Setting a WO as a backorder (V8)

This note allows you to set a work order as a backorder. The note is only available in the statuses: Customer approved, Car ready and Quality control.

Where is the note?

In the work order page, click on the green plus icon in the Notes box. The note Set Backorder is in between.

 

 

 How does the note work?

By clicking on this note a pop-up opens where you set the data about the backorder.

 

 

 

The following fields are listed here:

• Note: The description of the backorder. This is mandatory to fill in.
• Select the date of the backorder.
• Add attachments if necessary.

Then click Save.

 

Please note: This note can no longer be edited.

 

The Backorder note is now listed with description in the Notes tab.

 

 

 

 

In addition, you will see at the top of the status bar that the status has changed to the purple BO icon.

 

 

  

 

You change the Backorder status by clicking Customer Approved in the status bar.

 

 

 

 

The Backorder status icon will then disappear from the status bar.

 

 

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