Inventory + Traceability
Inventory Upload
Upload one Excel workbook. The app reads these tabs automatically: QBDATA for Item Information, Lot and Expirations for Lot and Expiration File, and Purchase by item detail for Receiving File.
Capture Data
Choose capture mode
Select how you want to capture the input items used for this production.
Select employee, then type an Item ID. Production Line fills from previous captures and can still be changed.
Output
Input
Capture items used. Type the Item ID used, then select the available lot and expiration.
Pending BOM
Add FG from Production Catalog with Qty to Produce. For FG only: Qty OH, Qty SO, Qty Available (OH − SO), and Qty to Produce. WIP keeps Qty Needed, Qty OH, and Qty to Produce. Click a WIP Qty Needed to see which FG created that demand. The full WIP chain is added on the matching lines. Shared WIP quantities update when more FG are added. Add to Production Schedule asks for the production date (requisition is the day before) and moves only that row; move WIPs first if you need to build them. Use Edit to change quantity, or move all at once.
Production Schedule
Type an Item ID to search. Choose the production date and quantity. Production Line fills from previous captures and can be changed. Items are listed by line and day.
Requisition by Date
Lists ingredients and packaging needed for the Production Schedule. The requisition date is always one day before the production date. If you plan tomorrow, this requisition is today. If you plan the day after tomorrow, this requisition is tomorrow.
Requisition by Demand
Last-minute pull. Type the FG or WIP Item ID to load its BOM. Enter Qty to Produce, then check only the items that need to be pulled now. Print has blank Pulled qty, Lot, and Expiration.
Pending Exports to QBs
Closed production sheets wait here until they are posted to QuickBooks. Close Production Sheet moves the item out of Production Schedule.
Production History
Saved captures appear here. Choose whether the date range filters by Captured Day or Production Date.
Metal Detector Test Log
After Close Production Sheet, tests from that item join this combined record of all closed items. The individual item log prints with the Production Sheet.
Dry Roaster Temperature Monitoring
After Close Production Sheet, Dry Roasting temperature readings from that item join this combined roasting log.
Oil Roaster Temperature Monitoring
After Close Production Sheet, Oil Roasting temperature readings from that item join this combined roasting log.
Scale Verification
After Close Production Sheet, scale verifications from that item join this combined log. Any production line can be recorded.
Employee List
Social Security is stored for payroll matching; only the last 4 digits are shown. Click a row to edit, or Add Employee to create a new one.
CCP
Critical Control Points. Metal detector tests follow SOP 11.2.3 and replace the paper FO 2.5.2 log. More CCPs will be added here.
Metal Detector Test Log
Select the phase and the Production Schedule item. The test form opens after both are chosen. After Save, it hides again for the next test.
Record for this item
Dry Roaster Temperature Monitoring
PCP 2.5.2 Process Control Points - Dry Roasting. CCP for Salmonella. Peanut temperature must be 310 F to 315 F, instantaneous, before transfer to cooling bins. Monitor at start-up, every hour (+/- 1 hour), and end of shift. Sr Line Leader records time and temperature with a traceable thermometer. Out of range: hold product, re-establish CCP control, repair heating unit, and complete a Deviation Report (rework, discard, or release).
Out of range. Place product on hold. Re-establish CCP control. Repair heating unit if needed.
Roasting log for this item
Oil Roaster Temperature Monitoring
PCP 2.6.2 Process Control Points - Oil Roasting. CCP for Salmonella. Peanut temperature must be 355 F to 365 F, instantaneous, before transfer to cooling bins. Monitor at start-up, every hour (+/- 1 hour), and end of shift. Sr Line Leader records time and temperature with a traceable thermometer. Out of range: hold product, re-establish CCP control, repair heating unit, and complete a Deviation Report (rework, discard, or release).
Out of range. Place product on hold. Re-establish CCP control. Repair heating unit if needed.
Roasting log for this item
Scale Verification
Verify the scale for any Production Schedule product on any line, when needed. Record Scale ID, check weight / reading, and Pass or Fail. If the scale is off: recalibrate, then recheck before weighing product. PCQI or designated trained personnel.
Scale failed. Recalibrate the scale. Do not weigh product until a passing check is recorded.
Scale verification log for this item
PC
Preventive Controls will be added here.
Production Catalog
Typical product order on each line, inferred from capture dates and times. Qty OH and Possible Production are remaining after Pending BOM and Production Schedule; they reset when you upload inventory after QuickBooks. Captures are saved for traceability only. OP is the committed quantity on this line. Possible Production walks nested WIP BOMs. BOM is Y if the item has a saved Bill Of Materials; click Y to open and update it. PS is Y if the item already has a Production Sheet; click Y to open it. PW is Y if a nested WIP can be made; click Y to produce that WIP. Click Add to Pending BOM on a row to add that FG and its full WIP chain. Shared WIP quantities update when more FG are added.
Units Produced
Production report. With a date range, only items produced in those days are listed.
Bill Of Materials
Saved BOMs appear below. Choose FG or WIP to list them. For WIP, pick the production line. Click Search, or New to create one.
Item List
Lists all inventory items with Type of Item = FG, RM, or WIP. BOM? shows Yes when the item already has a Bill Of Materials saved.
Lots & Expiration (FG / RM)
View lot numbers and expiration dates from the uploaded Lot and Expiration File. Finished goods (FG) and raw materials (RM) only.
Production by Line
Production totals grouped by production line.
Production Value
Dashboard uses the selected dates. Total Production is Qty Produced × Current Item List price.
Production and Payroll Report
One row per two-week payroll. Pay Period Start / End is the work window. Date is the Pay Date of that check. Total Production is all captured FG in those two weeks. Total Payroll is Gross + employer cost for that same period. Click a row for the source report. Payroll Cost % is Total Payroll ÷ Total Production.
Lots & Expirations
Cycle Count Today: — | Julian: —
Count RM, PK, and WIP from the uploaded Lot and Expiration file. Finished goods (FG) are not included. Use Remove ghost lots to drop lots whose Item ID is no longer in the current inventory. Select items and print a count sheet. Type a number or an operation (for example 55-3) in Count and press Enter.
Traceability
FDA-style lot traceability. Search by Item ID + Lot Number to see backward trace, forward trace, affected lots, and every input/output transaction.
Lab Results / COA
Capture laboratory results / Certificates of Analysis tied to Item ID + Lot Number. Supports multiple tests per lot, original PDF attachment, automatic Lot Hold/Release, and auto-CAPA on failing results.
1. Sample & Product
2. Lab Dates
3. Laboratory & Test
4. Status & PDF
Lab Results Log
FORMATO CAPA (Corrective and Preventive Action)
Sistema HACCP / Inocuidad Alimentaria. Se guarda en el registro central de CAPA (sharedCapaDeviationData / capa_records) y aparece en la app CAPA + Deviation.