How to Create Work Orders

Work orders can be created in the 3PL account, 3PL client account, or on the brand account. There are several options available for creating a work order, making the tool flexible to meet your standard operating procedures.

Table of Contents

• How to Create a Work Order (Standard Process)
• How to Create a Work Order from Backorders

How to Create a Work Order (Standard Process)

1. Go to the Orders > Work Orders page on the Shipping.shiphero.com platform and select Create Work Order.

2. The following step varies depending on your account configuration. Once the fields are entered, click Continue.

   • For Single-warehouse Accounts: Select the Requested date — the date the work order should be completed by.
   • For Multi-Warehouse Accounts: Select the Warehouse (where the work order will be completed) and the Requested date (when the work order should be completed by).
   • For 3PL Accounts: Select the 3PL Customer (the customer the work order is being completed for), Warehouse (if applicable, where the work order will be completed), and the Requested date (when the work order should be completed by).

   Multi-warehouse example	3PL Multi-warehouse example

3. Name your work order and choose the Work order type (Assembly or Custom). If you want to track hours in WorkforceHero, enable the Create a Special Project for this work order option. More information about using WorkforceHero for Special Projects can be found here.

   Then select Continue.

   

4. The next steps depend on whether you selected Assembly or Custom as the work order type.

   For Assembly Work Orders:

   1. You will be prompted to choose the Assembly SKU you want to configure. Click the Select kit button and then choose the Assembly SKU from the list.

      Only SKUs that have the "Is Assembly" product setting enabled will appear in this list. See How to Create an Assembly SKU for configuration steps.

   2. After selecting the Assembly SKU, enter the quantity to create and select Continue. The component list shows the Available quantity of each component SKU to help determine how many complete kits can be made. After the quantity is entered, the total quantity to pick for each component updates automatically. (Reminder: Available = On hand − Allocated).

      

   3. Optional: Input the Packing details and Assembly details, then select Continue. If these are not required, leave the boxes blank and select Continue.

      

   For Custom Work Orders:

   1. Optional: Enter the instructions for your work order and then select Continue. If these are not required, leave this blank and select Continue.

      Example instructions:

      Task: Re-barcode 200 of SKU: dog_bones_415.

      • Barcode information is already updated on the product details page. Please print the product barcodes on 1.25x2 labels and place them over the old barcode.
      • Transfer inventory from location XX-XX to YY-YY while processing. Then transfer them back to XX-XX once complete.

      

5. Upload Attachments (optional): For both Assembly and Custom work orders, you can upload attachments at this step.

   Supported file types: PDF, png, jpeg, jpg, doc, xlsx, xls, ppt, pptx, and mp4 (videos).

   

6. Click Create work order.

   NOTE for 3PLs: When creating a work order on behalf of a 3PL client, ignore the prompt below and select Create work order. No approval is required from the client and the work order will be created with an In Progress status.

   Prompt to ignore: "The order will be created but as Awaiting approval Status. The customer will be notified that this order was created and should approve it shortly."

   

How to Create a Work Order from Backorders

Work orders can be created when backorders exist for an Assembly SKU. Follow the step-by-step instructions below.

1. Go to the Inventory > Products page and filter by "Is Assembly", "Yes".
2. Check the box next to the Assembly SKU(s) with backorders (bulk action supported).

3. In the Bulk Manage section, click the Create a Work Order button. A work order for each selected SKU will be created automatically for the quantity that is backordered.

   

4. To view the newly created work orders, go to Orders > Work Orders.

   

Pending Quantity on Work Orders

If a work order already exists for a backordered item and a second work order for the same product is created, ShipHero deducts the quantity already attached to the existing work order from the backordered amount.

Formula: New work order quantity = Backorders − Pending on work order

Example:

Assembly SKU "Holiday Treat Box - Cats" has 13 backorders with a Pending on Work Order quantity of 5. ShipHero subtracts the pending quantity from the backorders to calculate the remaining quantity needed: 13 − 5 = 8. The new work order is created for 8 units.

Once a work order is created, see Overview: Work Order Details Page for a full breakdown of the details page, or How to Process an Assembly Work Order to begin processing.