Main Info Section

Use this section to view the basic information about the work order and use the options to interact with the work order.

You can view the basic information about the work order (the work order id number and the sale date of the work order) (A) and the current status of the work order (B). You are also able to change the status of the work order by selecting the desired status from the drop-down list (C) (shown below). If you do not want to change the status, select Change Status from the drop-down list. You can manage the work order statuses included in the drop-down list by using the Manage Statuses screen (for more information, see Managing Work Order Statuses in coreSTORE).

In order to interact with the work order, use the 4 buttons included in this section:

• Edit Sale (D): Click the Edit Sale button to go to the Edit Sale screen for the work order's sale (for more information, see KB article).
• Print (E): Click the Print button to go to the Print Work Order screen for the work order [for more information, see (E) in Work Orders Module Main Options Guide].
• Service Tag (F): Click the Service Tag button to go to the Print Service Tags screen (for more information, see Print Service Tags Screen Guide).
• Done (G): Click the Done button to go back to the main screen of the Work Orders module (for more information, see Work Orders Module Overview).

If you have checked the Send to Supplier checkbox when creating or editing a work order status (for more information, see Add/Edit Status Screen Guide), when you select that status from the drop-down list (C), the supplier field will also show in this section. You can add a supplier in a couple of ways. You can go to the New Supplier screen and add the new supplier there (for more information about this tab, see KB article) by clicking the Add Supplier button (H) [after adding a supplier here, you will need to navigate back to the work order, select the status from the drop-down list again, then add the supplier using the field (J)], or you can narrow down which supplier you want to add by typing keywords in the field (J) and selecting the supplier from the drop-down list that will show as you type.

After adding the supplier, it will replace the supplier field, instead just showing the supplier you selected. You can detach the supplier from the work order by clicking x Detach (K).