Print Workorder

You have the option to automatically print a workorder when new case is entered in Administrator >  Settings  or   on Home Page  > General > Case Options > Case Entry > General tab

Case Options - Case Entry - General tab

When Automatically print Workorder when entering New Case option is checked then a workorder is always printed right after the New case form is Save & Closed. If you want to print the workorder manually you simply uncheck this option in the settings menu and you can print the workorder any time later.

Navigation:  Customer > Cases >  Print > Workorder . You can also access this menu from the Case Finder

Workorders can be printed after cases are created. How to create a case is described in a different topic.

How to print a Workorder:

1.Select the case for which you want to print the workorder.

2.Click on Print > Workorder

3.A workorder will display following information:

➢Pan number ,  Case number

➢ Basic information about the Customer like ID,name, phone.

➢Case Shade and RX number

➢Case creation date, shipping date and due date

➢Special Alerts such as if due date is same as ship date, or other information related to dates.

➢The list with the products added to the case.

➢If Remakes are added these will be displayed under the product that has them

➢Next are Preferences.

➢The list with the Enclosures added to the case.

➢The list with the Case Tasks.