How to Create a Job Order in Catalystk
A job order, also called a job card, tracks a customer's custom job from order to delivery. In Catalystk's free job order software you create a job order from a sales order or a BOM, add the job details, delivery date and remarks, then generate a work order for production in one click – the materials and process stages fill in from the BOM. Materials, production and delivery are tracked against the job, and you can print the job card as PDF, free. Simple job order management for job shops and manufacturers.
- From sales order
- Generate work order
- Delivery date
- Print & PDF
- Free
Before you start: save the customer's sales order and the product's bill of materials.
Open Job Orders and click New Job Order
Every job card starts from the Job Orders list.
- 1
Go to Job Orders
In the left menu, open Manufacture and click Job Orders.
- 2
Click New Job Order
Click New Job Order. The form opens with Search Options and Client Information.
Load the sales order or BOM
Start the job from what the customer ordered.
- 3
Search the Sales Order No.
Type the number in Sales Order No. and select it – the customer's details fill in.
- 4
Or search the BOM
Search the BOM Code or BOM Name to fill in the product to make.
Add the job details and delivery date
Record what the job is and when it is due.
- 5
Fill in the job order details
Check the J.O. Number, then add the Name of Purpose, Remarks, Delivery Date, Payment Term and Terms & Conditions.
- 6
Click Save
Click Save. Use Print for a PDF job card.
Generate a work order from the job order
Send the job to production in one click.
- 7
Click Work Order
In the job order header, under Generate, click Work Order.
- 8
Choose BOM, process and quantity
Pick the BOM, the Manufacture Process and the quantity. The work order is created straight away with the outputs, all components (across every BOM level) and process stages.
Job order vs work order – what's the difference?
Two documents that work together.
| Job order (job card) | Work order | |
|---|---|---|
| Purpose | Tracks the customer's job from order to delivery | Tells production what to make and which materials to use |
| Starts from | A sales order or BOM | A BOM, job order or MRP plan |
| Key details | Customer, delivery date, remarks | Start and end date, materials, output |
Tips for job orders
- Start the job order from the sales order so the customer's details are always right.
- Set the delivery date so your team knows the deadline.
- Generate the work order from the job order – the BOM components fill in automatically.
- Print the job card for the shop floor.
Frequently asked questions
What is a job order?
A job order (job card) tracks a customer's custom job – what to make, by when and for whom – from order to delivery.
Can I create a job order from a sales order?
Yes. In a new job order, search the Sales Order No. and the customer's details fill in.
How do I create a work order from a job order?
Click Generate → Work Order, then choose the BOM, manufacture process and quantity. The work order is created straight away.
What is the difference between a job order and a work order?
A job order tracks the customer's job; a work order tells production what to make and which materials to use.
Can I print or download a job order (job card)?
Yes. Use Print on the job order to get a PDF job card.
Is the job order software free?
Yes. Job orders are part of Catalystk's free plan – nothing to download or install.
What's next: make it – create a work order from a BOM.
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