- Calendar & Activities
- Creating Invoices
- Sending Statements
- Backorder Invoices
- Progressive revenue
- Bulk send Invoices
- Multi-currency for Sales
- Taking a Deposit
- Credit Notes
- Create Freight Quotes
- Outbound Shipments
- Getting Started with Web Quotes
- Sales Orders
- Making Credit Card Payments
- Logging Payments
- Repeating Invoice Placeholders
- Creating Repeating Invoices
- Set Up Web Quote Templates
- Online Invoice Templates
- Online Sales Order Templates
- Creating a Quote
- Deactivating Products
- Requests For Quote
- Time Products
- Bay Locations
- Stock Tracking
- System Products
- Accounting details for Products
- Configuring Product Settings
- Products in Portal
- Supplier Pricing
- Suppliers & Products
- Multi-currency for Purchasing
- Stock Transfers
- Product Inventory Details
- Importing & exporting Product data
- Purchase Orders
- Managing Stock
- Stock Locations
- Product Batches
- Serial Numbers
- Different Price Types
- Inbound Shipments
- Working with Landed Costs
- Configurable Products
- Variable Products
- Time Billing
- Manufacturers and Suppliers
- FROM Location-based pricing
- TO Location-based pricing
- RFQ Web Templates
- Quantity-Based Price Breaks
- PO Web Templates
- Location-based Price Breaks
- Customer-Specific Pricing
- Deleting Special Prices
- Create Marketing Lists
- Send Email Campaigns
- Creating a simple Web Form
- Smart Lists
- reCAPTCHA for Web Forms
- Facebook Lead Ads
- About Web Forms
- Add or Remove Contacts/Companies from Lists
- Creating a Marketing List from Advanced Filters
- Editing existing List members
- Exporting Marketing Lists
- Filtering by Lists
- Payment Terms
- Product Groups
- Product Categories
- PDF and Email Template system preferences
- Pricing settings
- Sales & purchase settings
- Regional Settings
- Setting up Teams
- Credit Control
- System Quote Preferences
- Quote Form Templates
- Service Reports
- PDF Templates
- Calculating Landed Costs
- Payment Methods
- Creating SMS Templates
- Managing Connections
- Log into a User account
- Activate a new User account
- System security
- Setting up Teams
- Using Email Templates
- Using SMS Templates
- Using Letter Templates
- Creating Letter Templates
- Creating Email Templates
- Invoice Settings
A Work Order essentially records the manufacturing process as being completed and transforms your stock accordingly.
When you run a Work Order:
- The stock of your input products will be allocated.
When you complete the Work Order:
- The stock of your input products will reduce, and
- The stock of your output products will increase accordingly.
The manufacturing process is ultimately determined by your preferences. Our system allows you to create a singular Bill Of Material (BoM) to take raw materials and produce an output product that is ready for sale.
For the sake of this brownie example, this might include all ingredients, bags, packaging components etc. Alternatively, you might want to set up one BoM that creates a bulk brownie (using all the ingredients) and another that slices and packages the brownies into individual servings. It’s fully customisable to suit your process.
If your CRM is linked to an accounting system, you should ensure that your data sync settings are configured correctly so that stock movements from your Work Orders are being synced correctly. For more information on how configure your sync settings, click here.
Go to Admin > Settings > Manufacturing and click on either the Type, Stage or Stage For Type which will open a pop-up window to edit the field.
Use the up/down arrows next to each value to change the order it appears in on the list. Click on a value and use the Edit or Delete button or just click on Add to put a new value on the list.
Note that you can link Types and Stages together via the Stage For Type option.
To create a work order, head to the Main Menu> Manufacturing > Work Orders.
Then click the New Work Order button in the top right.
You can also create a Work Order directly from a Sales Order using the Generate > Work Order buttons on the toolbar.
Note that you must have manufactured products on the order, otherwise the Work Order button will appear greyed out and you will not be able to select it.
When you create a Work Order this way, the system will create a link between the records so that you can see the Work Order from the Sales Order and vice versa.
You can also configure your manufacturing settings to automatically create an Outbound Shipment for stock once the Work Order is completed and stock is available.
From the Products toolbar.
From the Stocks toolbar.
From the Backorders toolbar.
When creating a new Work Order you’ll be prompted to enter in:
- The BOM that the work order is based on.
- A name for the Work Order (Bakehouse Fudge Brownies).
- The Location for production (e.g. Western Sydney Kitchen).
- Who the order is Assigned To – you can select either a User or a Team here.
