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Templates

Templates Creating Work Orders with Templates Creating Templates

Creating Work Orders with Templates Log into the Windfall website (FIG 1) Click Find Template (FIG 2) All Templates will be listed (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) 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) Click Manage Templates (FIG 6) Click Add New Template (FIG 7) Fill out Template information (FIG 8) Click Save Template when finished Click View/Add Parts to add pieces to Template (FIG 9) Fill out information for the part that will be added to the template (FIG 10) Click Save Item when finished Continue adding pieces that belong to that Template (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

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Click Find Template

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Enter the amount of Templates to add to the Work Order

How many Templates are available

Click Add to Work Order when finished

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Fill out Work Order information

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Enter User Id and Password here

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Click Manage Templates

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All Templates already created for this customer are listed here

Click Add New Template

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Fill out Template Information

Click Save Template when finished

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Click View/Add Parts

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Select what pieces you want to add to this template

Click Save Item

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Continue adding pieces

Done

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If you have any questions you can contact the support team at 314-925-1547 or you can email us at support@assetcontrols.com

You can also visit us at http://www.windfallonline.com/customer/