Viewing the Work Order File

  1. From the main menu, click on “Work Orders”.
  2. Select from the menu “Work Orders”.
  3. Click on the work order file you wish to view.
  4. The system will display the printout associated with the work order along with a set of procedures and windows.
    • Click on the “Select Status” button to specify the work order status. You can adjust the status list by clicking on “Edit Statuses List”.
    • Click the “Add” button to start logging operations on the work order.
    • Use the buttons at the top of the work order display window to apply various actions:
      • Edit: To make changes to the work order.
      • Print: To print the work order directly from the account.
      • PDF: To download a PDF copy of the work order onto your device.
      • Add Note/Attachment: To start logging notes or uploading attachments within the work order.
      • Schedule Appointment: To set a new appointment for the work order.
      • Clone: To create a new work order identical to the current one.
      • Delete: Deletes the work order, including all saved operations within it (invoices, purchase invoices, incomes, expenses, etc.).
      • Voucher: Displays a list of printouts added to the work order. For more details, refer to the guide “Work Order Printouts”.
    • Operation Windows: A set of windows providing a summary of the actions taken within the work order:
      • Invoices: Displays sales invoices created within the work order.
      • Purchase Invoices: Displays purchase invoices created within the work order.
      • Incomes: Displays incomes added to the work order.
      • Expenses: Displays expenses documents added to the work order.
      • Requisitions: Displays the requisitions created within the work order.
      • Financial Transactions: A table that displays the total revenue and total costs related to the work order, with the difference highlighted in “End of Period Balance”.
      • Transactions Summary: A summarized statement for the client regarding their financial transactions in the work order.
        • Note: For any of these windows to appear, at least one operation related to it must be added.