1. Click on Work orders
1. Click on "Work orders"
2. Work orders list - add a new work order
1. Click on (+) to add a new work order
3. Enter data in the header of the work order page - select a customer (or your company for working on supplies)
Select "Customer" - purchaser, contact person, production deadline, any extra guidelines in Additional instructions (important instructions for executing work order)
4. Add ordered products/products to be invoiced
Click on "Add ordered product" and a dialog will open, in which the products processed with the work order can be selected (they can also be transferred from the offer or sales order).
In the "Search" field, partially enter the product name or product code that should be processed with the work order, click on Confirm, and enter the quantity and price.
By clicking on the link - Cannot find the product? Add a new one, a new product can be added quickly and it can be completed afterwards.
5. Add material (purchase product) used to create an order
click on "Add material consumption" - a dialog for selecting a product from a warehouse will open - search for and select consumed material.
6. Add material consumption
Add the quantity of consumed material. As soon as the entries are saved in the work order, the supplies of the selected warehouse will decrease and the purchase price of the used goods will be displayed. If there is no purchase price, then
double-check the goods received note used to increase supplies of consumed material (it can also be entered manually).
7. Complete work order
Tick "Ordered product" which means that the fulfillment of the ordered product is completed.
8. Transfer the created product to the warehouse - create supplies
By clicking on "Transfer to warehouse", the supplies of ordered products will be created in the warehouse.
9. Create an inbound order/delivery note/invoice from the work order
By clicking on "Tools", an option to transfer the work order to the desired document will be shown (inbound order, delivery note, inter-warehouse, commission).
All ordered products will be transferred to the selected document.