Add new work orders manually
How to set up a new workorder guide
Epoptia Technical support (Orestis)
Last Update 3 jaar geleden
In the upper left, you will find an ADD button.
Click on it and select "Add Workorder".
In the new form, select a Contact (or the client that you've just made) and a Target Production Date.
Click on the green add "+" button in the Add New Workorderline section.
In the pop-up window:
- Search the product you've just made
- Modify the description if needed (You may want to add dimension, or something else...)
- Provide the desired quantity that you wish to produce
- Click on "Confirm"
Add more work order lines or click on the "Save" button in the upper right of the form.
Tip: Either in the work order or work order line sections you can add files and comments. If you place them in the work order section they will be displayed on every work order line. If you place them in the work order line, they will be displayed only to the specific line. If you have inserted comments to client or comments and files to products, they will be inherited to the specific work order.
Supported files are png, jpeg, pdf and you can use the Android app to take a photo and upload it directly to your work order.
Comments can be specifications, special instructions, or demands made by your client.