This area is currently under developmentThe Work Orders area is used to create additional onsite work orders to be sent to suppliers.
Work Orders Sidebar
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.
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.
When presented with the following prompt, press 'yes' to delete the draft work order.
Adding Items to a Work Order
Use the + button against the work order items section to raise the work order item dialog.
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.
Finalising a Work Order
Once all items have been added to a work order, it may be finalised to send to suppliers by pressing the finalise button on the sidebar.
Printing a Work Order
Once finalised, using the print button will generate a PDF that can be sent to a supplier.