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 during the course of repairs (replacement parts, service kits, fees without detailed service record tracking) are entered into Orchid POS as Products.
1. Go to Office > Inventory > Services.
2. Click the NEW SERVICE button.
- Or, search for and open an existing service part and click the "Create New Service Using this as a template" link in the upper right of the service part details page.
3. Begin entering the general details.
- Part number must be unique.
- Description will be used on the work order form to help the salesperson or technician select which service is being performed, so it is recommended it be kept brief, descriptive, and unique.
- Any Popup Notes will appear as soon as the service is selected within the work order.
4. Enter the price for this service.
- The Cost field for a service part is for reference only. It will not show in Cost of Goods Sold as services are non-inventoried by definition.
- Retail (List) Price is the default price a standard customer will pay for the service.
- As with products, services do support the use of formulas to determine their various available price levels.
5. Click the CREATE button to save the service part.
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