As you can see from the list above, you can have multiple sets of Sheets in the system, by Branch, Product Type within the Branch, Usage Mode, which we’ll discuss below, and you can determine whether they print during the Pre-Stage, Stage, and/or Ship Mode. You can highlight and then double-click on an existing Sheet to Edit, or right-click on a Sheet to Delete. Click the Add button to create a new one. One more option from this first screen is to alter W/O Print Settings for all from the screen above. When you click on W/O Settings, the system will prompt a Work Order Settings option box as follows:
If you make any changes, be sure to click Save. When you click the Add button in the first screen, the system will display an Installer Work Order Instruction Sheet screen as follows:
The instructions you enter in the screen above will be Branch (1) specific, but you do have an option to copy instructions to another Branch via an option in the Functions menu. You can switch to another Branch by clicking on the drop-down arrow menu at that field. If you wish to create a Product Type (2) specific instruction Sheet, you will need to use the drop-down arrow menu in that field to select a Product Type before proceeding. Please Note: You can copy instructions to another Branch and to another Product Type via the Functions option at the top left of this screen (explained below).
The Material Only, Labor +/- Material, and All (3) options are considered the Usage Mode. The default setting is All, so only make a change if you want the Sheet to print with Material only, or Labor whether or not Material is selected. The Pre-Stage, Stage, and Ship Modes (4) can be selected individually or all-together, based on how you wish to set up your Sheets. For example, the Pre-Stage may have a place for the warehouse to sign certifying the items have been pulled and are ready for the install, whereas the Ship may include a survey or installer check-list. You have lots of options with these sheets.
To begin creating an Instruction Sheet, click in the Instruction (5) field and begin typing. That screen will appear much like the following:
When you are done typing, click the Add/Update button to the right of the screen to save your work. The data will then appear in the first available line in the box below. You can click on any line in the Instruction box to edit that line. You can also remove an existing line by clicking on that line and then clicking the Delete (6) button. Any blank lines after the last line of text will not print on the Work Order. Please Note: if Instructions Sheets have been created for more than one Product Type, the instructions on the Work Order will print based on the Product Type appearing on the first Material Line on a Job.
Once you have created an Instruction Sheet, you can click the Functions menu to prompt the following three options: Copy Instructions to Another Branch, Copy Instructions to Another Product Type, and W/O Settings. The first two options will prompt boxes allowing you to select another Branch or another Product Type to copy an existing Instruction Sheet. The third option is tied to the Graphical Work Order and allows for setting default printing settings for individual Instruction Sheets