Creating Order, Packing, Delivery & Production Lists

In Univents, production lists can be generated in two ways: directly inside an event for a single occasion, or centrally in the Inventory for any date range spanning multiple events. Both approaches draw from the same booked products and result in a print-ready list.

Generate a Production List Inside an Event

Every event has its own bookings area, which serves as the basis for all lists.

1. Open the desired event and navigate to the Bookings section.
2. Click Generate Production List. Univents reads all entered line items and compiles them into a production list. A badge on the button shows how many items have been added or changed since the last run.
3. Once the production list has been generated, Univents automatically opens the print-ready PDF view in a new browser tab.

Tip: If you generate the list again, Univents only updates the difference — the badge immediately shows what has changed since the last version.

Filtering Bookings for Targeted Lists

Before generating the production list, you can narrow down the line-item view to build, for example, a pure order list by product category or a packing list by tags.

1. Use the filter bar above the line-item table:
   • Tags — filter by product tags
   • Category — filter by product categories (useful for production lists broken down by kitchen area)
   • Delivery — toggle between All, Delivered, and Open (useful for delivery note workflows)
2. Enter any additional notes in the Internal Notes field on the right side of the filter bar and save them with Save Notes. These notes will appear on the printout.
3. Click Create Delivery Note in the upper-left area if you want to generate a delivery note directly from the booked line items.

Sending Supplier Orders Directly

Once a production list exists and products have been assigned to a supplier, the Supplier Orders section appears automatically above the filter bar.

1. Univents groups all line items by supplier.
2. Click Send to [Supplier] to dispatch the respective order. A status pill then indicates whether the order is marked as Sent, Confirmed, or Rejected.
3. Use Send All Open to dispatch all groups at once for which no order has been sent yet.

Products without an assigned supplier appear in the No Supplier group and cannot be sent directly.

Central Production List for Multiple Events

If you want to plan centrally for an entire week or any other date range, use the Production List tab in the Inventory.

1. Navigate to Inventory in the main menu and select the Production List tab.
2. Choose a date range in the upper right: 7D, 30D, 90D, or Custom with a freely selectable From/To date.
3. Select a display mode:
   • Aggregated — combines identical products across all events and shows the total quantity
   • By Event — displays each event as its own group with the production status per line item
   • Positions — a flat list of all individual line items with status badges (Preparation / In Progress / Done)
   • By Production Category — groups items by the stored production categories and subcategories
4. Refine the view using the filter bar: Tags, Category, Supplier, Storage Location, and Event can be combined independently.
5. Toggle between Raw Quantity and Packed when products have a packaging size defined — Univents will automatically convert quantities into packaging units.
6. Click Print to open the current view as a print page.

Frequently Asked Questions

Why are some products missing from the production list? The production list is based on the current state of bookings. Line items that are not assigned to an active event or that fall outside the selected date range will not be shown. Check the date range filter and verify that the event has the correct date.

Can I print a list for a single product category? Yes. In the event's Bookings area, set the Category filter to the desired category before generating the production list. In the central Inventory tab, use the same Category filter in the filter bar.

What is the difference between Raw Quantity and Packed? Raw Quantity shows the required amount in the product's base unit (e.g. 40 kg of flour). Packed automatically converts to packaging units when a packaging size is defined on the product (e.g. 80 packs of 0.5 kg each). If no packaging size is defined, a warning icon is shown and the raw quantity continues to be displayed.

Where do I enter notes that should appear on the printout? Inside the event under Bookings, there is an Internal Notes field on the right side of the filter bar. After saving with Save Notes, these notes are included on the printout.