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How To: Create a Work Order in TapGoods PRO

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How To: Create a Work Order in TapGoods PRO

Subscribers of TapGoods PRO Select or Premier levels can create Work Orders on the Maintenance Order for Items that are in Maintenance. Work Orders function as a formal document outlining the work that will be done on a Maintenance Order, including whether the Order will be completed internally or by an external vendor. 

To learn more about Work Orders in TapGoods PRO, click here! 

Work Orders are created from within an Item’s Maintenance Order, which is located on the Maintenance page. To navigate to the Maintenance Page, hover over the Inventory panel on the TapGoods PRO menu and click on Maintenance.

To create a Work Order, follow the steps listed below.

  1. Click on the Item you want to view the Maintenance Order for.

  1. Click Create Work Order.

  1. Fill out the Work Order Name, Work Order Created Date, Inventory Return Date, and the Name of the Team Member assigned to this Work Order.

  1. If the Work Order is being completed Externally, fill out the Vendor information. If it will be completed Internally, leave this section blank.

  1. [Optional] Fill out a Job Description.
  2. [Optional] Fill out the Ship To Address. 

**Note: This will default to the Location address that the Item is located in.**

  1. Add Service/Labor Line Item(s).

  1. Add Parts/Materials Line Item(s).

 

  1. [Optional] Add Notes.
  2. Click Submit.

Once you have submitted a Work Order, you can review it from this page at any time. To delete a Work Order, click Cancel This Work Order at the bottom of the page.



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