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Adding Inventory to a New Work Order 📖

1. Navigate to the Customer Inventory grid

2. Select the Inventory for the Work Order

3. Click Move → Move to New Work Order

   

4. Click the Save button towards the top of the popup to create the Work Order

   <aside> 💡 Details

   • A count of Line Items will be listed prior to and after saving

   • The Work Order number will display after saving

   • These Work Orders get set to Created status

   • The quantity for each Line Items will always be the maximum amount possible when adding multiple Line Items at the same time

     

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<aside> 💡 To manually adjust the quantity of a Line Item add one item at a time

1. Uncheck the Add All Inventory checkbox

2. Use the number picker to edit the Quantity

   

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<aside> 💡 Line Items that are Reserved on Work Orders (full or partial quantities) appear highlighted in blue at the bottom of the Inventory grid

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