What is the Work In Progress Page?

What is the Work In Progress Page?

In this article, let's see how the work-in-progress works.


The Work-In-Progress Page allows users to keep track of and manage their orders as they pass through different stages of the Job Management workflow. 


The Work-In-Progress Page allows users to keep track of and manage their orders as they pass through different stages of the Job Management workflow. 

The page lists all of your orders, along with their reference numbers, dates and other important information that can be added. The data you see on the screen can be customized for each user and each user can have multiple custom views. See How to Customise User Dashboards Using the custom views ensures that your users are focused on the data important to them.


This page also has 2 fundamental tabs which separate data in the following ways;

  1. List by Order: This tab enables users to view the list of WIP orders via their order reference number. There is only ever 1 row per job. The Products on the order are shown as overall quantity. 


  1. List by Product: This option allows users to view the list based on the products ordered. By this we mean that 1 row equals 1 product on the job. 


  1. Other details can be added to these views. See How to Customise User Dashboards 

Users can export the columns on the list into a .CSV format by using the Export List option on the top-right corner of the page.

For Wholesale customer’s using the Capacity Planning tools, you will see a third screen called Production Data (see below). For more information about these tools or this screen, please contact support. 



Leads, Quotes and Completed Jobs are not found in the Work In Progress Page.

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