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How to Process an Assembly Work Order

Assembly work orders (WOs) let your team pick component SKUs, build a finished Assembly SKU, and transfer completed inventory to a receiving location — all tracked in ShipHero. Use this article to step through the full assembly process, from assigning pick locations to completing the transfer.

Table of Contents

Attachments and Assembly SKU barcodes can be downloaded and viewed at any time while processing a work order. Select Print barcodes from the Items section and the Download icon when hovering over an attachment in the Attachments section.

Print Barcodes Download Attachment
Print barcodes button in the Items section of a work order Download icon when hovering over an attachment in the Attachments section

When a work order is created by a Brand or 3PL user, ShipHero sets the status to In Progress automatically. When a 3PL client creates a work order, the status is Awaiting Approval until a 3PL user manually changes it to In Progress — indicating they accept the request and will begin planning the work.

Assign the Assembly Work Order Staging Area and Picking Locations

Select the locations components will be picked from and the location where inventory will be staged before assembly — called the Staging area.

Assembly Work Order Staging: Things to Consider

  • You can update the number of Assembly SKUs to create and the pick quantities at any time before marking as ready to pick.
  • Components can be picked from multiple locations.
  • When a SKU has a lot code, you can only pick the same lot and expiration date for that SKU. Mixing lot codes for the same SKU is not supported.
  • When lot codes match, you can choose different locations for the same SKU.

Assign Assembly Work Order Staging Area: Step-by-Step

  1. Go to the work order and click Assign under the Staging area. Select a location to transfer the picked component inventory to, then click Add to save.

    The pop-up shows a list of locations with current on-hand quantities and location types. When the Assembly SKU has lots and expirations enabled, lot information appears per location and is sortable by FIFO or FEFO logic.

    Staging area location selection pop-up showing on-hand quantities and location types
  2. Click Assign next to each Assembly component SKU, select the picking location, then click Add.

    Assign button next to each assembly component SKU in the work order

    To select multiple locations: Check the box next to each location and click Add. Then enter the quantity to pick from each location.

    For lot-controlled SKUs, select the same lot when picking a component from multiple locations.

    Select Multiple Locations Enter Pick Quantities
    Selecting multiple picking locations for a single component SKU Entering pick quantities for each selected location
  3. Once all locations and quantities are set, click Mark as ready to pick to advance the work order status.

    Mark as ready to pick button at the bottom of the work order

Pick Assembly Work Order Component SKUs

Mobile picking is not supported for work orders. Picking assembly components is a physical process: use the printed pick list to collect inventory, then update the work order manually when complete. An alternative custom flow is available to use the mobile app for inventory transfers and added quality assurance.

  1. When the work order status is Ready to pick, click Print picking sheet to generate a PDF of the pick list.

    Print Picking Sheet Button PDF Pick List
    Print picking sheet button on a Ready to pick work order PDF picking sheet with component SKUs, locations, and quantities
  2. Physically pick the inventory from the listed locations and move it to the Staging area.
  3. Once all inventory is picked and moved to the Staging area, select Mark as assembly in progress.

    Mark as assembly in progress button on the work order

Important

Setting the status to Assembly in progress deducts component inventory from the selected picking locations and moves it to the Staging area. Confirm all locations are accurate before proceeding. This transfer cannot be undone.

View inventory changes from when the work order is set to Assembly in progress on the Inventory Change Log report. Each SKU shows two line items per picking location — one for inventory removed from the picking location and one for inventory added to the Staging area.

Inventory Change Log report showing two line items per component SKU when Assembly in progress is set

Assemble the Work Order Components

When the work order status is Assembly in progress, your team physically builds the Assembly SKU. You can transfer finished SKUs to a receiving location as you go or all at once.

When receiving the finished Assembly SKU incrementally, a yellow status pill shows the completed quantity out of the total requested. When the full quantity is transferred to receiving locations, the pill turns green.

Partial Completion Full Completion
Yellow status pill showing partial Assembly SKU completion, e.g. 2/5 Green status pill indicating all Assembly SKUs have been created
  1. Select a Receiving location where the finished Assembly SKU will be transferred.
  2. Enter the quantity of the finished Assembly SKU in the Kits quantity field.
  3. Click Transfer to. When the confirmation prompt appears — "You are about to transfer completed assembly kits from staging to receiving. This action cannot be undone." — click Transfer to complete.

    Transfer To Button Transfer Confirmation
    Receiving location and Kits quantity fields with the Transfer to button Transfer confirmation prompt warning that the action cannot be undone

    To receive finished Assembly SKUs across multiple locations: Update the Kits quantity and Receiving location fields for each location and click Transfer to for each.

    Work order showing Assembly SKUs received across multiple receiving locations

When you click Transfer to, ShipHero pulls on-hand inventory from the components in the Staging area and converts it to inventory for the finished Assembly SKU. Inventory changes are logged on the Inventory Change Log report.

Inventory Change Log showing component inventory converted to finished Assembly SKU inventory

For information on adding a lot code to an Assembly SKU, see How to Add a Lot Code to an Assembly SKU.

Alternative Picking Process for Assembly Work Orders (Custom Flow)

Important

This is a custom solution for warehouses that need tighter inventory tracking during the pick process. Review all considerations before adding this to your workflows.

Because mobile picking is not yet supported for work orders, you can use transfer locations — temporary warehouse locations used as checkpoints — while physically moving inventory. This ensures all inventory moves are tracked in ShipHero.

Alternative Assembly Work Order Picking: Things to Consider

  • A transfer location is a warehouse location being used as a temporary holding point — it is not a dedicated location type in ShipHero and is not the same as a transfer bin used during replenishment.
  • Set the location as non-pickable and non-sellable so pickers are not routed there during standard mobile picking flows.
  • Use a custom prefix such as "WOTL-" (work order transfer location) or "TL-" to identify these locations easily in reports.
  • Create a location type named "Transfer Locations" and assign it to these locations for easy filtering.

Alternative Assembly Work Order Picking: Step-by-Step

  1. Prepare the work order as normal, selecting the Staging area and picking locations.
  2. Print the picking list and print a barcode for a temporary transfer location.
  3. Use the picking list to transfer inventory from the selected locations to the transfer location using the mobile app.
  4. Once all items are picked, update the picking locations of the components on the work order to the transfer location used.
  5. Select Mark as assembly in progress to move the inventory from the temporary transfer location to the Staging area.

More Resources

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