Sales

Orders - Add Items to Work Order

A quote may be created from a project, call or work order, where additional billable work is required.

The quote can be converted to a sales order, and parts required will automatically be added as part requests on the originating work order, when selecting 'Add Items to WO'.

Ribbon Select Sales > Orders

  • The Sales Orders listing screen will be displayed.
  • Select the Site where the Sales Order can be located.
    • The example has KwaZulu-Natal selected.
  • The Status must be set to New Order.
  • Select the row of the sales order for which you wish to add items to the work order.
  • Click on Add Items to WO.

    • Short cut key: Right click on the selected row in the data grid to display the All Groups menu list. Click on Add Items.

  • When you receive the Add Items to WO to confirm -
    • Are you sure you wish to add these order items to associated work order no. WO [ ]?
  • Click on Yes, if you are certain about your selection.

  • The Sales Order items have been added to the linked Work Order.

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