Work Order Preparation

Work Order Preparation

The Product List is the best way to ensure that the products for a room or project are correct before creating a work order. The Product List shows more information about the products than the work order interface displays.

Before creating a work order, it is recommended to verify that the information for the products is accurate.

  1. First, rebuild the product list. This is recommended to help catch any discrepancies that may exist with the sizes of the products. If the width, height, and depth values of a product were not hard-coded (manually entered) when drawn, those values are still referencing the Project Wizard values. If the Project Wizard default sizes have been changed, there is a good chance that the manufacturing data does not match the drawing. After rebuilding the product list, you will want to compare the data against the drawings.
  2. Next, you will want to verify that the products have the correct specification group assigned.
  3. Next, you will want to verify that the product quantities are correct.
  4. Lastly, you will want to verify that the item numbers are correct and that they match the drawings.

Once the information has been verified, you can create a work order. Work orders will be covered in another section.


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