A Workorder for items can be generated in multiple ways including:
- Using the Actions menu on an Item view page
- Using vertical ellipses on the end of a row in the Orders > Items tab
- Using the Workorder button
To generate a workorder from the Item view page:
Step Action
1. From the Item View page, hover the mouse over the Actions menu and select
{Workorder} from the drop-down.
A modal window will open for selecting a workorder document.
2. Select the workorder to be generated by clicking on the image. The workorder will open
in a separate tab.
To generate a workorder using vertical ellipses:
Step Action
1. Hover over the vertical ellipses of an item and select {Workorder} from the drop-down.
A modal window will open for selecting a workorder document.
2. Select the workorder to be generated by clicking on the image. The workorder will open
in a separate tab.
To generate multiple workorders:
Step Action
1. Select items by checking box on the left-hand side of the item number.
2. Select {Workorder}. A modal window will open for selecting a workorder document.
3. Select the workorder to be generated by clicking on the image. A separate tab will open
with multiple workorders.