Production Shifts

Organize production activities by work shift.

Shift Configuration

Defining Shifts

Set up production shifts:

Shift Assignments

Assign workers to shifts:

1. Go to Production > Shifts
2. Select shift
3. Assign team members

Shift Operations

Starting a Shift

1. Worker logs in
2. Selects production shift
3. Views assigned orders

During Shift

Activities tracked:

• Production orders worked
• Units produced
• Waste recorded
• Machine time

Ending Shift

1. Complete entries
2. Record handover notes
3. End shift

Shift Reporting

Shift Summary

Per-shift metrics:

Shift Comparison

Compare shifts:

Day Shift: 500 units, 2% waste
Evening: 480 units, 2.5% waste
Night: 400 units, 3% waste

Importing an Oracle Sales Mix

If your point-of-sale runs on Oracle Simphony, you can import a shift's actual sold goods straight from a Sales Mix (Top Menu Items Summary) export. The imported sales become a sales order linked to the shift, which drives the sold-versus-inventory variance shown in the waste analysis.

Steps

1. In Simphony, run and export the Sales Mix report for the business date as .xlsx.
2. Open the shift in Production > Shifts and click Import Oracle Sales Mix.
3. Drop the .xlsx file and click Import.

Alpha parses the report's menu-item hierarchy and imports only the sold menu items. The Modifiers / Condiments block is intentionally skipped; Alpha already derives ingredient consumption from each product's bill of materials, so importing those rows would double-count.

How items are matched

Each sold line is matched to a product, in order:

1. Product reference: the product's reference field equals the Oracle item name (case-insensitive). This is the recommended, stable mapping.
2. Product name: falls back to a case-insensitive name match.

After import you'll see a summary of matched and unmatched items. Unmatched lines (for example combos that have no equivalent product yet) are listed so you can fix the catalogue:

• Set the product's reference to the exact Oracle item name, or rename the product to match, then re-import.

Inventory Counts

A shift can have one or more inventory counts linked to it: the stock counts performed during or at the close of the shift. Open a shift and use the Inventory counts tab to:

• Link an existing count: pick a stock count recorded at the shift's stock site. Its current status (Draft, Counting, Under review, Completed, …) is shown next to it.
• Unlink a count that was attached by mistake.
• Click a row to open the count for review.

Approving the previous count before a new shift

When you create a new shift at a stock site, Alpha checks the previous shift at that site. If that shift's inventory count has not been approved (its stock count is not yet Completed), the create dialog shows a warning:

This is a reminder, not a block; you can still create the shift. It nudges managers to close off the prior shift's count before the next one starts.

Shift Documents

Attach supporting files to a shift from the Documents tab: handover photos, signed counting sheets, PDFs, and similar. Images and PDFs can be previewed in-app; any file can be downloaded or removed. Documents are stored against the shift and visible to anyone who can view it.

Approving Waste

Each waste entry on a shift is approved individually (managers only). On approval, stock is deducted from the shift's stock site:

• For a product with a bill of materials, an optional Split to BOM (deduct raw materials) checkbox is shown. When ticked, Alpha deducts the product's leaf-level raw materials instead of the finished product.
• For a product without a BOM, the checkbox is hidden: there is nothing to split, and the finished product itself is deducted.

A shift can only be approved once all of its waste entries are approved.

Handover

Shift Handover Notes

Communicate between shifts:

• In-progress orders
• Machine issues
• Quality concerns
• Special instructions

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