Works Orders can be added to service jobs and have been designed to be used to track vehicle parts that go offsite to be reconditioned.
Creating a Works Order
To add a Works Order go to the Overview tab of the Service Record and click on Works Orders and then Add Works Order. Select a Supplier, enter the Works Order details, the suppliers’ reference and the date the order is due back.
The Works Order can be printed and sent to your supplier. DragonDMS will allocate an Order Number.
Any information that you want to record, but you don’t want to show on the printed Works Order can be entered in the internal notes section.
A list of all Works Orders can be viewed on the main Service screen by selecting the Works Orders list. Works Orders due in the next week will show in orange and those due today or overdue will show in Red.
Closing a Works Order
When a works order has been completed, the order should be marked as Closed and the amount to be charged to the customer added as an extra with the cost to the business logged.
