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Works orders overview

A works order combines individual products from a Bill of Materials (BOM) to create a new parent product. You create the order in the web interface and then process it using an RF scanner.

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Prerequisites

Before creating a works order, make sure:
  • All products are in the system — verify they are entered in Clarus WMS.
  • Stock is available — ensure products are booked in and you have sufficient quantities.
  • The BOM exists — create the Bill of Materials listing all items required to make the parent product.

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Creating the works order

1

Navigate to Works Orders

From the home menu, select Goods Out, then Works Order.
2

Create a new works order

On the Works Order screen, click +New.
3

Fill in the details

Enter all the necessary information for the works order.
4

Add the Bill of Materials

Add the BOM in the product field. The system automatically identifies which products are needed.
5

Save and check status

Click Save. The works order status will show as Pending.
6

Process picks

Select your works order and click Save and Process Picks. The status changes to Allocated.

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Completing the works order on the RF scanner

1

Log in to the RF scanner

From the RF scanner’s main menu, select Conversions.
2

Select next conversion task

Click Next Conversion Task to see a list of works order tasks.
3

Select the task

Choose the task you want and click Select.
4

Review and confirm

Check the conversion task details and click Next. Re-enter the product code in the Confirm Product Code field and click Next.
5

Confirm quantity and complete

Enter the quantity and click Next. The system confirms the task is complete.
Conversion tasks only appear after you have completed the pick tasks for the works order.
Once all tasks are complete, the works order status updates to Completed and the parent product appears in stock.
Do I need to list individual products in a works order?No, you only need to add the Bill of Materials. The system automatically determines which products are required.How will I know when a works order is completed?The status changes to Completed on the Works Order screen, and the parent product is added to your stock list.

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Convert by output quantity

This account setting controls how conversion tasks are generated when you process works orders. Find it in the Conversion section of your account settings. It determines whether the system creates one conversion task per pick task, or one per child product per job.
SettingBehaviourBest for
OffOne conversion task per pick taskBulk conversions without detailed individual tracking
On (recommended)One conversion task per child product per jobDetailed stock tracking and full auditability
This setting does not affect pick tasks — it only changes the number of conversion tasks created.

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Example: Xbox and Cyberpunk 2077 Bundle

Your BOM product requires one Xbox and one Cyberpunk 2077 (output quantity: 1). A works order for 10 bundles creates 2 pick tasks. Off: 1 conversion task for Xbox + 1 for Cyberpunk 2077 = 2 total. On: 10 conversion tasks for Xbox + 10 for Cyberpunk 2077 = 20 total.

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Example: Tin Can Telephone

Your BOM product requires 1 Wire and 2 Tin Cans (output quantity: 1). A works order for 10 telephones creates 3 pick tasks. Off: 1 conversion task for Wire + 2 for Tin Can = 3 total. On: 10 conversion tasks for Wire (qty 1 each) + 10 for Tin Can (qty 2 each) = 20 total.