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Sales Order Checklists
Sales Order Checklists

Use Checklists to prioritise and track items that need to be completed

Updated over a month ago

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 > Checklist or

  • Sales > 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.

πŸ—’οΈ 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

  • Select Add New to 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


Attachments

Attachments can be documentations of each Checklist Items.

Add Attachment/s

  • Select an Item you want to add an attachment to

  • Select the paperclip to upload an attachment.

πŸ—’οΈ Note:

  • a paperclip on the right side of the Item will confirm that an attachment is attached.


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 x icon 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


Add Checklist Template

  • Select Templates

  • Choose the required Template from the list then select add.


Delete Checklist Template


Track Completion of Items

Select the radio button aligned to an Item to mark as Completed.

πŸ—’οΈ 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.

πŸ—’οΈ 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.

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