3.4 KiB
Simple labor only work order
In this guided tour we'll create a simple labor only work order that records the details of service and the hours to be billed.
We will then print a Customer Invoice format work order report.
If you don't already have AyaNova available to follow along, everything you need to get started is available here: Try AyaNova now.
1. Login as a user with permission to make a work order
In AyaNova a User needs permission to view and make changes to objects, this permission is called an Authorization role in AyaNova and an administrator grants permissions to each User as required.
Many User roles can access Work orders and change various parts of them but the Roles with the highest level of access to change and view all areas of a work order are a User with the Business administration Role or a User with the Service manager Role.
For this tutorial you should login as a User with one of those Roles.
If you are using the AyaNova sample data, we've provided a sample User for each type of Role so for this tour you should login as the Service manager sample User to follow along:
2. Navigate to Service
Once you are logged in you need to navigate to an area of AyaNova where Work orders are displayed and entered. There are a few different options to do that but we'll use the simplest one for this tutorial and create the work order from the Service Work orders list.
Click on the "Hamburger" icon
In AyaNova the main way to navigate around is by using the navigation drawer which is an area that slides out on screen to choose where you want to go.
When logged in you can access the navigation drawer from what is commonly known as a "hamburger" icon (highlighted below) because it looks kind of like a hamburger:
Click on this icon to show the navigation drawer
Navigation drawer Service items
In the image below you can see the options available to the sample "Service manager" User generated by AyaNova. Users with more Roles will see more options here and vice versa.
The area we want is "Service" so go ahead and click on that to reveal all the Service navigation area options available to this User:
Open the Work orders list
Clicking on "Work orders" will cause AyaNova to navigate to the list of previous Work orders entered and saved previously in AyaNova:
This list is known in AyaNova as a "Data table", data tables are used in many places in AyaNova for different kinds of objects. Data tables have many features and options to control what is displayed and how it's displayed so you can restrict the view to show only what is important for any given task.
3. Create a new Work order
Because the currently logged in User has rights to create a work order the create work order button is available above and to the right of the list of work orders.