B2B 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

• Navigate to the Company field.

• From here, you can choose between the companies you have added.

Example: Snowdevil

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

Example: Snowdevil Ottawa

4. Determine a Payment Term

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

Example: Net 30

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