Honey ShelfUsing the pipeline
Stage 2 — Production Orders
Reviewing suggestions, approving orders (which reserves materials), shortfalls, and order statuses.
The suggestions queue
Honey Shelf proposes production orders nightly from Stage 1 velocity (Refresh recomputes on demand). A suggestion reserves NOTHING — it is a proposal. Edit the quantity if you disagree, then Approve or Dismiss; dismissing also reserves nothing. QC managers see this stage read-only.
What approving does
- Reserves raw materials per the product's BOM (quantity per unit × order quantity).
- Records the finished goods as committed, so the same stock is not promised twice.
- If material stock cannot cover the full requirement, the gap is recorded as a shortfall and draft POs for the missing materials are created automatically in Stage 3.
| Status | Meaning |
|---|---|
| pending materials | Approved, but material shortfalls are still uncovered — production cannot start yet |
| confirmed | All materials reserved; work orders can start |
| in production | At least one work order is running |
| completed | Produced; materials consumed |
| cancelled | Closed without producing — see below |
The materials check
Expand any order row to see, per BOM material: required, reserved at creation, shortfall, and how much of the shortfall has since been covered by goods receipts. When receipts cover every gap, the order flips from pending materials to confirmed automatically.
Cancelling an order
Cancelling releases the unproduced portion's material reservations, releases the finished-goods commitment, and closes any open shortfalls. An in-progress work order blocks cancellation — cancel or complete the work order first. Completed orders cannot be cancelled; their materials are already consumed.
Manual orders and defaults
Create a one-off order for any product with an active BOM using "Create a manual production order". Admins and production leads can also edit the org's velocity window and safety buffer in the "Velocity & reorder defaults" panel at the top — changes apply to newly generated suggestions. Search covers both lists; status chips (Open / Completed / Cancelled / All) default to open orders.
Batches
The batch select next to the search filters the order list to one planning batch (a Stage 1 batch selection carries over automatically). When approving suggestions, the "approve into batch" select in the queue header assigns the chosen batch to per-row and bulk approvals alike — only open batches accept orders. Unbatched orders remain fully supported; a batch is never required.
Planning a whole week in a spreadsheet? "Bulk import orders" (also in Settings → Import) loads a CSV/XLSX of production orders — each row runs this exact reservation flow, batches included.