Biz School

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  1. Welcome to Bizuno-U
  2. FAQs
  3. Quick Start
    1. Installation
    2. Configuration
    3. Your Dashboards
    4. Your First Product
    5. Your First Purchase
    6. Your First Sale
  4. Working With Bizuno
    1. Navigation
    2. Dashboards
    3. Currencies
    4. Locale
    5. Settings
  5. Users Guide
    1. Customers
      1. Manager
      2. CRM Manager
        1. Promotion Manager
      3. Sales Manager
        1. Request for Quote
        2. Sales Order
        3. Sale
        4. Credit Memo
      4. Prices
      5. Amazon Interface
        1. Uploading Inventory
        2. Downloading Orders
        3. Confirm Shipments
        4. Reconciling Payments
      6. Order Fulfillment
      7. Returns Manager
      8. Reports and Forms
    2. Vendors
      1. Manager
      2. Purchase Manager
        1. Request for Quote
        2. Purchase Order
        3. Purchase
        4. Vendor Credit Memo
      3. Prices
      4. Reports and Forms
    3. Inventory
      1. Manager
        1. Accessories
        2. Attributes
        3. Images
        4. Options
        5. Vendors
      2. Assemblies
      3. Adjustments
      4. Build Manager
      5. Inventory Bulk Edit
      6. Receiving/Inspection
      7. Reports
    4. Banking
      1. Customer Receipts
      2. Customer Refunds
      3. Vendor Payments
      4. Vendor Payments - Bulk
      5. Vendor Refunds
      6. Account Register
      7. Cash Reconciliation
      8. Reports and Forms
    5. General Ledger
      1. GL Manager
        1. Intuit Online Payroll
      2. Budgeting
      3. Reports and Forms
    6. Quality
      1. Document Control
      2. Quality Manager
      3. Maintenance Manager
    7. Tools
      1. Shipping Manager
      2. PhreeForm - Reports/Forms
      3. OpenCart Interface
      4. PrestaShop Interface
      5. WooCommerce Interface
      6. Google Interface
      7. Image Manager
      8. Translator Assistant
      9. Import/Export
      10. Backup/Restore
    8. My Business
      1. Profiles
      2. Employees
      3. Fixed Assets Manager
  6. Administrators Guide
    1. Module Settings
      1. Bizuno Settings
        1. Linking Your Account
        2. SMTP Configuration
        3. Creating a New Store
      2. Contacts Settings
      3. Inventory Settings
      4. Payment Settings
      5. PhreeBooks Settings
      6. PhreeForm Settings
    2. Extension Settings
      1. Multi-Store Extension
      2. Service Builder - Job Templates
    3. Security
      1. Data Encryption
    4. Roles
    5. Users
    6. Maintenance
      1. Protecting Your Business Data
      2. Backing Up Your Data
      3. Restoring From a Backup
    7. Reloading and Importing Reports and Forms
    8. Using Barcode Scanners
    9. Importing and Exporting
      1. Converting from PhreeSoft Cloud and PhreeBooks5 to Bizuno for WordPress
      2. Importing Contacts – Customers and Vendors
      3. Converting from Another App
      4. Converting from PhreeBooks
  7. Advanced Topics
    1. The Bizuno Journals
    2. Working With Taxes
    3. Fixing Trail Balance is Out of Balance Errors
    4. Editing Reports and Forms
    5. Entering a Vendor Deposit
    6. Entering a Customer Deposit
  8. Tutorials
    1. Mastering Price Sheets
    2. How to Get Reps to Show on Order Pages
    3. Installing the Bizuno/WooCommerce Interface
    4. Translating Bizuno
    5. Using Bizuno for Managing Trusts
  9. Technical Stuff
    1. Developer Information
    2. Bizuno API
    3. Adding New Themes
  10. More Resources
    1. Glossary

Service Builder - Job Templates #

Work Order Templates

The work order template defines the assembly process used to built an item. It is made up of a series of tasks pulled from the task list, sequenced according to your assembly order. A work order task has many features including the ability to assemble the items into stock (see Inventory Assembly).

