From 9562c1cc9c86d1d969bc7893d401fa173dd39e02 Mon Sep 17 00:00:00 2001 From: jason Date: Thu, 19 Mar 2026 13:09:29 -0500 Subject: [PATCH] usage guide --- usage_guide.md | 71 ++++++++++++++++++++++++++++++++++++++++++++++++++ 1 file changed, 71 insertions(+) create mode 100644 usage_guide.md diff --git a/usage_guide.md b/usage_guide.md new file mode 100644 index 0000000..70e3474 --- /dev/null +++ b/usage_guide.md @@ -0,0 +1,71 @@ +# CODEXIUM: End-to-End Workflow Guide + +This guide walks through the core operational workflow in CODEXIUM, starting from capturing a customer request in a Quote, all the way to shipping the final product. + +## 1. Create a Quote +The process begins when a customer requests pricing. + +1. Navigate to the **Sales** module and select **Quotes**. +2. Click to create a **New Quote**. +3. Select the Customer using the searchable lookup. +4. Add **Quote Lines** by searching for the requested Inventory SKUs. The default price from the item master will automatically populate. +5. Add any necessary discounts, freight, and notes. +6. The Quote can go through an approval process. Once the customer accepts the terms, proceed to the next step. + +## 2. Convert to Sales Order +Once the Quote is accepted, it becomes firm demand. + +1. Open the approved **Quote**. +2. Use the action menu to **Convert to Sales Order**. +3. This creates a new Sales Order record, carrying over all lines, pricing, and customer information. +4. The Sales Order is now the authoritative commercial record for this demand. + +## 3. Create a Project +For complex or long-running deliveries, create a Project to track the execution. + +1. Navigate to the **Projects** module. +2. Click **New Project** and select the same Customer. +3. Define the project scope, priority, due dates, and owner. +4. Set up high-level **Milestones** to track progress on deliverables. + +## 4. Assign Quote and Sales Order to Project +Link the commercial documents to the execution tracker. + +1. Open the newly created **Project**. +2. In the project details, link the original **Sales Quote** and the active **Sales Order**. +3. *Note: You can also link the Project from within the Quote and Sales Order detail pages. This reverse-link ensures that quote conversion automatically carries the project context into the Sales Order.* +4. The Project dashboard now provides visibility into the commercial value and linked deliverables. + +## 5. Determine Manufacturing & Supply Requirements (Demand Planning) +With the Sales Order firm and linked to a Project, determine what needs to be made or bought. + +1. Navigate to the **Planning** module, or specifically the **Diagnostics/Demand Planning** view for the Sales Order. +2. The system runs a **Multi-level BOM explosion** against the Sales Order lines, netting against current stock and open supply (existing POs/MOs). +3. The system will generate **Build/Buy recommendations** for any shortages. + +## 6. Issue Purchase Orders (POs) +Fulfill the "Buy" recommendations. + +1. From the Demand Planning recommendations, use the planner-assisted conversion to draft **Purchase Orders** for the required buyout items and raw materials. +2. The POs will automatically peg back to the source Sales Order and carry the Project context. +3. Preferred vendors from the inventory item master are selected by default. +4. Send the PO PDFs to vendors and manage receiving in the **Purchasing** and **Warehouse** modules. + +## 7. Issue Manufacturing Orders (MOs/Work Orders) +Fulfill the "Build" recommendations. + +1. Again, from the Demand Planning recommendations, convert the "Build" shortages into **Work Orders**. +2. The Work Orders define the execution plan (Operations/Stations) based on the item's routing templates. +3. Provide the Work Order to the shop floor. +4. As operators log labor and issue materials against the Work Order, the costs roll up, and final completion posts the finished goods to inventory, making them available for shipment. + +## 8. Assign Shipping +Once production is complete, deliver the goods. + +1. Navigate to the **Shipping** module and create a **New Shipment**. +2. Link the Shipment directly to the **Sales Order**. +3. The system shows the ordered vs. picked vs. remaining quantities. +4. Execute **Shipment Picking**, which pulls stock from specific warehouse locations and posts the inventory issue transactions. +5. Update logistics details: Carrier, Service Level, Tracking Number, and Package Count. +6. Generate branded logistics PDFs directly from the Shipment: **Packing Slips, Shipping Labels, and Bills of Lading**. +7. The Shipment can also be seen from the linked Project, closing the loop on the delivery lifecycle.