Work Orders

Creating a work order in WorkMate allows you to manage custom orders, assign labour, and track progress from within your Shopify POS.

Demo:

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. Add Products to the Work Order

• Click Add Product.

Example: Product 1

• Return to the main work order page when you are done.

5. (Optional) Add Services

• Click Add Service.

• Select from pre-configured services (eg. Test Service) or create a new one by clicking New Service.

6. (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.

• From here, you'll be able to view and add your serialized items to your work order.

7. 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.

8. Create 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).

9. Review the Created Work Order

• After saving, you will be taken to a confirmation page.

• Click the Manage payments button to transact your work order.