Mobile App: Production

Overview#

The Production tile lets you manage Work Orders and other production transactions from your phone or any browser: view their details, issue materials, receive finished goods and add images and notes.

If more than one Transaction Type has production enabled, select the Transaction Type from the dropdown list. These tutorials use Work Orders as the example.

💡These tutorials explain how to manage production transactions from the mobile app.

Tap means tap the screen, or left-click with your mouse if you use a computer.

How to View a List of Work Orders#

1. Sign into the Mobile App.
2. Select the applicable database (only relevant if you are linked to more than one database).
3. Tap Production on the Tile Menu.
4. All the Active Work Orders appear, grouped by status.

How to View a Work Order's Details#

1. Display a list of Work Orders.
2. Tap the applicable Work Order and tap View Detail on the context menu.
3. Information from the Work Order's header appears (e.g. Customer, contact details, dates), with whichever tabs apply (e.g. Items, Materials, Notes, Links).
4. Tap Close (button) to return to the list of Work Orders.

How to Receive Inventory#

1. Display a list of Work Orders.
2. Tap the applicable Work Order and tap Copy to Goods Received (WO) on the context menu.
3. Complete the popup form as follows:
   1. Set Header = Select a status from the dropdown list for the header.
   2. Set Items = Select a status from the dropdown list of the items.
   3. Check the Outstanding (checkbox) to display only the outstanding items (by default it is checked)
   4. Check the checkbox next to Select to select all the items (by default it is checked)
   5. Uncheck any of the items that are incomplete.
   6. Tap Copy (button).
4. If successful, you are returned to the list of Work Orders. 
5. If the status was set to Complete, the work order is removed from the list of work orders (only Active work orders appear).

How to Issue Inventory#

1. Display a list of Work Orders.
2. Tap the applicable Work Order and tap Copy to Goods Issued on the context menu.
3. Complete the popup form as follows:
   1. Set Header = Select a status from the dropdown list for the header.
   2. Set Items = Select a status from the dropdown list of the items.
   3. Check the Outstanding (checkbox) to display only the outstanding items (by default it is checked)
   4. Check the checkbox next to Select to select all the items (by default it is checked)
   5. Uncheck any of the items that are not being issued.
   6. Tap Copy (button).
4. If successful, you are returned to the list of Work Orders. 
5. If the status was changed, the Work Order might be differently grouped but remains on the list if the status is still in the Active group.
6. The Goods Issued transaction is listed on the Links tab of the Work Order's Detail.

How to Add an Image to a Work Order#

1. Display a list of Work Orders.
2. Tap the applicable Work Order and tap Add Image on the context menu.
3. Grant permission to use your camera when prompted.
4. Capture the image with your camera or tap the picture icons on the bottom left to upload an image from your device.
5. Enter a name for the image on the popup.
6. Tap Save (button).
   • Note: Tap Cancel (button) to discard the image.

How to Add a Note to a Work Order#

1. Display a list of Work Orders.
2. Tap the applicable Work Order and tap Add Note on the context menu.
3. Complete the details on the popup as follows:
   1. Reference = Enter a name for the note or select an option from the dropdown list.
   2. Note = Enter the note.
   3. Tap Save (button).
      • Note: Tap Cancel (button) to discard the note.