> 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/b2c-work-orders.md). # B2C Work Orders Creating a work order in WorkMate allows you to manage custom orders, assign labour, and track progress from within the Shopify admin. This page explains how to create a B2C 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 Location** * In the Location field, select or search for the store location at which you want to create the work order.

**5. Select a Customer** * In the Customer field, select or search for the customer for whom you are creating the work order. * You can choose an existing customer from the dropdown or add a new customer in the **Customers** section on your Admin dashboard.

**6. (Optional) 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 a Due Date to the Work Order** * If you have a date you need to complete the Work Order by, consider entering a due date for your work order.

**8. (Optional) Assign Staff Members to the Work Order** * To assign a staff member to a work order, select them in the **Assigned staff members** field.

* Once a staff member is assigned to the work order, any tasks created within it will automatically be assigned to them as well. This makes scheduling tasks in the **Schedule** module much easier and more efficient. **9. (Optional) Add Custom Fields** * If you have custom fields set up for work orders, they will appear here. * Click + **Add custom field.**

* Enter any custom information related to the work order (e.g., expected delivery date or order requirements). Example: Upholstery Preference

* Click **Add** to add your new custom field to your work order and start inputting relevant information. **10. (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 **Save preset**.

* Name your preset and click **Create**. You have the option to make this preset appear by default for future work orders by toggling on **Default**.

* For more detailed information on Custom Fields, click: [Custom Fields Information ](https://docs.google.com/document/d/10OYMZomxbf87skGAU3Sx3-h6LEbxZmguQNIEjmqlzcc/edit#heading=h.b04ln9hypu06) \ **11. 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: Heart Ring with Garnet in 10kt Yellow Gold

* The product will appear as a line item in the work order. **12. (Optional) Add Services** * Scroll down to the Items section and click **Add Service**. * Select from pre-configured services. You can create new services in the **Service and labour** module.

**13. (Optional) Add Labour to a Line Item** * Click the product or service you’d like to assign labour to. Example: MacBook 12' * Click **Add Labour**

* A new menu will appea[r. You can choose between your **Fixed** price and **Hourly** price services. Under the **Select labour** section, select the labour item you'd like to assign and click **Save**.](#user-content-fn-1)[^1]

* Once successfully saved, your item will now say **+1 labour charge**, as shown below:

* Your labour will also automatically be turned into a **task** which you can then schedule in the **Schedule** module.

**14. (Optional) Add Addons to a Product** * Click the product you’d like to add additional products to. Example: MacBook 12' * Click **Add product**

* A new menu will appear. Select the products you want to add as addons to the original product. When you are done, exit the menu and click **Save**.

* Once successfully saved, your item will now say **+1 addon**, as shown below:

**15. (Optional) Add a Unit Discount to a Line Item** * If you want to apply a discount to an individual item (e.g., a damaged product or special sale) you can apply a unit discount to the line item. * Click on the product or service you want to add a discount to. * Click **Unit discount**

* Click on the discount you want to assign to the line item. You can add additional discount shortcuts in the **Work Order Settings**.

**16. 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). **17. (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) and whether you would like to **download** your work order as a PDF or **send it to a printer via email**.

* The document will be sent to the preconfigured email address or printer specified in the **Printing Settings.** * When sending your print to a printer via email, you have the option to customize which emails will be used.

**18. (Optional) Add Tasks to the Work Order** * You can add additional tasks to your work order that you can assign to your employees and schedule in the **Schedule** module. Example: Change Bike Gears * Click on **New Task** in the **Tasks** section to begin creating a new task.

* When creating a new task, you can input a name, description, deadline, and estimated time required (in minutes), and assign it to a staff member. Once the task is completed, you can toggle the **Done** button. The task will then appear in the **Schedules** module, allowing you to schedule it accordingly.

**19. (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.**

**20. Use Filters or the Search Bar to Quickly Locate Work Orders** * Filters and the Search Bar can help you quickly narrow down large lists of work orders. * You can filter work orders by the **Staff member** who created the work order and **Custom fields** by creating a custom filter based on the custom fields you have created. * To locate the filters, click the **magnifying icon** in the upper right-hand corner.

* From here, you will be able to select your filter.

* To create a Custom fields filter, click the Custom fields dropdown.

* Click the **+ New filter** button. * Add in your **Key** and **Value** based on your custom field.

[^1]: not sure about the wording on this one