Manufacturing 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.

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