Add New Work Order In

There are several ways to create a new Work Order In:                         

1.Click Work Order In in the Work Orders  section (Account Panel) of the sliding window.     

2.Click Add Work Order In on the Start Page in the Common Tasks window ( Order Management section).

3. You may also click View Pending Work Orders either in Account panel Add Work Order section or on the Start Page in the Order Management section.

In the open window, click Add, then choose Work Order In from the drop-down list .

 

The New Work Order In window will appear.    

General Tab

This window allows editing the properties of the New Work Order In.  

General Info

Order No, Creation Date, Entered by, and Account fields cannot be changed.

In the Remarks field you may add any remarks concerning current Work Order In.

Work Order Totals

Enter the neccessary information in the Number of Pallets, Weight fields.

Packages and Items fields are automatically filled from work order entries.

Carrier Information

Its purpose is to enable to insert specific shipment details.
This field provides an identification of the shipment.

In order to add a Carrier Information, click the Add button.

The Add/Edit Carrier Info window will open.

 

Carrier

Carrier is a name of the company carrying the freight. The Carrier Name may be chosen from the contacts that were entered into the contacts list. 

Carrier Address and Initials

The Carrier Address and Initials fields are filled in when Carrier is chosen. 

These fields cannot be edited.

Shipping Method

The Shipping Method indicates which transportation method the carrier uses.

 

This field contains the Pencil icon. Double-click the icon or press Alt+Enter to edit the following list. 

 

In this window, you can Add, Edit or Remove Shipment Methods.

To add a new Shipping Method to the list, click the Add button. A window with a text box will appear.  

In this window, you may enter the appropriate name or description of the method. Then click OK.

To edit a description, click the Edit button. The next window will appear.  In this window, you may edit the name or description of the item. 

To remove a description, first select the description to be removed from the list. Then click Remove.  

 

A message box will ask to confirm your decision to remove the item.  Click Yes to delete or No to cancel the deletion of the item.

Note: If shipping method has an activity, it cannot be deleted.  

Note: In order to save the Add/Edit Carrier Info , you need to fill in, at least, one field. 

Payment Method

The Payment Method  indicates which payment is used. 

 

This field contains the Pencil icon. Double-click the icon or press Alt+Enter to edit the following  list. 

In this window you can Add, Edit or Remove Payment Methods.

To add a new Payment Method to the list, click the Add button. The next window will appear.  

In this window, you may enter the appropriate name or description of the method. Then click OK.

To edit a description, click the Edit button.  The next window will appear. In this window, you may edit the name or description of the item.

To remove a description, first, select the description to be removed from the list. Then click Remove.

A message box will ask to confirm your decision to remove the item. Click Yes to delete or No to cancel the deletion of the item.

Note: If a payment method has an activity, it cannot be deleted. 

Additional fields in the Carrier Information Form:

Seal Number, Trailer Number, Driver Name, Carrier Bill of Lading (CBL), Bill of lading Instructions, and Remarks.

Fill in these fields.  

The Bill of Lading Instructions are also displayed in the reports.

Custom Brokerage

This section allows specifying all the information concerning customs clearance and other brokerage  functions.

When all the necessary data is entered, click OK. The Carrier Info is added.    

Work Order References

The purpose of the Work Order References is to enable you to insert general data regarding the shipment.

This field provides you with general identification information regarding the shipment.

In order to add a "Work Order Reference", click the Add button.   

 

The Add/Edit Reference window will open.

Choose a Reference Type; enter the Reference No into the field. 

  

For example, Reference Type is MAIL, Reference No is 123.

Then click OK. 

If you want to create new Reference Type, double-click the Pencil icon or press Alt + Enter to edit the list.

A new window will open.

 

This window allows you to add, edit or remove any reference type. 

Reference Type and Reference No will be added to Work Order Reference box.

 

Note: In order to save the Work Order Reference, you must, at least, fill in a reference type.

Class Info 

The purpose of the Class Info section is to enable you to insert a shipment class. In order to add a shipment class, click Add button.

 

The Add/Edit Shipment Class window will open.

