A video of this tutorial is available here.
Goals
1) How to create a work order
2) How to print a work order
1) To create a work order you have to be on a valid site.
2) Click on the Work Order tab.
3) Right click in the grid area (dark box in the middle of the screen which lists any work orders that this site already has).
4) Click Add in the pull-down action menu that appears.
5) Notice that Market Type and Rate are automatically populated from the Site Master.
6) Enter special instructions for the driver in the Driver Note field..
7) Enter a note for the invoice for the service.
8) There must be a valid Rate code on the work order in order to save the work order.
9) Click the Save button. Now a unique work order number will be on work order.
10) Click the Done button
1) Click off and on the Work Order tab at the top and the screen will now refresh the work order list.
2) In the grid area (dark box in the middle of the screen which lists the work orders for this site), left click on the work order that you want to print
3) Click Print Work Order in the pull-down action menu that appears.
4) You will now see the work order. Click on the printer icon and it will print.
5)
Close out of the report by clicking in the X
in the
in the upper right hand corner.
See Also