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Viewing a customer’s Work Order history is a valuable way for you to quickly determine, or change, the status of their projects and see the production timeline. This article will show you how to access and understand a customer’s Work Order history so you can easily track progress. 

 

Navigating to Your Work Order History

On the Order page, use the Filter Search field to search for the customer you want so you can see the list of their work orders in the table. Click the List Icon on the Invoice / Work Order line item to open the details. 

You will see the Work Order and Component Status History at the bottom of the Work Order Details window. This will display the time and date of each production update. See more of the details below: 

1. Work Order Table – This table displays the items in the selected Work Order.
2. Set Status – The drop-list contains the statuses you have. At a minimum, the LifeSaver Software default statuses are OnOrder, InProgress, and Assembled will be available in this list. The default Delivered status will not be available if the order isn't fully paid off. If you've created custom statues, they will also display in this drop-list.
3. Call Status - This drop-list helps you keep track of the communication status with the customer. Select the appropriate status here.
4. Notes - Enter in any necessary notes on communication with the customer.
5. Enter Bin # - Enter in the Bin Number where your Work Order item is kept.
6. Print / OK - Click the Print button to print the Invoice for the selected work order. Click the OK button to save your changes. Once clicked, it will take you back to the Order page. 
7. Work Order Status History – This table displays any time the status has changed for this specific work order.
8. Component Status History – This table displays any time the item or material in this work order has changed statuses.

 

Related Topics

Working with Work Orders

Writing Work Orders

 

Frequently Asked Questions

Q: Can I change production status from the Work Order Details window?  

A: No, but you can update individual statuses using the Set Status drop-list on either the Order page or the Work Order Details window.

 

Q: I have a question, but I can't find my answer here, how do I get more assistance?

A: You can ask any question at the link below, once received one of our technicians will be in touch! If you need immediate assistance, the LifeSaver Software team is available Monday through Friday, from 9:00am to 6:00pm Eastern time. Feel free to contact our support team at: 1-800-381-0600, extension 2. Or you can email us at support@lifesaversoft.com and we will respond within 24-hours.