Creating a B2B Work Order using WorkMate
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.
You can either choose an existing customer from the dropdown or add a new customer in the Customers section on your Admin dashboard.
5. 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.
6. (Optional) Add Custom Fields
1. Navigate to Work Orders:
Log in to Workmate and go to the Work Orders section.
Click Create New Work Order.
Select the Order Type:
Choose between B2C and B2B.
For B2B orders, select B2B.
2. Assign a Customer and Company:
Select a customer.
Choose a company from the Shopify Companies list (e.g., Teifi Digital).
Select a specific company location.
3. Auto-Populated Fields
Location details.
Default payment terms (e.g., Net 30, Net 60).
Customer information.
Last updated