Custom fields may appear on work orders, depending on how each custom field has been defined. If present, a section containing custom fields is below the standard SOS data fields. The fields will be of the input format and value that you have defined.
Add lines (). Click the icon to add additional lines to the line item table. The number of lines added is established by the number specified by your company in the Default lines setting (Tools & settings > Configuration > Company > General).
Add order. Adds the items on a sales order or sales receipt to a work order. If other open sales orders or sales receipts for the same customer listed on the work order exist, they will be listed in the Add order field dropdown. Select the desired sales order or sales receipt, then click the Add button to import items from that transaction.
Assigned to. The user to whom a work order is assigned.
Channel. The avenue through which a sale was placed.
Class. The class for this line item. This column displays only if the Class tracking setting (Tools & settings > Configuration > Connections > QuickBooks) is enabled. This field syncs to QuickBooks only if class tracking is enabled in QuickBooks Online.
Clear lines. Aicon in the column header of a table or line-item area clears the content of all line-items in a table, but not the lines themselves. By contrast, aicon in a single line-item row removes both a line and its contents.
Comment. Internal comment about the work order. The comment is not displayed on the transaction when printed or emailed unless this field is added to the work order's form template.
Customer. The customer associated with the work order. Completing this field is optional, but the system will include the customer if the work order is generated from a sales order or sales receipt.
Customer notes. Internal notes from the customer definition. Used only if a customer is selected. If you enter notes in this field when no customer is specified, the notes will not be saved.
Date/time. Transaction date with timestamp. Use the Now button to update it to the current date/time.
Department. Department for this transaction.
Due date. The deadline by which the line item must be manufactured.
Fill. Available for Class, Due date, and Job columns. Use the Fill button to apply to all line items the same class, due date, or job specified in Line 1.
For. The sales order or sales receipt and the corresponding line item to which the work order item is associated.
Instructions. Specifications regarding the work to be performed for a line item. This field defaults to the sales description of the item.
Item to make. On work orders, the item that is to be manufactured. Enter/select the name of an existing item from the dropdown list. New items can also be created from within the transaction.
Job. The job associated with a line item.
Line. The line-item number of an item on the work order. The order of an item can be changed using the Multitool.
Location. The location where the items are being manufactured.
Multitool. A multifunctional icon in the far-left column of a line item. The Multitool is a convenient feature found on transaction line items and some other tables used in SOS Inventory. The Insert tool (), located in the top left corner of the Multitool, inserts a blank line above the current line item. The Move tool moves and reorders line items by clicking, holding, and dragging theicon. The Copy tool () duplicates the data in one line item to the line immediately below it.
Priority. The urgency with which the items are to be produced. The Priority field’s dropdown options display those which have been predefined by your company. Priorities can be added or edited via the Priorities list (Tools & settings > Configuration > Lists > Priorities).
Produced. The quantity of an item that has already been produced on a build or process transaction. Do not enter a value in this field, as it is automatically calculated by SOS Inventory.
Quantity. The number to be manufactured for an item.
Signature. An authorized user's name, signed with a stylus or finger in SOS Inventory's iOS app. However, the signature on a saved work order can be viewed on any device. If the transaction does not have a signature, the transaction will say No signature. If a signature has been obtained for a transaction, the associated list's Signature column will say Yes for that transaction record.
UOM. If Units of measure are enabled in a Plus or Pro plan account, you will see the list of possible measures for an item.
Work order reference #. Transaction number identifying a work order. The system will number the transaction automatically if the Work order numbering settings are specified in the Work orders settings (Tools & settings > Configuration > Production > Work orders).