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.