Sales / Work Order List

Sales / Work Order List

The "Work Order List" screen allows you to easily find and navigate to Work Orders.  Let's familiarize you with the functionality of the screen.

1. "Create Work Order" - Click this button to create a new Work Orders, from scratch.
2. The "Open - Closed - On Hold - Cancelled - Archived" tabs represent the different Status of the Work Order.  The blue one shows the what filtered list you are seeing in the grid below.  Simply click the desired status to filter the grid.
   
3. The blue arrow pointing down shows we are currently filtering the list of open Work Orders by highest Work Order(latest) number first.  You can click it again to sort by lowest (oldest) first or click on any other column header to do a similar sort (Any columns containing letter will sort alphabetically).
   
4. The blue circled number shows the current page you are on.  In many cases you will have multiple pages of Work Orders lists and will need to use the arrows to navigate through the pages.
   
5. The filter button takes any information placed in the FILTER GRID boxes and filters the right grid accordingly.  This can be a quick way to navigate to all one customers Work Orders or all containing a specific product as an example.
   
6. By clicking on the Work Order number you will navigate into the customer Work Order.
   
7. These two arrows will load a quick screen showing the line items on the Work Order without actually opening the Work Order .