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. This page illustrates how to create a B2B work order.
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.
If needed, you can change the payment term by clicking into the field and then Save.
Setting a payment term is essential to showcase the order as Not Paid.
If there are no payment terms, the order will default to Paid.
Continue adding Products or Services as required.
Click on Create Work Order.
5. Create the Order
Once the work order is created, you will see the following screen.
Click on Manage Payments.
Select the product and click on Create Order.
The order will be shown as unpaid.
6. Review the Order
Go back to the Home Screen.
From the navigation bar on the left, select the second option from the top to view all orders.
Go into the Filter Option and select Online.
Find your order.
You can see the outstanding amount in the payment summary.
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