B2B Work Orders
Last updated
Last updated
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.
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
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
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).
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
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.
