How to know where every order stands without walking the floor
A number and a stage for every order, who updates it and when, how to spot delays and bottlenecks, and a path from Excel to a board to a system.
A customer calls about their order. Sales doesn’t know, the production manager is in a meeting, and someone has to walk out to the plant to ask the supervisor, who says “almost done.” Production tracking is the opposite: anyone in your company can see where every order stands without leaving their desk or interrupting anyone.
What does each order need so you can track it?
A production order is the instruction to make something: which product, how many units and by when. To track it without asking around, each order needs this information from the moment it’s created:
- A unique reference number that appears on the sheet traveling with the material and on every screen.
- The customer and the sales order it comes from, so you can answer sales in seconds.
- Product, quantity and specs: dimensions, color, material or whatever makes that job different.
- The stages it has to go through, in order.
- The current stage and who has it, with the time of the last change.
- The due date, the one you promised the customer.
Stages depend on your process. In a shop that cuts, assembles and paints, they might look like this:
| Stage | Who marks it | What gets recorded |
|---|---|---|
| Not started | Production manager | Assigned machine or line, and shift |
| Cutting | Cutting operator | Start and finish time, good parts and scrap |
| Assembly | Assembly lead | Start and finish time, finished parts |
| Painting | Paint operator | Start and finish time, rework |
| Quality check | Inspector | Pass or fail, and the reason |
| Ready to ship | Warehouse | Quantity packed and location |
A few well-named stages work better than twenty. If a stage never changes the delivery date or anyone’s decision, you probably don’t need to record it.
Who updates each order, and when?
The rule that matters most: whoever does the work records the change when it happens, not at the end of the shift or from memory. If the supervisor collects paper slips to type up in the afternoon, the data arrives late and with errors.
| When | Who | What they record | Where |
|---|---|---|---|
| An order comes in | Sales | Customer, product, quantity and requested date | Computer |
| The order is scheduled | Production manager | Machine, shift and assigned material | Computer |
| A stage starts or ends | Operator or line lead | Time, good parts, scrap and downtime | Tablet at the station, or phone |
| Quality check | Inspector | Result and reason for rejection | Tablet or phone |
| Ready for delivery | Warehouse or shipping | Quantity, date and who receives it | Phone |
On the floor, the screen has to be fast: big buttons, few fields and nothing to type if it can be picked from a list. If logging progress takes more than a few seconds, people leave it for later. A tablet mounted at each station means nobody has to go looking for it, and a phone works for people who move around the plant.
Barcodes or QR codes: useful, but optional
A QR code printed on the order sheet lets the operator open it with the tablet’s camera instead of typing the number. It saves time and mistakes when many orders run at once, but you don’t need it to start: picking the order from a short list works fine in most shops.
For internal labels, your own system generates the code. GS1 barcodes, the ones retail chains ask suppliers for, are a different matter: in Mexico they require a membership with GS1 México, priced according to the size of your company.
How do you spot delays and bottlenecks?
A delay is an order that can no longer make its due date. A bottleneck is the stage where orders pile up waiting their turn, because that machine or area can’t keep up. Once every order has a stage and a time stamp, both show up on their own:
- Orders that have sat in one stage longer than usual.
- A queue that keeps growing in front of the same machine or area, week after week.
- Downtime with no recorded reason, which usually hides a material or staffing shortage.
- Rush orders that jump the line and push everything else back.
The Lean Enterprise Institute describes visual management as keeping production activities and performance indicators in plain view so everyone can understand the state of the system at a glance. A screen on the plant floor showing orders by stage, in green, yellow or red depending on their due date, does that job without a meeting.
How do you track the material each order uses?
There are two ways, and ideally you use both. The first is deducting the planned amount: each product has a bill of materials, so stock goes down automatically when the order is released or closed. The second is recording actual usage: how much material was used and how much became scrap. The gap between planned and actual tells you where material is being lost.
That way the warehouse stops finding out too late that raw materials are running out, and purchasing can reorder on time. If your inventory doesn’t add up today, start with our inventory control guide or see how an inventory management system connects to production.
How do you give customers a real delivery date?
With data, not gut feeling. If you know how many orders are ahead at each stage and how long each stage usually takes, you can estimate when a new order would ship before you promise a date. And when an order falls behind, you find out early enough to tell the customer before they call you.
That update can also go out on its own. A stage change such as “in production” or “ready for pickup” can trigger a WhatsApp message; we explain what Meta allows in how to automate WhatsApp for your business.
What should you measure first?
