
Navigate to Planning Calendar
See all scheduled orders in Gantt view
Drag orders to different dates or lines
System shows conflicts in red
Changes update material reservations automatically
Batch Scheduling
Schedule multiple orders at once:
Select multiple sales orders (use checkboxes)
Click "Batch Auto-Schedule"
System optimizes all orders together
Minimizes production line changes
Maximizes capacity utilization
Overtime & Weekend Scheduling
When delivery dates are tight:
Enable "Allow Overtime" option
System considers extended hours
Shows overtime cost in the schedule
Option to enable weekend production
Alternative Delivery Dates
If an order is not feasible:
System suggests 3 alternative dates
Shows earliest possible delivery
Option to add capacity (overtime/extra shifts)
Can split order across multiple batches
🏆 Best Practices
1. Keep Production Data Updated
Update production times regularly based on actual performance
Maintain accurate material inventory counts
Keep production line calendars current
2. Use Buffer Times
Add 10-15% buffer to production times for safety
Account for setup and changeover time between products
Include quality control inspection time
3. Schedule High-Priority Orders First
Schedule urgent orders before routine ones
Use priority flags to ensure critical orders get capacity
Review schedule daily for conflicts
4. Monitor Material Availability
Check material shortages before confirming schedules
Set up low-stock alerts
Schedule material purchases based on production plan
🔧 Troubleshooting
Problem: "Delivery date not feasible"
Solutions:
Check if materials are in stock (order if needed)
Enable overtime or weekend production
Reduce order quantity or split into batches
Use alternative delivery date suggestions
Problem: "No available production line"
Solutions:
Check if production line is configured correctly
Verify working hours are set
Reschedule lower-priority orders
Add additional production line if needed
Problem: "Material shortage detected"
Solutions:
Navigate to Materials and update inventory
Create purchase order for missing materials
Adjust production start date to allow time for material arrival
Use alternative materials if available
⚠️ Important: The auto-scheduler works backward from the delivery date. If you need production to start on a specific date instead, enter the delivery date manually or use the calendar view to drag the order to your preferred date.
📊 Understanding the Schedule View
After auto-scheduling, the system shows:
Blue bars - Scheduled production time
Green checkmark - Materials available
Red warning - Material shortage or capacity conflict