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Presentation transcript:

Throughout this slide show there will be hyperlinks (highlighted in blue) follow the hyperlinks to navigate to the specified Topic or Figure. Hyperlinks will only work when being viewed in a slide show. Templates

 Creating Work Orders with Templates Creating Work Orders with Templates  Creating Templates Creating Templates

Creating Work Orders with Templates  Log into the Windfall website (FIG 1)(FIG 1)  Click Find Template (FIG 2)(FIG 2)  All Templates will be listed (FIG 3)(FIG 3)  Enter the amount of Templates you want to add to a work order under Qty  Click Add to Work Order when finished  Fill out Work Order Information (FIG 4)(FIG 4)  Scroll to the bottom of the page, Click Submit Work Order  The Work Order has now been submitted

Creating Templates  Log into the Windfall website (FIG 5)(FIG 5)  Click Manage Templates (FIG 6)(FIG 6)  Click Add New Template (FIG 7)(FIG 7)  Fill out Template information (FIG 8)(FIG 8)  Click Save Template when finished  Click View/Add Parts to add pieces to Template (FIG 9)(FIG 9)  Fill out information for the part that will be added to the template (FIG 10)(FIG 10)  Click Save Item when finished  Continue adding pieces that belong to that Template (FIG 11)(FIG 11)  When finished click Done  This will take you back to the list of Templates that are set up

Enter User Id and Password here Back

Click Find Template Back

Enter the amount of Templates to add to the Work Order How many Templates are available Click Add to Work Order when finished Back

Fill out Work Order information Back

Enter User Id and Password here Back

Click Manage Templates Back

All Templates already created for this customer are listed here Click Add New Template Back

Fill out Template Information Click Save Template when finished Back

Click View/Add Parts Back

Select what pieces you want to add to this template Click Save Item Back

Continue adding pieces Done Back

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