How Do I Create and Complete a Works Order?
How to Create and Complete a Works Order
This guide explains how to create and complete a Works Order to combine products from a Bill of Materials (BOM) to create a new parent product. It also covers using a handheld scanner for processing. This process helps manage inventory and production efficiently within Clarus WMS.
Step-by-Step Guide
1. Prepare Before Creating a Works Order
Before you create a Works Order, make sure of the following:
- Products must be in the system: Check that all products you need are entered in Clarus WMS.
- Stock availability: Ensure products are booked in and you have enough stock.
- Create the Bill of Materials (BOM): This is a list of all items required to make the parent product.
2. Create the Works Order
Go to Goods Out > Works Order
From the home menu, select Goods Out, then Works Order.
Create a New Works Order
On the Works Order screen, click +New.
Fill in the Works Order Details
Enter all the necessary information for the Works Order.
Add the Bill of Materials
Add the BOM in the product field. The system will automatically recognise which products are needed.
Click Save
Once you have entered all the details, click Save.
Check Status
The Works Order status will now be shown as Pending.
Process Picks
Select the Works Order you just created, then click Save and Process Picks. The status will change to Allocated.
3. Complete the Works Order Using the RF Scanner
Log In to the RF Scanner
From the RF scanner's main menu, select Conversions.
REMEMBER: Conversion tasks only appear after you have completed pick tasks for the Works Order.Select Next Conversion Task
Click Next Conversion Task to see a list of Works Order tasks.
Select the Task
Choose the task you want by clicking Select.
Review the Task Information
Check the conversion task details. Click Next if everything is correct.
Confirm Product Code
Re-enter the product code in the Confirm Product Code field and click Next.
Confirm Quantity
Enter the quantity of the product and click Next.
Complete the Task
The system will confirm that the task is completed. Click Next to finish.
Repeat for Additional Tasks
If you have more Works Orders, repeat this process for each one.
4. Final Steps
Once all tasks are complete, the Works Order status will be updated to Completed on the Works Order screen.
The parent product will now be listed in stock, and your warehouse can start picking stock for the finished product.
FAQs
What is a Works Order?
A Works Order is used to combine products from a Bill of Materials to create a new parent product.
Do I need to list individual products in a Works Order?
No, you just need to add the Bill of Materials. The system will automatically know which products are required.
How do I process a Works Order using the RF scanner?
Log into the RF scanner, go to Conversions, and follow the steps to confirm product codes and quantities.
How will I know when a Works Order is completed?
The status will change to Completed on the Works Order screen, and the parent product will be added to your stock list.
Can I change the product details during the Works Order process?
Yes, you can update information using the RF scanner before completing the task, if necessary.
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