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How to Create a Job Order

A Job Order records that you're sending your own material to an outside vendor to be worked on, and expecting the output back. Creating it sets up the job; you send and receive the material afterwards in two halves. If you're new to this, read Job Order first — especially that the material stays your stock the whole time it's out.

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Availability depends on your plan and your role.

Before you start​

  • The vendor doing the work should exist in your records.
  • The material to send and the expected output should exist in your item list.
  • You should know which kind of job it is — with transformation, without transformation, or sampling.

Step-by-step​

Step 1: Open a new Job Order​

From the left sidebar, open Production and go to Job Order, then start a new one. A blank form opens with a reference number and today's date filled in.

Step 2: Choose the kind of job​

Pick the type that matches what the vendor will do:

  • With transformation — the vendor turns your material into a different item.
  • Without transformation — the vendor performs an operation and the same item returns.
  • Sampling — the vendor produces a sample for approval.

This tells Bizconnekt whether to expect a new item back or the same one.

Step 3: Select the vendor​

Choose the vendor doing the work. Their details fill in automatically.

Step 4: Add the material to send (outward items)​

List the outward items — the material you'll dispatch to the vendor:

  • Item — what you're sending.
  • Quantity — how much.

Add a line for each item. Remember this material stays yours; it's only moving to the vendor's location, not being sold or used up.

Step 5: Add the expected output (inward items)​

List the inward items — what you expect to get back:

  • For a with-transformation job, this is the different, finished item.
  • For a without-transformation job, it's the same item after the operation.

Enter the item and the quantity you expect.

Step 6: Set the dates​

Set the relevant dates — when the order is raised and when you expect the output back. These help you follow jobs that are out with vendors.

Step 7: Review and save​

Check the vendor, the type, the outward material and the expected output, then save the Job Order.

The order is created in the Open stage, ready for you to dispatch the material when it's time.

After you save​

  • The Job Order appears in your list at the Open stage.
  • Nothing has left your stock yet — creating the order only sets up the job.
  • Next, you dispatch the material and later receive the output. Both steps are covered in View a Job Order.

Common questions​

Does creating a Job Order reduce my stock? No. Creating it just sets up the job. Stock only moves to the vendor's location when you dispatch — and even then it stays yours.

With transformation or without — which do I pick? If a different item comes back, it's with transformation. If the same item comes back after a step like plating or polishing, it's without transformation.

Can I send in more than one batch? Yes. You can dispatch in parts and receive in parts; the job tracks each side as it happens.

  • Job Order — what subcontracting is and how the stages work
  • View a Job Order — dispatch the material and receive the output
  • Work Order — make a batch in-house instead
  • Items — create the items you send and receive

Need help? Contact support at support@bizconnekt.com