Windfall: Create Inbound Work Orders

Owned by Calvin Simmons
Last updated: Apr 23, 2020
2 min read

 

 

 

Inbound work orders can be created for inventory coming into the warehouse. There are three different types of inbound work orders:

  • Inbound by Inventory - Must know the Inventory Tag, Quantity, and Description

  • Inbound by Article - Must know the Article Number and Quantity

  • Inbound by Generic - Must know the Description and Quantity.

 

It is generally a good practice to add line items to the order during (or shortly after) creation.

How To: Add Line Items to Inbound Work Orders

Creating Inbound Work Orders

Regardless of which type of Inbound you are creating, the first steps are the same. Start by navigating to the customer, then click on the ‘Work Orders’ tab.

Click the ‘New’ button, hover over ‘Inbound’, and select one of the three work order types mentioned above.

Shipping Details

On the next screen, fill out any applicable information into the work order ‘Details’ tab.

If needed, you can click on the ‘Shipping’ tab and enter shipping information. This is optional.

Adding Attachments

If you need to attach any reports or documents to the work order, they can be added by clicking the ‘Attachments’ tab. Click the browse button and select the file you wish to attach. This is also optional.

Attachments MUST be in one of the following file formats:

  • DOC

  • XLS

  • PDF

  • TXT

  • PPT

  • ZIP

 

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