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Work Orders: Adding Embroidery and Customization

When using Work Orders it is helpful to create a vendor profile that represents your store. With a vendor profile to represent your store you can create pricing in the inventory list as it relates to the services you provide in house.

On the inventory list, at the top select By Brand and enter your store’s vendor code (example: USA). Select the Product tab. Then click the Product button at the bottom and select New Product.
NOTE: This portion is optional; but it does help with reports, tracking, and assigning prices to services. If you wish to skip this portion, skip ahead to Setting up the Work Order Form.

This will create an inventory item that represents the customization or service that you can add to a garment. Fill in the details including the cost of this product or service. And be sure to mark it as a non-inventory item. Marking it as non-inventory is preferred for embroidery or hemming. If this is for a logo patch and you actually track stock for these pieces, then this would be an example of one of the few reasons to leave this option unchecked.
You can also give it a made up UPC code of 12 digits; but use a number very obvious so it does not get confused with an actual item. Giving it a UPC can help you create a quick scan sheet to keep at the register.

After you have created the product to represent your customization you can add it to a Work Order Form.

Setting up the Work Order Form

Go to Setup > Work Order Forms.

Select New Order Form.

Name the form and fill in Description. Then select New Field.

With the Filed Type set to option, we can type in a list of the desired selection options in the Values field.
NOTE: they are separated by commas without spaces.
This will give options for this embroidery that can be selected at the point of sale (example shows: left chest or right chest options).

Select OK when finished.

Then select New Field again. With this new field, we will set the Filed Type: as Entry (indicating something must be typed in) and we will check the Require this field to be completed on the form at the bottom.
In this example I used Last Name in the Prompt field; this will be the indicator for what text is needed at the point of sale.

Now we can add the cost associated product to this Work Order.

Check the box next to Add an item to transactions as a service fee.
NOTE: This is optional as stated above.

Then select the ellipses button next to the Item: field to look up your product. Be sure to select Product in the Type: dropdown. Then search for your store’s vendor and the product you created for this work order.

After choosing the product click OK. You should now see the product and cost displayed on this Work Order.

Now go to a new sale and double-click on the desired item on the New Sale list.

Click on the F6-Work button.

Choose the Work Order Form that we completed previously.

Note that we set the Last Name Field as required and it will not let you proceed until you enter the customer’s name to be embroidered/monogramed.

Feel free to enter any notes you may need. Or if you want you can go back and include more options (like thread color) by adding a New Field on the Work Order form as described in previous steps.

Note the *w before the CHE item. This indicates that it has a Work Order attached and the embroidery is linked to that item.

Updated on October 12, 2020

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