# Work Orders

<mark style="color:blue;">Creating a work order in WorkMate allows you to manage custom orders, assign labour, and track progress from within your Shopify POS.</mark>&#x20;

## Demo:

{% embed url="https://www.loom.com/share/09dd488fe8e14d6ea35469047bc485bb?sid=5a9e9914-6bea-4ae5-9c08-16cc58c5227c" %}

## 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.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FwgSNhM7JsOIZt9LXxSKN%2FIMG_0576%202.jpg?alt=media&#x26;token=2d4982ce-59a4-44c4-921d-1553ad7e0a5c" alt=""><figcaption></figcaption></figure>

* Click **New Work Order.**

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FA1rRve7HWyiSpSz862Dp%2FIMG_0563.jpg?alt=media&#x26;token=cf37a253-9d20-486c-a77c-712b16f4aba6" alt=""><figcaption></figcaption></figure>



**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.

<mark style="color:green;">Example: Karine Ruby</mark>

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2F2ujrUQuuJoRLJFXBAnm3%2FIMG_0577.jpg?alt=media&#x26;token=710fad4a-f95b-482b-a08a-7ef88ad8a4d5" alt=""><figcaption></figcaption></figure>



**4. Add Products to the Work Order**

* Click **Add Product**.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2Fcdyuhh2q27Y7jW6lEKxz%2FIMG_0578.jpg?alt=media&#x26;token=e0715aa9-da56-46c5-acd5-7cd1bc5155ef" alt=""><figcaption></figcaption></figure>

<mark style="color:green;">Example: Product 1</mark>

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FB1kas0SGvWG9wa0Y5Ovs%2FIMG_0580.jpg?alt=media&#x26;token=70c48266-e23d-4ed9-a640-d89c0a12a60d" alt=""><figcaption></figcaption></figure>

* Return to the main work order page when you are done.&#x20;



**5. (Optional) Add Services**&#x20;

* Click **Add Service**.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FodrS5dJ53YluQUX66IQR%2FIMG_0581.jpg?alt=media&#x26;token=4db5303d-9f8c-4767-896c-9aeb41670c5a" alt=""><figcaption></figcaption></figure>

* Select from pre-configured services <mark style="color:green;">(eg. Test Service)</mark> or create a new one by clicking **New Service**.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FZjAphJ4G4rXFqpOwFuWV%2FIMG_0582.jpg?alt=media&#x26;token=ceea5d1e-15a2-4fc8-bce6-afc9ff00068d" alt=""><figcaption></figcaption></figure>



**6. (Optional) Add serials to the Work Order**

* Click the **Add serial** button.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2Fwn1o5kE8jgEPXfFiZwWy%2FIMG_0583.jpg?alt=media&#x26;token=72294497-c456-437f-aa52-bd9b454fda71" alt=""><figcaption></figcaption></figure>

* 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.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FYKS2QkJCyGKWDibshfSy%2FIMG_0584.jpg?alt=media&#x26;token=a91424f9-2a69-43e8-a0f9-08b183572d77" alt=""><figcaption></figcaption></figure>



**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).

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FhYeKXB42fyIGq9uRsUUA%2FIMG_0567.jpg?alt=media&#x26;token=fa1a7bb0-ddf2-4490-89c0-a16bb6d41b2d" alt=""><figcaption></figcaption></figure>



**9. Review the Created Work Order**

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

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FxvZwTxnNVVmiUMahwwno%2FIMG_0569%203.jpg?alt=media&#x26;token=af790879-6f1b-4d8d-afcf-967436d32d8e" alt=""><figcaption></figcaption></figure>

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





