Work Orders and POs

Work Orders and POs


In the normal workflow we have here (small manufacturing shop), after a quote is sent, it might or might not be accepted by the client. If it is accepted, he sends us a Purchase Order. At this point, we get the job going by issuing a Work Order (internal paperwork) which describes the work, has the client PO number, and delivery date, among other things. When the job is completed, we then make an invoice and send it to the client.

I was wondering if it would benefit other users to have the ability to create Work Orders in the Zoho Invoice workflow.  What I do for now, is use the Generate Invoice function, and leave it as a draft Invoice until the job is completed. But it gets mixed with actual draft invoices.

Thank you!

Frederic Gagnon
Lumifab


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