To open a work order's details page, click on any work order from the Work Orders list page. The type of work order you are processing determines which sections are available. For example, Custom work orders do not show the Items section and Kit details banner that Assembly work orders do.
Table of Contents
- Top of Page Features
- Instructions Section
- Organization Section
- Request Review Button (3PL/3PL clients only)
- Timeline
- Ad-hoc Charges
- Attachments and Notes
| Custom work order example | Assembly work order example |
|---|---|
Top of Page Features
At the top of the page, for all work orders, you will see the following:
| Feature Name | Definition |
|---|---|
| Work order ID | The work order identifier automatically assigned when the work order is created. |
| Status pill | Shows the current status of the work order. |
| Priority assignment | A drop-down to set the priority of the work order: Low, Medium, or High. (Available for 3PLs only.) |
| Request Review button | An option to pause the work order and require approval before work can continue. (Available for 3PLs and 3PL clients only.) More on the Request Review button below. |
| More actions | A drop-down with options to Create a special project (if not enabled during creation) or Cancel work order. |
| Update status button | The button label automatically updates to reflect the next stage the work order can move to. Once a step is complete, use this to advance the work order status. |
Instructions Section
The instructions section is an optional field for both Assembly and Custom work orders, set during the creation process and is not editable afterward.
For Custom work orders, instructions are displayed at the top of the details page. For Assembly work orders, this section follows the Items section and has two parts — Packing details and Assembly details — to be used based on your operational needs.
| Custom work order example | Assembly work order example |
|---|---|
Organization Section
This section displays all core work order details: Order name, Order type, Warehouse, Requested date, and Scheduled date (optional). For Assembly work orders, there are also options to assign a Picker and Packer.
Request Review Button (3PL/3PL clients only)
The Request Review button allows either the 3PL or the 3PL client to pause a work order and ask the other party to review it before work continues.
This feature is useful when:
- The 3PL needs clarification on requirements before proceeding.
- The customer wants to review progress before assembly continues.
- Either party notices an issue that needs discussion.
- Changes to the work order need mutual agreement.
How it works
When the Request Review button is clicked, a note is added to the timeline saying "Requested review" and the status changes to Awaiting Approval, pausing the work order.
Approval is determined by who clicked the button:
- If the 3PL requests review, the 3PL client must approve.
- If the 3PL client requests review, the 3PL must approve.
The approver can select Approve work order, which returns the work order to its previous status, or Cancel the work order. The requester (who clicked "Request Review") can only Cancel the work order after the review is requested.
When can you request review?
- 3PLs and 3PL clients can request review from any active status: In Progress, Ready to Pick, Assembly in Progress.
- A review cannot be requested when the work order status is Awaiting Approval, Completed, Canceled, or Closed.
Timeline
The timeline is a history of all changes and updates made to the work order, showing who made each change, when it was made, and what was done.
You can also communicate with the team asynchronously by leaving comments on the timeline. Type your message and select Comment.
Ad-hoc Charges
This section is only available for 3PLs and is used to add an ad-hoc fee to the 3PL client's next bill.
Ad-hoc fees can be added when the work order status is: Awaiting Approval, In Progress, Ready to Pick, Assembly in Progress, or Closed.
Ad-hoc fees cannot be added when the status is Completed or Canceled.
More information about billing clients for completed work orders can be found here.
Attachments and Notes
Use the Attachments section to upload documents or images directly to the work order. Use the Notes section to add a note — it will appear here and create a line item in the work order's timeline.