ERPAG | Manual 2021
  • ERPAG Manual | MRP System for Small Business
  • ERPAG Introduction
    • ERPAG list functionality explanation
    • Create ERPAG Account
      • Oath 2.0
    • Setting up your company
      • General info
      • Database Settings
      • Localization
        • Language Set Up
      • Taxes
      • Users
      • Warehouses
        • Shelves
    • Document templates
      • Document/Product number setup
      • Default document settings
      • Notes: Templates
      • Custom Fields
    • Label templates
      • Label print layouts
    • How to setup ERPAG Cloud print app
      • Connecting Label Printers
    • Customers
      • Basic definition
      • Importing Customers
      • Price tiers
      • Terms of payment
      • Categories
    • Suppliers
      • Basic definition
        • Suppliers price list
    • Mail accounts
    • User activity
    • Widgets
    • Archive documents
  • Inventory
    • Inventory - introduction
    • Beginning inventory quantity
    • Products and services
      • On hand, reserved, committed and awaiting quantity
      • Basic definition
        • Product properties
          • Lot numbers
          • Variable product
        • Quantity below minimum
        • Minimum purchase quantity
          • Search scope / Where used / Set inactive
          • Transfer - Fulfillment
          • Second Unit of Measure (UOM)
          • Serial numbers
          • QR Code patterns
          • Inventory/Stock list
      • Types
        • Kit
        • Consumption products
        • BOM
      • Customer return
      • Serial and LOT numbers
      • Multiple Suppliers
    • Send inventory
    • Move inventory
    • Count Inventory
      • Stocktakings
      • Stock Adjustment
      • Stock card
  • Sales
    • Import Sales Order
    • PreSales
      • Define stages
      • Quotations
      • Reccuring orders
    • Sales report
    • Sales orders
    • Open Sales Orders
    • Outstanding pay-ins
    • Sales - Invoices report
    • Sales - Packing lists
    • Sales - Credit notes
    • Customer return
    • B2B portal (Customer portal)
    • Multiple currency
    • Discount field
    • Advance payment
    • Write-off
  • Purchasing
    • Purchase orders
    • Receive inventory items
    • Return to supplier
    • Suppliers SKU
    • Landed cost
    • Utility Bills
    • Outstanding pay-outs
    • Purchase report
    • Purchase by price
    • Supplier credit notes
    • Open purchase orders
    • Tier quantity
    • Price per quantity
    • Fulfillment flow
  • Manufacturing
    • Employees
    • Machines
    • Job titles
    • Time recording
    • Contracting
    • Manufacturing - Fulfillment
    • Standard Work Order
      • BOM based Work Order
      • Contracting Work Order
    • Work Orders - Convert to standard
    • Manufacturing project
      • Manufacturing project - Basics
    • Service Project
  • Accounting and finance
    • Opening Balance
    • Bank Accounts
    • Setting up US Sales Tax
  • Dropshipping
  • Mobile app
    • General
      • How to install
      • Basic Interface
    • Products
      • Item Look-up
    • Inventory
      • Receive
      • Pack
      • Ship
    • Manufacturing
      • Time Sheets
      • Load materials
      • Product Receipt
    • Other
      • Inventory checking
      • Transfer order picking
  • Integration
    • QuickBooks
    • Shopify
    • Woo Commerce
    • Square
    • Stripe
    • Postmen - shipping service
    • Google
  • Event dashboard
    • Download documents
  • POS - New Receipt
    • Vouchers
    • POS - Z report (closing the day)
    • POS - Payment report, Items sold report
    • POS - Backorder (Fulfillment)
    • POS - Managing and printing the receipt
  • Reporting
    • Chart - Categories and Trademarks
    • Reserved items
    • Chart - Stock by products
    • Chart - Stock by day
    • Chart - Sales by partners
    • Chart - Purchasing by time
    • Chart - Purchasing by products
    • Chart - Sales by a product
    • Chart - Sales by time parameters
    • Chart - Sales by categories
    • Serial/lot number report
    • Chart - Stock by time
  • Importing
    • Import - Work Operations
    • Import - BOM (Bill Of Materials)
Powered by GitBook
On this page
  1. Manufacturing
  2. Standard Work Order

Contracting Work Order

PreviousBOM based Work OrderNextWork Orders - Convert to standard

Last updated 6 years ago

  1. Manufacturing > contractors > add new

Then add a new product in the list of products and services, the parts that you are getting from your suppliers (vendors). After that, create a product that is based on the bill of materials, but in the fulfillment section (back-order) select contractor. And select the contractor from the drop down list. The contractor fee is the amount of money the contractor charges you for assembling one piece of your final product. In the bill of materials section select the parts your contractor will use to assemble your finished product.

2. Purchasing > purchase orders > based on contractor

This document is entered like a standard PO, but, instead of our supplier shipping the parts to us, he will ship them directly to our contractor. That’s why it’s important to enter the address of your contractor. This address will be displayed in the SHIP TO section. Create the PO, choose the supplier and select the items that will be sent to your contractor. Add the landing cost if needed.

3.Manufacturing > work orders > based on contractor or based on bill of materials

-Based on contractor – the form of this work order is just like the standard work order, you will have to manually enter input and output items

  • Based on bill of materials – in this form, you just need to select the finished product. All the fields, along with the contractor, will be automatically populated. Enter the required quantity.

Fulfillment:

  • Drop shipping > if you select this option, the items will go straight from your supplier to your contractor.

  • Standard > if you select this option, your supplier will ship the items to you, and then you will ship the items to your contractor.

The entered work order will be linked automatically to the quantity that is on the created purchase order (based on contractor). In the work order, you can either choose the ‘load material’ option, or receive the items through the PO. Starting and completing the work order is done like in the standard work order:

  • Load material > adjust quantity if needed > post the document

  • Deliver finished goods > adjust quantity if needed > post the document

    You also have the option to create the purchase order from the fulfillment.

In case you create the work order first, and you don’t have items in stock, you can generate the PO through the fulfillment. Since the parts are not coming to your stock, but to your contractor’s, your stock list for the parts will be empty.

When you load the material in the work order and post the document, the purchase order will automatically be received.

When you deliver the finished goods, that amount will show up in your stock.

Committed quantity is the quantity of items needed for the work order. These items are listed in the fulfillment list as products that need to be ordered.

5. Manufacturing > stocks – contractor This is the report that shows how many unused parts do you have in your contractor’s warehouse.

This is the report that shows how many unused parts do you have in your contractor’s warehouse.

** You can also create a work order based on the sales order. First you will have to create the sales order, then go to the manufacturing > fulfillment, and generate the work order through the bulk action.