Overview

What a work order is, the parts it is made of, and what the rest of this section covers.

A work order is one job for one client. It is the thing everything else in the app hangs off: the parts you make, the steps you machine them through, the material you buy, and the paperwork you send out all belong to a work order.

This section walks through working with them day to day. If you have not created one yet, start with Create first work order in Getting Started, then come back here.

What a work order holds

PartWhat it is
PositionsThe individual parts or line items. Each has its own quantity, status, and material.
OperationsThe machining steps performed on a position, in sequence.
MaterialsThe raw material a position is made from: type, alloy, and dimensions.
DocumentsInvoices, offers, dispatch notes, and other paperwork generated from the job.

A work order carries its own number, client, status, priority, deadline, and currency, and it moves through the shop as its status changes from Received to Completed.

What this section covers

The pages that follow take each part in turn:

  • The work orders list, and finding and updating jobs
  • Adding positions and working with them
  • Recording operations against a position
  • Entering material for a position
  • Updating a position's status by scanning its QR code on the shop floor

Generating documents from a work order has its own section, under Documents.