Knowledgebase

Tracking your work order status with the Progress field is easy. Locate the area on the Work Order file under the Shop Tab.

Three radio buttons, (#3) located under the Shop tab in the upper middle part of the screen, determine the progress of the work order as either: Hold, Incomplete or Complete. It also appears in the List view under the Progress heading.

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 wants to 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 that you return to your computer to mark the job as completed, it is recommended that you record the employee's name in the Completed by field and enter the completion date. These fields are used in separate reports which help to track how long orders take to be completed and who is completing them.

It is also important to mark work orders as completed if you are using the Frame Order or Purchase Order component as well as the incomplete list.