Add, Edit, Delete Work Order Status Options

Add, Edit, Delete Work Order Status Options

  • To edit the Status menu go to Office > Back Office Settings > Work Order Settings > Status.
  • The work order system has four default status options, which are displayed in a drop down menu on each work order: Open, Cancelled, Closed, and Complete.
  • Closed is system-set and only occurs when a work order has been sold.
  • You can create as many additional work order status menu options as you like.
    • Related Articles

    • Sell a Completed Work Order

      When a work order is complete and is ready to be closed, you must sell the work order. This will move any open balance of the work order to be paid into Point of Sale, deliver any associated inventory to the customer, and update the work order's ...
    • Add, Edit, Delete Work Order Priority Options

      To edit the Priority menu go to Office > Back Office Settings > Work Order Settings > Priority. Priority can be used in work order searches and is displayed in a drop down menu on each work order.
    • Add, Edit, Delete Categories

      You can add a new category from any part details page by selecting the Category drop down menu, scrolling to the bottom, and clicking Add New. You can also add new categories in Office > Back Office Settings > Table Editor > Categories. This same ...
    • Work Orders in Orchid POS

      Custom Work Order Forms and Checklists Using the Work Order Builder Sell a Completed Work Order Edit an Open Work Order Create a New Work Order Get Started with Work Orders by Creating Service Parts Print a Claim Check When Selling a Work Order Edit ...
    • Edit an Open Work Order - RMA Return to Vendor

      To add services or parts to an open work order in progress, you can access the work order from the customer's record or from Work Orders > Search Work Orders. To access from the customer's record, bring the customer up in Point of Sale. Click the ...