How to add a New Item to a Work Order In

Open New Work Order In window. Click the following link to learn how to Add Work Order In.

Select Work Order Items tab. Then, in the General Inventory tab, click the Add/Edit Items button. 

The next window will open.

You can organize item search by the following criteria: Item Code, Description, UPC No, and Item No.

For example:

Choose the desired item. E.g., A620.

At the bottom, you may see the Current inventory for the item button. Click it to display the current inventory for this item or just point the cursor on it to see the current Inventory for the item.

Editing the item's entries

You can either add entries for a work order or remove them. Click the Add Entry button to add new Entry of the item you selected  

or click Remove Entry to remove it.

Note: You can add as many entries as you wish; however, to save the item, at least, one entry must be presented.

Clicking on the various fields can change their properties.

You may choose the Manufacturer,

Packaging type.

Expected and Actual Packages and Items

Expected Packages  

This field requires that you enter the amount of expected packages for this item.

Actual Packages

This field requires that you enter the amount of actual packages received for this item.

Expected & Actual Items

These fields are automatically updated once the Expected/Actual Packages fields are filled in; However, they can be updated manually. 

Number of Pallets

This field allows to assign number of pallets to be used while importing Inventory.

The Number of Pallets field can be edited if On-hand Inventory Item doesn't have Master Package Type Pallets. If Pallet was assigned as Master Package Type, the Number of Pallets window is Read-Only.

Weight

Location

This field allows you to choose the storage location for the items. Click the “Click to set location” field. The next window will open. Choose the location for the item. E.g., Warehouse-5.

Details

To set the property values, click the “Click to set details” field. In the open window, make necessary changes.

 Double-click the property to add the appropriate value. E.g. Class - A, Quality - High, Color - Black..

You can change the Property Set (if there are several Property Sets available). Click  and choose any other from the drop-down list. Then click OK.

Items Condition

There are three possible condition states for the item: Intact, Damaged, and Loose. All these states describe the condition of the received goods.

Add New Packaging

You can add a new packaging by clicking the Add New Packaging button.

Click the link to learn how to Add Item Ratio.

Post*

* This feature is still in the engineering process. .

Entry Date

The entry creation date is fixed and cannot be edited.

ETA

Allows establishing the Estimated Time Arrival of items. This field is displayed in all reports.

Received State

This field allows choosing two states: Created and Received. The Received state indicates that the Expected quantity is equal to the Allocated quantity of the item. The Created state indicates that some quantity of the item wasn't received, i.e. the Allocated quantity is not equal to the Expected one.

Reports tips:

       Note: The Forecast report is displayed according to the ETA date field.

       Note: When Post is performed for several times, the reports display all post dates!

       Note: The History and Activity reports are displayed according to the Post date field.

When all the necessary changes have been made, click OK.

In the open window, click the Save and Close button.

To post a new work order, click View Pending Work Orders either in Account panel Add Work Order section or on the Start Page in the Order Management section.

The Pending Work Orders window will open. It will show all the Work Orders that you have saved.  

Click    to post Work Order. The confirmation window will open.

Click Yes.

For additional information, click the following links: 

How to Add Work Order In Entry/Lot Item