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

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

  1. 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]?
  2. Click on Yes,i f you are certain about your selection,

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

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