B2C Work Orders
Last updated
Last updated
Creating a work order in WorkMate allows you to manage custom orders, assign labor, and track progress from within the your Shopify POS.
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: Gift Card - $10
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
From here, you'll be able to view and add your serialized items into your work order.
8. (Optional) Assign Employees to the Work Order
Click the product or service you’d like to assign an employee to.
Example: Gift Card - $10
Click Add Labour
You'll be redirected to another page.
Under the Employee Labour Charges section, click Add employees and select the employee you'd like to assign.
Select the Employee you'd like to assign.
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 Print button at the bottom of the Work Order.
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.
