Production Manager

Role name in the system: Katekile Production Manager

Oversees personalisation production: monitors work orders and job cards, updates job cards, plans production and follows the Production Dashboard. Sees Sales Orders without commercial values being the focus (read only).

Typical tasks

• Monitor Work Orders, Job Cards and BOMs
• Update Job Cards and run the shop-floor app
• Use the Production and Stock dashboards (Production Plan also appears in the menu but needs the standard Manufacturing Manager/User role to open)
• Read Sales Orders, Purchase Orders, Purchase Receipts, Stock Entries and Delivery Notes

Your menu

This is the sidebar a user with only this role sees.

Menu group	Links you see
Overview	Home Dashboard, Executive Summary, To Do
Sales	Sales Order List
Purchase	Purchase Orders, Purchase Receipt List
Manufacturing	Production Dashboard, Work Orders, Job Cards, BOM List, Production Plan
Inventory & Vault	Stock Dashboard, Stock Entry, Stock Balance, Item List
Dispatch	Delivery Notes
Reports	All Reports, Sales Order Analysis, Work Order Summary

What you can do — permissions

Document	Read	Create	Edit	Submit	Cancel
Sales Order	R	—	—	—	—
Delivery Note	R	—	—	—	—
Purchase Order	R	—	—	—	—
Purchase Receipt	R	—	—	—	—
Item	R	—	—	n/a	n/a
Work Order	R	—	—	—	—
Job Card	R	—	W	—	—
BOM	R	—	—	—	—
Stock Entry	R	—	—	—	—

Supporting records (5)

Document	Read	Create	Edit	Submit	Cancel
Employee	R	—	—	n/a	n/a
Operation	R	—	—	n/a	n/a
Stock Ledger Entry	R	—	—	n/a	n/a
Theme Settings	R	—	—	n/a	n/a
Workstation	R	—	—	n/a	n/a

n/a — this document type is not submitted; saving it is final.

Approval rights

Document	From state	Action	To state	Condition
Quotation	Draft	Send For Approval	Pending Approval	any user, only the quotation Owner
Customer	Draft	Send For Verification	Pending KYC Verification	any user
Customer	Pending KYC Verification	Approve	Approved	any user
Customer	Pending KYC Verification	Incomplete Data	Incomplete Data	any user
Customer	Incomplete Data	Send For Verification	Pending KYC Verification	any user

Step-by-step guides for this role

• Work Orders
• Shop Floor App
• Job Cards
• Production Dashboard
• Bills of Materials & Routing