Create a Work Order

Before You Begin

Make sure you have already added the customer for this shipment. If not, go to Customers and add them first.

Steps

1. Open the Create Form

On the Work Orders list page, click + New Work Order.

2. Fill in the Form

The create form has three fields:

Field	Required	Description
Customer	✅	Search and select the customer by name. Only one customer can be linked per work order.
Customer PO	—	Link an existing Customer PO to this work order. Only unassigned POs for the selected customer are shown. Available after a customer is selected.
Service Type	—	The type of freight service. Defaults to Sea Freight FCL.

Service Type options:

Value	Label
sea_freight_fcl	Sea Freight FCL
sea_freight_lcl	Sea Freight LCL
air_freight	Air Freight
land_freight	Land Freight
multimodal	Multimodal

3. Info Panel (right side)

After selecting a customer, a Customer info card appears on the right showing: Name, Code, Email, Phone, Tax ID, Location, Address, and the first three contacts.

After selecting a PO, a Selected PO card appears showing: PO Number, Issue Date, Delivery Date, Sub Total, and item count.

If a PO is selected, a PO Items preview table appears inside the form showing: Description, Product Name (if any), Quantity, and Unit.

4. Create

Click Create Work Order. The button is disabled until a customer is selected.

Note

The work order is created with minimal information. All other details — shipment dates, cargo, routes, documents, costs — are filled in on the work order detail page after creation.

After Creating

After the work order is created, you are redirected to the work order detail page where you can fill in all remaining information and track progress.