Specifying for Work Orders
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There are subtle differences when entering Specifications for a fabricated piece versus merchandise that will simply be purchased and resold. In general terms, the Item should be considered the as the finished product while its Components will be the necessary materials and labor needed to construct the final piece.
On the Item Window - Workroom Tab, the Vendor who will be constructing the piece and the Ship To Code to which the finished product will be delivered must be entered into the Workroom (Vendor) and the Ship Finished Product To fields, respectively, in order to generate a Work Order document.
Any information that is pertinent to the overall construction of the piece such as final measurements, fabric usage, etc. should be entered into the Workroom Instructions so that the Vendor fabricating the product will know precisely how to do so. The Workroom Instructions will print prominently in the header of the Work Order document. Any image loaded into the Item Window - Picture Tab can also be optionally displayed next to the Workroom Instructions on the Work Order as well.
All of the individual parts that are necessary to construct the finished piece including fabric, rods and other hardware, even the Workroom labor itself should be added as Components to the Item.
For example, if fabric is needed to create a custom chair, one of the Components would be entered as shown below with the company from which you are purchasing the fabric as the Vendor. The Vendor Name, Address, Contact, Phone, and Fax will be listed beneath the Component so the Workroom is aware from which Vendor to expect the delivery and how to contact them if necessary. Pay particular attention that the Ship To Code for the fabric Component is the identical to the Workroom (Vendor) of the Item.
Any information for the Workroom regarding the Component itself in the fabrication can entered in the Workroom Special Instructions on the Component Window - Special Instructions Tab. Note: No cost for the Component will be displayed on Work Order for such a Component as it does not represent any incurred cost from the Workroom. The cost will, of course, appear on the Purchase Order to the Vendor from which it is being ordered.
In order to properly generate a Work Order, the Workroom Vendor must have a corresponding Ship To Code which utilizes the same alphanumeric Code. If a Ship To Code does not yet exist for the Workroom Vendor, the simplest way to create one is to use the Create Ship To button found at the bottom right corner on the Vendor Window - Vendor Tab which will create a Ship To Code with the same Code and Address as the Vendor.
The Workroom Vendor will obviously charge for their services in fabricating the piece. The cost of the fabrication can also be added as a Component and included on the Work Order. In this case, the Component will be configured with the Workroom (Vendor) of the Item as the Component Vendor.
The Component for the Workroom's labor will appear on the Work Order document with no receiving contact information but will display the Unit and Extended Cost for the Workroom fabrication.
Lastly, there may instances when the Workroom will be providing fabric, trim, or other hardware along with the actual construction of the piece. In such a case, the Component Vendor will again be the Workroom allowing the Unit and Extended Cost of the merchandise to appear on the Work Order.