In this video, we explain how the link to work order action button functions, allowing easy access to open work orders and the addition of products as references. We demonstrate the process step by step and highlight the benefits of linking products to work orders for technicians.
Link to Work Order Action Button
Key Steps:
Identify the link to work order action button, which looks like a chain link.
Click on the action button to view all available open work orders.
To add the product to an open work order, click on the open work order.
To create a new work order on the spot, click on the plus new work order button.
Add the product to an existing work order by clicking on it.
Click on view work order to see the linked ticket and product in the work order.
Cautionary Notes:
Ensure that the correct work order is selected before adding the product.
Double-check the work order details to avoid errors in referencing the product.
Tips for Efficiency:
Familiarize yourself with the different work orders available to streamline the process.
Communicate with the technician to provide clear references for task completion.