Complete a Work Order from the Register

October 01, 2024October 01, 2024

Steps for Completing a Work Order from the Register

  1. Click the Register icon in the upper left.
  2. Search for the Customer and click the name to add the Customer to the Register.
  3. If the Customer has active Work Orders in the system, you will see the Wrench icon highlighted in gold in the upper right, with the other Customer Action icons.
  4. Click any of the Customer Action icons in the upper right of the Register.

Customer Actions.png

  1. The Customer Actions panel will open, and the Work Order(s) are listed at the bottom of the left column. Click the Work Order to load it into the Register.

  1. You will see line items for each service and part, and you can apply any discounts you might need.
  2. Complete the transaction in the normal way.

Click here for more detail on processing your Work Orders: New Version of Work Orders.