Create a Job

If you have an item that is comprised of more than 1 unit, you can create and run a job to combine the pieces ahead of a sale.

How to Create a Job

Jobs are used to facilitating the building and tracking of items that are made up of 1 or more component items.

  1. Access the "Job" table. Two ways:
    From the Dashboard: Click the “Warehouse Operations” tab, click the “Jobs” App, then click the “Job” Table.
    From the Quick Actions shortcut: Press a dot (period) on your keyboard, then select “Job” from the list of Quick Actions.
  2. Click the Create New button in the top right. The "Creating New Job" screen appears.

  3. Select the LOB and Warehouse the Job should be associated with. 
  4. Optionally assign a Job No the Job with something that will help differentiate this job from other jobs.
  5. Enter an Assembly Quantity for this Job, which is the number of output items that need to be assembled as part of this job. 
  6. Select the Fulfillment Plan that will be used when a Job created from a Job Recipe is executed, which will then remove the Job Inputs from inventory.
  7. Select the Layout which defines how you have your input items organized - Layout by Assembly or Layout by SKU. 
  8. Select if Assemblies and/or Steps should be tracked when completing a job. Here are the implications of these settings:
    - Track Assemblies but not Steps - Identify each assembly until the Assembly Quantity is met.
    - Track Both Assemblies and Steps - Identify an assembly then see the steps for that assembly. This repeats until the Assembly Quantity is met.
    - Track Steps, not Assemblies - See the steps only each time an assembly is completed.
        - Track neither Steps nor Assemblies
  9. Enter Assembly Instructions that will assist with completing a job.  For example, if assembling a Holiday Gift Basket, the Assembly Instructions could be something like, "Line basket with a green paper insert, add 2 blocks of pepper jack cheese, 1 log of cured sausage, then fill gaps with 10 chocolate candies."
  10. Next, select which Input items should be included in the job and what output item(s) are produced by completing a job. Click the Add button next to each header then select the necessary Items and Quantity.  

  11. Add the steps needed to complete the assembly of a job.  Optionally add assembly instructions for each step.  Using our Holiday Gift Basket example, the steps would look something like this:

  12. Finally, either Save or Save and Start Job once all necessary fields have been filled in.

To Enhance Order Tracking Data:

Pro Tip: Sometimes it is necessary to specify an Order Source from on an Order that was created by a Job. To do so, you could Bulk Edit the Processed Orders and change the Order Source or you could set up a Trigger to target Warehouse Service Type = Job and the LOB for that Job to run a script that automatically updates the Order Source once the Order hits the Order table.

    Useful Script To Change Order Source:

    Type = Record
    Record Type = Order
    Api Version = Beta

    if(record.lobId == {insert your lobId here})
    // Update the Order Source
    record.orderSourceId = {insert your orderSourceId here};

    // Update the Order.
    infoplusApi.update("order", record);

    // Add the tag.
    infoplusApi.addTag('order', order.orderNo, "changed Order Source");