Create Work Order

Process to submit a new work order 09_2021

FOR FIREARMS ALWAYS CREATE NEW ITEM WITH UNIQUE “ITEM NAME”
NON-FIREARMS DO NOT CREATE A NEW ITEM – account non-firearms in the notes
PLEASE ADHERE TO NAMING CONVENTION FOR UNIQUE “ITEM NAME”(see
below)

-Sign in to coreware

-Click on Work Orders module

-Click on “New Work Order” (top-right)
-Attached a customer

-Click on New Item ICON DO NOT CREATE A NEW ITEM FOR NON-

FIREARMS
FOLLOW THIS NAMING CONVENTION “GUN MANUFACTURER_CUSTOMER
NAME_DATE” exampleà smith_terrio_09222021

-Use naming convention above for “Item Name”

-Select a category

-Check “item has serial number” IMPORTANT FOR FIREARMS

-Fill in the rest of the required fields for a firearm. REQUIRED FIELDS FOR

FIREARMS (Item Name, Category, Serial number, Type, Caliber, Manufacture,
Importer, Model)

-You can add a description, but it is not necessary, you will create notes in the next
steps.

-Go to the top and select the “done” button”

-Click on “New Work Order” the customer and the new item you created should be in place.

ADD THE FIREARM SERIAL NUMBER

-Click “Save” button

-System creates the work order and inserts the customer and firearm, you can add any other
information you would like to the new work order. To add a note click on Note ICON

-Click one “Done” button at top right when done
The work order will show up in work orders and in suspended sales.