Production Beginner

Create a work order

Step-by-step guide to creating a work order in Brytebuild — assign to a group or user, set the timeline, select items, configure picking and save.

1 min read Managers & Admins Updated August 2026

Section 01

Overview

2 minutes to read

Navigate toOperationsProductionWorks Orders+ Create Work Order

The Create Work Order form has up to 8 steps. The steps shown depend on the work order type you choose in Step 2 — standard types show all 8 steps, while Stock Take types show a simplified 5-step form.

Step 1 — Always shown

Assign To

Assign this work order to a Group (the whole team can see it) or a specific User.

Step 2 — Always shown

General Information

Name, Notes, Group and Type (required). The type you choose controls which steps appear below.

Step 3 — Standard types only

Order or Non Order

Link this job to an existing Sales Order, or create it as a standalone Non Order job.

Hidden for Stock Take types

Step 4 — Always shown

Timeline

Set the Start Date, Start Time, End Date and End Time. This places the job on the Works Order Calendar.

Step 5 — Always shown

Warehouse

Select which warehouse this work order draws stock from.

Step 6 — Standard types only

Stock

Toggle Reserve stock for this order on to hold the required quantities in the selected warehouse, preventing them from being allocated to other orders.

Hidden for Stock Take types

Step 7 — Standard types only

Item List

Select the products and assemblies this job covers. Set quantities, enable Pick BOM for assemblies and choose items from your inventory.

Hidden for Stock Take types

Step 8 — Standard types only

Picking

Optionally auto-generate a picking list for the warehouse team to fulfil the item requirements of this job.

Hidden for Stock Take types

Save Work Order

The Save Work Order → button appears at the bottom of the form on every step. You can save at any point — you don't need to fill every optional field before saving.

Section 02

Work order types

3 minutes to read

The Type field (Step 2, required) categorises what this work order is for. There are 13 types — 11 standard types and 2 special Stock Take types with different behaviour.

Order

Production job linked to a customer sales order. Use when manufacturing or fulfilling against a specific customer order.

Standard

Non-Order

Standalone production job with no sales order link. Use for internal builds, stock replenishment and make-to-stock runs.

Standard

Rental

Work order for rental jobs — equipment being prepared, serviced or returned as part of a rental arrangement.

Standard

Training

Operator training sessions. Appears on the calendar so training time is tracked alongside production.

Standard

Building

Construction or fit-out jobs. Use when the work is building or installation rather than manufacturing.

Standard

Manual quality check job. Creates a stand-alone QC order outside of the automated inspection plan flow.

Standard

Testing

Product testing, validation or sign-off runs that need to be scheduled and tracked alongside other jobs.

Standard

Assembly

Dedicated assembly job for building items from components. Use when the primary activity is assembly work.

Standard

Development

R&D, prototyping or product development work that needs to appear on the production calendar.

Standard

Setting Up

Machine setup, tooling changeovers or line preparation tracked separately from production.

Standard

Goods loading, pallet preparation or despatch bay work scheduled as part of the daily plan.

Standard

Complete Stock Take

Full warehouse count — all items counted at once. Locks the warehouse until completed. Uses simplified form.

⚠ Stock Take

Real-Time Stock Take

Rolling count — items counted section-by-section without stopping operations. Locks the warehouse until completed.

⚠ Stock Take

Section 03

Stock Take types — important behaviour

3 minutes to read

The two Stock Take types — Complete Stock Take and Real-Time Stock Take — have special behaviour that affects the entire warehouse. Read this section carefully before creating one.

Stock Takes lock your warehouse

Creating a Stock Take immediately restricts warehouse operations until it is completed

Picking, packing and delivery order processing are disabled for the selected warehouse while a Stock Take is active or in progress

Only one active or in-progress Stock Take is allowed per warehouse at a time — you cannot create a second one until the first is completed

Barcode scanning for stock movements is also suspended until the Stock Take is completed

Normal warehouse operations resume immediately once the Stock Take is marked as completed

Complete vs Real-Time Stock Take

Feature	Complete Stock Take	Real-Time Stock Take
Scope	Count every item in the warehouse in one session	Count items section by section, in rolling cycles
Operations impact	All warehouse operations halted until complete	All warehouse operations halted until complete
Best for	Annual or periodic full audits	Regular cycle counts without a full shutdown
Form steps	Steps 1, 2, 4, 5 only (Assign To, General Info, Timeline, Warehouse)

Plan ahead

Schedule Stock Takes for overnight or weekend periods whenever possible. Notify your warehouse team before creating one — operations halt as soon as the work order is saved, not just when someone starts working on it.

Section 04

The form — step by step

5 minutes to read

Step 1 — Assign To

Choose who this work order belongs to. This controls who can see and action it in the Works Order Calendar.

Group

Assign to a permission group (e.g. "Production Team"). Every member of the group can see, start and complete the order. Best for team jobs.

User

Assign to a specific person. Only that individual sees it in their personal view. Best for personal tasks or when accountability to one person matters.

Prefer Group for production jobs

Assigning to a Group means the order stays visible even if a team member leaves or is absent. Assigning to a User risks the order going unseen if that person is unavailable.

