Creating Work Orders

To access the WORK ORDERS screen: Go to the PRODUCTION menu → WORK ORDERS screen

PRE-REQUISITE: Before you can add a packaging work order, you must enter your Inventory Lots.

Create Packaging Work Order

On the WORK ORDERS page, click the Add button.

A dialog will appear for you to enter the details about the work order. Change the Type to Seed Packaging.

Once the type of work order is changed to Seed Packaging, additional tabs will show. Here, enter the details about the packaging:

Fields appearing in pink are mandatory, and must be entered.

Source Inventory Lot: Select the inventory lot from which iventory will be packaged.
Add New Lot After Packaging: Check this box if a new lot should be created after packaging.
Packaging Type: Select whether the packaging will be done into bags and pallets or totes.
Unit of Measure: Select the unit of measure for the packaging details.
Tote Type: Select either Totes or QBits.
Source Location: Select the date the work order needs to be completed by.
Target Location: The location where the totes/bag pallets will go.
Tote/Bag Size(per): Size of the tote/bag per unit of measure.
Tote/Bag per Pallet Count: How many totes do you want to be created/How many bags do you want to be created in the bag pallet.
Bag Pallet Count: How many bag pallets do you want to be created.
Tote/Bag Total Amount(UoM): The total amount will be calculated based on the size and count fields.
Comments: Enter comments for the work order.

To save the work order, click Save.

Adding Packaging Materials

To enter treatments for the packaging work order, navigate to the packaging materials tab.

Here you can enter the details about the packaging materials for the packaging work order:

Select a Packaging material to add: Select a packaging material to add to the work order

Note: The displayed packaging materials will only include retail products marked as such.

Quantity: Input the amount of packaging material to be used on the work order.

To add treatment to the work order, click "+ Add to Packaging Material List". Once all the packaging materials have been added, click save.

Adding Treatments to Work Order

To enter treatments for the packaging work order, navigate to the treatment tab.

Here you can enter the details about the treatment for the packaging work order:

Select a Treatment to Add: Select a treatment service to add to the work order

Note: The displayed treatment services will only be those that match the crop type of the selected lot for packaging.

Standard Application Rate: The standard application rate is copied from the treatment service.

Application Multiplier: Enter the application multiplier.

To add treatment to the work order, click "+ Add to Treatment List". Once all the treatments have been added, click save.

You can Delete from the Treatment List by selecting the X under the Actions column

Completing Packaging Work Order

To complete the work order, change the status to Completed or Completed - Need Admin Review.

Note: "Completed - Need Admin Review" status is only available if the company setting "Work orders require admin review upon completion?" is enabled. For more details, please refer to the Company Settings help site article.

A dialog will appear for you to enter the details about the completed work order:

Fields appearing in pink are mandatory, and must be entered.

Updated Work Order Comment: Add any work order comments.
Completed By: Select who completed the work order.

Note: The completed by field will default to the user completing the work order.

Completed Date: Select the completed date for the work order.

Note: The completed date field will default to today.

Before saving, make sure all required data is entered across every tab.

On the Material tab, add any materials used for the work order. Materials added during work order creation will already appear in the list.

To add a packaging material, select it from the dropdown, enter the quantity used, and click Add to include it in the packaging material list.

On the Wasted Packaging and Product tab, enter the quantity of any wasted packaging materials and its unit of measure (UOM).
Note: The Wasted Quantity will default to 0.

On the Completed Items tab, enter the amount of product that was actually packed. The fields will be pre-filled with the requested packaging quantities.

To report the packaged inventory, review or update the quantity, tote/bag/bag pallet amounts, the reference numbers, source locations, and wasted quantity for each packaging material used. Then click the Add to Table button.

Once all data has been entered, click Save to update the work order status.

Select the Edit button on the top right of your screen.

A dialog box will appear. Select the Completed items tab. Then select the Complete Movements for the Completed Items icon under the Actions column.

The status will change to Completed. Click Save.

A confirmation box will apear confirming whether you want to complete the movement, and that it cannot be undone.

On the Work Order Detail page you can select the Movements tab. This will how will show all the information for the movement in this Work Order.

The Work Order will stay open unti it is marked Completed. Once it is marked completed all remaining pending movements will also be marked as completed.

Automatically Apply Movements After Completing a Seed Packaging Work Order

To allow Seedtrakr to automatically generate inventory movements from your packaging work orders, you must first enable the following two company settings:

"Add to be completed sections to work orders,"

and

"Seed packaging work order applies pending movements upon completion."

Once the settings are enabled, the way pending movements are applied depends on your company's admin review workflow:

With Admin Review Enabled: If the setting "Work orders require admin review upon completion" is turned on, changing a work order's status to Completed - Admin Review Required will generate pending movements. These serve as a preview of what will happen; they will not be officially applied to your inventory until an admin fully completes the work order.
Without Admin Review (Direct Completion): If the admin review setting is turned off, completing the work order directly will immediately create and apply the movements to your inventory.

The specific movements that Seedtrakr creates will depend on the details specified in your work order. The possible movements include:

Adjustment Movement: Generated if a wasted quantity is recorded on the work order. The adjustment is made against the source bin.
Transfer Movement: Generated when a completed line item is added to the work order. This transfers bulk inventory from the source location into packaged products (such as totes, bags, or bag pallets).
Split Movement: Generated if "Add new lot after packaging" is checked. This uses the newly created totes to generate a new split lot.
Treatment Movement: Generated if a treatment is specified on the work order. This deducts the treatment quantity from your inventory and applies it to the packaged product.
Retail Movement: Generated if packaging materials are added to the work order. This deducts the used packaging materials from your inventory account.

When a work order is marked as Completed, its pending movements are automatically done and its status updates to Applied.

If an error occurs, the movement will be highlighted in red and display a descriptive error message. Simply resolve the issue and retry the pending movement.

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