You can use the Work Orders module to create and manage production orders. These may be created from a Quotation, a Sales Order, or from a Material item.

The output of the Work Order represents the product(s) that are being manufactured, including usable by-products.

In the case of a Service Work Order, the output items could be the Material Items on which the Service is performed.

The Work Order module elegantly handles the following production scenarios, in each case providing accurate work tickets and cost summaries:

• Manufacturing a product differently to the way it was estimated: This can be done without changing the quoted price on the Sales Order; the Work Order will, however, reflect the change in the cost of the job. This scenario also applies to spreading a large job to run simultaneously on different machines.
• Grouping different jobs on one Work Order: One can save on production costs by running different jobs together. The Work Order module can output multiple items from different Sales Orders.
• Spreading large orders onto multiple Work Orders: Large orders can generally be delivered over a period of time and are seldom manufactured in one batch. QuickEasy provides functionality to create multiple Work Orders against a single Sales Order, so that the materials and production time required for each batch is accurately reflected on the work ticket.
• Using Finished Goods Stock: When manufacturing standard products, it makes sense to use the Inventory module to manage production. Sales Orders are used to satisfy customer orders from Inventory, and Work Orders are in turn used to replenish the Inventory when minimum levels are reached.

Work Order Data Grid

Navigation

Main Menu > Production > Work Order > View

The Menu button provides Sync Job Summary functionality. When Synchronise Job Summary is enabled, the Job Summary side-panel will show the current Work Order as you scroll through Work Orders.

Work Order Interface

Navigation

Main Menu > Production > Work Order > New/Edit

1. Output

The Output tab shows the details of the Work Order and all the linked Sales Orders and Materials to deliver.

1. Detail - This shows the Customer, Contact, Sales Representative, Reference, Category, Controller, Sales Order number, Estimate number and Quantity details of the Work Order.
   • These fields populate automatically when copying a Sales Order to a Work Order. If multiple Sales Orders are copied to one Work Order, these fields will only be populated if they are empty. This enhancement also improves speed when creating a Work Order from a Sales Order and, when running SO/WO combined, creating a Sales Order from a Quote.
2. Deliver to - This field allows you to specify the delivery address for the Work Order.
3. Output - All the Sales Orders and Materials linked to the Work Order will be listed in the Output data grid.
4. Add - This allows you to add a Sales Order or Material to the Work Order.
5. Menu - The Menu button provides the following additional functionality:
   • Update Work Order from a Estimate - This allows you to apply updates that have taken place at a Estimate level to the Work Order.
   • Set Output Cost Ratio by Quantity - This allows you to manually set the ratio by the output quantity. This also happens by default when the Work Order is saved.
   • Select another Delivery Address - This allows you to select a different delivery address.
   • Open Workflow - If this is linked to a Workflow, selecting this opens the Workflow in the side panel.
   • Open Job Summary - This opens the Job Summary in the side panel.
   • Sync Job Summary - If selected, the Job Summary will show the current Work Order as you scroll through Work Orders.
   • Open linked Estimate - This opens the linked Estimate.
   • Open linked Sales Order - This opens the linked Sales Order.
   • View Linked Transactions - This allows you to view transactions that are linked to this Work Order in a pop-up window.
   • View Audits - You can view the Audits of all Status changes made to this Work Order in a side panel view.
   • Edit Location lookup list - This allows you to change the drop-down list of the order locations (found next to the Status field).

2. Specification

The Specification tab shows the linked Estimate's Specifications.

1. Specification - Estimate Items are added from the linked Estimate, and the Materials and Services linked to the Estimate are listed by Description, Size, Pre-Press, Printing & Paper, Finishing and Despatch.
2. Edit - The Edit button will open an Editor window that provides additional functionality to edit the Specification note field.

3. Materials

The Materials tab shows all the Materials required to complete the job.

1. Materials - The Materials data grid lists the Materials required for the job, grouped and linked to components where applicable. They are also linked to an Estimate item.
2. Add - This allows you to additional Materials to the Work Order.

4. Services

The Services tab shows all the Services required to complete the job.

1. Services - The Services data grid lists the Services required for the job; both internal and outsourced. The Services are ordered and can also be grouped and linked to components. They are also linked to an Estimate Item.
2. Add - This allows you to additional Services to the Work Order.