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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