Order & Shop Tabs – Work Order File

An overview of the two tabs in the Shop Management section of the Work Order screen which display the order status. 

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Price Checker Button

A way to get a frame price without creating a work order.

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Print this Customer’s Work Orders

Print this Customer’s Work Orders prints all work orders that contain the same date and customer number (except for those checked as ‘estimate’ or ‘hold’). This is the fourth grey button in a column down the left side of work order

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Frame Order N/A Side Bar Button

Access: Work Order file > Left Column > Frame Order N/A This side bar button it means the work order is on Hold or is an Estimate. Therefore the materials required for this order will not be added to the Create

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Changing Posted Work Order to an Estimate

Customer change their mind? This is how to change a work order which has been posted to an invoice into an estimate instead.

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List View – Work Order File

An overview of the Work Order File, list view

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