<aside> 💡 Portal Users with access to Customers that have in-warehouse Inventory can create Inventory Work Orders.

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Inventory 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→ Inventory

   

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. Click the Add button above the Line Items grid

   • By Inventory Number will display a popup that lists individual Inventory pieces
   • Add By Location will display a popup that lists Locations allowing users to add all the Inventory in a Location at the same time

   

5. When Adding By Inventory, select the desired Inventory then click the Add button towards the top of the popup

   

6. Adding Line Items by Location displays a list of Locations in the related Warehouse that have Inventory in them

   • Expand the embedded grid with the Plus button to see a list of items in the Location
   • All the Inventory in the selected Locations will be added to the Work Order

   

7. Add 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

   

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