Checklists overview
Create Checklists, with Items, to prioritise and track items that need to completed to complete a Sales Order.
Add attachments to Items, track completion, delete Checklists, and save commonly used Checklists as Templates.
Locating this section in app:
Sales > Sales Orders > select a Sales Order > Checklist or
Sales > Customers > select a Customer > select a Sales Order > Checklist
Checklist creation
📽️ Video clip: creating a Checklist.
Checklist page features
Every page has the Sales Order # and Customer name at the top of the page.
Each Sales Order will also have Action buttons; these will differ depending on the stage the Order is at.
Sales Order action buttons explained.
🗒️ Note: Close will close the Order saving changes and will leave the status unchanged. Any updates will not pushed through to your accounting package.
Create a New Checklist/s
Select Add New to create a Checklist
Update the name of the Checklist
Click Enter to add an Item to the Checklist
Continue adding Items to track and prioritise work.
Adding Attachments
Select the Item you want to add an attachment to > select the paperclip to upload an attachment.
🗒️ Note: a paperclip on the right side of the Item will confirm that an attachment is attached.
Track Completion of Items
Select the radio button aligned to an Item to mark as Completed.
🗒️ Note: Factory will calculate how many tasks are Completed with a timestamp and initials of the User/Team member who completed the task
View the numbers to the right of the Checklist name for the number of items completed and open Items still to be completed.
🗒️ Note: when you add Items to your Checklist you’ll notice Factory automatically creates a tally of the number of items and how many are completed
Delete Checklist
Select the kebab/other options menu aligned to a Checklist and select Delete.
Checklist Templates
Save commonly used Checklists as a Template for future re-use, and Add Template to another job, or Delete Template if no longer required.
Save Checklist as a Template
Select the kebab/other options menu aligned to a Checklist and select Save as Template.
Add Checklist Template
To use a Checklist Template select Templates and choose the required Template from the list.
Delete Checklist Template
Select Templates, from the list of Templates, select the kebab/other options menu > Delete.