Example Fabrication Co.

Plain Operating Flow

1. Import backlog CSV first. This is the shippable work the customer bought.
2. Import production summary/job schedule reports next. These add lower-level jobs, routers, work centers, quantities, and master-job relationships.
3. Match or attach PDFs. Rows with no PDF can be clicked and assigned manually.
4. Use Backlog Status to decide what should move into queue.
5. Use Planning Board to review readiness and set the planned Visual Production Board schedule.
6. Use Visual Production Board as the planned daily schedule by work center.
7. Use Live Shop Feed as what actually happened after work is completed.

Live Example Snippets

Backlog Status

• Search by job number, part number, or customer.
• The Queue column shows line number, queue/on-board/live-feed status, BOM, and delete controls.
• Click the queue button to put a job into Planning Board. If it is already queued, that button can move it back to backlog.
• The work-center column shows the route from first operation to last operation. Green means completed. Yellow means current/open. Orange on the board means late.
• Owner login can see pricing. Manager and user logins cannot.

Planning Board

• Use readiness buttons to mark material, hardware, paint, and outside process status before release.
• For outside process blanks, RFQ acts like ordered, PO IN PLACE acts like received, IN STOCK means it will be done in house, and NOT NEEDED clears the hold.
• Material, hardware, and paint/powder have separate RFQ SENT, PO SENT, RECEIVED, IN STOCK, and NOT NEEDED choices. Enter the RFQ number/date or PO number, or choose Will update on next IMPORT. That reminder stays until a matching import supplies the missing reference. NOT NEEDED clears the readiness fields without deleting the BOM or purchasing history.
• Adding a planned work center or changing its date automatically places the stops in chronological order. Stops on the same date keep their relative order.
• Use Visual Board Schedule on a queued job to pick This Week or Next Week, day, and work center, then click Add.
• The first added schedule stop is the first release location. Extra stops create planned cards on those later day/work-center cells.
• If no schedule stops are added, Release uses the automatic first-open route cell.

Visual Production Board

• This board is the plan. It is a daily kanban schedule organized by work center.
• Use This Week and Next Week to plan ahead. Next Week rolls forward when that week becomes current.
• Each work center/day defaults to 24 cards. Click the capacity number in a cell to lower it manually.
• A card must pass 1st Piece QC before Completed can be pressed. QC approval uses a manager/owner PIN.
• If a scheduled card falls behind, it turns orange. Use the gear menu and PUSH NEXT DAY to move it to position 1 on the next production day in the same work center.
• Use the gear menu for DELETE, COPY, PASTE, SEND BACK TO QUE, PUSH NEXT DAY, and overdue color controls.

Live Shop Feed And Shipments

• Live Shop Feed is what actually happened, not just what was planned.
• Completing a production-board operation moves the job into the next actual work center or completes it.
• Packing list number is only used for shipping/DELV closeout.
• Shipments records completed shipping work and packing-list details.

Users And Permissions

• Owner has full access and can see pricing.
• Manager can run the board, manage queue/live feed actions, and approve QC with a PIN.
• User can record setup/cycle timers on current job cards but cannot change the schedule, quantities, or job closeouts unless promoted.
• Set or change each manager/owner QC PIN from User Permissions.

1. Know Which Board To Use

• Visual Production Board shows the planned day and work center for each job card.
• Active Floor Board shows work currently ready at a work center. Future route steps stay hidden until the earlier operation is completed.
• Find the job by job number or part number. Match the card to the drawing and the physical parts before starting.

2. Record Setup And Cycle Time

1. On the normal-sized job card, use Start/Resume, Pause, Stop setup, and Complete cycle under Operation time for the work center shown. Open the expanded card to review recorded time by work center.
2. Press Start on Setup when setup work begins. Press Stop setup when setup is finished.
3. After setup and required first-piece QC approval, press Start on Cycle when production starts. Press Complete cycle when production at this work center is done. The board then prompts an owner or manager to use the main Completed action and enter the actual quantity completed; a timer alone does not move the job.
4. If work stops, press Pause on the affected timer. Choose a suggested reason such as Waiting for QC approval or enter a specific comment, then press Pause timer. Press Resume when work restarts. Paused time does not count as working time.
5. Every pause reason and the recorded time remain visible in Recorded time by work center on the expanded job card. Pressing Completed for the work center also stops any running or paused setup/cycle timer.

