You can add services and materials only to the created work order. To do this, you need to do the following:
Step 1. Open the needed Work Order.
You can see the Labors and materials tab in the work order profile. On the top of a tab, there is a specialist that you have assigned to this work order in the General info tab. This means that those services and products will be added to the work order under this employee and that the commission will be calculated for them if the corresponding calculation rule is applied.
You can always change the specialist. However, the one displayed in the General info tab remains a responsible employee for this work order. Here's the thing: printed documents display only responsible specialists, not the ones performing services in the work order.
Orderry also enables you to assign multiple specialists to the same work order. Just go to the Labors and materials tab and specify an employee in the Specialist field before adding services / parts.
Step 2. Add services / labors to the work order.
There are several ways to add services / labors to the work order.
Creating new service
Fill the Service / Labor field with the new service name and hit the Add as a labor or Add as a service button
Fill in the service information, tick the Save to pricelist checkbox if needed, and click the Add button
Adding services from the Services and Labors list
Here's how to add services from the Services list:
Press the arrow icon in the Service / Labor field to open a dropdown list of services you can select services from
You can also search services by name (enter 3 or more characters) to find the needed one faster
You can enter the labors or services barcodes into the Service / Labor field if present
Here's what you can do with added service:
1. Add a comment to a specific service by clicking the (...) icon under the service's name.
2. Hover over the shield icon to view the warranty period for a specific service. Click it to change the warranty period.
3. View and change service quantity in integer or fractional numbers.
For instance, you do an unusual service that takes 1.5 times more effort and time than usual. Set the service quantity to 1.5 and the service cost will change respectively.
4. You can see the service price in the Price column.
5. The Amount column displays the total service sum.
Hover over the Price or Amount field to view the Cost. The Price column displays the cost per unit of service, and the Amount column — is the total cost of services.
Edit or remove services from the work order by clicking the special icons (pencil icon to edit, bin icon to remove).
Also, you can set the discount and switch the Specialist for any service in the editing window.
Step 3. Add materials to the work order.
There are several ways to add parts to the work order.
Adding parts from inventory
Here are the steps to add your inventory parts to the work order:
Click the Select from warehouse button
Select the price type
Enter the product name / SKU or scan the barcode / serial number
Important: you can add 3 items of a product by scanning the same product 3 times
Set the product quantity or choose serial numbers (for serial products) and click the Save button
Add more products if needed and click the Write-off button
Remember: The system automatically writes off selected parts from your inventory. With that said, that way you cannot add a product that is missing in the inventory or has zero stock level.
Adding products that are missing in the inventory or have a zero stock level
Here's how you do it:
Fill in the product name in the Service / Labor field and click the Add as a material button
Enter the needed part information and press the Save button
Remember: Orderry will only account product information in the payroll calculation and work order profit if you add it via the Service / Labor field. This happens because no parts were posted to the inventory and - furthermore - inventory accounting doesn't cover it.
Similar to services, you can edit your parts:
1. Add a comment to a specific part by clicking the (...) icon under the part name.
2. Hover over the shield icon to view the warranty period for a specific part. Click it to change the warranty period.
3. View the added parts quantity. If you want to edit product quantity, remove the current product and re-add it with the correct quantity. Nonetheless, you can edit the product quantity for items added via the Service / Labor field because they do not impact inventory.
4. The Price column displays the price for a single item.
5. The Amount column displays the total sum of added products.
Hover over the Price or Amount field to view the Cost. The Price column displays the cost per unit of product, and the Amount column— the total cost of products.
Edit or remove products from the work order by clicking the special icons (pencil icon to edit, bin icon to remove).
Set the discount and switch the Specialist for any product in the editing window.
Step 4. Set a discount for all work order items if needed.
To do so, click the Total discount and enter a discount value or percent.
Orderry allows you to choose between a Company discount or a Discount option. The system uses a value from the Settings > Prices and discounts page by default.
The calculation of employees' salaries depends on the type of discount (from the full amount or from the amount including the discount). Read more about it in this article.
You can see the Estimated profit while adding services and materials to the work order. Using this, you can adjust the size of the discount for the client to avoid a negative profit on the work order.
Estimated profit is calculated according to the formula: Work Order Total — Total cost of Service and Products.
Note, that the estimated profit does not include possible employee salary.
The display of estimated profit is regulated by the right “Can see estimated profit” in the role settings.
Estimated profit is not displayed in closed work orders, that is, in work orders with the statuses of the Closed and Dropped off groups. After closing the work order, you can generate the Work Orders Profit Report and see the final profit, including the employee's salary.
Step 5. Fill in the Specialist notes and Client recommendations fields.
Step 6. Click the Save button.
That's it. Now you know, how to add services and parts to your work orders 👍
And in this article, you can learn all about closing work orders in Orderry.