Tips for Using Work Orders

Customer Order Overview | Order Field Descriptions

Pro

The basic procedures used to create, take deposits, edit, or fill work orders are the same as for all types of customer orders.

This topic contains specific ideas for using those procedures to best advantage in tracking work orders. Select a link from the following list for more information.

Use service items

Track warranty work

Describe the problem or work to be performed

Assign work orders to employees

Track work orders by status

Track work order dates

Print work order messages

Overview

Whereas layaways and sales orders usually involve merchandise orders, work orders generally are for service-only jobs, such as alterations, repairs, or warranty service. Merchandise recorded on a work order is typically consumed in the service, such as repair parts. Work orders typically do not include the sale of the item being serviced. Work orders usually include a labor component, identified as a service item in inventory.

Work orders can be assigned to the employee who is to perform the service, a due date can be specified, and the completion status can be tracked and reported.

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Related Topics

Create a work order

Take a deposit

Handle special orders

Preferences for Customer Orders

Tips for using sales orders