Managing Work Orders & Builds

How to Manage and Filter Work Orders in 10X ERP

This video explains how to efficiently manage and filter your work orders within 10X ERP. Users can apply various filters to view open, closed, draft, or deleted work orders, and also narrow by specific types such as secondary processing or builds. The system allows for saving custom views as bookmarks and provides an alternative dashboard view for a more granular perspective. Both the main work order table and the dashboard update in real time and allow filtering by user or customer for better focus.

• Access Work Orders From The Work Order Menu
• Apply Filters To View Open, Closed, Draft, or Deleted Orders
• Narrow Results Using Tags Like SP (Secondary Processing) or Build Types
• Enable Lines View To See Specific Products Within Builds
• Save Custom Views Using Bookmarks for Quick Access Later
• Use Work Order Dashboard For A Granular, Real-Time View of Orders
• Filter By User or Customer To Focus on Specific Workflows or Clients