# First production plan
> The complete setup flow from organization data to a generated production schedule.

- Canonical HTML: [https://syncroplan.com/en/docs/first-production-plan](https://syncroplan.com/en/docs/first-production-plan)
- Language: English
- Roles: owner, manager
- Keywords: first plan, setup, catalog, template, order, schedule

## Outcome
You will prepare the smallest useful catalog, team, and material-covered order for scheduling.

## Before you start
- The owner has activated the required memberships.
- Working hours, production steps, and material requirements are known.

## Menu path
Organization → Workers → Workstations → Processes → Materials → Templates → Orders

## Step-by-step instructions
1. In Organization, confirm the subscription state and activate the required accounts. Worker accounts are unlimited during an active trial.
2. An owner adds worker profiles and selects process skills in Workers.
3. Create Workstations with their parallel quantities, then Processes with the correct workstation and default duration.
4. Create material types in Materials and use “Add delivery” in Inventory to enter stock.
5. In Templates, select “+ Add template”, arrange the sequence and parallel blocks, add materials and product fields, then save.
6. In Orders, select “+ New order”, choose the template, select “Load template”, and complete the deadline and required product fields.
7. The order starts as Planned. Move it to Ready; SyncroPlan checks complete material coverage and creates reservations.
8. Set Start date and select “Generate schedule”. Review the result in Daily Plan and Calendar.

## What you see on screen
- The expanded order shows deadline, status, total duration, material coverage, paths, and operations.
- Missing schedule notices explain missing skills, workstation capacity, worker availability, or working time.
- Scheduling considers skills, workstation quantities, absences, working hours, breaks, Saturdays, and holidays.

## Effects of changes
- Ready reserves materials only when every requirement can be covered.
- Regeneration replaces unfinished planning while preserving completed tasks.
- The first completion can move the order to In progress; all operations must be complete before Done.

## Important warnings
- Data import is unavailable during a trial. On an active paid plan, do not use replace import as a setup shortcut without a current export; it replaces the organization's current data.

## Common problems
### Moving to Ready reports a conflict.
Open Inventory or Materials, resolve every shortage, and retry the status change.

### Some operations remain unscheduled.
Expand the order and read Reason, then check skills, workstation, headcount, assignment, and working calendar.

## Related articles
- [Templates](https://syncroplan.com/en/docs/templates.md): Reusable order flows with sequences, parallel blocks, paths, materials, and product fields.
- [Orders](https://syncroplan.com/en/docs/orders.md): Create, filter, copy, edit, schedule, and move orders through their complete status lifecycle.
- [Inventory](https://syncroplan.com/en/docs/inventory.md): On-hand, reserved, and available stock, shortages, reservations, releases, and movement history.
- [Daily Plan](https://syncroplan.com/en/docs/daily-plan.md): Tasks by worker and workstation, filters, breaks, completion controls, and PDF export.

## Screenshots
- [Loading a template adds materials and required product fields to the new order.](https://syncroplan.com/docs/en/order-from-template.webp): New order form populated from a template