> 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-pos-features/b2c-work-orders.md).
# B2C Work Orders
Creating a work order in WorkMate allows you to manage custom orders, assign labor, and track progress from within your Shopify POS.
## Demo:
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## Documentation:
**1. Open WorkMate from Shopify POS**
* Log in to your Shopify store
**2. Create a New Work Order**
* Click on the Work Orders tile from the main dashboard.
* Click **New Work Order**
**3. Select a Customer**
* In the Customer field, select or search for the customer for whom you are creating the 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.
Example: Karine Ruby
**4. (Optional) Add Custom Fields**
* If you have custom fields set up for work orders, they will appear here.
Example: Upholstery Preference
**5. Add Products to the Work Order**
* Scroll down and click **Add Product**.
Example: LuxeComfort Modular Sofa - Armless Middle Section
**6. (Optional) Add Labour or Services**
* Scroll down to the Items section and click **Add Service**.
* Select from pre-configured services (eg. Car Washing) or create a new one by clicking **New Service**.
**7. (Optional) Add serials to the Work Order**
* Click the **Add serial** button.
* This page will display all the products that have the "True" metafield marked on the product level of your Shopify admin. For more information on how to do this, click here: [Serials](/workmate-knowledge-base/workmate-feature-guides/workmate-admin-features/serials.md)
* From here, you'll be able to view and add your serialized items to your work order.
**8. (Optional) Add Labour to the Work Order**
* Click the product or service you’d like to assign labour to.
Example: LuxeComfort Modular Sofa - Armless Middle Section
* Click **Add Labour**
* You'll be redirected to another page.
* Under the **Select labour menu**, click on the labour you would like to assign or click **Custom labour** to create a custom labour for this work order.
* Click **Save**.
**14. (Optional) Add Addons to a Product**
* Click the product you’d like to add additional products to.
* 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**.
**8. 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.
**9. Save the Work Order**
* Once all the necessary details are entered, click **Create Work Order** at the bottom of the page.
* The work order is now saved as a **Draft status** (or another default status based on your configuration).
**10. Review the Created Work Order**
* After saving, you will be taken to a confirmation page:
* Click the **Back to Word Order** button to review your work order or update any information.
**11. (Optional) Print or Email the Work Order**
* Click the **Actions** button at the bottom of the Work Order.
* Click on **Print**
* You can choose between available print templates (e.g., Work Order Invoice or Quote Template).
* The document will be sent to the pre-configured email address or printer specified in the **Printing Settings.**
