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Overview

WorkSuite modules are designed to work together seamlessly, creating a complete system from raw materials through production to customer fulfillment. Understanding how modules integrate helps you optimize your workflows.

Module Overview

Material: Track raw materials and ingredients PRODUCE™: Plan and execute production workflows Availability: Count and verify inventory FULFILL™: Manage customers, orders, and fulfillment RESTOCK™: Distribute inventory via routes or transfers

Integration Flow

Production to Fulfillment Workflow

Material → Produce → Availability → Fulfill → Restock
  (Raw Materials) → (Production) → (Finished Goods) → (Orders) → (Distribution)

1. Material → PRODUCE™

Flow: Raw materials feed production processes
  • Material module tracks raw materials at bin locations
  • PRODUCE™ module recipes specify which materials are needed
  • Material events in production consume materials from inventory
  • Material quantities automatically decrease as production progresses
Example: A plant propagation recipe requires potting mix, trays, and seeds (all tracked in Material module)

2. PRODUCE™ → Availability

Flow: Production creates finished goods inventory
  • Production recipes create finished items
  • Production completion generates available inventory
  • Availability module tracks finished goods quantities
  • Items become available for customer orders
Example: Completed plant production creates available plants ready for sale

3. Availability → FULFILL™

Flow: Available inventory can be allocated to orders
  • FULFILL™ module checks availability when creating orders
  • Availability sessions track what’s ready to sell
  • Order allocation reserves inventory for customers
  • Availability decreases as orders are allocated
Example: When a customer order is created, FULFILL™ checks Availability module to confirm items are in stock

4. FULFILL™ → RESTOCK™

Flow: Orders drive distribution and replenishment
  • Customer orders in FULFILL™ determine what needs to ship
  • RESTOCK™ module creates load lists for deliveries
  • Routes or stations receive allocated inventory
  • Orders are fulfilled and shipped to customers
Example: Weekly route deliveries are planned in RESTOCK™ based on customer orders from FULFILL™

Detailed Integration Points

Material ↔ PRODUCE™

Material Consumption:
  • Production recipes reference material items
  • Material events record consumption during production
  • Material inventory automatically updates
  • Purchase orders replenish consumed materials
Use Case: Greenhouse production consumes potting soil, fertilizer, labels (Material) to produce plants (PRODUCE™)

PRODUCE™ ↔ FULFILL™

Availability Creation:
  • Production output creates FULFILL™ availability
  • Availability sessions track what’s ready to sell
  • FULFILL™ orders can only sell what’s available
  • Production triggers based on order demand
Use Case: Production manager sees orders in FULFILL™, plans production in PRODUCE™, which creates available inventory for future orders

FULFILL™ ↔ RESTOCK™

Order Distribution:
  • FULFILL™ orders drive RESTOCK™ load lists
  • Load lists allocate inventory to routes/stations
  • Distribution fulfills customer orders
  • Order status updates when shipped
Use Case: Big-box retailer orders (FULFILL™) are grouped into route deliveries (RESTOCK™)

Availability ↔ FULFILL™

Inventory Allocation:
  • FULFILL™ checks Availability before confirming orders
  • Availability sessions track committed vs. available quantities
  • Physical counts (Availability module) adjust FULFILL™ availability
  • Over-allocation warnings prevent overselling
Use Case: Physical inventory count reveals discrepancies, adjusted in Availability module, automatically updates FULFILL™

Module Relationships

Material Module

Provides data to:
  • PRODUCE™ (materials for recipes)
Receives data from:
  • Purchase Orders (vendor shipments)

PRODUCE™ Module

Provides data to:
  • FULFILL™ (finished goods availability)
Receives data from:
  • Material (raw materials)
  • FULFILL™ (order demand for triggers)

Availability Module

Provides data to:
  • FULFILL™ (inventory availability)
Receives data from:
  • Physical counts (manual entry)
  • PRODUCE™ (production output)

FULFILL™ Module

Provides data to:
  • RESTOCK™ (orders to fulfill)
  • PRODUCE™ (order demand for planning)
Receives data from:
  • Availability (inventory levels)
  • Customers (order requests)