3. Complete A Work Center

1. Confirm the job number, part number, drawing revision, quantity at this process, and work center. Stop and tell a supervisor if they do not match the parts or traveler.
2. Complete the first-piece inspection. A manager or owner must approve the card's 1st QC check with their own PIN before production completion is allowed.
3. When the operation is finished, write the actual completed quantity, work center, date, and your signature or initials on the physical traveler.
4. On the matching job board card, press Completed. Enter the actual Qty completed in Operation Closeout and confirm the result.
5. At Laser: also enter the material actually used as whole 120 × 48 sheets plus tenths. One tenth is a 12 × 48 strip. Seven feet of sheet length is 0 sheets + 7/10; one full sheet plus 24 inches is 1 sheet + 2/10. Use only this job's share. For a shared nest already charged to another job/program, select Already recorded and enter that reference instead of charging the sheet twice.
6. Confirm the material and source. A matching job material PO is suggested first; otherwise a matching recent stock purchase is labeled assumed stock. If no material was used, select that option and explain why. These are estimates for buying decisions, not verified inventory counts.
7. If you completed more pieces than required, enter the actual higher quantity. The operation advances normally without shortage questions. Extra pieces travel with the job and are shown separately from the original customer order quantity.
8. Move the completed parts and their traveler to the next scheduled work center. Press Parts moved only after the physical move; the board records that separate handoff time. If you choose Not yet, confirm the move on the next card once it actually happens. Staging areas will be added later.

4. When Only Part Of The Quantity Moves Forward

1. In Operation Closeout, enter only the quantity actually completed. Record the reason the full quantity could not move. If parts were killed and must be remade from scratch, choose that reason and enter the remake quantity.
2. Choose whether the unfinished remainder stays at this work center or goes Back to Q for planning. Confirm both quantities and their job card identifiers after the split.
3. Print two physical job cards after the split: one for the remaining quantity and one for the quantity moving forward. Each print must show its own job identifier and correct quantity.
4. If the remainder stays at this work center, keep its router with the held parts. If it goes Back to Q, put the original physical router in the file holder by the stairs near Laser, even when the split happened at another work center. The completed-quantity copy travels with the parts to the next work center and becomes their traveler.
5. The board sends an in-app alert to Brad, Chase, and Suzanne for a return to Q or killed/remake parts, including the reason and remake quantity. If the board says the alert was not delivered, contact them directly before leaving.
6. Sign or initial the completed work center on the moving traveler and mark that work center Completed on the board. Do not mark the held quantity complete. Each later work center signs the physical traveler and completes its matching board card when that operation is done.

5. Before You Leave The Job

• The physical parts, traveler job identifier, traveler quantity, and board card must agree.
• The current work center must be signed on the physical traveler and recorded as completed on the board for the quantity that moved.
• The completed parts and traveler must reach the next scheduled work center. Confirm the physical move on the board only once the parts are there. If the next stop or quantity is wrong, hold the parts and notify a supervisor before moving them.

Shop Import History

No successful imports have been recorded yet.

Shop Import Source Rules

• Backlog Detail is the authority for open, shippable master jobs, current open quantities, due dates, customers, prices, and values.
• Order Entry Detail supplies the original ordered quantity only. It is supporting data and never creates a backlog job or production card.
• Job Schedule Detail identifies master jobs, piece parts, subassemblies, quantities, and job relationships.
• Production Summary Detail supplies routing progress from WCOperCodes, job dates and hours, job notes, purchasing detail, receivers, and outside-process information. The exported WorkCenter field can be blank with this approved report configuration.
• Loading Summary — Job Number View supplies work-center sequence and per-step estimated setup and cycle hours. The board scales cycle hours to open or split quantities and shows the resulting load by scheduled day and work center.
• Shipment Summary Detail supplies processed shipment history and shipped quantities used to calculate remaining work.
• Material Forecast Summary Detail supplies job-level material and part requirements used for BOM/material support.
• Job Requirements Summary supplies supplemental purchasing units, supplier-cost evidence, outside-process flags, and order-by dates only when it matches a Material Forecast BOM line. It never creates material demand by itself.
• Purchase Order Summary in Import CSV or Import Shop Reports updates job-specific on-order/received quantities and price evidence. Direct STOCK PO rows also feed the separate common sheet-material purchase pool. For historical unit prices without changing purchasing coverage, use Materials Planning > Import PO prices instead. Select only the newest full PO Summary export in a batch; the board treats older files as superseded snapshots rather than double-counting cost and receipt values.
• Receiving reports are PO/part receipt reference only. They do not reduce a job's material need until a verified job allocation is available.
• Part Number Summary is a validation-only aggregate report. It is never used as item-level on-hand inventory because a repeated total cannot establish stock for an individual part.
• Part Number Detail Quantity On Hand is displayed only as a clearly labeled JobBOSS reference when it exactly matches a purchased item. The current report does not provide UOM, bin, allocation, available quantity, or a stock as-of date, so it never reduces the buy plan or marks jobs covered.
• Job Number Breakdown supplies the open estimated hours for each job used by the finite-capacity schedule. It updates hours only and does not create or close backlog jobs.
• Work Center Breakdown supplies open demand hours by work center for bottleneck and load analysis. The board uses the staffed-hour settings below instead of trusting the report's legacy capacity values.

