Windfall: Process Outbound Work Orders (Website)

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

 

 

 

This article will cover the procedure for processing Outbound Work Orders using the Windfall website.

For processing Outbound Work Orders using Windfall Mobile Pro, click here.

 

Processing Outbound Work Orders

The first step will be locating and opening the work order. You can do this by opening the customer and clicking the ‘Work Orders’ tab. Double click on the work order you wish to process.

Ship All

In the blue tool bar on the bottom half of the page, click the ‘Ship’ button. Then click ‘All’.

The next screen will require you to fill out information about the carrier and destination of the inventory.

  1. Out Location Type: Choose the location type from one of the selections listed in the drop down box.

  2. Physical Location: Here is where you will type in where the inventory is actually going. It could be a shipment number, address, etc.

  3. All Check Box: This will need to be checked in order to process all line items at once.

  4. Page Size: Larger orders may have more than 10 line items (which is default). Use this option to adjust the number of line items that display on a single page.

Hit the ‘Ship’ button in the top left corner of the ‘Ship All Items’ box to confirm the action.

Close the Work Order

Once the line items have shipped, Windfall will refresh the work order page. The line items will now be italicized in gray. You can manually close the work order at this time by hitting the ‘Close’ button at the top of the screen.

The order has now been successfully processed and closed. The inventory has been removed from the warehouse, and your counts should reflect the change(s) at this time.

 

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