Add, Edit, Delete Work Order Priority Options
To edit the Priority menu go to Office > Back Office Settings > Work Order Settings > Priority. Priority can be used in work order searches and is displayed in a drop down menu on each work order.
Add, Edit, Delete Work Order Status Options
To edit the Status menu go to Office > Back Office Settings > Work Order Settings > Status. The work order system has four default status options, which are displayed in a drop down menu on each work order: Open, Cancelled, Closed, and Complete. ...
Add or Change What Prints at the Bottom of Sale Orders
Go to Accounting > Billing & Collections > Invoice Settings > Sale Order Terms & Conditions.
Always Show Additional Items Area on Work Orders
Go to Office > Back Office Settings > Work Order Settings > Configuration > "Products and Additional Items Default to ON" If you always or mostly include products in addition to services on a work order, this is a recommended setting.
Change Number of Work Orders Claim Checks that Print
Go to Office > Back Office Settings > Work Order Settings > Claim Checks Edit the Number of claim checks to print field, then click Update to save changes.
Create a New Work Order
When a customer brings equipment in for repair, service, inspection, or maintenance, you want to create a work order to track that service. This not only allows you to follow the service process, but it updates the equipment service history in the ...
Custom Work Order Forms and Checklists
If you require specific information to be gathered and recorded with a work order, you can create your own form. Creating a Work Order Form Go to Office > Back Office Settings > Work Order Settings > Work Order Forms. Click Create New Form. Name the ...
Decide What Prints on Work Order Claim Checks
Go to Office > Back Office Settings > Work Order Settings > Claim Check to determine what details you want to include on your printed claim checks. Options that can be turned on or off include: Store name and address Customer name and address Work ...
Edit the Work Order Claim Check Disclaimer
Go to Office > Back Office Settings > Work Order Settings > Claim Checks Edit and format the Claim Check Disclaimer field as needed; click Update to save your changes.
Get Started with Work Orders by Creating Service Parts
The first step to using the work order system is to create your service inventory. Service parts are the services you provide - repairs, inspections, labor, maintenance, etc. Service parts are used only in conjunction with Work Orders. Items needed ...
Including Additional Items in the Work Order Claim Check Total
Go to Office > Back Office Settings > Work Order Settings > Configuration > Claim Check Settings to turn this option off or on. If off, products on a work order will not be included in the total due on claim checks.
Overview of the Gunsmithing Module in Point of Sale
Gunsmithing Module Objective This SOP outlines the steps to effectively use the gunsmithing module within the point of sale system, ensuring all work orders are created and managed correctly. Key Steps 1. Accessing the Gunsmithing Module 0:00 ...
Print a Claim Check When Selling a Work Order
The copy of the claim check that prints as you sell (close) a work order is called a Post Work Order Summary. To turn this on or off, and to decide what to include, go to Office > Back Office Settings > Work Order Settings > Claim Checks.
Sell a Completed Work Order
When a work order is complete and is ready to be closed, you must sell the work order. This will move any open balance of the work order to be paid into Point of Sale, deliver any associated inventory to the customer, and update the work order's ...
Setting When to Take Initial Work Order Deposit
Based on your most frequent scenario, you can tell Orchid POS if you take work order payments as the work order is created, or would prefer to wait until it is complete. You can always edit payments either way, but setting a preference saves time and ...
Using Pre-Printed Claim Check Forms with Store's Own Work Order Numbers
We recommend letting Orchid POS create unique work order numbers for you. But! If you have pre-printed claim check forms are need to use your own work order numbers for any reason, you can. Go to Office > Back Office Settings > Work Order Settings > ...
Work Orders in Orchid POS
Custom Work Order Forms and Checklists Using the Work Order Builder Sell a Completed Work Order Edit an Open Work Order Create a New Work Order Get Started with Work Orders by Creating Service Parts Print a Claim Check When Selling a Work Order Edit ...