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This section walks through the minimum workflow to start using Bold: prepare master data, define how you manufacture a familiar product, create an order, turn it into a manufacturing order, and record its execution. Start with a small case. Use a familiar product, a short recipe, an operational employee, and a production resource. Then expand your catalog, permissions, locations, and inspections.

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Operational workflow

1

Prepare the catalog and warehouse

Create the family, finished item, and components you want to consume. Add a location if you will record consumption or production with stock. Decide whether you need lot traceability.
2

Record demand

Create a sales order with the manufactured item. Confirm the line so Bold includes it in planning.
3

Plan supply

Review what you need to purchase and manufacture. Recommendations are not commitments until you create purchase orders, requests, or manufacturing orders.
4

Execute purchasing or manufacturing

Receive the necessary purchases, launch the MO, and record operations, consumption, and production.
5

Deliver to the customer

When stock is available, prepare the shipment and record dispatch to complete the cycle.

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First guided test

1

Prepare master data

Create the catalog, at least one operational employee, and the minimum production resources. Use a product the team recognizes.
2

Configure the recipe

Define a simple version with one main operation, the necessary inputs, and the finished item output. Activate the version.
3

Create and confirm the order

Record a sales order with the manufactured item. Confirm the line to generate demand.
4

Launch the MO

Review the manufacturing need, create a request where applicable, and generate the MO using the active recipe.
5

Execute on the shop floor

Open work mode, select the employee, start the operation, record progress and consumption, and finish the MO.

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How it connects

The order describes demand. The manufacturing request describes what remains to be manufactured. The MO describes how the work will run on the shop floor.
A draft order line does not generate demand. Confirm the line when you want planning and manufacturing to include it.

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What you should validate

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Complete the walkthrough

Prepare master data

Create the minimum catalog, employees, and resources for the first case.

Define a manufacturing process

Prepare a short recipe for the product you will manufacture.

Create an order and launch an MO

Turn confirmed demand into a manufacturing order.

Execute your first MO

Record execution, consumption, and production from the shop floor.

Prepare and record a shipment

Dispatch the order when you also want to validate stock leaving the warehouse.

Understand Bold

Consult concepts when you need to understand a term before continuing.

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What to leave for later

You do not need to configure the entire factory before validating the workflow. Add these elements once the first walkthrough works.