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Work Order Formats - Parameters
Location: Program Menu>>Configurations>.System Configurations>Parameters>Contracts Tab
Purpose: This allows you to set contract formats for different types of contracts.
Key Features: Below is a list of different types of default formats you can select from.
| Laser Contract | Completed |
| Work Order | |
| Fax | eSign |
| Quote | Counter SIgn |
| Reservation | Delivery eSign |
| Open | PDF Modification |
| Closed | Load Slip |
After you created your various formats through Work Orders, you can set when a format is used.
Go to Configuration/Parameters/Contracts. You will see a Formats Tab. From there you may select default formats. From the drop-down menu, you can select (Store Default, Standard Contract, Delivery Contract, Pickup Contract, Email/Fax Contract, Without Amounts, Invoice, or PDF Modification)
Example
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