Skip to main content
Prerequisites
  • The finished‐goods item has an active, submitted BOM under Manufacturing > Bill of Materials > BOM List.
  • All component items (raw materials) in that BOM are set up as “Stock Items” under Stock > Item > Item List.
  • Warehouses for raw materials and production (e.g., “Raw Material Store”, “Work‐In‐Progress”) are defined under Stock > Warehouse.

​
1.0 Open a New Material Request for Manufacturing

  1. Navigate to Stock > Material Request > New Material Request.
  2. In the “New Material Request” form, set:
    • Request Type: select “Manufacture”.
    • Company: choose your legal entity (e.g., Charisma Global).
    • Purpose: should read “Manufacture” automatically when Request Type is “Manufacture.”
    • From Warehouse: choose the warehouse where raw materials are pulled from (e.g., “Raw Material Store”).
    • Project or Cost Center: (optional) assign if you track production costs to a specific project or department.
  3. Click Save to draft the request.
  1. In the Material Request form, locate the Work Order field near the top (if you have an existing Work Order).
    • If you are using a Work Order, select it and skip ahead to Step 3.
    • Otherwise, leave Work Order blank and focus on BOM.
  2. In the BOM field, click the lookup (🔍) and select the BOM corresponding to your finished‐goods item (e.g., BOM‐Danaval‐Chocolate‐001).
  3. In the Quantity field (immediately to the right of the BOM), enter the number of finished units you plan to produce (e.g., 500 Loaves).
  4. CGIC automatically scales each component in the Items grid based on the BOM’s default “Quantity to Manufacture” and your specified quantity.
  5. Verify that each component row now displays:
    • Item Code (raw material)
    • Required Qty (calculated quantity needed for 500 units)
    • UOM (e.g., “Kg”, “Nos”)
    • Warehouse (source location for that raw material)
  6. Click Save. The system has now exploded the BOM and listed all raw materials with exact quantities required.

​
1.2 Review and Adjust (If Necessary)

  1. Scroll through the Items table in the Material Request. Confirm that each raw material’s Required Qty matches your expectations.
  2. If a component is consumed at a different rate (e.g., if you decided to produce only 450 units instead of 500), simply update the Quantity field at the top and click Fetch Items again.
  3. If any raw material needs to come from a different warehouse—click its Warehouse cell in the row and select the correct location.
  4. For non-stock items or manually provided services, change the Item Code cell to a free-text description (if your BOM includes services under “Consumables”).

​
-1.3 Submit Material Request (Optional)

If your goal is purely to list materials, you can stop after Step 3. But if you want to reserve stock or trigger purchasing, follow these additional steps:
  1. In the Material Request form, change Status from Draft to Submitted by clicking Submit.
  2. CGIC automatically creates “Requested” stock reservations for each raw material in the specified warehouse.
  3. If any raw material quantity cannot be fulfilled from existing stock, CGIC flags it as “Open” under the Balance Qty column.
  4. To procure missing items, click Create > Purchase Order from the MR toolbar. CGIC generates a draft PO with all raw materials, their required quantities, and default suppliers pre-filled.
  5. Review the Purchase Order, then click Submit to send to your vendor—and rest assured that your production run has all required materials planned.