Optimize Your Team’s Workflow With Vertex Production Manager

“We need to run more like a business.” At Vertex, we often hear this statement from customers. If you find yourself saying this about your rehabilitation agency, it’s high time to optimize your team’s workflow with Vertex Production Manager.

Vertex Production Manager is a fully fledged solution designed to assist rehab agencies that deliver prime and subcontract assembly and manufacturing services. Your agency has the same need to run production profitably as the private sector, so invest in the same tools the private sector uses to maximize revenue from your prime and subcontract operations. Our solution is built on Microsoft Dynamics 365 Business Central, utilizing its powerful manufacturing core yet tailored to fit the needs of rehabilitation agencies. 

A tremendous benefit to this proprietary cloud-hosted software module is that your agency’s team can know where they stand daily, with job costing and profitability reported by job (contract), product and customer, no matter where they are.

Grow Profitably and Realize Major Savings

Customers using Vertex Production Manager have reported that they’ve increased their profits by 5 percent or more while shaving staff time spent on disconnected paperwork. Your team will face no more islands of information but rather just one version of truth. Your accounting team will gain a morale boost by having to put in fewer late nights reconciling multiple systems.

Direct service providers and production supervisors can stop duplicating manual entry of the same data—and making mistakes in attempting duplicate entries—in multiple disconnected systems.

Work Smarter and Make Quick Data-Supported Decisions

In today’s fast-paced production world, performance-based agile decision making is key. With Vertex Production Manager, your team can know whether a job is underperforming while it is in process. This enables your team to take corrective actions on the fly rather than perform a post-mortem after damage has been done. By using our robust ERP system, all your rehab agency’s programs and departments will benefit from enhanced access to actionable information.

Be in Control and Never Miss Orders

Be them raw material or finished goods, always be in control with Vertex Production Manager. Its rich inventory features give your team control of inventory at any stage. Our solution enables your team to keep track of inventory at various stages such as sourced material, consigned inventory, work in progress and finished goods.

With Vertex Production Manager, your team will never miss out on an order. The workflows embedded in the system facilitate document links that are very useful in monitoring and planning production. Your team members can use the order management features to make sure they order your purchases and consigned stock at the right time to meet your shipment targets. These capabilities enable your team to maintain a healthy stock movement and avoid unexpected storage expenses or dead stock.

Integrate and Innovate by Achieving Synergy Through a Connected Work Environment

Unleash Vertex Production Manager’s true potential when you integrate it with Vertex Financial Manager and Vertex Client Payroll Manager. Your team will be able to tap into the power of complete and real-time integration for up-to-date reporting of financial performance.

Vertex Production Manager Capability Highlights

Some notable features include the ability to:

Quickly quote for contracts on the fly, with no complex setups. Also create custom contract terms.

Capture labor information such as jobs, steps, time studies and prevailing wages.

Have control of raw material, both customer consigned and agency purchased.

Monitor production, from work in progress to finished goods.

Generate floor documents, including job cards and material requisitions.

Create sales-related documents such as orders, shipments and invoices.

Create purchase-related documents, from orders and receipts to invoices.

View job performance on standards and actuals (labor and material).

See real-time financial information, with financial updates appearing in the general ledger.

Follow order fulfillment, tracking shipments and invoices.

Use Customer Relationship Management to answer customer questions during the first phone call.

Benefit from easy financial reporting, managing and sharing data while improving profits in a single system.

Quickly produce management reports, including real-time bid-to-actual analysis for every contract.

Manual Disconnected System Vs. Vertex Production Manager’s Automated System

If your rehabilitation agency team is stuck dealing with estimates instead of actual costs, missing forms and other hassles, it’s time to upgrade to Vertex Production Manager.


With a manual disconnected system, your team might face these challenges:

  • Separate spreadsheets don’t add up.
  • Labor cost is “estimated.”
  • Overhead inaccurately applied.
  • Printed forms are misplaced or lost.
  • Bid-to-actual analysis is impossible.
  • Profitability is a “guesstimate.”
  • Management reports require extra effort and time to prepare.
  • One simple transaction can take days!


With Vertex Production Manager, your team will experience:

  • Real-time automatic financial entries on production.
  • Job-based bid to actual analysis.
  • Profitability reports by job, finished good or customer.
  • Detailed visibility on jobs, steps, time studies, prevailing wages and many more.
  • Inventory planning capabilities.
  • Invoices to customers via email, PDFs or printouts.
  • Approval workflow notifications.
  • Track inventory standard costs.
  • Rapid turnaround from quote to invoice with very little data entry.
  • Seamlessly capture time worked on jobs, with data entered only once.
  • Slice and dice information by department, project, cost center, etc.

