B2B 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 B2B work order.

Demo:

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, click Select company to create a B2B work order.

• From here, you can choose between the companies you have added. For more information on how to create a company, click here: Creating a Company

Example: Teifi Digital

• You will then be able to select a location for the company.

Example: Teifi Netherlands

5. Determine a Payment Term

• The Payment terms field will auto-populate with the payment terms setting you set in the Customers section in Shopify.

Example: Teifi Netherlands, Net 45

• If needed, you can change the payment terms by clicking into the field and clicking Save.

• Enter any relevant information about the order, such as special instructions or internal reminders.

6. Create the Rest of the Work Order

• See the rest of the pages in the Work Orders module to learn more about creating work orders.