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Submit a Work Order

Contents

  1. Overview
  2. When to Submit a Work Order
  3. Kit-to-Stock vs. Kit-to-Order
  4. Recommended Workflow Approach
  5. Work Order Process
  6. Scheduling & Lead Time
  7. Quote
  8. Work Order Minimum Charge

Overview

A Work Order is used to request project-based services that fall outside of standard fulfillment.

Standard fulfillment includes routine pick, pack, and ship operations for both DTC (direct-to-consumer) and B2B (wholesale) orders using ship-ready inventory. These workflows are optimized for speed and do not support custom handling or one-off instructions.

Ship-ready products are fully prepared for fulfillment and do not require any additional work prior to shipment. This means items are already correctly packaged, labeled, and configured for direct pick, pack, and ship.

Work Orders are required for any services that involve additional handling, preparation, or modification of inventory, such as:

  • Specialty kitting or bundling
  • Polybagging
  • Barcoding
  • Assembly or disassembly
  • Custom labeling (outside of standard print-ready retailer case / pallet labels)
  • Repacking
  • Any custom order handling or special instructions

When to Submit a Work Order

Submit a Work Order when your request requires manual work outside of standard fulfillment workflows, or when inventory must be prepared, modified, or assembled before it can be shipped.

For optimal fulfillment speed and efficiency, we recommend preparing inventory in advance whenever possible.

Kit to Stock vs. Kit to Order

Kit to Stock

Kits are assembled in advance and received back into inventory as a finished SKU.

Best for:

  • High-volume or repeat orders
  • Kits requiring specific packaging instructions or presentation (e.g., branded unboxing experience)
  • Pre-configured bundles that should be ship-ready

Kits are built ahead of time via Work Orders and flow through standard fulfillment.

Kit to Order

Items are picked and combined at the time of order fulfillment.

Best for:

  • Simple bundles where items only need to be shipped together
  • No special packaging, labeling, or assembly required

Simple kit to order SKUs do not require a Work Order and can flow through standard fulfillment.  Set up a Kit-to-Order at the Product level (see Products section).

Recommended Workflow Approach

Whenever possible, we recommend using inventory-based work orders to prepare products in advance and receive finished goods back into inventory.

This allows your items to become ship-ready and flow through standard fulfillment for both DTC and B2B orders—resulting in faster processing, greater efficiency, and reduced costs.

Best Practice

Outbound work orders should be reserved for one-off or highly specialized scenarios.

Submitting outbound work orders for multiple shipments can introduce delays and reduce fulfillment efficiency. Preparing inventory in advance is the preferred and most scalable approach.

Work Order Process

1. Create a Manual Order

Create a Manual Order (Order Type: Work Order) in your dashboard to move all required materials from inventory into a designated work order location.

2. Create a Purchase Order

If this is an inventory-based Work Order, Create a Purchase Order (PO Type: Work Order) in your dashboard to receive the completed items back into inventory once the project is finished.

If this is an outbound Work Order (items not returning to inventory), you can skip this step.

3. Submit the Work Order Form

Submit the Work Order Form under Operations via the Help Center to provide all required project details and request scheduling.

Scheduling & Lead Time

Work Orders are typically scheduled to start within 5–10 business days of submission, depending on project scope and complexity.

Scheduling begins once:

  • All required materials have been received and are available in inventory
  • Project instructions are finalized and approved

Quote

When submitting the Work Order form, you may choose to:

  • Request a Quote First, or
  • Proceed with Scheduling

If you request a quote, our team will review your submission and provide pricing for approval before scheduling begins. Otherwise, your work order will be scheduled and billed according to our standard rates. 

Work Order Minimum Charge

All Work Orders are subject to a $300 minimum charge.

Work Orders involve dedicated coordination, labor, and quality control processes. A minimum charge helps ensure each project is executed accurately and efficiently.