knowledge base

The Work Order Toolbar is visible in all the Work Order windows and contains the following menu items:

Creates a new Work Order. If you have another Order open, the system will prompt you for saving changes to that Order.

More about creating a Work Order.

Saves the changes to the Order. The system will save the Order with an automatically generated Order # if the Order # is blank.

Previews the document to be printed (Work Order, Pick List, Put Away).

The Preview menu has the following items:

Print – Click Print to print the documents (Work Order, Pick List, Put Away).

Export – Click Export to export the documents (Work Order, Pick List, Put Away) to PDF, Microsoft Word, Microsoft Excel or Rich Text Format.

Creates a copy of the old WO with all the appropriate fields and lines copied. Order number and dates are not copied. Attachments are not duplicated.

Click to look at older versions of this Work Order. Old versions are saved correctly and are read-only.

Click to add attachment files to this Work Order. This opens a pop-up dialogue box to add new attachments and save them. Attachments can be saved, deleted or opened properly. The number of attachments is shown next to the button. When there are many attachments, scroll to the one you need.

Sticky – Click to add sticky notes to this Work Order. Sticky notes are not included in printed documents. Stickies can be moved, resized, changed color or closed. Opening a document again shows the stickies.

More about Sticky Notes.