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How to Create a Work Order from a BOM in Catalystk

A work order (also called a production order) tells your shop floor what to make, how many and by when. In Catalystk's free work order software you create a work order from the bill of materials (BOM) – the finished product and raw materials fill in automatically – set the start and end date, release the order, then request and issue materials from the store and post production of good and scrap output. Track planned vs actual material use and print the work order as PDF, free.

A work order with its materials and planned vs actual.

A work order with its materials and planned vs actual.

Before you start: create the bill of materials for the product. Work orders can also come from a job order or an MRP plan.

Step 1 · Open & load the BOM

Open Work Order and load the BOM

Pick the BOM and Catalystk fills in what to make and what it needs.

  1. 1

    Click New Work Order

    Go to Manufacture → Work Order and click New Work Order.

  2. 2

    Search the BOM

    In Search Options, search the BOM Code or BOM Name. The finished product and the input materials fill in from the BOM.

Manufacture → Work Order, New Work Order, then Search Options.

Manufacture → Work Order, New Work Order, then Search Options.

Step 2 · Schedule

Set the start and end date

Plan when production starts and finishes.

  1. 3

    Fill in the work order details

    Choose the Manufacture Process (required), add the Sales Order No. if the order is for a customer, and set the Start Date and End Date.

  2. 4

    Click Save

    Click Save. The work order is created with the status Created.

Start Date and End Date (highlighted in red).

Start Date and End Date (highlighted in red).

Step 3 · Release

Release the order to production

Releasing reserves the materials.

  1. 5

    Click Release Order

    Click Release Order. The components are reserved for this order – stock does not move yet.

Step 4 · Materials & output

Request and issue materials, then post production

Move materials to the shop floor and record what was made.

  1. 6

    Request and issue materials

    Click Request Materials to raise a material request to the store, then Issue Materials to issue what is outstanding. Use Return Unused for leftovers.

  2. 7

    Post production

    Click Post Production to record good and scrap output, or Receive Goods for finished goods. The card shows Planned · Actual · Variance. Use Print for a PDF.

Request Materials and Issue Materials (highlighted in red).

Request Materials and Issue Materials (highlighted in red).

Work order status

Work order statuses explained

A work order moves through these stages.

Work order status flow in Catalystk
StatusMeaning
CreatedSaved, not yet started
ReleasedMaterials reserved; ready for production
Partially ConfirmedSome output posted
ConfirmedAll output posted
Technically CompleteProduction finished
ClosedOrder closed
Tips

Tips for smooth production

  • Check stock with MRP before releasing a big work order.
  • Issue materials in one go with Issue Materials to keep stock accurate.
  • Post scrap with production so the variance shows the real material loss.
  • Print the work order for the shop floor team.
FAQ

Frequently asked questions

What is a work order?

A work order (production order) tells production what to make, how many and by when, and which materials to use.

Can I create a work order from a BOM?

Yes. In a new work order, search the BOM Code or BOM Name – the finished product and materials fill in from the BOM.

When does stock move?

Releasing the order only reserves materials. Stock moves when you issue materials and post production.

Can I record scrap?

Yes. Post Production records both good and scrap output.

Can I print or download a work order?

Yes. Use Print on the work order to get a PDF.

Is the work order software free?

Yes. Work orders are part of Catalystk's free plan – nothing to download or install.

What's next: manage customer jobs – create a job order.

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