Work orders

This topic describes how to configure work orders. You can set an expiration date and minimum deposit amount, require customer selection, and select the receipt format for work orders.

Stores use work orders to manage transactions that are scheduled or assigned to an employee, or may be completed over a period of time. A work order can be written for products, services, or a combination of both. For example:

• A home improvement store might create work orders for customers who want to purchase a variety of supplies for a home repair or renovation project. An employee might be assigned to collect the items and deliver them to the customer's vehicle at a designated loading area.

• An electronics store might create work orders for customers who want to purchase electronic equipment and have it delivered or installed. The customer might pay a deposit on the purchase date and pay the outstanding balance when the equipment is delivered or installed.

Depending on store policy, stores may require customers to pay the outstanding balance on work orders upon delivery of all products and services, or within a specified period of time after the work order is created such as 30 days. Work orders may contain both items that are in stock and items that the store has to order in for the customer.

Items on work orders are identified as Committed on the Inventory tab of the Items screen.

Set the expiration date and minimum deposit amount

Ordering rules are global and apply to all computers.

1. Click File | Configuration.

2. Click Ordering Rules.

3. In the Work Order section:

   1. In the Due Days field, specify the expected number of days from when the work order is created to when it is ready to be fulfilled. Store Manager uses this number to create the pick up date which is printed in the work order.

   2. In the Deposit field, enter the percentage of the total work order amount that the customer must pay as a minimum deposit when the work order is created.

4. Click Save And Close.

Note: The cashier can override both the due date and the deposit amount in POS by clicking Orders | Order Details and selecting either Order Due or Order Deposit Override.

Require customer selection for work orders

If you want to require cashiers to select a customer when they create work orders:

1. Click File | Configuration.

2. Click Store Rules.

3. Click Customer Options.

4. Select Require customer selection for orders.

5. Click Save And Close.

Select the work order receipt format

1. Click Setup.

2. Expand Hardware.

3. Click Receipt Formats.

4. Double-click the store's receipt format.

5. Ensure that a template is selected for Work Order. If a template is not already selected:

   1. Click the browse icon.

   2. Go to where you have saved your templates and select a template.

   3. Click Open.

   4. If required, click Properties and make any adjustments to the template.

6. Click Save And Close.