No. of Users / People *
Business Phase (You are able to select more than one option)
Where are Staff:
Aims (You are able to select more than one option)
CRM Integration (You are able to select more than one option)
Which accounting system do you use?
icon-person 02 9299 9959 OR Call Sales

Massive 40% off 2nd Year. Pay by 31st Oct 2021.

Work Orders

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 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.

Create a Work Order

To create a work order, head to the Main Menu, expand Manufacturing and select Work Orders.

Then click the New Work Order button in the top right.

From here, you’ll be prompted to select the BOM that the work order is based on. Then you can enter a name for the Work Order (Bakehouse Fudge Brownies), a location for production (Western Sydney Kitchen), any production notes you might have and a batch number that will be assigned to the final products (if your output product is batch tracked).

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 (for this example, let’s say we’re baking 10 batches), a duration for the work order (to estimate the actual duration based on the number of cycles), the work order start date, and the expiry date assigned to the batch number.

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.

Batch tracking

When your Bill Of Materials includes Input Products that have batch tracking enabled, you will not be able to start the order (you will receive an alert) until batch information has been entered, as shown in the following example:

Adding batch details to input products on a Work Order

Add production Resources

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.

Output Products

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.

Start a Work Order

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.

Once the work order has been 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.

Check your stock levels

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:

Print or save an order

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.

First Name*:
Last Name*:
Email1*:
Phone (Work)*:
Is there anything else we can help you with:
191 queries in 0.693