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