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Production Process using Orders to Create Jobs in the Workshop
Production Process using Orders to Create Jobs in the Workshop

Describes the process of generating jobs from orders for the production process.

Chris Minassian avatar
Written by Chris Minassian
Updated over 6 months ago

The following guide assumes you have already created orders and need to generate jobs to produce the items on those order.

In addition we know everyone's manufacturing process is different, because of this we offer bespoke customizations of a bill of materials module. Bespoke customizations are only offered on our Pro plan and come at additional custom costs.

To Create a Job from an Ordered Item follow the below instructions:

  • From the BusinessMind home page click on the Workshop link then click the Create a New Job link. OR you can click on the plus icon and select the New Job option.

  • This will bring you to the job creation screen.

  • If you have open orders that don't have a workshop job you will see a drop down where you can select the order item you are generating the job for.

  • Click this drop and select the order item you are generating the job for.

  • This will fill in some details in the fields below.

  • If needed you can modify the filled in info.

Job Materials
In this section you can add materials needed for the job. The sum of the cost of these materials will populate into the expected total cost field. You can also add and modify materials from the job detail view after the job is created.

  • Click into the Add Materials field and begin typing to search and select the materials you would like to add.

  • Each material added will populate the materials section of the job. These materials are first listed with a qty of zero.

  • You can then set the Provisioned Qty for these. Before we go further let us define what a provisioned qty is. A provisioned qty is the qty you added to the job that is not yet consumed. This means at any point you can restock some or all of that provisioned qty. For example: if my jeweler requires solder for the project but I do not have an exact qty. I can provision a certain amount into the job.

  • Later on when the job returns to me I can consume the qty from the job detail view of what was utilized and restock the unused remaining qty.

  • Once the materials are consumed you can restock unused qty and Consume the Used qty.

Job Routing

In this section you can track your job through the various routes it may take. In addition you can accumulate route costs which will also be calculated into the Expected Total Cost. You can also add routes from the job detail view after the job has been created.

  • Click the Add Route button to create a route.

  • Fill in the label and work notes area with the information. Click in the technician field and begin to type, this will start a search of your contacts where you can choose the technician. The route start date will always be the date / time the route was created. You can set a desired end date if needed. Add a cost of the route if needed.

  • When your Job is completed you Add a Final Route to mark the Job Concluded.

At this point the Job is concluded and ready to be received into Inventory.

To Receive a Job into Inventory follow the below instructions.

  • Click on the plus icon from the Inventory home page and select Receive Inventory from Workshop OR Click on Inventory link from the BusinessMind home page.

  • Then click the Receive from Workshop link under the Receiving Resources section of the inventory home page.

  • Enter a Receiving Ref Id in the provided field if needed (we recommend you use the order number or job number for this)

  • Now click into the Job field and begin typing the job number of the job you are receiving into inventory. As you type the system will refine the search. Select the job number to continue by clicking on it.

  • The Model field should auto populate.

  • Now you may fill out/modify any other info you may require like qty, pricing, and description info ect...

  • When ready click the save icon which will receive the sku into inventory.

  • To continue adding more items to this Receiving Ref Id simply repeat the steps.

  • Any SKU received into inventory from the workshop will have a link to the original job number it was received from. You can find this link from the SKU's detail view.

  • Clicking on this link will transport you over to the job where you can see all materials and routes that were used to create the SKU.

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