Material Cost And Coverage Rules

• The Planning Board calculates three separate views: original-order need and cost, remaining-open need and cost, and still-to-buy cost after verified job-specific PO coverage.
• For each BOM line, a compatible PO price assigned to that job is used first. If the job has no PO allocation, a validated Job Requirements price is next; then the newest compatible PO price for the exact same purchased item may be shown as a clearly labeled catalog estimate. Catalog pricing never marks material ordered or received for the job. Customer sell price is never used as material cost.
• Sheet material demand may be exported in square inches while PO pricing is in sheets. The board converts using the actual sheet size shown in the material description (for example, 120 × 48 = 5,760 square inches).
• If the price unit, line total, or requirement quantity cannot be reconciled—or equally recent PO prices conflict—the line stays visibly unpriced / needs review. It will not be shown as $0.00 or silently inflated.
• Keep the most recent full PO Summary, Material Forecast Detail, and Job Requirements exports together in the daily import folder. If more than one full PO Summary is selected, the board uses only the newest snapshot for coverage, catalog estimates, and the common-material stock-purchase view. The pooled stock view uses only recent STOCK PO lines with a verified sheet unit; it is a buying estimate, not inventory or a job allocation. An empty report is ignored safely and never clears existing board data.
• Inventory boundary: JobBOSS Qty On Hand references are informational only until an inventory export supplies item, UOM, bin/location, on-hand, allocated/reserved, available quantity, and an as-of timestamp. Do not use a reference balance to cover more than one job without reserving it to a specific job.
• Running stock-purchase evidence: imports retain previously seen STOCK POs that are absent from a later date-limited export. A newer record for the same PO and stock item replaces its prior quantities and pricing instead of being added again. Explicit zero/cancelled quantities update the record. A missing row never means cancelled, consumed, or available inventory; verify physical stock before buying or releasing work.

Before Generating Any Reports

1. In your shop's import folder, create one new folder for today.
2. Name the folder M_D_YYYY imports. Example: 8_19_2026 imports.
3. Choose one shared custom date range for the batch: start about 4 months before today and end about 8 months after today. A few months back and several months forward keeps recent shipments and upcoming jobs together.
4. Use that same beginning and ending date on every report that has a date range. For Material Forecast, use the shared ending date as its Cut-Off Date.
5. Leave every filter not specifically listed below unchecked and blank.

Example daily folder:

Sample Report Generation — One Daily Batch

These are example settings, not live JobBOSS data. For a batch dated 8/19/2026, use one shared example range of 4/19/2026 through 4/19/2027 wherever the report has a date range. Replace all example dates with the range chosen for your actual batch.

Generate each report, choose Export As → CSV, and confirm that the download is a Detail report with job-level rows and its original column headers—not a summary-only report, PDF, or screenshot. Save each CSV in the same dated import folder.

Generate, Format, And Save Every CSV

1. After configuring the report, select Generate Report.
2. From the generated report, click Export As → CSV.
3. Open the CSV in Excel and click the top-left Select All box so the entire file is selected.
4. Choose Home → Format → AutoFit Column Width.
5. With the entire file still selected, choose Home → Alignment → Align Left.
6. Save as a CSV in today's import folder. Keep every original report column; do not add, delete, rename, or rearrange columns.
7. Use the report name followed by today's date so every file is unique. Example: Backlog Summary - Detail Report 8_19_2026.csv.

After the seven operational files are saved: open Backlog Status → Import Shop Reports and select all seven CSV files together. Add Job Number Breakdown and Work Center Breakdown to the same selection whenever capacity hours need to be refreshed.

1. Backlog Summary — Detail

1. Open the green Reports tab, then Orders → Backlog.
2. On General, check Include beside Date.
3. Enter the shared custom date range and select Date Due, not Order Date.
4. Under Include These Reports, check Detail only.
5. Under Detail Report Group By, select Date Due.
6. Leave Customer, Part Number, Work Code, Product Code breakdowns and Breakdowns As Graphs unchecked.
7. Generate, export as CSV, AutoFit, Align Left, and save it in today's folder.

