In Lightspeed Retail, you can use work orders to easily schedule services, repairs and other tasks to employees.
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From the main menu, click Service > New Work Order.
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Enter your customer's details and, depending if they are a new or existing customer, click one of the following:
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New Customer: click the Create New Customer button.
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Existing Customer: in the POSSIBLE MATCHES section, click the customer's name.
Note: If both your customer and to serialized item they'd like to service exist in your Retail account, you can attach both of them to a new work order automatically. To do so:-
From the main menu, click Customers > Customers.
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From your list of customers, click your customer's name
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From the left menu, click the Items section.
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Click the pencil icon next to the serialized item they'd like to repair.
- From the left menu, click the Workorders section.
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From the top-right, click + New Work Order.
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From the Status dropdown, set the work order to open. Once the work order progresses, you can modify the drop-down to estimate, waiting or finished.
Note: You can create custom work order statuses to best represent the workflow of your service department. -
Use the Description, Color, Size, and Serial fields to include information about the item being serviced.
Note: To include images of the item, please see Adding images to a work order. -
In the Date In and Due fields, select dates and times.
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Optionally, leave a receipt note or internal note. If you're leaving an internal note, you can also tap Add time to add a timestamp (your name, the date and time).
Note: For more information, please see Leaving receipt notes and internal notes. -
Add the inventory item, labor charge, or miscellaneous charge to the work order accordingly:
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Inventory item: In the Item field, enter the item description, click the Search button and click the Select button to the left of the item.
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Miscellaneous charge: Click the Misc. button, fill in the fields in the Add Miscellaneous charge section and click Save.
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Labor charges: Click the Labor button, fill in the fields in the Add Labor Charge section and click Save.
Note: From the main menu, click Settings > Locations > and Customize next to the location to change the location's default labor charge service rate in the Service Rate ($/hour) field.
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Depending on your customer's needs, follow the below:
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To print a tag: Click Print Tag to have a paper reference linking the item to the work order.
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To print an estimate: From the Status dropdown, select Estimate and click Print Tag.
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To print a quote: Click Print Quote.
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To email a quote: Click Send As Email, enter the customer's email address and a custom message if required, and click Send Email Work Order.
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To checkout the work order: Click the green Checkout button and complete the work order.
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