<aside> 💡 Portal Users with access to Customers that are configured for Grouping can create Grouping Work Orders.

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Grouping Work Orders 📖

1. Click the Work Orders tab

   <aside> 💡 Line Items can be added to Outbound Work Orders from the Inventory grid. See Adding Inventory to Work Orders for more info.

   

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2. To get started click New → Outbound→ Grouping

   

3. Set the Warehouse and any fields in the Details, Shipping and Attachments tabs and click the Save button towards the top of the page

   • The Scheduled Delivery field must be set in order to submit a Work Order from the Portal
   • The Work Order number will be automatically set; work Order Numbers are unique per Warehouse

   

4. Above the Line Items grid, click Add → By Grouping

   

5. Select the desired Inventory and click the Add button towards the top of the popup

   

6. Create the remaining Line Items

   • Line Items can be deleted by checking their row and clicking the Delete button
   • The page size can be set and saved by using the Page Size button and the Save Layout button

   

7. Click the Submit button towards the top of the page to send the Work Order to the Warehouse