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📚 Getting Started with ProductionPlannerPro

Welcome! This guide will help you set up your account and create your first production order in just 10 minutes.

📺 Watch the Setup Video Tutorial

5 minutes • Step-by-step account creation

🚀 Quick Setup Overview

Setting up ProductionPlannerPro is incredibly simple. Here's what you'll do:

  1. Create your free trial account (2 minutes)
  2. Add customers (1 minute)
  3. Add products (2 minutes)
  4. Set up production lines (2 minutes)
  5. Create your first sales order (3 minutes)

Total time: ~10 minutes and you'll be ready to start scheduling!

1 Create Your Free Trial Account

Visit our pricing page and click "Start Free Trial"

  • No credit card required - Just your email and password
  • Full access - All features unlocked for 14 days
  • Instant activation - Start using immediately

📺 Watch: How to Create a Free Trial Account (5 min)

2 Add Your First Customer

Navigate to Customers → Add Customer

  • Enter customer name and contact information
  • Add billing and shipping addresses
  • Save and continue
💡 Pro Tip: You can import multiple customers at once using our Excel template. Go to Customers → Import from Excel.

📺 Watch: How to Create a Customer (3 min)

3 Add Your Products

Navigate to Products → Add Product

  • Enter product code and name
  • Set production time (how long it takes to make one unit)
  • Assign to a production line
  • Add description and pricing (optional)

📺 Watch: How to Create a Product (4 min)

4 Set Up Production Lines

Navigate to Configuration → Production Lines → Add Line

  • Give your production line a name (e.g., "Assembly Line 1")
  • Set working hours (e.g., 8 AM - 5 PM)
  • Define capacity (how many units per hour)
  • Configure labor costs (optional)

📺 Watch: How to Add a Production Line (3 min)

📺 Watch: How to Configure Production Line Costs (4 min)

5 Add Materials (If Using BOMs)

If your products require materials, navigate to Materials → Add Material

  • Enter material code and name
  • Set current inventory quantity
  • Add supplier information
  • Set reorder points for low-stock alerts

📺 Watch: How to Add Material (5 min)

6 Create Bills of Materials (Optional)

If your products are made from multiple materials, create a BOM:

  • Navigate to Products → Select Product → BOM tab
  • Click "Add Material"
  • Select material and enter quantity needed per unit
  • Repeat for all materials
  • System will auto-calculate total material costs

📺 Watch: How to Create a Bill of Materials (7 min)

7 Create Your First Sales Order

Navigate to Sales Orders → Create Order

  • Select customer
  • Select product and enter quantity
  • Enter delivery date
  • Click "Save"

📺 Watch: How to Create a Sales Order (5 min)

8 Use Auto-Scheduler

Now the magic happens! Click "Auto-Schedule" on your sales order:

  • AI analyzes your capacity, materials, and delivery date
  • Generates optimal production schedule
  • Shows you exactly when to start production
  • Highlights any material shortages
  • Suggests alternatives if delivery date is not feasible

📺 Watch: How to Use Auto Scheduler (4 min)

📺 Watch: How to Check Order Feasibility (3 min)

✅ Congratulations!

You've successfully set up ProductionPlannerPro! You can now:

  • ✅ Create unlimited sales orders
  • ✅ Auto-schedule production
  • ✅ Track material inventory
  • ✅ Monitor production progress
  • ✅ Generate reports

🎯 What to Learn Next

📚 Additional Resources

⚡ Quick Tip: Stuck on something? All video tutorials are available in our YouTube playlist. You can watch them at your own pace and come back to them anytime!