Checklists overview
Create Checklists, with Items, to prioritise and track items that need to be accomplished to complete a Sales Order.
Locating this section in app:
Sales>Sales Orders> select a Sales Order >ChecklistorSales>Customers> select a Customer > select a Sales Order >Checklist
Checklist page features
Add attachments to Items, track completion, delete Checklists, and save commonly used Checklists as Templates.
Sales Order # and Customer name
Every page has the Sales Order # and Customer name at the top of the page.
Action buttons
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.
Checklist/s
List down to-do Items to complete Sales Order efficiently.
Create a new Checklist/s
Create a new Checklist/s
Select
Add Newto create a Checklist.
Update the name of the Checklist.
Click Enter to Add Item to the Checklist.
Continue adding Items to track and prioritise work.
Delete Checklist/s
Delete Checklist/s
Select the kebab/other options menu aligned to a Checklist.
Select
Delete.
Attachments
Attachments can be documentations of each Checklist Items.
Add Attachment/s
Add Attachment/s
Select an 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.
Remove Attachment/s
Remove Attachment/s
Select an Item you want to remove an attachment.
Select the paperclip.
If multiple attachments are added , list of attachments will show.
Select the
xicon to remove the attachment.
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
Save Checklist as a Template
Select the kebab/other options menu aligned to a Checklist.
Select
Save as Template.
Add Checklist Template
Add Checklist Template
Select
Templates.
Choose the required Template from the list then select
add.
Delete Checklist Template
Delete Checklist Template
Select
Templates.Select the kebab/other options menu align on Checklist Template to delete.
Select
Delete.
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.