Embedded Files
Overview
Overview
The mobile app integrates with the production transactions (e.g. Work Orders) and allows users to manage the workflow from anywhere.
The mobile app lists all the transactions including the output items, materials and outwork.
It allows users to:
Issue materials that are reserved or on order.
Receive finished goods into stock.
Add images and notes.
Access all linked transactions.
Table of Contents
List View
List View
Displays a list of active Work Orders grouped by Status with the following information:
A status circle which is colour-coded to match the status colour. Displays the first letter of the status.
The code of the transaction type (e.g. WO) and the transaction number.
The name of the customer.
The customer's contact person (unless the customer is Internal).
The transaction's reference
The due date (i.e. date on which production should be complete).
Context Menu
Context Menu
ℹ️ The context menu appears when an item is tapped or left-clicked. Each option is explained below under its own heading.
View Detail
Add Image
Add Note
Copy to Goods Issued
Copy to Goods Received (WO)
View Detail
View Detail
Buttons Explained
Buttons Explained
Actions:
Add Image
Add Note
Copy to Goods Issued
Copy to Goods Received (WO)
Back: Returns to the list of Work Orders.
Header Explained
Header Explained
The following fields are displayed on the left:
Transaction Code and Number (e.g. WO 644).
Customer name.
Customer's Contact person.
Name of the Rep.
The Reference field on the transaction.
The following fields are displayed on the right:
The Date of the transaction.
The Due Date for the order (finished goods).
Tabs Explained
Tabs Explained
Items: Lists each item to be made, including, the quantity, resolve (e.g. Order) and location. Items are colour-coded according to their statuses.
Materials: Lists the materials needed, including the quantities, resolve (e.g. Reserve) and location. Materials are colour-coded according to their statuses.
Notes: Displays any notes that were added to the transaction or linked transactions.
Links: Displays the links to other transactions in the same transaction flow. The links are clickable: select View Detail from the context menu to view the transaction.
Add Image
Add Image
Opens an interface where an image can be captured using a camera.
The user must give permission to use the camera.
If no camera is attached, or permission is not granted an image can be uploaded by clicking Choose image or the Picture Icons in the left corner.
Users are prompted to add a name for the image and to Cancel or Save the image.
Add Note
Add Note
Opens an interface where a note can be entered.
Copy to Goods Issued
Copy to Goods Issued
ℹ️ Opens a copy interface for the raw materials to be issued to the work order.
Set Header: Allows users to set a new header status.
Set Items: Allows users to set new item statuses.
Outstanding (checkbox): If checked, displays the outstanding items.
Select (checkbox): If checked, selects all the items.
Copy (button): Creates the Goods Issued transaction.
Cancel (button): Cancels the copy action.
Copy to Goods Received (WO)
Copy to Goods Received (WO)
ℹ️ Opens a copy interface for the finished goods produced by the Work Order to be received into stock.
Set Header: Allows users to set a new header status.
Set Items: Allows users to set new item statuses.
Outstanding (checkbox): If checked, displays the outstanding items.
Select (checkbox): If checked, selects all the items.
Copy (button): Creates the Goods Received transaction.
Cancel (button): Cancels the copy action.
Related Topics
Related Topics
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