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 Access: Sales > Orders |
- The Sales Orders listing screen will be displayed.
- Select the Site where the Sales Order can be located.
- The example has Durban selected.
- The Status must be set to New Order.
- Click on the row of the sales order for which you wish to add items to the work order.
- Click on Add Items to WO.
- 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[work order number]?
- Click on Yes,i f you are certain about your selection,
The Sales Order items have been added to the linked Work Order.
MNU.126.007