Work Orders /a/work-orders
The production heartbeat. A Work Order (WO) turns a confirmed Sales Order into a shop-floor job — tracking what to build, what materials to pull, and which operations to run, from Planned all the way to Completed.
The Work Orders Board
The board opens by default in Board view. Switch to List view using the toggle at the top right for a sortable row-per-WO table. Filter by priority or status using the dropdowns, or search by WO number, SKU, or product name.
WO statuses — the four board columns
Creating a Work Order
Work Orders are almost always created from a Sales Order, not from the WO board directly. Open the SO detail panel, click + Work Order, and the system pre-fills the customer, line items, and required date.
To create a standalone WO (e.g. for internal production or stock replenishment), click + Create WO at the top right of the board and fill in the form manually.
Work Order detail
Click View Details on any board card to open the full WO detail page. It is divided into three areas:
Order Information
- WO # — auto-generated identifier (e.g. WO-09).
- Status — current stage (Pending / Planned / Released / In Production / Completed).
- Priority — Normal or High. High-priority WOs surface first in filtered views.
- Start Date / Due Date — schedule window for the job.
- Assigned To — the team member responsible for this WO.
- Sales Order — link back to the originating SO. Click to jump to the SO detail.
- Customer — pulled from the linked SO.
Items to Build
A table of finished goods to produce — product name, SKU, and quantity required. For multi-line SOs, each product line may have its own row.
Notes & Attachments
Attach print drawings, traveler documents, or quality specs directly to the WO. Attachments are visible to anyone who opens the detail page, including shop-floor operators. Click Print Traveler (top right) to generate a printable job sheet.
Material Check
The right sidebar shows a Material Check section — a BOM-based comparison of what the job needs vs. what is on hand:
| Column | What it shows |
|---|---|
| Component | BOM item name and SKU. |
| Required | Quantity needed to complete this WO. |
| On Hand | Current inventory qty. Turns red when insufficient. |
Issuing materials
Once all components show sufficient stock, click Issue Materials in the sidebar. This:
- Deducts the required quantities from inventory immediately.
- Updates the Material Check section to show Issued to Production for each component.
- Hides the Issue Materials button — materials cannot be issued twice for the same WO.
Updating status
Use the Update Status dropdown in the right sidebar to move the WO through its lifecycle. Select the new status and click Save Status.
| Status change | What it triggers |
|---|---|
| → Released | WO appears on the Shop Floor for operators to start operations. |
| → In Production | Auto-set when the first operation is started on the Shop Floor. |
| → Completed | Linked SO moves automatically to Ready to Ship. |
Editing a Work Order
Click Edit at the top of the detail page to update priority, dates, assigned operator, or attached documents. Line items and the linked SO cannot be changed after creation — archive the WO and create a new one if the order scope changes significantly.
From WO to Shop Floor
Confirm all materials are available (Material Check shows no shortages).
Click Issue Materials — inventory deducted, components marked as issued.
Set status to Released via the Update Status control.
Go to Shop Floor — the WO now appears in the Released queue. Operators start and log each operation there.
When the last operation is logged as complete on the Shop Floor, set the WO to Completed — the linked SO advances to Ready to Ship automatically.