- Any Production Notes you might have.
Note that if your BOM is not set as ‘Adjustable’, you will not be able to modify the input or output products, production steps or resources in your Work Order.
On the right hand column you can choose:
- The Number Of Cycles you’d like to run (e.g. 10 batches). CRM will then automatically calculate and populate the Setup Duration and Cycle Duration fields with information from the BoM.
- You can enter a Start date now if you’d like (you can also set this later on at any time) and the system will automatically calculate and populate the anticipated End date, which will based on the Number Of Cycles multiplied by the Setup Duration plus Cycle Duration.
Once we hit Save and Close, we’ll see the Work Order has been populated with the production steps, input products and output products we defined in our BOM earlier.
When you press Start on a Work Order, stock is committed.
If you’d like to do this before you start the order, you can click the Reserve Stock button to commit all stock to the order now.
Note that you can only use this function once the Reserve Stock button has been pressed.
If you do not have enough stock to start an order, the system will automatically place stock on backorder, just as it does with sales.
You can also manually put stock on backorder.
To see what is on backorder or manually adjust the figure, click on an item and an area will display that allows you to view and edit information.
You can then create a linked Purchase Order to obtain more stock.
Once you have enough stock to proceed with an order, you need to click on the Release Backorders button to apply the stock to the Work Order.
Note that you can only use this function once the Reserve Stock button has been pressed.
Click on the Purchase Order button to create a linked PO for your order.
Confirm you want to proceed.
Select the Supplier you want to order from.
Select the items you want to order. Note that you can opt to only display items that are on backorder on the Work Order here by selecting the box.
A message will display to confirm your PO has been created.
You will also now have a Purchase Order tab on your Work Order.
When goods from your PO have been receipted, you can click the Release Backorders button to apply the stock to the Work Order.
When your Bill Of Materials includes Input Products that have batch or serial number tracking enabled, you will not be able to start the order (you will receive an alert) until batch/serial information has been entered, as shown in the following example:
You can navigate to the Input Products tab and click on the Product record to reveal the option to input batch or serial numbers.
If you haven’t already set up Resources for production, you can do so with these instructions.
You’ll also notice a resource tab which outlines any resources that we allocated to the production steps of the BoM. Just click on the desired line and you can assign resources.
For instance, brownies require an oven for baking so the resource group would be ‘Ovens’ and we’re able to allocate a specific oven for detailed production planning.
You can also see the total quantities of input and output products you’ll be dealing with. These are automatically calculated based on your BOM and the number of cycles.
You can also configure your manufacturing settings to enforce the requirement for all Output Products to be stock tracked.
Hitting Start will allocate the stock to the Work Order, essentially reserving it for production.
Note: if there in an error that prohibits production, you’ll receive a warning. This might be because there is insufficient underlying stock of raw materials, or maybe that you haven’t specified a batch number for the output product.
If all the set-up is correct you should now see that the Work Order is in progress. You will also see that the system has automatically populated the Start Date and End Date fields.
Once the production process is completed, hit Complete.
This will transform the underlying stock levels of your input and output products. The raw materials stock will reduce while the output product stock will increase.
You can also cancel the order, which will also cancel the reservation of the input products for production.
You can also start Work Orders in bulk from the main screen by selecting the desired records then pressing on the Start Work Order option.
To demonstrate we can head back to the individual input and output Product records and view the stock:
- If you started with stock that was imported from your accounting system, you will be able to see that the raw materials stock has depleted from your starting stock level.
- If you created starting stock to test the process, you’ll remember when we set up our products, we had 100 units of each of the raw materials and none of output products. We’ll now see that the raw materials stock has depleted
And the output Products now have stock available:
If you need to print or save a record of the work order, just hit Preview, then Work Order – and a PDF document will open for download.
You can also print multiple Work Orders at once from the main screen by selecting the orders and then clicking on Print Work Order – this will open a new tab with PDF document containing all the selected orders.
You can also configure your manufacturing settings to automatically set orders to a Status of In Progress if they are printed.
If you have a number of orders to manufacture the same Output Product, you can merge these together in the event that:
- The order is not adjustable.
- The order is not marked as either Completed or Cancelled.
- The order is not a custom job.
To merge orders, open an existing order and click Merge on the toolbar.
You will then need to confirm that you want to proceed.
A pop-up window will show you available orders that you can merge with – select one or more orders and click on Ok.
The selected orders will then be merged together.
In addition to viewing work orders on a list, you can also use Kanban view.
Using this option makes it easier to view the Status of Work Orders.