Work order (WO) details pages show all information for a single work order and let you advance its status, add notes, and manage attachments. The sections available depend on the work order type — Custom work orders show an Instructions section at the top, while Assembly work orders also include an Items section and a Kit details banner.
Looking for something else? See Overview: Work Orders in ShipHero for work order types and statuses, How to Create Work Orders, or How to Process an Assembly Work Order.
| Custom work order example | Assembly work order example |
|---|---|
Table of Contents
- Work Order Top of Page Features
- Work Order Instructions Section
- Work Order Organization Section
- Work Order Attachments and Notes
- Work Order Timeline
- Work Order Request Review Feature (3PL Only)
- Work Order Ad-hoc Charges (3PL Only)
Work Order Top of Page Features
The following features appear at the top of the work order details page for all work order types:
| Feature | Description |
|---|---|
| Work Order ID | The unique 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: Low, Medium, or High. Available for 3PLs only. |
| Request Review button | Pauses the work order and requires approval before work can continue. Available for 3PLs and 3PL clients only. See Work Order Request Review Feature 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 | Advances the work order to the next stage. The button label updates automatically to reflect the next available status. |
Work Order Instructions Section
The Instructions section is an optional field set during work order creation and cannot be edited afterward. Where it appears depends on the work order type:
- 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 |
|---|---|
Work Order Organization Section
The Organization section displays the core work order details: Order name, Order type, Warehouse, Requested date, and Scheduled date (optional). For Assembly work orders, this section also includes fields to assign a Picker and Packer.
Work Order 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 — notes appear in the Attachments and Notes section and create a line item in the work order's timeline.
Work Order Timeline
The Work Order Timeline is a full history of all changes and updates made to the work order, showing who made each change, when it was made, and what was done. To leave a comment for your team, type a message in the comment field and select Comment.
Work Order Request Review Feature (3PL Only)
Note for 3PLs: The Request Review feature is only available for 3PL and 3PL client accounts.
The Request Review button lets either the 3PL or the 3PL client pause a work order and ask the other party to review it before work continues. Use it when:
- The 3PL needs clarification on requirements before proceeding.
- The client wants to review progress before assembly continues.
- Either party notices an issue that needs discussion.
- Changes to the work order need mutual agreement.
How the Work Order Request Review Feature Works
When you select the Request Review button, ShipHero adds a "Requested review" note to the timeline and changes the work order status to Awaiting Approval, pausing it.
Who must approve depends on who clicked the button:
- When the 3PL requests review, the 3PL client must approve.
- When the 3PL client requests review, the 3PL must approve.
The approver can select Approve work order to return it to its previous status, or Cancel to cancel the work order. The requester can only Cancel the work order after a review has been requested.
When to Use the Work Order Request Review Feature
- Review can be requested from any active status: In Progress, Ready to Pick, Assembly in Progress.
- Review cannot be requested when the status is Awaiting Approval, Completed, Canceled, or Closed.
Work Order Ad-hoc Charges (3PL Only)
Note for 3PLs: Ad-hoc charges are only available for 3PL accounts and are billed to the 3PL client's next invoice.
Ad-hoc charges — one-time charges added directly to a work order — can be added when the work order status is Awaiting Approval, In Progress, Ready to Pick, Assembly in Progress, or Closed. They cannot be added when the status is Completed or Canceled.
For full setup instructions and how ad-hoc charges appear in 3PL Billing, see How to Set Up Ad Hoc Charges for Work Orders in 3PL Billing.