Work Orders: Tracking by Status

Order Field Descriptions | Tips for Using Work Orders

Pro

The Status field is particularly pertinent to the tracking of work orders. Learn more about tracking orders by status, including how to create custom statuses and use them.

Example: You use work orders to do alterations to clothing. Some of the alterations are done in-house while others are sent out to a third party. You may define and assign different statuses for the varying stages of the job as follows:

- New Received but not yet assigned to an employee or outside service.

- Assigned To an in-house employee. We recommend you also use the Assigned field to indicate the specific employee (see above).

- Out Sent out to a third-party for service.

- Backorder Awaiting parts or supplies needed to finish the job.

- Ready Alteration is complete and ready for customer pickup.

- Closed Point of Sale automatically assigns this status when all of the items/services on the work order have been sold.

As a work order progresses, you can update the status field appropriately. Used in combination with the Assigned field, you now have the ability to filter your work order list by status or assigned employee, and to generate work order journal reports filtered by these field values.

Related Topics

Customer order overview