Works orders can be created via a number of methods – either manually, back-to-back with a Sales Order, or through the Material Requirements Planning (MRP) process (only available in advanced versions).

To create a works order manually, navigate to Operations > Works Orders and choose “New Works Order”.

The system will ask for the following information:

• Stock Item – Choose a Stock Item to manufacture;
• Chose the quantity;
• Set a due date;
• If the item does not have a Bill of Materials and Process Routing already set up (this is set under Order Items > Edit Item) then enter the materials and processes here;
• Any relevant notes to accompany the Works Order.

Click “Create” to proceed, and you will have the option of printing a Job card with manufacturing instructions.

To create a Works Order by an automated process i.e. back-to-back with a Sales Order, or via the Material Requirements Planning (MRP) screen, then you will need to ensure that the item has been configured with correct materials & process routing details. See other tutorials for more information.