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Manage work order templates

This workflow shows you how to manage work order templates: reusable definitions from which operators create new work orders directly during picking. Use templates for recurring orders that are picked again and again.

Role: Administrator

Prerequisites​

  • Your account has the Management permission. Creating templates additionally requires the Work Orders And Items permission.

Steps​

View templates​

  1. Open Management > Work order templates. The list shows each template's Number, Type, the amount of Items, and when it was Last updated.

Create a template​

  1. Click Create. The Create work order template page opens.
  2. Enter the Number. It is used as the number prefix of the work orders created from the template.
  3. Select the Work order type. Optionally select a Designated storage.
  4. Build the Picking list: click Add item, find and select an item in the results, enter the requested amount, and click Add. When lot number tracking is enabled, a position can also carry a lot number.
  5. To control the order of the positions, enable Custom sequence. Reset sequence restores the default order.
  6. Click Create.

Edit or delete a template​

  1. To change a template, click its edit icon, adjust the fields, and click Update.
  2. To remove a template, click its delete icon and confirm the dialog.

Import templates from a file​

  1. Download an import template via the save icon — as CSV or JSON.
  2. Fill in one row per template position. Number, WorkOrderTypeName, ItemNumber, Amount, and RequestType are required; DesignatedStorageName, LotNumber, and Order are optional.
  3. Click Upload Templates .json/.csv and select the file.
note

An import is all-or-nothing: if any entry is invalid, no templates are created. The Work order templates import report lists each rejected entry with its number, item number, and the reason — for example a duplicated template number in the file or an unknown work order type.

Start work orders from a template​

Operators use templates directly during picking:

  • On the Picker page, when the selected work order type has templates, a filter switches between Work orders and Work order templates. Clicking Start on a template card creates a new work order from the template and starts picking it — see Pick a work order.
  • On the cart view, a template card offers Attach: the new work order is created from the template and attached to a cart location — see Pick with a PickCart. Templates are not available for ISAC carts.

A work order type that only has templates and no open work orders can still be selected — oneGRID then shows the templates directly.

Result​

Recurring work orders are defined once as templates. Operators create fresh work orders from them at picking time, without an administrator creating each order by hand.

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