Travelers

Overview of Travelers

Traveler PDFs are printable record-keeping forms that follow a Work Order across the factory floor. Travelers provide basic information and notes that every Station operator should be able to see right away if needed.

Travelers can be customized. Common sections on travelers include:

1. Work Order Title

The Work Order that the Traveler is attached to.

2. Purchase Order and Sales Order

The Purchase Order is the ID record of purchasing this part from supplier companies. The Sales Order is the order placed by the customer, which may contain many parts.

3. Customer

The name of the customer who ordered the work.

4. Part Number

The Part Number identifies which type of parts are included in the Work Order that the Traveler is attached to.

5. Part Quantity

This is the amount of the specific part number that has been ordered.

6. Process

The Process shows the type of work that will be done on the Work Order.

7. Treatments

The Treatments are the specific steps that need to be performed on the Work Order.

8. Sales Order Notes

Notes entered on the Sales Order. These notes apply to all Part Numbers and Work Orders on the Sales Order.

9. Work Order Notes

Notes entered on the Work Order. These notes apply to all Part Numbers on the Work Order and the Work Order at large.

10. Part Number Notes

Notes entered on the Part Number. These notes apply to only the individual Part Numbers.

11. Company Logo

The customer's logo can be displayed on Travelers for quick identification.

12. QR Code

The QR code opens the Work Order page for the traveler. This is useful for quickly finding more information needed for the parts.

Adding Specs to Travelers

To include spec information on Travelers, the specs must be included on the Process Nodes that the Part Numbers will pass through.

For example, if a part number on the work order has the specs "Powder Spec" or "Zinc Barrel Clear Trivalent", these specs must be added to the relevant process node. This will ensure that the spec information is displayed at the right step.

To do this:

1. Navigate to the desired process.
2. Scroll down to the process tree.
3. Select the node where the spec field should appear.
4. Select the hyperlink showing the process node that your station's recipe node derives from.
5. Scroll down and click the "+ ADD SPEC FIELD" button.
6. Select the specs you want to show on the traveller.

To learn more about how Specs and Recipes can interact, watch this video:

Adding Received Time and User to Travelers

To include metadata information on travelers (who used a WO and when), you will need to open the PDF editor manually.

1. In the work order, press the QR code button and then the "framed A" button.
2. A similar looking button should be pressed in the Actions column of the next page.
3. Once this menu is opened you can choose a field in the template.
4. Then click "Insert data Field" in the right-hand sidebar.
5. Finally, select the "received batches" option in the table that appears.