RESTOCK™ Module

Provides data to:
  • Order fulfillment (distribution completion)
Receives data from:
  • FULFILL™ (orders to distribute)
  • Availability (inventory to allocate)

Common Workflow Scenarios

Scenario 1: Made-to-Order Production

Workflow: Customer order → Production → Fulfillment
  1. Customer places order in FULFILL™
  2. Order triggers production in PRODUCE™ (via trigger)
  3. Production consumes materials from Material
  4. Completed items create availability in FULFILL™
  5. Order is allocated and fulfilled
  6. Distribution via RESTOCK™ if needed

Scenario 2: Make-to-Stock Production

Workflow: Forecast → Production → Stock → Orders
  1. Production manager plans production in PRODUCE™
  2. Materials ordered via Material purchase orders
  3. Production creates finished goods
  4. Availability updated with new inventory
  5. Customers place orders in FULFILL™
  6. Orders allocated from existing stock
  7. RESTOCK™ handles distribution

Scenario 3: Route-Based Replenishment

Workflow: Standing orders → Load planning → Distribution
  1. Recurring orders set up in FULFILL™ (master orders)
  2. Weekly load lists created in RESTOCK™
  3. Inventory allocated from FULFILL™ availability
  4. Routes loaded and distributed
  5. Order status updated to fulfilled
  6. Next week’s orders trigger new cycle

Scenario 4: Physical Inventory Adjustment

Workflow: Count → Adjust → Reflect in orders
  1. Physical count performed in Availability module
  2. Discrepancies identified
  3. Counts posted to update inventory
  4. FULFILL™ availability automatically adjusted
  5. Orders reflect accurate inventory levels
  6. Production planned in PRODUCE™ if stock low

Data Flow Diagram

    [Purchase Orders]

      [Material]  ←  Raw materials consumed
           ↓              ↓
      [Produce]  ←  Production recipes
           ↓              ↓
    [Finished Goods]
           ↓              ↓
    [Availability] ← Physical counts
           ↓              ↓
      [Fulfill]   ←  Customer orders
           ↓              ↓
      [Restock]   ←  Route planning

    [Distribution]

Best Practices

Plan the Full Workflow

  • Map your complete process from materials to customer delivery
  • Identify which modules handle each step
  • Set up integrations before going live

Maintain Data Consistency

  • Use consistent item names/codes across modules
  • Synchronize data regularly
  • Verify inventory matches across systems

Monitor Integration Points

  • Check that materials consumed in PRODUCE™ match Material inventory
  • Verify production output matches FULFILL™ availability
  • Confirm orders in FULFILL™ align with RESTOCK™ distribution

Use Automation

  • Set up production triggers based on order demand
  • Configure automatic material reorder points
  • Enable availability sync between modules

Troubleshooting Integration Issues

Material Not Available for Production

Issue: Production recipe can’t start due to missing materials Solutions:
  • Check Material inventory levels
  • Verify purchase orders are received
  • Confirm material items are correctly referenced in recipe
  • Review material consumption history

Production Not Creating Availability

Issue: Completed production doesn’t show in FULFILL™ Solutions:
  • Verify production status is marked complete
  • Check that production items map to FULFILL™ items
  • Confirm availability sync is working
  • Review production event completion

Orders Can’t Be Allocated

Issue: FULFILL™ shows insufficient availability Solutions:
  • Check Availability module for accurate counts
  • Verify production has completed
  • Confirm availability sessions are posted
  • Review over-allocated orders

Load Lists Missing Inventory

Issue: RESTOCK™ shows insufficient inventory for routes Solutions:
  • Check FULFILL™ availability levels
  • Verify orders are properly allocated
  • Confirm inventory isn’t double-allocated
  • Review availability sync timing

Material Module

Track raw materials and purchase orders

PRODUCE™ Module

Plan and execute production

FULFILL™ Module

Manage customers and orders

RESTOCK™ Module

Distribute inventory via routes