WorkMate Knowledge Base
  • Overview
    • 💡WorkMate Knowledge Base
    • ✨Our Features
  • INSTALLATION & SETUP
    • ✅Subscribe to a WorkMate Plan
    • 🔗Order Tagging Flow
      • WorkMate Work Order Tagging Flow
    • 🖥️Install WorkMate on Shopify Admin
      • 🛍️Install WorkMate on Shopify POS
    • Getting started with POS
      • POS Guide
        • Shopify POS Requirements
        • Resetting the Shopify POS app
        • Logging In
        • POS PIN Guide
        • Changing POS Locations
    • WorkMate Feature Guides
      • ⚙️Configure WorkMate Settings
        • Work Order Settings
        • Purchase Order Settings
        • Line Item Settings
        • Stock Transfer Settings
        • Special Order Settings
        • Scanning Settings
        • Role Settings
        • Printing Settings
        • Franchise Mode
        • Price Override Settings
      • 🖥️WorkMate Admin Features
        • B2C Work Orders
          • Add Serials
        • B2B Work Orders
          • Creating a Company
          • Edit a Company Location Details
          • Set up Catalogs
        • Purchase Orders
          • Receipts
          • Dropship
          • Re-orders
          • Vendor & Supplier Relationship
        • Special Orders
          • Create a Special Order from an Online Order
        • Stock Transfers
        • Cycle Counts
        • Rentals
        • Serials
          • Allocate Serials to an Online Order
          • Change Serials
        • Schedule
          • Creating Tasks
          • Creating a Schedule
          • Adding Availability
          • Creating Events
        • Services & Labour
          • Services
          • Labour
        • Notifications
        • Employees
        • Custom Fields
          • Create a Custom Field
          • Setting a Custom Field as a Preset
          • Adding a Dropdown Menu
          • View All Your Custom Fields
          • Location of Hooks
      • 🛍️WorkMate POS Features
        • WorkMate Tiles Overview
        • B2C Work Orders
        • Purchase Orders
          • Receipts
        • Sourcing Overview
          • Reserves
          • Transfer Orders
          • Special Orders
        • Special Orders
          • Create a Special Order for an Online Order
        • Serials
        • Stock Transfers
        • Cycle Counts
        • Rentals
        • Your Schedule
        • Custom Fields
          • Location of Hooks
    • DEMO VIDEOS
      • 🖥️WorkMate Admin Demos
        • Subscribe to a WorkMate Plan
        • Install WorkMate on Shopify Admin
        • B2C Work Orders
        • B2B Work Orders
        • Purchase Orders
          • Receipts
        • Special Orders
        • Services & Labour
        • Schedules
        • Serials
          • Allocate Serials to Online Orders
        • Franchise Mode
      • 🛍️WorkMate POS Demos
        • B2C Work Orders
        • B2B Work Orders
        • Purchase Orders
        • Special Orders
        • Transfer Orders
        • Cycle Count
        • Page
    • FREQUENTLY ASKED QUESTIONS
      • 💡FAQ
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    1. Overview

    WorkMate Knowledge Base

    NextOur Features

    Last updated 3 months ago

    Tip: There are different steps for implementation when navigating WorkMate on POS and Shopify Admin. In our feature guides, we split them up for you to follow the correct tutorials!

    Intro Implementation Guide

    Got a few minutes? Check out a video overview of our product:

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