Always Show Additional Items Area on Work Orders
Go to Office > Back Office Settings > Work Order Settings > Configuration > "Products and Additional Items Default to ON"
If you always or mostly include products in addition to services on a work order, this is a recommended setting.
Related Articles
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 ...
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 ...
Get Started with Work Orders by Creating Service Parts
The first step to using the work order system is to create your service inventory. Service parts are the services you provide - repairs, inspections, labor, maintenance, etc. Service parts are used only in conjunction with Work Orders. Items needed ...
Create a New Work Order - Video
When a customer brings equipment in for repair, service, inspection, or maintenance, you want to create a work order to track that service. This not only allows you to follow the service process, but it updates the equipment service history in the ...
Including Additional Items in the Work Order Claim Check Total
Go to Office > Back Office Settings > Work Order Settings > Configuration > Claim Check Settings to turn this option off or on. If off, products on a work order will not be included in the total due on claim checks.