There are two ways to create an Outbound Work Order: by Inventory, and by Grouping. This document will cover creating an Outbound Work Order by Inventory.

For Creating an Outbound Work Order by Grouping, click here. <LINK>

Inventory can also be shipped out directly from the Inventory Grid. To learn this process, click here.

Creating an Outbound Work Order

Navigate to the Inventory Grid for the specified customer. Select the items to add to the work order by checking the box on the left. Hover over the ‘Move’ button at the top of the screen, and select ‘Move to New Work Order’.

If an Outbound Work Order was already created from the ‘Work Orders’ tab, you can hover over ‘Move’ and select ‘Move to Existing Work Order’ instead.

Confirm Addition to Work Order

Once you select an option, you will get a confirmation screen. Hit the ‘Save’ button in the top left corner of the pop up box. Once saved, it will confirm the number or added line items, as well as the work order number.

Fill Out Additional Information (Optional)

In the customer’s ‘Work Order’ tab, you can view and edit the work order that was created by finding the work order and double clicking it.

Update any of the details or shipping information for the work order. Anything added into the ‘Shipping’ or ‘Details’ tabs will show up on the printed work order.

Submit the Work Order

In order to process the work order, it must first be submitted. Hit the ‘Submit’ button at the top of the screen.

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Windfall: Create Outbound Work Order by Inventory