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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