Step 2 — General Information

Field	Required?	Notes
Name	Required	A clear, searchable name — e.g. "Week 30 Brake Disc Run". Appears on the calendar and in the orders list.
Notes	Optional	Free-text instructions or context for the team. Visible on the work order detail page.
Group	Required	The permission group this order belongs to — controls access. Separate from the Assign To step, which controls the calendar display.
Type	Required	The work order type (see Section 02). Controls which steps appear below. Changing the type adjusts the form immediately.

Step 3 — Order or Non Order (standard types only)

Order

Links to an existing sales order. A searchable table of open sales orders appears — select the one this job fulfils. The Item List will pre-filter to show only items on that sales order.

Non Order

A standalone job with no sales order link. Optionally select a customer for reference. Use for internal production runs, stock builds and training.

For your first work order

Choose Non Order. It's simpler — you don't need a sales order set up yet. You can link work orders to sales orders once your sales pipeline is running.

Step 4 — Timeline

Set when this job runs. The dates and times place the work order on the Works Order Calendar exactly.

Field	Format	Notes
Start Date	`DD/MM/YYYY`	The day the job begins. Required for the work order to appear on the calendar.
Start Time	`HH:MM am/pm`	The time the job starts. Used to position the event on the Week and Day calendar views.
End Date	`DD/MM/YYYY`	The day the job ends. Can be the same as Start Date for same-day jobs.
End Time	`HH:MM am/pm`	The time the job ends.

Step 5 — Warehouse

Select which warehouse this work order draws stock from. The warehouse you choose affects stock reservation (Step 6), the items shown in the Item List (Step 7) and — for Stock Take types — which warehouse is locked.

Step 6 — Stock (standard types only)

Reserve stock for this order — stock will be held as soon as the work order is created

Reserve ON — Brytebuild immediately earmarks the quantities required for this job. Other work orders cannot claim that stock until this one is completed or cancelled.
Reserve OFF — no stock is held. The Item List quantities are recorded but stock is only checked when the job is actually executed.

Reserve vs Deduct

Reserving stock holds it — it's still shown in your stock count but flagged as allocated. Stock is only deducted from your inventory when the work order is marked as Completed. Cancelling a reserved order releases the stock back to available immediately.

Section 05 — Standard types only

Step 7 — Item List

4 minutes to read

The Item List is where you specify exactly what this job produces or works on. The screen has two tables — the catalogue at the top for browsing and selecting, and the selected items at the bottom for review.

All Items vs Sales Items

All Items

Shows your full inventory. Use for Non Order jobs or when you need to select items that are not on the linked sales order.

Sales Items

Filters to show only items on the linked sales order. Only available when you selected Order in Step 3.

Item catalogue columns

Column	What it shows
S.No	Row number in the catalogue.
Item ID	Your internal product ID. Click to open the product detail page.
Item Name	The product name.
Description	Product description if set.
Type	Item (standalone part) or Assembly (built from components). Assemblies have the Pick BOM toggle available.
Pick BOM	For Assemblies only. Toggle ON to automatically pull all BOM component quantities into the stock reservation and picking list. Leave OFF if you only want to track the finished assembly.
Status	ACTIVE or INACTIVE. Only Active items can be selected.
Total Stock	Current quantity in the selected warehouse. Red if at or below minimum.
Minimum Stock Level	Your configured reorder threshold. Numbers shown in red when Total Stock is at or below this level.
Quantity	How many units of this item this job requires. Enter the quantity before ticking Select.
Unit	Unit of measure (ea, kg, m, etc.).
Select	Tick to add this item to the Selected Items table below.

Red numbers = low or out of stock

When Total Stock or Minimum Stock Level numbers appear in red, the item is at or below its reorder threshold. Check your purchasing pipeline before creating the work order — you may not have enough stock to complete the job.

Section 06 — Standard types only

Step 8 — Picking

2 minutes to read

The Picking step lets you automatically generate a picking list for this work order at the point of creation. A picking list tells your warehouse team exactly which items to pull from the shelves and in what quantities.

Automatically create picking list — a picking list will be generated and linked to this work order on save

Field	Notes
Automatically create picking list	Toggle ON to generate a picking list immediately when you click Save Work Order. Toggle OFF to create the picking list manually later from the work order detail page.
Picking Date	The date the warehouse team should complete the pick. Defaults to the work order start date if left blank.
Picking Time	Optional target time for the pick to be completed by.

When to use auto-picking

Turn on auto-picking when your warehouse team uses Brytebuild's picking workflow. Leave it off for jobs where the team picks stock informally, or when the items have already been pulled before the work order is created.

Save the work order

Click Save Work Order → at the bottom right. The work order is created, appears on the Works Order Calendar, and — if you enabled it — a picking list is generated immediately.

Work order created

The work order is now live. Your team can see it on the Schedule, start working on it and log progress. Click ← Go Back at any time to cancel creation without saving.

What to do next

Work order details

View, track progress and manage a work order once it's been created.

Complete a work order

Mark a job as done, deduct stock and close the order.

Edit a work order

Change the timeline, items or assignment of an existing work order.

Work Instructions

Create step-by-step guides your operators follow for each job.

Schedule — production calendar overview

Work order details