Works orders (W/Os) allow a business to manage internal processes such as manufacturing or installation separately from Jobs/Sales Orders. Companies using this approach will usually rename the module ‘Jobs’ to ‘Sales Orders’ or just ‘Orders’.
An example of usage is in a manufacturing business. A customer order is created, and automated messages are sent to the customer to let them know that the order has been started. One or more Works Orders (W/O’s) can then be created. Works Orders can also be nested for when you are making kits/assemblies or kits with kits /assemblies within assemblies.
What it can do
From a source order or works order, you can:
• Create one W/O for all items
• Create one W/O for selected items
• Create one W/O for one item on the source. This can be done on a line-by-line basis or in bulk
Working with Kits and Kit Items
Split your work into different W/Os for different parts of an assembly using kits.
If you have a kit on the Order and create a Works Order, by default, the W/O creation screen will only show the kit header and not the kit items. However, when the W/O is created, the kit items and the kits at the next level will be shown.
There are no restrictions on the number of kits within kits allowed. Kits in kits are only displayed in the W/O module.
How to Manufacture a Kit
Manufacturing in this context means that the kit items (i.e. constituent elements of the kit) are removed from stock, and the assembly is added to stock.
To do this:
• Allocate the required stock to all the kit items.
• On the kit item, click on the menu button and select ‘Manufacture’. This will deduct the allocated stock from the kit items and create one or more manufactured kits, which are allocated to the kit in the works order.