Managing Work Orders

Work orders are how you schedule and track production. Each work order says "make X units of this template at this location by this date." When you complete a work order, Peasy deducts the ingredients and adds the finished product to your inventory.

How to Get There

Go to Make > Work Orders in the sidebar.

Creating a Work Order

1. Click + New Work Order.
2. Select the template — Which product you're making.
3. Enter the quantity — How many to produce. You can choose any unit in the item's family (for example, enter "10 cases" instead of "120 each") using the unit dropdown next to the quantity field. Peasy shows a summary below the field with the number of batches and total output in the template's base unit.
4. (Optional) Set a schedule date — When production is scheduled.
5. Choose the location — Where production will happen.
6. (Optional) Add notes — Any additional instructions or context for this run.
7. Click Create.

You can also create work orders from the home page using the Schedule Work Order quick action button, from the item detail panel on the All Items page by clicking Restock and choosing the make option, or directly from the Make > Templates list by hovering a row and clicking the + button next to the template name. If a family has more than one template, the button opens a picker so you can choose which template to use.

Co-Manufacturer Templates Add to Cart

If you select a template whose finished product is made by a supplier (a co-manufacturer), the dialog adapts:

• The primary button changes from Create Work Order to Add to Cart.
• The Create & Mark Done option is hidden — there's nothing to produce locally.
• Submitting adds the make-item to your shared cart at the co-manufacturer's price, ready to be sent on a purchase order. The cart panel opens so you can review and submit alongside any other items.

The quantity added matches your batch and yield settings — Peasy converts batches to output units automatically based on the template's cost basis. When the order arrives, follow Completing a Co-Manufacturer Work Order for the receive flow.

Work Order Statuses

Work orders move through these stages:

Views

The work orders page offers three ways to look at your schedule:

• List by status — Work orders grouped by status, with drag-and-drop reordering within each group.
• List by day — A scrollable day-by-day planner. The left side shows scheduled work orders grouped by date; the right side shows an Unscheduled panel for draft and unscheduled items. Drag any card from Unscheduled onto a day to schedule it, or drag between days to reschedule. Selecting multiple work orders and dragging one moves the whole selection at once. Scroll up or down to load earlier or later dates without paging.
• Month — A continuous-scroll calendar. Scroll up or down to move through months naturally instead of clicking next/previous.

Switch between them using the view toggle at the top of the page. Switching views does not change any filters you have set.

In the List by day and Month views, a small floating control pill in the top-right gives you previous/next, a date picker, Today, and Print.

Printing

• List by day — With one or more work orders selected, Print generates an individual-PDF bundle for the selected work orders (up to 50 at a time). With nothing selected, Print generates a by-day overview PDF for the 7 days starting at the topmost visible day.
• Month — Print generates a by-day PDF covering the currently visible month.

Editing a Work Order

Click any work order from the list to open its detail page. The page has two areas:

Title — The work order title at the top of the page is editable. Click it and type to give the work order a custom name — handy when you want to distinguish runs beyond the work order number (for example "Holiday batch" or "Line A morning run"). If you leave it blank, the title falls back to the template name, or the item name when no template is set.

Right panel (Details) — Toggle this open with the Details button in the header. This is where you edit the core fields:

• Status — Dropdown to move the work order through its lifecycle
• Location — Dropdown to change where production happens (only shown if you have multiple locations)
• Due Date — Date picker to reschedule the run
• Quantity — Click the row or the Edit button to open a modal where you update the planned quantity
• Additional Batch Costs — If the template has Cost inputs, this section shows those labor, overhead, shipping, or scrap costs for this specific run. Edit the dollar amount here when the actual run cost is different from the template default.

Left content area — This is where you write or edit notes and manage inputs. Notes sit right below the work order name — just click and start typing. They auto-save as you type, no save button needed.

All fields remain editable at every status, including after a work order is marked complete — so you can always go back and correct a date, update notes, or fix the location.

Logging Inputs During Production

You can log inputs as production happens from the work order detail page, or review and edit all inputs at once when you mark the work order as done.

To log inputs one at a time during a production run:

1. Open the work order.
2. Go to the inputs section.
3. Enter the quantity used for one ingredient or material.
4. Save that input entry.
5. Repeat for the next input until everything used in the run has been recorded.