Vertex Production Manager Is the Solution That Will Meet Your Team’s Needs

Many production systems in the marketplace have an exorbitant price tag and represent an investment that cannot be taken on by many rehabilitation agencies. At Vertex, we understand the need of rehab agencies and have introduced different varieties to meet your needs. Our Assembly Management option is a cost-effective solution for agencies that focus on simple assembly operations. Our Manufacturing Management option is a robust solution for agencies that work on complex manufacturing jobs.


  • For short lead time orders with simple steps.
  • Components always back flushed.
  • Simple data entry with finished pieces.
  • Selectable sales and production linking.
  • Use of simple resources.
  • WIP is instantaneous.
  • Single item type per order.
  • Simple assembly BoM.
  • Less time to complete implementation.
  • Supports bid-to-actual analysis.
  • On-demand labor posting.
  • Integrates with Vertex Client Payroll Manager.
  • Maintains history of BOMs.
  • User-created purchase orders for subcontracts.
  • Definition of alternate job steps.
  • Scrap recorded through adjustment.


  • For long lead time orders with complex steps.
  • Multiple flushing methods for components.
  • Completed pieces reported at step level.
  • Automated sales and production linking.
  • Use of detailed work centers and machine centers.
  • WIP retained until jobs are closed.
  • Accommodates multiple items in a single order.
  • Detailed production BoMs and routings.
  • Requires some time for configuration.
  • Supports bid-to-actual analysis.
  • Automated labor posting.
  • Integrates with Vertex Client Payroll Manager.
  • Maintains history of BOMs and routings.
  • Automated purchase orders for subcontracts.
  • Definition of alternate job steps.
  • Scrap recorded through order.

Vertex Production Manager Simplifies Client Payroll, Tracking Piece Rates and Time Worked

Vertex Production Manager’s capable features extend to the simplification of client payroll and tracking piece rates and time worked.

Make Client
Payroll a Breeze

  • Hours worked are updated automatically in Vertex Production Manager.
  • Correct rates for each task.
  • Hours and earnings are sent to payroll.
  • Billable services are sent to service billing.

Compliance and

Tracking piece rates and time worked is simplified with:

  • Auto clock-out when switching tasks or program activity.
  • Configurable rate rules apply the correct pay rate for each task.
  • Productivity is updated and earnings are sent to payroll.
  • Actual labor and pieces completed for individual tasks and job processes are updated daily.
  • Department of Labor compliance, with rounding, prevailing rates, hourly ratings, time studies and piece rates all enforced.

A Day
in the Life With Vertex Production Manager

Imagine your rehabilitation agency’s board wanting to know whether orders from a customer ran profitably during a month. If your team has a manual system, they would have to dig out the time study information as well as the BOM information and work out the standard and then look at inventory and labor records to obtain the actual to finally compute profitability. If your team faced multiple jobs, repeating these actions would be highly time-consuming.

Now imagine using Vertex Production Manager. By running a single report, your team could get this information quickly. Our solution can go even further, giving your team profitability on jobs in process. Because of this, decisions need not be based on a post-mortem. Even better, when your customer calls for an inventory count of their consigned and finished-good items and the status of their production run, you can answer while on the phone!

In summary, Vertex Production Manager can help your team track and manage your production, support your data-based decision-making and record financials in real time while providing your agency convenience and satisfaction. Even better, Vertex Production Manager can be integrated with other Vertex solutions, creating a powerful cloud-hosted Vertex ERP system.

Unlock Expanded Capabilities for Vertex Production Manager in Our Complete and Integrated ERP System

Vertex Production Manager is designed to work within the powerful Vertex Enterprise Resource Planning (ERP) system. This integrated system features robust and complete cloud-based software modules, accessible by any device, for rehabilitation agencies.

Whether your rehab agency is growing or a full-scale operation, you can trust that Vertex’s Case Manager and Billing, Time and Attendance, Financials, Payroll and Production Manager software modules can meet your needs by unlocking efficiencies that make your team more productive, saving money and time.

Vertex Production Manager may be licensed as part of a monthly or annual subscription. When Vertex Production Manager is licensed alongside other software modules as part of the Vertex Enterprise Resource Planning (ERP) system, discounts may apply.

Vertex’s friendly and helpful sales team is able to answer any questions you might have and ready to talk to you about licensing our software modules.


Yes. Whether you are paying subminimum or minimum wage or higher, Vertex time collection can handle it. Able bodied staff punch themselves in and out of tasks with the applicable pay rate. Similarly, job supervisors can punch consumers or groups of consumers in and out of jobs and pay the correct hourly or piece rate.

Yes. Time collection has always supported both worlds. When subminimum wage is no longer, your systems will continue to work and then no longer require the extra tasks to support subminimum-wage rates.


Looking for documentation about Vertex Production Manager?

View our Resources page for more information.

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