How to Add a New Work Order Out   

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

1. Click Work Order Out in the Work Orders section (Account panel) of the sliding window.

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

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

   

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

The New Work Order Out window will appear.   

General Tab

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

Red markings indicate mandatory fields that must be filled in properly before the data can be saved.

General Info

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

In the Remarks field, you may add any remarks concerning the 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.

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 in 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. ClickYes to delete or No to cancel the deletion of the item.

Note: If 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 all the necessary information 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 and enter the Reference No in 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 the 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 the 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 on 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 Work Order Items tab. All the entered data will be displayed in the Packing List Report. 

Work Order ItemsTab

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 Out.

Enter the requested item quantity (e.g., 200) and click Add Entries.  

A new Entry will appear.

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 and click the Add/Edit Entry/Lot button. 

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

Service Items Tab

When creating New Work Order Out (or editing any in Pending status), you are free to add to Work Order.

After you have added item (items) to Work Order Out, select the Service Items tab.

Click Add/Edit Items and use Search By box to select Service Item(s) that will be associated with this Work Order Out. Then click OK.

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 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 thecustomer.

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 of the work order's details must be filled in properly.

If there are not enough available items to ship out, the following warning message will appear:

If there are no available items, the following warning message will appear:

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

Save the Work Order Out.

It will be added to the Pending Work Orders window, where it will be given a new Work Order Number. For example: WOO-13.

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

If there is either a discrepancy between the actual amount and expected amount of one of the items or an incorrect status, a warning message will appear:

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

For additional information, click the following links:

How to Add Work Order Out Item

How to Add Work Order Out Entry/Lot Item