> 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/work-orders.md).
# 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 basic B2C work order.
## Demo:
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## 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 the work order will automatically be assigned to them as well. This makes scheduling tasks in the **Schedule** module much easier and more efficient.
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**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**
* Scroll down to the **Items** section and click **+ Add serial**. You can add more serials in the [Serials](/workmate-knowledge-base/workmate-feature-guides/workmate-admin-features/serials.md) module.
* 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).
