Click the Configuration tab to get started
Click the Customer Settings tab
<aside> 💡 Customers can be configured to use Components, use additional Work Order fields and to adjust the Work Order reports.
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Click the Configuration tab to get started
Click the Customer Settings tab
<aside> 💡 The Customer Settings section allows users to set various behaviors for each Customer
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Components
<aside> 💡 Components are an extension of Inventory. Users can track what Warehouse Location a Inventory piece is in and everything inside of that tagged piece. The most common implementation is record storage.
Events
<aside> 💡 Users that service Events such as trade shows, concerts and galleries can capture Event Specific details on Work Orders.
Work Order Templates
<aside> 💡 Work Order Templates allow Portal Users to quickly request Grouping Inventory. They also can be useful for Kitting.
Send Work Order Receipts
<aside> 💡 Customers that have Send Work Order Receipts set to True will set Send Receipt to API to True for every Work Order created
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Send Portal Work Order Receipts
<aside> 💡 Customers that have Send Portal Work Order Receipts set to True will set Send Receipt to API to True for every Web Work Order created
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<aside> 💡 The Custom Columns section allows users to change what columns appear for Line Items on Work Order reports for each Customer
<aside> 💡 The Line Item Order section allows users to select how Line Items are ordered for each Customer
<aside> 💡 The Location Order section allows users to change how the Locations per Line Item are ordered for each Customer; these only apply to Inventory type Work Orders
