Efficiently managing work orders ensures tasks are organized, tracked, and completed on time. This guide will walk you through how to add new work orders and edit existing ones.
Add a new Work Order
Creating a new work order helps you organize and track tasks efficiently. Follow the steps below to add a work order:
From the Dashboard, click the Work Orders tab.
Click the New Work Order button.
Add the required details for the work order.
Once done, click Save to create the work order.
Edit a Work Order
You can update existing work orders to keep information accurate and up to date. Follow the steps below to edit a work order:
From the Dashboard, click the Work Orders tab.
Locate the work order you want to edit.
Update the necessary details as needed.
Once complete, click Done in the top-right corner.
After you update the work order.
You can print it using two options:
Sale Receipt
Work Order
Collect Payment
Collecting payments efficiently ensures your transactions are accurate and up to date. Follow the steps below to collect payment for a work order:
From the Dashboard, click the Deliveries tab.
Locate the work order you want to collect payment for.
This will direct you to the Sales tab.
Before completing the sale, double-check all details to ensure accuracy, then complete the sale.
