Work Order Settings
Demo:
Documentation:
1. Access Work Orders Settings
Open WorkMate from the Shopify dashboard.
Click View More.
Navigate to the Settings section.
2. Configure Work Order Statuses
Find the Work Orders module at the top-level menu.
In the Work Order Statuses section, you can define the different statuses for tracking the progress of work orders.
Example: Default statuses include Draft, In Progress, and Done
3. Creating or Removing Statuses
To add a new status, type the name of the new status (e.g., Pending or Ready for Pickup) into the field and press Enter.
To remove a status, click the X next to it.
4. Set Default Work Order Status
In the Default Status field, select the status that will automatically be assigned to a new work order when it’s created.
Example: Draft
This ensures all new work orders start with a consistent status.
5. Customize Work Order ID Format
In the ID Format section, you can customize how work order numbers are generated.
The default format is WO-###, where “###” represents a sequential number (e.g., 001, 002).
You can modify this by adding variables like: Year, Month, Day
Example: WO-YYYYMMDD### (would create an ID like W0-20240101001)
6. Configure Work Order Notifications
Create work order notifications by clicking the New Notification button.
For more information on how to create notifications, click here: Notifications
7. Set Up Discount Shortcuts
In the Discount Shortcuts section, create shortcuts for commonly used discounts.
You can set discounts by percentage or by a fixed dollar amount.
Example: Add a 15% discount as pre-approved discount options.
To remove a shortcut, click the X next to it.
8. Configure Discount Rules
Below the discount shortcuts, configure Discount Rules to control how discounts are applied.
You have three main options:
Only Allow Discount Shortcuts: This restricts discounts to only the predefined shortcuts.
Restrict discounts to a range: Specify a range for allowable discounts by dollar amount.
Restrict discounts to a percentage range: Specify a range for allowable discounts by percentage.
9. Set Default Labor Line Item Name
In the Default Labor Line Item Name section, specify the name that will appear when labor is added to a work order.
Default is Labor, but you can change this to match your business terminology (e.g., Service Charge).
10. Set Default Labor Line Item SKU
In the Labor Line Item SKU field, assign a SKU (Stock Keeping Unit) for labor items to be added to work orders.
This can help with inventory and order tracking.
Example: LABOR-01
11. Enable Labor Assignment Options
You can control how employees assign labor to work orders with the following settings:
Employee Assignments: Enable or disable whether employees can assign coworkers to work orders.
Hourly and Fixed-Price Labor: Control whether employees can set hourly rates or fixed charges for labor on each work order.
12. Set Default Hourly Labor Rate
In the Default Hourly Rate section, set the default hourly charge for labor when an employee is assigned to a work order.
13. Set Up Custom Fields for Work Orders
In the Custom Field Presets (Word Order) and Custom Field Values sections, you can define custom fields to collect additional information on work orders.
Example: Add a custom field for Service Type or Special Instructions.
You can edit your existing work order presets and create new custom field values.
For more detailed information on Custom Fields, click: Custom Fields Information
14. Save Configuration
Once you’ve made the necessary changes, click Save.
This will apply all the work order configuration settings.
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