Step 1: Add new Report or Work Order model

  • Go to "Reports" / "Report management"
  • Click the ADD (+) icon,
  • Enter a Report Name (1), select a Report Type (2) and indicate the Path (3) (NOTE: Those fields are mandatory),
  • Save

Step 2: How to link the new work order to a specific job

  • Go to "Inventory Management" / "Product/Job code management"
  • From the Inventory window, select the specific job
  • Select your new report model
  • Save