Introduction
Accessing the work order module
Open the work order module by selecting it in the right-hand navigation bar or in the more menu.
Creating a work order manually
This is the list view of the work order module. To add a new work order, click add new work order.
Select the manual method
Select the method you want to create the work order from. In this case select manual.
General information
Enter general information such as selecting a vendor or contractor, filling dates, etc.
Select the date by clicking on the calendar icon and selecting the appropriate date.
Select bill from and ship from addresses
If the bill from address was not populated when you entered the company name or the address is wrong, make sure bill from is highlighted and then select the appropriate address by clicking on the drop down arrow and selecting it.
Bill from is highlighted when it appears in blue. If the address does not exist, create a new address by clicking the arrow in the address section as shown above.
To enter or change the ship from address, make sure ship from is highlighted. It is highlighted when ship from appears in blue.
Select the appropriate address by clicking on the drop down arrow and selecting it.
If the address does not exist, create a new address.
Select bill to and ship to addresses
To add or change the ship to address, make sure ship to is highlighted. It is highlighted when ship to appears in blue.
Select the appropriate address by clicking on the drop-down arrow and selecting it.
If the address does not exist, create a new address. The same process would be followed to change or create a new bill-to address.
Add products to your work order
To add a product or line item to your work order, click add product in the lower left-hand side of the transaction grid.
Select all the items you would like to add to your work order by checking off the boxes on the left. If you cannot find them, you can search for them on the upper right hand corner.
Once the items have been added, you can edit any of the information in the line by clicking on that field and typing in the correct information. Also, this is where you can apply item discounts. You can also add more line items by clicking add product.
Add notes
If necessary, add any relevant notes. These notes won't affect anything in the system. They can be used for reminders or internal communication.
Canceling a work order
A work order can be canceled at any point before it is saved by clicking cancel in the upper left hand corner.
Saving a work order
Once you have filled in all the relevant information you can save your work order by clicking save in the bottom right-hand corner.
Creating a work order from an order
Creating a work order from a quote
Select how you would like to create the work order. In this case, make sure the quotes tab is selected. It is selected when quotes is highlighted in orange. Select the quote number you want to use to create the work order by checking the corresponding box on the left.
To deselect an quote, uncheck its box.
A work order can be canceled at any point before it is saved by clicking the close button in the bottom left hand corner.
To create and save a work order from the quote(s) you selected, click the accept button in the bottom right hand corner.
Once you click the accept button, the work order will be created.
Note that once the work order is created, it will automatically be assigned a work order number and be assigned a temp status.
I've created my work order, now what?
Once a work order has been created you can proceed in a number of ways using the green action button in the bottom right hand corner:
- Copy the work order
- Email the work order
- Print the work order
- Issue the work order
- Put the work order on hold
- Void the work order
