Create a Work Order

Modified on Tue, 20 Jun, 2023 at 11:47 AM

1. Click "Invoicing"

Screenshot of: Click "Invoicing"

2. Click here to create a work order.

Screenshot of: Click here to create a work order.

3. Click dropdowns to select Branch, Department, and Type of Sale.

Screenshot of: Click dropdowns to select Branch, Department, and Type of Sale.

4. Click here to choose existing Ship To Customer; Bill To section will auto-populate. If you need to create a new customer, enter customer information here and click the "+" or Main Menu > Accounting > Customers.

Screenshot of: Click here to choose existing Ship To Customer; Bill To section will auto-populate. If you need to create a new customer, enter customer information here and click the "+" or Main Menu > Accounting > Customers.

5. Click "Open" to save invoice and assign Document Number.

Screenshot of: Click "Open" to save invoice and assign Document Number.

Create a Work Order

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