2. Job Schedule — Detail

1. Open Reports → Orders → Job Schedule.
2. Check Include beside Date and enter the shared custom date range.
3. Under Group By, select Job Number.
4. Under Custom, select F 7.5.2.1 OD 04/19/22 Job Schedule.
5. Leave Show Prior Shipment Information unchecked.
6. Leave the Ready to Ship, In Process, Release Types, and Jobs On Hold Include boxes unchecked; their displayed radio defaults do not filter the report unless Include is checked.
7. Generate, export as CSV, AutoFit, Align Left, and save it in today's folder.

3. Loading Summary — Job Number View

1. Open Reports → Shop Floor Control → Loading Summary.
2. Check Include beside Date and enter the shared custom date range.
3. Under Report View, select Job Number.
4. Under Custom, select Loading Summary Report.
5. Check Show Estimated Times. Confirm the exported CSV includes QtyLeft, SetupHrs, and CycleHrs for each work-center step. Do not rename these columns.
6. Generate, export as CSV, AutoFit, Align Left, and save it in today's folder.

4. Production Summary — Detail

1. Open Reports → Shop Floor Control → Production Summary.
2. Check Include beside Date, enter the shared custom date range, and select Date Due.
3. Under Group By, select Due Date.
4. Under Custom, select SIMPLE WORK FLOW 5_1.
5. Check Print Job Notes.
6. Check Show Work Centers With No Pieces Posted To Them Yet.
7. Leave Print Quoted Prices and Print Condensed Version unchecked.
8. Leave Ready to Ship and In Process Include boxes unchecked.
9. Generate, export as CSV, AutoFit, Align Left, and save it in today's folder.

Required CSV format: keep the JobBOSS headers exactly as exported. Routing is read from WCOperCodes; WorkCenter may be blank.

5. Material Forecast Summary — Detail

1. Open Material Forecast for Open Jobs quick view.
2. Set Bucket Size to Day.
3. Under Grid Options, check Show Raw Materials for Open Jobs, Show Open Jobs, and Show Parts for Open Jobs That Drop Below Reorder Level. Leave the negative-balance option as displayed if JobBOSS disables it.
4. Click the green Material Forecast Summary button.
5. Under Include These Reports, check both Include Summary and Include Detail.
6. Under Group By, select Part Number.
7. Under Report Options, check Include Materials and Include Jobs.
8. Leave Negative Balances Only unchecked.
9. Set Interval to Month and set Cut-Off Date to the shared future ending date.
10. Generate, export as CSV, AutoFit, Align Left, and save it in today's folder.

6. Order Entry Summary — Detail

1. Open Reports → Orders → Order Entry.
2. Check Include beside Date, enter the shared custom date range, and select Date Due.
3. Under Include These Reports, check Detail only.
4. Leave Customer, Part Number, Work Code, Sales ID, Product Code breakdowns and Breakdowns as Graphs unchecked.
5. Generate, export as CSV, AutoFit, Align Left, and save it in today's folder.

Important: This file supplies Original Qty only. It never creates backlog jobs or production cards.

7. Shipment Summary — Detail

1. Open Reports → AR → Unbilled Shipment Summary.
2. Check Include beside Ship Date and enter the shared custom date range.
3. Check Include beside Shipment Status and select Processed Only.
4. Under Include These Reports, check Detail only.
5. Leave Billing Status and Release Types Include boxes unchecked; the displayed Unbilled Only and Customer Only radio defaults do not filter unless Include is checked.
6. Leave Customer, Part Number, Sales ID, and Work Code breakdowns unchecked.
7. Generate, export as CSV, AutoFit, Align Left, and save it in today's folder.

8. Job Number Breakdown — Capacity Hours

• Export the job-number breakdown as CSV without renaming or deleting columns.
• The import recognizes JobNo, Period1Hrs1 through Period7Hrs1, and TotalHrs1.
• Split travelers share the job's hours in proportion to each traveler's remaining quantity so hours are not duplicated.
• Required dates remain customer due dates. These hours are used only to calculate projected capacity start and finish dates.

9. Work Center Breakdown — Constraint Demand

• Export the work-center breakdown as CSV without renaming or deleting columns.
• The import recognizes WorkCntr, Description, the seven period-hour columns, and TotalHrs1.
• Punch and hardware demand share one labor pool because the punch operator floats to hardware. The report's capacity columns are validation data only.
• Staffed capacity is controlled in Capacity Analytics using 560 gross hours, 500 attendance-adjusted hours, and an 80% scheduling target unless management changes those assumptions.