Knowledgebase

1 & 2. The Work Order screen may be viewed in two ways; The Order Tab and the Shop Tab.

3. Three radio buttons determine the status of the work order. The Hold feature is used if you know you have the sale but are not ready to order the supplies. (E.g. customer wants spouse to see it, or match the mat to furniture.) Switching from Hold to Incomplete does not update the creation date. Incomplete is automatically selected when a new work order is created and indicates that the order has been entered on the computer but has not been assembled yet. Complete indicates that the order has been assembled and no further work is required on the piece. You must manually mark this button. At the same time you return to your computer to mark the job as completed, it is recommended that you record the employee name (#6) and completion date (#5). These fields are used in separate reports.

4. Picture File stores an unlimited number of digital photos. It may be useful to document a difficult mounting job for future reference or the front and back views of the framing. Photos can be imported from your hard drive.

5. & 6. Completed By/Date lets you to record when the work, and by whom the work, was finished. The Work Order Sales Report is based on these fields.

Open this PDF file "The Work Order Report", a tutorial on how to create a Work Order Report!

7. The Job # field has the special function of batching all work orders which have been given the same number. Use this field when work orders fall outside of the usual parameters for posting to an invoice (e.g. orders created on different days for the same customer and you want to post them to one invoice). Do not click the Post to Invoice side bar button until the last order has received its job number.

Important: Do not use alpha-characters in this field as they will not appear on the index of used job numbers nor can you perform a Find for them. Use 0001,0002, etc.

8. This button displays a list of all previously used Job numbers. Use this feature to determine the next available Job # when a job number is required.