Create a New Work Order - Video
When a customer brings equipment in for repair, service, inspection, or maintenance, you want to create a work order to track that service.
This not only allows you to follow the service process, but it updates the equipment service history in the customer's record, and puts it on the annual reminder list for future service.
1. Bring up the customer in Point of Sale.
2. Click the Work Order icon below their customer profile.
- If the customer is doing a quick drop off, you can use the Description menu to provide a general description of the equipment being serviced (rather than taking the time to detail the equipment including any serial numbers).
- If you are entering details about the item that is being serviced from the start, you can skip Description and proceed directly to Item to Service.
- If the customer has had service performed at your store previously, the Item to Service menu will show any service records (item + serial number if applicable) in the customer's account. Select the item if listed, or click Add Item to add a new item to service.
- If the item was purchased from your store, you can select it directly from the displayed purchase history. If not, click the Add Item bullet at the top of the screen to create a new item to service.
5. Now you can select the service you are performing. Default selection mode is set to Menu; this means you can click directly on the Service/Description menu to see a drop down menu of your service items.
6. Click Add Line to add more items to service.
7. If products are needed to complete the service, you will use the Additional Item area. Enter or search for part numbers as needed to add them to the work order.
- NOTE: The work order system is designed to track the service process as it progresses. If you are unsure if the service will require products (replacement parts, etc.) to complete, these can be added in later.
9. Click Create Work Order to save the new work order and print a claim check.
- NOTE: Work orders remain open until sold, and any payments received toward an open work order are considered deposits vs. income.
Related Articles
Sell a Completed Work Order
When a work order is complete and is ready to be closed, you must sell the work order. This will move any open balance of the work order to be paid into Point of Sale, deliver any associated inventory to the customer, and update the work order's ...Sell a Course to a Customer - Video
To book a student into a course - to sign them up - you will sell the course in Point of Sale. 1. To sell a course you will begin by bringing up the customer who is paying in Point of Sale. In the case of multiple students signing up at once, each ...Receive External Order
To receive in items utilizing the Receive External Order operation, follow the steps outlined below: 1) From the main point of sale, select the Inventory dropdown. Select Transact Inventory-Receive External Order 2) Using the drop down, select the ...Custom Work Order Forms and Checklists
If you require specific information to be gathered and recorded with a work order, you can create your own form. Creating a Work Order Form Go to Office > Back Office Settings > Work Order Settings > Work Order Forms. Click Create New Form. Name the ...Beta Release: New Create Purchase Order Page
Once items are added to your vendor carts, you can proceed with completing the order. All vendors with open carts will display in Office > Purchase Orders > Create Purchase Orders (items are added to the carts via the Select Parts to Order page). ...