Tips and Instructions
 
 

Simple Step by Step

 
 

Follow this procedure to create a new shop work order.

 

  • Main Menu
  • Accounts Receivable
  • Create Customer/Sales Order
  • Select Customer
  • Click Sales Work Order
  • Add New Sales Order
  • Sales/Shop Work Order header screen, make changes as necessary
  • Save and Close
  • Click Change/SO Detail button to add line items
  • SO Detail
  • Add Line Item
  • Enter Part Number or press TAB to open Inventory file
  • Highlight item to sell
  • Click Select/Exit
  • Tab and enter quantity ordered
  • Tab, if necessary to change selling price
  • Click OK
  • Save and Exit
  • Save and Close
  • Print to view Shop Work Order
  • Exit
  • Exit

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