Creating Your First Work Order (Enterprise)

A work order is the commitment: this customer, this product, due this date. On a busy floor that commitment gets scattered across emails, spreadsheets, and someone's memory. Flaggity's Work Orders (an Enterprise capability) put it in one place and connect it to the quality and procurement records that surround it — while keeping the commercial numbers visible only to the people who should see them.

Creating a work order

1. 1 Open Work Orders (under Projects, on Enterprise plans).
2. 2 Create a new order with the customer, description, due date, and status. These are the floor-facing facts everyone working the job needs.
3. 3 If you're an Admin or Master Admin, optionally capture the commercial details — price, margin, payment terms — in their own panel.
4. 4 Save. Flaggity assigns a sequential work-order number for traceability.

Who sees what

This is the part that matters on a real floor. The floor-facing fields are visible to managers and the production team so they can do the work. But the commercial details are strictly Admin/Master-only — they never appear in any screen or response for other roles, the same way billing information is walled off elsewhere in the platform. An inspector has no access to work orders at all; a plant manager sees them read-only. You can hand the floor a work order without handing them the margin.

How it connects to the rest of your work

• It links to NCRs and CAPAs, so quality problems on a job are traceable back to the commitment.
• It links to Purchase Orders for the materials you procure for it.
• It appears on the unit traveler, so the floor sees the commitment and due date right where the work is happening.

What happens next

With work orders in place, the natural next steps are scheduling the capacity to deliver them and making sure you have the materials — which is where Production Scheduling and the Inventory Ledger come in. Quality events that occur against the job flow back to the work order automatically through the NCR/CAPA links.

Common questions

Can a manager accidentally see or leak pricing? No. Commercial fields are removed at the data level for non-admin roles, not just hidden in the interface — there's nothing for them to find.

Do I have to enter commercial details? No. The floor-facing work order stands on its own. Commercial data is optional and only available to Admin/Master roles.