Go to the customer’s CRM file and click on the “Service” icon and “create a work order” :
On the work order creation window, fill in the fields :
If the ordering party is linked to a condominium (group), blgCloud indicates it. If the intervention is finally done on the condominium’s equipment click on the condominium and your ordering party will change.
Type of intervention : intervention at the workshop or outside (precise the address).
Enter the equipment you are going to work on (you can create it if it is not present in your blgCloud database).
Select the type of intervention
The “state” notion enables you to identify if creation of a quote or directly a work order in open status.
Also enter the estimated time in the “task” block (task = estimated time + labor) then click on “new sales document”.
Warning, the fields marked with an * are mandatory fields to be filled in in order to be able to validate its creation.
Please note that if your work order is billable, don’t indicate an internal transfer position :
On the work order in “open” status, the task (time + labor) has been incremented. From the “add a product” field integrate the items by entering the item designation or reference.
If the item is in stock then its available quantity will be shown in green. If the color is red then the item does not have sufficient stock to cover the need of the work order :
Your work order is created, 3 other steps are to be followed, which you will discover in other tutorials :
- Logistic form “stock removal” of all items by the store,
- Entry of time spent by the technician(s) linked to this work order,
- Customer invoicing.