When you click Mark as Done, the modal shows every input with its logged quantity and lot pre-filled. If an ingredient was logged from more than one lot, each lot appears as its own row in the modal so you can edit them independently. Trashing a pre-filled split row deletes that log when you submit; if you change a previously saved row's quantity to zero, that log is removed too.

Completing a Work Order

When production is done, click Mark as Done on the work order detail page. A single modal opens where you can:

1. Review inputs — See all ingredients with their expected quantities. Edit the actual quantity used and assign a lot to each input. Use Accept all suggested lots to apply the oldest available lot (FIFO) to every input at once, or check individual suggestions.
2. Split inputs across lots — Click the split button next to any input to add additional rows, so you can record usage from multiple lots for the same ingredient. Splits you've already saved are pre-filled when you re-open the modal, and removing one with the trash icon deletes the underlying log on submit.
3. Enter completion details — Fill in the Quantity Made, confirm the auto-generated Lot Number (editable), pick an Output Location if your entity has more than one location, and verify the Signed off by name.
4. (Optional) Check Initiate Transfer to go straight to a transfer order after completing.
5. Click Mark as Done.

The Output Location is where the finished product lands in inventory. The tooltip next to the label reads "Where the output will go into inventory." Ingredients are always deducted from the work order's own location (set on the work order itself) — so inputs and output can live in different places if you want.

Peasy then:

• Deducts ingredients from your inventory (logged as "WO Input") at the work order's location
• Adds finished products to your inventory (logged as "WO Output") at the Output Location
• Records Additional Batch Costs from the right panel so labor, overhead, shipping, and similar costs are included in the run's COGS

This keeps your inventory accurate without any manual adjustments.

Completing a Co-Manufacturer Work Order

Co-manufacturer work orders — work orders linked to a purchase order because a supplier makes the product for you — complete a little differently.

• The primary button on the work order detail page reads Receive instead of Mark as Done.
• Clicking Receive takes you straight to the Receive page with that PO line selected.
• On the Receive page, the footer button reads Receive & mark done. Clicking it opens the Mark as done dialog.
• The dialog seeds Quantity Accepted (delivered minus any rejections from the receive panel) and the Lot Number from the receive form. Both fields stay editable — fix a typo right there without cancelling back to the panel, and the corrected values flow into the receive log too.
• Pick your Output Location in the dialog. Receiving the shipment and marking the work order complete happen in a single submit.

See Receiving Pending Orders — Receiving from a Co-Manufacturer for the step-by-step receive flow.

Filtering and Searching

• Search — Matches the work order number, the custom title, the template name, and the item name
• Status filter — Show only scheduled, in progress, etc.
• Location filter — See work orders at a specific location

Dependent Work Orders

When you create a work order for a building block template, Peasy shows which finished goods use that building block as an ingredient. You can schedule work orders for those finished goods at the same time, so your entire production chain is planned in one step. See Building Blocks and Sub-Assemblies for details.

Common Questions

Can I cancel a work order after starting it? Yes. You can cancel a work order from the detail page as long as it hasn't been completed. Canceling a work order doesn't reverse any inventory — if ingredients were already deducted, you'll need to adjust inventory separately.

Can I complete only part of a work order? Yes. When marking as done, enter the actual output in the Quantity Made field. If your template was set up to produce 100 units but you only made 80, enter 80. Peasy deducts ingredients based on what you logged in the inputs table.

Who can start and complete work orders? Any team member with access to the Production section can create, start, and complete work orders. There's no separate approval step — if someone can see the page, they can run production.

Can I change the batch size after creating a work order? Yes, as long as the work order hasn't been completed. Edit the work order and update the quantity — the ingredient requirements recalculate automatically.

Good to Know

• Red badges on Work Orders tell you how many are due today or overdue.
• You can drag and drop work orders within a status group to prioritize them.
• Work orders can be printed individually or in bulk for use on the production floor.
• If you don't have enough ingredients, Peasy will still let you create the work order — but you'll see gap indicators on the template. Check Template Gap Alerts for details.

Related

• Creating Templates — Set up the recipes your work orders use
• Building Blocks and Sub-Assemblies — Multi-stage production with dependent work orders
• Template Gap Alerts — Knowing when ingredients are short
• Inventory History — See production input/output logs