 

For example, Class Name is Class A.

 

Then click OK. 

If you want to create new Class Name , double-click the Pencil icon or press Alt + Enter to edit the list.

A new window will open.

This window allows you to add, edit or remove any shipment class. 

Class Name will be added to the Class Info box.

 

Shipping Info

Shipping Info may be chosen from the Contacts that were entered into the contacts list.

In the Attention field (ATTN) you may enter a person’s name. This information is displayed in the reports

Custom Broker Info

 In order to add a custom broker, click the Add button.

The Add/Edit Custom Broker window will open.

 

Custom Broker section.

The Custom Broker may be chosen from the contacts that were entered into the contacts list.   

Custom Broker Type section

This section allows defining the location of the chosen custom broker. Click the drop-down arrow and choose the necessary country from the drop-down list.   

 

Then click OK. 

Custom Broker will be added to the Custom Broker Info box.

Note: You may assign as many brokers as you need. 

After all the necessary data is entered, choose the Work Order Items tab.

Work Order Items Tab

This window has two tabs: General Inventory and Entry/Lot Inventory.

General Inventory

This tab allows adding items to the work order. In order to add an item, click the Add/Edit Items button. The next window will open.  

 

Click the following link to learn how to add an Item to the Work order In.

After you have finished adding all items for the current Work Order, click OK. Then click the Save and Close button.     

Entry/Lot Inventory

Entry/Lot is a unique number of the item. It allows identifying a specific group of items from other groups of items of the same item.

Entry/ Lot can repeat itself on several entries in the same Work Order and it cannot appear in any other Work Orders.

The same lot can be given to different kinds of products; however, the same products may not have the same Entry/Lot.

Select the Entry/Lot Inventory tab. 

Click the following link to learn how to add an Entry/Lot Item to the Work Order In.

Service Items Tab      

Allows adding Service Item (if there is any in the system) to any Work Order, which is in Pending Status.

Click Add/Edit Items to add Service Item to Work Order In.

Select Service Item using Search By box.

Select the necessary Service Item and click OK. The Service Item was successfully added to the Work Order.

Custom Brokerage Tab      

The Custom Brokerage tab contains General Info and Bundles sections.

General Info

Service Type

To add a new Service Type  double-click the Pencil icon or press Alt+Enter.

 In this window, you can Add, Edit or Remove Service Type.

To add a new Service Type to the list, click the Add button.

A window with a text box will appear.  

In this window, you may enter the appropriate name or description of the service. Then click OK.       

To edit a description, click the Edit button. The next window will appear. In this window, you may edit the name or description of the service type.  

 

To remove a description, first select the description to be removed from the list. Then click Remove.  

A message box will ask to confirm your decision to remove the item.  Click Yes to delete or No to cancel the deletion of the item.

Customs Number

Click on the drop-down arrow and choose the necessary number from the drop-down list.  

 

To add a new Customs #, click the Pencil icon. In the open window click the Add button. 

Enter the customs number in the text field of the open window. Then click OK.

Enter the Inbond No, Go No and Pediment No.

Bundles

Bundles is a collection of different related items combined for transferring purposes to the customer.

To add new Bundle, click the Add button. Add/Edit Bundle window will open.

Enter all the neccessary information on Bundle.

Then click OK.

Note: All work order's details must be filled in properly.

If there is a disrepancy between the actual amount and expected amount of one of the items, incorrect status or no location was specified, a warning message will appear.

or

Then open the Work Order In window and edit the invalid entries that  will appear red. 

  

Then save the Work order In.

It will be added to the Pending Work Orders window, where it will be given a new Work Order Number. For example: WOI-39

You can edit the work order by double-clicking on it or by selecting it and clicking on the Edit Work Order button.

To finalize and confirm the Work Order In, click the Post button. 

If you have posted the work order it will be added to the Posted Work Order window. That window is read-only, and is used for viewing purposes only. You can also generate reports from this window by choosing various reports on the Start Page in Reports section.

For additional information, click the following links:

How to Add a New Item to a Work Order In

How to Add Work Order In Entry/Lot Item