Work Order Start-Up

Before Work Orders can be entered in the Work Orders program, the following information must be entered:

• Sales (parts) inventory must first be setup.
  Parts information can be captured from spreadsheets as outlined in Data Import or entered manually as outlined in Parts - Setup.

• To record repairs or work orders to your own equipment, the rental equipment must also be setup.
  Rental inventory can also be captured from spreadsheets as outlined in Data Import or entered manually as outlined in Inventory Start-Up.

• The start-up instructions for Accounts Receivable should be completed before entering Work Orders to be charged to your customers.
  The customer information can be captured from spreadsheets as outlined in Data Import or entered manually as outlined inA/R Start-Up.

• The labor rates must be setup as outlined in Work Order Labor Rates.

• The service codes and amounts such as pickup, sharpening, travel charges, shop supply, must be setup as outlined in Work Order Services.

• The Repair and Maintenance Codes must be setup in Repair/Maintenance Codes to indicate why the item is being repaired.

• The Repair Charge Codes must be setup in Repair Charge Codes to indicate who is responsible for paying for the repair.