> For the complete documentation index, see [llms.txt](https://workmate.gitbook.io/workmate-knowledge-base/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://workmate.gitbook.io/workmate-knowledge-base/workmate-feature-guides/workmate-admin-features/b2b-work-orders.md).
# B2B Work Orders
Creating a work order in WorkMate allows you to manage custom orders, assign labor, and track progress from within the Shopify admin. This page explains how to create a B2B work order.
## Demo:
{% embed url="" %}
## Documentation:
**1. Open WorkMate from Shopify Admin**
* Log in to your Shopify store and go to your Shopify Admin Dashboard.
* Navigate to **Apps** in the left sidebar and select **WorkMate** from the list of installed applications.
**2. Access the Work Orders Module**
* Click on the **Work Orders** module from the main dashboard or sidebar menu.
**3. Create a New Work Order**
* On the Work Orders page, click the **New Work Order** button.
**4. Select a Customer**
* In the Customer field, select the **Companies** tab to create a B2B work order.
* From here, you can choose between the companies you have added. For more information on how to create a company, click here: [Creating a Company](/workmate-knowledge-base/workmate-feature-guides/workmate-admin-features/b2b-work-orders/creating-a-company.md)
Example: Teifi Digital
* You will then be able to select a location for the company.
Example: Teifi Netherlands
**5. Determine a Payment Term**
* The **Payment term** field will auto-populate with the payment term setting you set in the Customers section in Shopify.
Example: Teifi Netherlands, Net 45
* If needed, you can change the payment term by clicking into the field, and clicking **Save**.
* Enter any relevant information about the order, such as special instructions or internal reminders.
**6. Add Notes and Hidden Notes**
* Notes: These are customer-facing notes that can appear on the printed or emailed version of the work order.
* Hidden Notes: These are internal notes for employees and will not be visible to the customer.
* Enter any relevant information about the order, such as special instructions or internal reminders.
**7. (Optional) Add Custom Fields**
* If you have custom fields set up for work orders, they will appear here.
* Enter any custom information related to the work order (e.g., expected delivery date or order requirements).
Example: Upholstery Preference
**8. (Optional) Saving your Custom Field as a Preset**
* If your Custom Field is information you frequently use, you can save it as a preset for future work orders.
* Click on the “**Save as preset**” link.
* Name your preset and click Save preset.
* For more detailed information on Custom Fields, click: [Custom Fields Information ](https://docs.google.com/document/d/10OYMZomxbf87skGAU3Sx3-h6LEbxZmguQNIEjmqlzcc/edit#heading=h.b04ln9hypu06)
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**9. Add Products to the Work Order**
* Scroll down to the Items section and click **Add Product**.
* Search for and select the product of interest
Example products:
* The products will appear as a line item in the work order.
**10. (Optional) Add Labour or Services**
* Scroll down to the Items section and click **Add Service**.
* Select from pre-configured services or create a new one by clicking **Create Service**.
**11. (Optional) Assign Employees to the Work Order**
* Click the product or service you’d like to assign an employee to.
Example: Alpine HDA-M80 Status Mono Amplifier
* Click **Add Labour**
* A new prompt will appear. Under the Employee Labour section, select the employee you'd like to assign and click **Save**.
* Once successfully saved, your item will now say **Has Additional Labour**, as shown below:
**12. Save the Work Order**
* Once all the necessary details are entered, click **Save** at the bottom of the page.
* The work order is now saved as a **Draft status** (or another default status based on your configuration).
{% hint style="info" %}
***Tip**: Once you save the work order, it will create a draft order in Shopify. If you had catalogs associated with the B2B customer, the pricing will be reflected in the draft order.*
*For more information on how to set up catalogs, click here:* [*Catalogs*](/workmate-knowledge-base/workmate-feature-guides/workmate-admin-features/b2b-work-orders/set-up-catalogs.md)
{% endhint %}
**13. (Optional) Print or Email the Work Order**
* Click the **Print** button at the bottom of the Work Order.
* You can choose between available print templates (e.g., Work Order Invoice or Quote Template).
* The document will be sent to the pre-configured email address or printer specified in the **Printing Settings.**
**14. (Optional) Link to Shopify Draft Order**
* WorkMate automatically generates a Shopify Draft Order from the Work Order.
* To review this, navigate to your Shopify admin dashboard, find the Orders section, and click **Drafts.**
