Work Orders
Last updated
Last updated
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 basic B2C 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 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 the work order will automatically be assigned to them as well. This makes scheduling tasks in the Schedule module much easier and more efficient.
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: Heart Ring with Garnet in 10kt Yellow Gold
The product will appear as a line item in the work order.
10. (Optional) Add Serials to the Work Order
Search for and select the serialized product of interest.
From here, you'll be able to view and add your serialized items to your work order.
11. (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.
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 with a Draft status (or another default status based on your configuration).
Scroll down to the Items section and click + Add serial. You can add more serials in the module.
