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The Work Orders area is used to create additional onsite work orders to be sent to suppliers.
Work Orders Sidebar
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Action Group
Action | Description |
|---|---|
New | Create a new work order. |
Edit | Edit the currently selected draft work order. |
Delete | Delete the selected draft work order. |
Finalise | Change the status of the work order to final. |
Generate a PDF of the currently selected work order. | |
Generate an email to send to the supplier nominated against the work order. |
View Group
View | Description |
|---|---|
All | Opens the all view to show all Work Orders, regardless of who raised them or what status they are. |
Draft | Opens the draft view to show current draft status work orders. |
Mine | Opens the mine view to show only work orders raised by the currently logged in user. |
Creating a New Work Order
From the left action group, press the 'New' button, or select the + button on the right of the screen.
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Deleting a Draft Work Order
From the left action group, press the 'Delete' button, or select the X button on the right of the screen.
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When presented with the following prompt, press 'yes' to delete the draft work order.
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Adding Items to a Work Order
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Enter all applicable details (quantity/price/unit) and press OK to save your changes.
For multiple items being added against the same work order, you may repeat this process until the desired number of items is added.
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