💡FAQ
1. How do I grant WorkMate App permissions?
2. What is the difference between sales orders and work orders in WorkMate?
Sales orders are similar to work orders in that they both facilitate the processing of customer requests. Work orders, when saved creates a draft order in Shopify utilizing the work order data that was entered including any labour or customizations.
3. How does WorkMate handle special orders?
WorkMate allows users to create special orders from a work order or sales order. This means that if a product is not in stock, users can easily create a special order for it for ordering. You'll be able to then link a special order to a purchase order to order the products from the vendor.
4. Can I print invoices for sales orders and purchase orders in WorkMate?
Yes, WorkMate allows users to print invoices for both sales orders and purchase orders. Default templates for work order invoices and pick tickets are available, which can be customized as needed.
5. How do I set up services in WorkMate?
To set up services in WorkMate, navigate to the Services and Labour module. You can create a new service by selecting the option to add a service item. This allows you to define the service details, including pricing and any specific attributes related to the service. Once created, these services can be added as line items to work orders.
6. How do I delete a service that I created?
To delete a service, navigate to the Products section in your Shopify Admin Dashboard. There, you can either find your service with its associated SKU or search for it manually to delete.
7. What are Custom Fields in WorkMate?
Custom Fields in WorkMate allow users to collect specific attributes or additional information for sales orders and work orders. This feature provides flexibility to tailor the order process to meet unique business needs.
8. What kind of support does WorkMate offer for implementation and onboarding?
WorkMate provides a white glove implementation service that includes a dedicated project manager and data analyst to support the onboarding process. This service helps ensure that users can effectively utilize the application and manage their work order flows.
9. Why isn’t tax being calculated in WorkMate?
WorkMate pulls tax configurations directly from Shopify. If tax is not being applied, check the following:
Verify that your tax settings in Shopify are properly configured and up to date.
Confirm that the correct tax locations are set in Shopify.
Ensure the customer is marked as taxable and that their location is correctly set (for example, the right country or state).
Review Shopify’s tax rules and legislation for your region. Certain categories such as digital goods, food, clothing, or services may be taxed differently.
For example, Shopify’s tax system treats Labor as non-taxable in Florida. In this case, you would need to create an override for your Service Items Collection in Shopify to force tax to apply.
10. How do I generate WorkMate API keys?
WorkMate supports API keys, but merchants cannot generate them directly at this time. To obtain an API key, merchants must request access, as this feature is not publicly available.
11. Why can't I see some of my employees in the WorkMate employees module ?
If you do not have a Shopify Plus plan then your employees are not automatically added to the employees module on WorkMate. They must physically open shopify and navigate to WorkMate and log into WorkMate. After they log in the first time you should be able to see them in the employees module. This is due to Shopify APO restrictions.
12. How do I access the WorkMate 3-Month Free Trial?
As a part of the Shopify Go To Market campaign, a 3-month free trial is offered to merchants in the bike industry. The free trial can be accessed and enabled by clicking on this link. To ensure this link opens the correct landing page, the merchant must verify the following conditions
1. Verify that you possess the Owner role in Shopify Admin
In Shopify Admin, navigate to Settings and click into Users and Roles.
Confirm your account shows the Owner Role.
If you are not the store owner, you must request the Owner to open the affiliate link and complete the trial activation on your behalf.
2. Enable Pop-ups in Google Chrome
In Google Chrome, navigate to Settings, Privacy and Security, Site Settings and check Pop-ups and redirects
Ensure that "Sites can send pop-ups and use redirects" is selected
3. Open the Affiliate Link
Click the 3-Month Free Trial affiliate link here.
If all prerequisites are met, a WorkMate installation page outlining the 3-Month Free Trial will appear.
Note: This page will appear whether or not WorkMate is already installed on your Shopify store.
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