Don’t start with twenty KPIs. These five come from the same data you already capture as orders move:
| Indicator | What it tells you | How to calculate it |
|---|---|---|
| On-time delivery | Whether you keep your promises | Orders delivered on time ÷ orders delivered |
| Open orders by stage | Where work is piling up | Count of orders in each stage, today |
| Time per stage | Which stage is slowest | Average time between start and finish |
| Scrap by order or machine | Where material is lost | Material scrapped ÷ material used |
| Downtime by reason | Why machines stop | Minutes of downtime grouped by cause |
Once you’re capturing downtime and parts reliably, you can calculate overall equipment effectiveness (OEE), which multiplies three percentages: availability, performance and quality. The Lean Enterprise Institute gives this example: 90% × 95% × 99% = 84.6%. It’s a good per-machine indicator, but it’s only as reliable as the data behind it, which is why it comes later.
How do you start? From Excel to a board, then to a system
- Clean up your spreadsheet. One row per order and fixed columns: number, customer, product, quantity, stage, owner, due date and last update. Stage is picked from a drop-down list, never typed by hand.
- Define the stages and who marks each one. Write it down and post it at every station.
- Set up a simple board. It can be a whiteboard with one column per stage, or the same spreadsheet filtered on a screen in the plant. What matters is that everyone sees the same thing.
- Capture on the floor. Put a tablet where orders change hands and ask for every change to be logged as it happens.
- Track two or three indicators for a month. On-time delivery and orders by stage are enough to start.
- Move to a system when the spreadsheet holds you back. The signs are below.
| Tool | Works well when | Falls short when |
|---|---|---|
| A tidy spreadsheet | There are few orders and one person updates it | Several people edit it and different versions appear |
| A board (whiteboard or screen) | The whole team works in the same plant | Sales or the office need the data without going to look |
| A production system | Several areas capture, check and deduct material at the same time | The process isn’t defined yet: agree on it first |
Signs it’s time for a system: you enter the same data in two places, nobody knows which file is the right one, inventory doesn’t match what was produced, you need to know who changed what and when for an audit, or customers ask about their orders more often than you can answer. We go into detail in signs your business has outgrown Excel.
What does this look like in a real factory?
Sumiplas makes a wide variety of plastic bags. Its operation depended on Excel files, and it needed to follow every order end to end, from raw materials to delivery, with the quality that ISO 9001 certification requires.
We built Polymer for them, a system aligned with ISO 9001 that we designed together with a certified lead implementer. Here’s what it covers:
- Production and staff: planning for production orders and the people who work on each one.
- Up-to-date inventory: raw materials, consumables and finished goods, with stock levels in real time.
- Customers and requisitions: each customer’s requisitions connected to production.
- Performance and waste: analysis to spot where material is being lost.
- Ready-made reports: in Excel or PDF for whoever needs them.
- Migration with no lost history: the information they already had moved into the new system.
Today they’ve left their Excel files behind, they see each order’s progress in real time, and they have per-machine efficiency metrics for better decisions. One detail worth copying: leaving the files behind didn’t mean losing the format. Whoever needs reports still exports them to Excel or PDF, and historical data moved into the new system so nobody had to start from scratch.
How much does a production control system cost?
A single module, such as production orders with their stages, starts from about $5,000 MXN. A complete production control system, with sales orders, production orders, materials and indicators, starts from about $25,000 MXN and is paid in stages. Adjustments and support start from $400 MXN per hour. You get the exact price in writing after the free consultation. We compare options and costs in how much custom software costs.
We handle urgent issues within hours, and most projects are ready in about a week; large systems are delivered in stages, each with a written date. We fix, free of charge, any defect you report within 60 calendar days of each delivery. You can end the project at any time and pay only for the work done, and your data is always yours to export.
If your plant is in Irapuato, León, Celaya, Salamanca, Silao, Guanajuato, Querétaro or Aguascalientes, we’ll visit in person; anywhere else, we meet by video call. See our production control software and manufacturing software, or book your free consultation.
Frequently asked questions
If the screen is fast, yes. We design floor screens with big buttons, few fields and choices to tap instead of typing, and we test them with the people who’ll use them before rolling out to the whole plant. Logging progress should take seconds.
Yes. A spreadsheet with one row per order, stages in a drop-down list and one person in charge is a good first step. When several people need to edit it at once or materials need to be deducted automatically, it’s time to move to a system.
Yes. If you make to order, each order carries its own specs and can follow its own route of stages. The rule stays the same: reference number, current stage, owner and due date.
You need a connection wherever updates are logged. If an area has poor signal, we look at it during the visit: sometimes an extra access point is enough, or logging can move to the exit of that area.
We move it into the new system so nobody starts from scratch, as we did at Sumiplas. And if someone still needs reports in Excel or PDF, the system generates them.
Sources
- Visual ManagementLean Enterprise Institute
- Overall Equipment EffectivenessLean Enterprise Institute
- Requisitos para obtener tu membresía de Código de Barras (in Spanish)GS1 México
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