Work Orders

Work Orders 

Work Orders give the ability to start an order, take deposits/payments on that order, and then also "Save For Later" so that the cart can be opened again without it remaining on the manage page. This function tends to be helpful during events where large amounts of product are being sold but it is not going to be paid for all at once.

How to create a Work Order: 

Step 1:

From the Manage screen, either search for a customer or select Start (A customer account is required to place a Deposit/Work Order). From the pop-up select Work Order, this will take you directly to the Account Tab. Tap on "Work Order" on the bottom right side to begin adding products to the Work Order.

Step 2:

From the Shop tab. Select the products that the customer wants to apply a Deposit to. (If you want to save this Work Order for later, tap on the button “Save for Later” at checkout. To return to that Work Order, pull up the customer’s Order History on the Point of Sale and tap “Edit” on an active Work Order.)

Step 3:

Apply the deposit by selecting a payment method at checkout.        

Step 4:

Once the Work Order is complete and paid in full with no amount due you will press the “$0.00 Close” button on the top right at checkout to close the order. This will create an order number/invoice in the system.

Cancelling Work Orders:

Once you applied a payment (in form of a deposit), you can cancel the work order by voiding it at Checkout or tapping on “Cancel order” on the shop tab.

Canceled Work orders cannot be deleted from the customer’s order history as it has created a work order number. Once a deposit has been placed it will remain on the system, so it cannot be deleted. Canceled work orders will appear as a refund in the Business Summary.

Once you refund a work order, the amount is put into the account balance. If you want to issue the refund back to the customer, you either manually issue the refund for their credit card with your payment processor or use it on other orders.