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.

Example: Net 7

• 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.