Working with Tasks

Task List

Creating Tasks – From Inventory -> Jobs Designer, select the Task Detail accordion. Enter the information in the form and press enter. Fields:

  • Title – The task title. This information appears on the pull down list when building a work order template.
  • Description – Description of task. This information appears in the Task Name column on the work order form.
  • Reference Documents – Open text field. List your documents that are referenced to complete this task. Typically process specifications, guidelines.
  • Reference Specifications – Open text field. List your specification that are used for reference, typically drawings, procedures, processes.
  • Responsible Dept – Department (derived from your defined Roles) that performs the task.
  • Mfg Signoff – If set to Yes, will add a sign off requirement to the task for the assembler to authenticate. If left as No, the task can be completed without authorization from a manufacturing representative.
  • QA Signoff – If set to Yes, will add a sign off requirement to the task for the quality assurance to authenticate. If left as No, the task can be completed without authorization from a QA representative.
  • Data Entry – If set to Yes, requires a text field to have data. Typically used to record date lot codes, serial numbers, etc. during the manufacturing process.
  • Assemble To Stock – If set to Yes, will assemble the quantity specified on the work order to stock after completion of the step. NOTE: Only one task per template should have this box set to Yes, otherwise multiple assemblies will occur and your inventory will be over-stated.
New Task / Edit Task

Editing Tasks – From Inventory -> Jobs Designer, select the Tasks accordion. Press the Edit icon or Double click the task to edit. Make the necessary changes and press the Save icon. The Task accordion will refresh with your changes.

Deleting tasks – NOTE: Tasks may only be deleted if they are not part of any template. From Inventory -> Jobs Designer, select the Tasks accordion. Locate the task to delete and press the Trash icon in the action bar. Confirm your selection. The datagrid will refresh after successful deletion. Alternatively, press the Edit icon or Double click the task to delete. Press the Trash can icon to delete the task. Confirm your selection to delete. Once completed the Tasks list will display and refresh.

Creating a work order template

Job Template Manager

Creating a new template – From Inventory -> Jobs Designer, click the New icon. This will open the Details accordion and present a blank form. Fill in the fields as necessary and press the Save icon when complete. The Jobs Designer accordion will open and the template datagrid will be displayed and refreshed.

  • SKU – The SKU that the template applies to. NOTE: Only inventory items of type Assembly will be displayed in the drop down menu. 
  • Inactive – States whether the template is active and in use. Once used, templates cannot be deleted as they are a part of the historical records.
  • Title – Title of the work order. This appears in the manager and at the heading of the work order form printed for manufacturing.
  • Description – Detailed description of the work order. Generally used for reference only.
  • Allocate Inventory – Whether to allocate inventory once the work order has been generated. This will prevent inventory from being reported as available. Once assembled, the allocation is removed as the BOM has been assembled into the final assembly.
  • Reference Documents – Your documents/procedures that control the assembly process.
  • Reference Specifications – Your specifications that control the assembly process, i.e. welding procedures, torque procedures, test procedures/standards
  • Steps datagrid – Step-step procedure to assemble the item. The steps list is derived from the tasks defined in the Task accordion. 
New Job Template / Edit Job Tempalte

Editing/Revising a work order template – NOTE: Once a Work order has been used to build an assembly, it cannot be edited. A new revision must be created. To Edit a job template, press the Edit icon or double click the job in the Job Templates accordion. Make all necessary changes and press the Save icon.

Deleting a work order template – NOTE: Job templates cannot be deleted once it has been used to build an assembly, instead render the template Inactive. To delete a job template, Either press the delete icon on the Job Templates accordion and confirm, OR double click the template to delete and press the Trash icon in the Details accordion, then confirm deletion. Once deleted the Job Templates accordion will expand and refresh.


From the menu, navigate to: 
My Business -> Settings -> Extensions tab and press the Uninstall button on the Manufacturing module section. You may need to log out and back in to reload the cache and register the module and initialize. 

Caution: Users currently logged in and with permissions set will still see the module in the menu. The menu item will not be removed until they log out and back in.

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