How to Add Documents to a Work Order?

How to Add Documents to a Work Order?


0:00
Hello, team. In this video, we're going to see how to add, uhm, files within, uh, work orders. In this case, this is a fairly simple procedure, so let me show you how to do that.
0:10
Uh, so the first thing would be, uh, we're going to go to the new order. We're going to create a new order, and we're going to select a customer.
0:17
And, once we add this customer, what we're going to do is, we're going to select a product. 16 Okay, and we're going to add two tires, and we're just going to remove here, uh, the services that added automatically, and also, we're going to add a mount, uh, specialty in this case.
0:40
Alright, I'm going to do two for these. Perfect. So now that we have our order, we can from here just save and close, uh, and basically, if you want to send this to sign to a customer, so you can do this, uh, send to sign, you can do it on device, you can do it on email, SMS, uh, but once you do make
1:02
the signature, okay, so this is my signature, I'm going to save it, and we're going to have that displayed on our order whenever we print it up.
1:12
Thank you. So here's the, uh, signature we just did, and we can, from here, just save the file, as you can see, as a PDF, we're going to save this as a file, alright, so this is going to be, uhm, version 1, we're going to save it, and we can access the work order details, as you can see, this is the
1:34
magnifier, uh, logo, ago. And we can go to the document section, click upload, select our file, which has the, the signature, we can add it to the, to the section of, of, uh, to the actual order, so we can consult it, uh, later, uh, on the document section, uh, but you can add as many, uh, documents
1:56
as you need, uh, regarding this order, you can also upload, uh, any sort of, uh, PDF file, so if you have any promotions, any, uh, further reference that might be useful for this order, you can upload it here on the document section, uh, but this is how you can make, uh, uh, how you can add your, your
2:13
documents here, uh, to any order, uh, on the, uh, work orders module. Let me know if you have any questions regarding this procedure and have a good day.

    • Related Articles

    • How to Create Work Orders? | Tire Base POS

      <br> 0:00 Hello team, welcome to another video for Tarabase. In this video we're going to see what's the procedure to follow to create a work order from scratch. 0:08 So, we have two procedures that we can use. The first one would be to go to ...

    • Work Orders Module Quick Overview | Tire Base POS

      <br> 0:00 Hello team, welcome back to another video for TeraBase. In this video we're going to see the procedure, ah, or the overview in this case for the Work Orders module. 0:09 So we're going to see everything we offer on that module ...

    • Overall Work Orders Tutorial | Tire Base POS

      In this tutorial, I guide you through managing work orders and invoices, customer details, order types, and everything related to the work order module. I'll demonstrate how to view, save, and print work orders, as well as how to create new orders, ...

    • How to Create Filter Views for Work Orders? Tire Base POS

      <br> 0:00 Hello, welcome to another video for Tirebase. In this video, we're going to see how to create filter views for your work orders module. 0:07 So, I'm here at the work orders module here, as you can see, and here are my views. So, we ...

    • How to Authorize Products in Tirebase?

      <br> 0:00 Hello team welcome to another video for Tirebase. In this video we're going to see the procedure, ah, to authorize, or to request authorization from your customers. 0:09 Whenever you've finalized, or if you have a quote, if you have a ...