coreSTORE - Work Orders: Creating New Work Orders
In this guide, we will walk you through the process of creating a new work order in coreSTORE, acquiring the item, and adding parts and services.
Click on Work Orders
Click on "Work Orders" in the left-hand navigation menu.
Click on Dashboard
Select "Dashboard" in the Work Orders submenu.
Click on New Work Order
Click on the "New Work Order" option in the top right corner to start the intake of a new item.
Select the Customer Initiating the Repair
Here we will select the customer brining in the item for repair. Simply start typing the clients name if they are part of the existing customer data base or hit the green icon below to create a new client in coreSTORE.
Search for an existing item in the database / or Enter a new product
Here, we can search for an existing item in the database. If you have carried this product before, it will populate the information below, except for the serial number.
Search for Item
Need a new part? We've got you covered! Use the green icon to easily create a new inventory record for the part you need. If it's a familiar face (a product you've brought in before), just start typing the name and our system will find it for you in a flash!
Item Requires A Bound Book Entry
Heads up! This setting might not apply to you. The "Bound Book Entry" is typically used for specific record-keeping needs and isn't necessary for most repairs. Our system usually has this setting off by default.
Item Information
Let's get your repair started! To ensure a smooth process, please fill out the information below. We understand some details might not apply to your specific repair, but complete information helps you serve your clientele better.
Click on Add Item
Clicking on Add Item will add the entered product to the items on work order list.
Click on Process
Once you're happy with everything, simply click "Process" to confirm the items for your repair and move on to the work order details.
Work Order and Status
To easily find your work order details, take a look at the top left corner. You'll see your unique work order ticket number and the current status, which will be "New" since this is a fresh repair request.
Customer Information
Customer information will be conveniently displayed in the "Customer" section. This ensures we have everything we need to complete your repair smoothly.
Items Being Repaired
The "Items" section will clearly show the details of your item being repaired. This includes the description, category, serial number, and any UPC code it may have.
Technician
Need a specific technician for the job? The "Technician" field lets you assign the work order to a qualified expert. This is especially helpful if your firearm requires a technician with a particular certification.
Estimated Repair Date
The "Estimated Repair Date" gives you a heads-up on when you can expect the work to be completed.
Estimates
The "Estimates" section is your one-stop shop for getting a ballpark idea of the repair costs. Here, you can easily add any parts or labor that might be needed for your repair. This will give you a preliminary estimate of the total work order amount.
Parts & Labor
The "Parts and Labor" section is where we detail the exact parts used and work performed on your repair. This information can be finalized later, especially if we start with an estimate and await your approval before diving in.
Notes
Our "Notes" section lets you share details about your repair. Public notes are for you and our technicians, so feel free to mention the or any requests. Internal notes are private for our team to record the firearm's condition upon arrival.
Images
Snap a picture for better service! Our system lets you upload photos of your firearm. This helps us clearly document its condition when you bring it in, ensuring a smooth repair process.
Print Function
Need a paper trail? No problem! Our system allows you to easily print a copy of your work order for your records.
Service Tag
Skip the handwriting! Print a handy service label right from the system. Just stick it on your service item, and we'll be all set to get started on the repair.
Done
Ready, set, repair! Clicking "Done" confirms your work order details and gets your service item in the repair queue.
Click on Work Orders
Click on "Work Orders" in the left-hand navigation menu.
Click on Dashboard
Select "Dashboard" in the Work Orders submenu.
Click on New Work Order
Click on the "New Work Order" option in the top right corner to start the intake of a new item.
Select the Customer Initiating the Repair
Here we will select the customer brining in the item for repair. Simply start typing the clients name if they are part of the existing customer data base or hit the green icon below to create a new client in coreSTORE.
Search for an existing item in the database / or Enter a new product
Here, we can search for an existing item in the database. If you have carried this product before, it will populate the information below, except for the serial number.
Search for Item
Need a new part? We've got you covered! Use the green icon to easily create a new inventory record for the part you need. If it's a familiar face (a product you've brought in before), just start typing the name and our system will find it for you in a flash!
Item Requires A Bound Book Entry
Heads up! This setting might not apply to you. The "Bound Book Entry" is typically used for specific record-keeping needs and isn't necessary for most repairs. Our system usually has this setting off by default.
Item Information
Let's get your repair started! To ensure a smooth process, please fill out the information below. We understand some details might not apply to your specific repair, but complete information helps you serve your clientele better.
Click on Add Item
Clicking on Add Item will add the entered product to the items on work order list.
Click on Process
Once you're happy with everything, simply click "Process" to confirm the items for your repair and move on to the work order details.
Work Order and Status
To easily find your work order details, take a look at the top left corner. You'll see your unique work order ticket number and the current status, which will be "New" since this is a fresh repair request.
Customer Information
Customer information will be conveniently displayed in the "Customer" section. This ensures we have everything we need to complete your repair smoothly.
Items Being Repaired
The "Items" section will clearly show the details of your item being repaired. This includes the description, category, serial number, and any UPC code it may have.
Technician
Need a specific technician for the job? The "Technician" field lets you assign the work order to a qualified expert. This is especially helpful if your firearm requires a technician with a particular certification.
Estimated Repair Date
The "Estimated Repair Date" gives you a heads-up on when you can expect the work to be completed.
Estimates
The "Estimates" section is your one-stop shop for getting a ballpark idea of the repair costs. Here, you can easily add any parts or labor that might be needed for your repair. This will give you a preliminary estimate of the total work order amount.
Parts & Labor
The "Parts and Labor" section is where we detail the exact parts used and work performed on your repair. This information can be finalized later, especially if we start with an estimate and await your approval before diving in.
Notes
Our "Notes" section lets you share details about your repair. Public notes are for you and our technicians, so feel free to mention the or any requests. Internal notes are private for our team to record the firearm's condition upon arrival.
Images
Snap a picture for better service! Our system lets you upload photos of your firearm. This helps us clearly document its condition when you bring it in, ensuring a smooth repair process.
Print Function
Need a paper trail? No problem! Our system allows you to easily print a copy of your work order for your records.
Service Tag
Skip the handwriting! Print a handy service label right from the system. Just stick it on your service item, and we'll be all set to get started on the repair.
Done
Ready, set, repair! Clicking "Done" confirms your work order details and gets your service item in the repair queue.
Updated on: 06/26/2024
Thank you!