Work Orders

A work order is an instruction to produce a specified quantity of a finished product based on a Bill of Materials (BOM). It defines what to make, how much, when to start, and where (warehouse). Production entries are recorded against work orders.

What are Work Orders?

Work orders translate BOMs into actionable production tasks. When you create a work order, you select a BOM, set the quantity to produce, choose a warehouse, and set dates. The system calculates the raw materials needed. As you record production, materials are consumed and finished goods are added to stock.

How to Create a Work Order

Open Work Orders

From the ERP menu, go to Work Orders. Click "Create Work Order" or "Add".

Select BOM

Choose the BOM that defines the product to produce. The finished item and raw materials are loaded from the BOM.

Set Quantity and Dates

Enter the quantity to produce. Set Start Date (required) and Expected End Date (optional).

Select Warehouse

Choose the warehouse where production will occur. Raw materials are consumed from and finished goods are added to this warehouse.

Save

Click Save. The work order is created in Draft status. You can then start production and record output.

Work Order Form Fields

Field	Description
BOM Required	The Bill of Materials to use. Defines the finished item and raw materials.
Quantity to Produce Required	Number of units of the finished item to produce.
Start Date Required	When production is planned to start.
Expected End Date Optional	Target completion date. Used for planning and reporting.
Warehouse Required	Warehouse for production. Materials consumed from and finished goods added to this location.
Priority Optional	Low, Medium, High. Helps with scheduling.
Notes Optional	Additional instructions or reference.

Work Order List Grid

WO #

Work order reference number.

BOM / Item

The BOM or finished item being produced.

Quantity

Quantity to produce.

Start Date

Planned start date.

End Date

Expected or actual end date.

Status

Draft, In Progress, Completed, or Cancelled.

Progress

Quantity produced so far vs. total quantity.

Work Order Lifecycle

Work orders move through these states:

Draft — Created but not yet started. Can be edited or cancelled.
In Progress — Production has started. Production entries can be recorded.
Completed — Full quantity has been produced. No further production entries.
Cancelled — Work order was cancelled. No production is recorded.

How to Update Progress

Progress is updated when you record production entries. Go to Production, create a new entry, and link it to the work order. Enter the quantity produced. The work order progress is updated automatically. When the total produced equals the quantity to produce, the work order can be marked Completed.

How Raw Materials are Consumed

When you record a production entry, the system consumes raw materials from the work order's warehouse based on the BOM. For example, if the BOM requires 2 units of Component A per finished unit and you produce 10 units, 20 units of Component A are deducted from stock.

Note: Ensure sufficient raw material stock before starting production. If materials are insufficient, production may fail or you may need to receive stock via purchase bills first.