Work Orders Overview


Overview

In this article, you will learn how to manage Work Orders from the Skustack application. The Work Orders module is located within Skustack’s Work Orders tab and allows you to search for open work orders, pick items, and assemble kits before shipping them to FBA.

Creating work orders is only possible through the Skustack Admin, while managing existing work orders can be done through the Skustack app.

You can search for Work Orders in one of two modes. Refer to the below list for a definition of each mode.

  1. Search By Work Order ID – Opens a single Work Order using the internal Sellercloud ID.
  2. Search All – Searches for all Work Orders. You can filter by:
             Pick by
    Kit Parent or Kit Component.
             Status
    Defaults to all. You can choose from one of the available statuses:

    • All
    • Zero Picked
    • Zero or Parial Picked
    • Partial Picked
    • Fully Picked
             Type
    Defaults to all. You can choose from one of the available statuses:

    • All
    • Kit Assembly
    • FBA
    • Inventory Pull
    • WFS

Manage Work Orders

  1. Navigate to the Work Orders module and tap the Search icon.
  2. Select your desired search mode.
  3. Scan/enter the work order ID or simply search all.
  4. Tap Go.
  5. If you’ve chosen the Search All mode, select your desired work order. The work order will load.
  6. You will be prompted to choose a destination bin. You can also change the destination bin manually.
  7. Swipe down to see the work order type and status.
  8. Swipe left on the items to reveal shortcuts to other actions:
    1. Bins – tap the icon to see all bins where the product is stored (bins will show if you’re logged into a bin-enabled warehouse).
    2. Info –  tap to be directed to the Product Info module.
    3. ProductFlag –  Flag a product.
  9. If you are picking by kit parent, select the kit parent on the screen. The components of that kit will load. If you are picking by component, all components will load automatically.
  10. Scan the ProductID/UPC, or select the item on the screen. The product will open.
  11. Scan/enter a bin, or select one of the suggested bins. The suggestion is based on the following factors:
    1. The bin is sellable.
    2. The bin type is Normal or Temp.
    3. Primary bins will always be suggested first.
    4. The bin with the most or least quantity will be suggested based on the client setting PickList Bin suggestion sort qty by ASC Order.
  12. Scan units to add to the picked qty оr adjust the number manually.
  13. If the Lot Number workflow is enabled for your company and the product is set as expirable you must select a Lot Number before being able to pick it.
  14. Tap Pick.
  15. The picked quantity will display next to the Pick Qty, for example, 1/1.
  16. When all components are picked, tap the Tool icon at the top right to assemble the kit.
  17. A new activity dialog with a list of the components will open. Scan items to assemble them.
  18. If any of the components are serialized, you will need to assemble one kit at a time.
  19. Once all the components are scanned the assembly will begin and you will be prompted to put away the kit.
  20. Choose a bin to put your kit(s) away into or use the TempBin generated by the system.
  21. (Optional) Tap the printer icon to print labels. You can choose one of the available options: Print kit parent serials or Print kit product labels. If the Auto Print Kit Labels setting is enabled, both labels will print out automatically.
  22. The kit is now assembled in your destination bin.
SETTING DESCRIPTION
Validate serial globally Client setting. Enables serial number validation in Skustack. Learn more about serial number validation and relevant client settings here.
Require Component Serial Scan If Necessary Skustack’s Warehouse Management setting. When enabled, will force the user to scan serials for components that are set to require serial scan.
Scan To Assemble Skustack’s Warehouse Management setting. 
Auto Print Kit Labels Skustack’s Warehouse Management setting. When enabled, kit labels will be printed automatically upon assembly.
Auto Close After Fully Assembled Skustack’s Warehouse Management setting. When enabled, the work order status will be automatically updated to Completed.
Allow Unlock Work Order Skustack’s Warehouse Management setting. 

Overview

In this article, you will learn how to create and manage Work Orders from the Skustack Admin.

Creating kit work orders is only possible through the Admin interface, while managing existing kit work orders can be done through the Skustack app. There are four work order types that you can choose from:

  • Kit Assembly
  • FBA
  • Inventory Pull
  • WFS

Create a Work Order

The Skustack Admin portal lets you easily create and add items to your work orders. To do that:

  1. Navigate to the Skustack Admin portal at https://xx.skustack.com (replace “xx” with your server ID or team name).
  2. Enter your login credentials.
  3. On the left, select Work Order.
  4. Click on the green Plus icon.
  5. Choose the Work Order Type, Warehouse, and Expected Completion Date.
  6. Click Add.
  7. The work order will load on your screen.

Add Items

Next, proceed to add items. You can do that either individually or in bulk.

Individually

  1. Navigate to the Items panel and click the + icon to add products.
  2. Search and select your desired products in the grid.
  3. Enter the quantity for each item on the work order. If you have selected a Kit Assembly work order, you will also see the Projected Kit Qty.
  4. Click Add Selected to continue adding more products or Add & Close.

In Bulk

  1. On the Items panel and click the Bulk Import icon.
  2. Click Download template to generate a pre-populated file with all of the required columns.
  3. Populate the values and drag the file back onto the grid.
  4. Click Upload.

Manage Work Orders

In this section, you will learn how to manage your existing work orders in the Skustack Admin. In addition to creating new work orders, you can also:

  • Search – By work order number, type, and status.
  • Edit Items – Add new products to the work order or delete existing ones.
  • Delete – Permanently delete work orders.
  • Close – Move Completed work orders into a Closed status.
  • Export – To either Excel or PDF format.

 

Search Work Orders

To search work orders, follow these steps:

  1. Navigate to the Work Order menu and configure your Default filters to make sure that the results display exactly what you need.
  2. Click Search. Each filter you apply gets highlighted. If a filter is gray or not displayed at all, it’s not active.
  3. To manage the columns in the grid, click the three dots icon on the top right and select Customize Columns. You can:
    1. Reorder columns by dragging them up or down in the list;
    2. Hide columns by clicking the Trash icons;
    3. Add columns by clicking Add column.
  4. To arrange the data in a different order, use the Sort by menu.
  5. To save your filtering and sorting options, click Save view, enter a Name, and click Save.

 

Edit Items

To edit items on a work order, follow these steps:

  1. Open your desired work order.
  2. Click Edit.
  3. In the Items panel, click on the + icon (1) to add items or use the trash can icon (2) to delete them.
  4. Click Save.

 

Close or Delete Work Orders

To close or delete work orders, follow these steps:

  1. Navigate to the Work order grid.
  2. Search and select your desired work orders.
  3. Access the Actions menu.
  4. Click Close to update the status to Closed or Delete* to delete work orders.
    *This action is irreversible and will delete the work order/s permanently.

 

Export Work Orders

Generating a document that includes the ID and item details of the work order can help ensure that the instructions are clear and easy to read. This can simplify the process of distributing the task to Skustack users within your warehouse. Work orders can be exported either in a PDF or Excel format. Note that exporting in a PDF format can only be done through the three dots menu on the Items panel of an individual work order. (Show me where!)

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