For some wholesale clients, you may want to create work orders based on a specific type which is not appropriate for other clients.
To assign a wholesale client to a single work order type
- On the Company tab, click Clients, and then click Edit next to the appropriate wholesale client.
- In the Client dialog box, on the Other tab, select the Use single WO type check box, click the appropriate work order type, and then click OK.
Note If a single work order type is assigned to a wholesale client:
- The WO types option is not shown when you click the Select button in the Action column next to this client.
- This client cannot be added on the Assigned Clients page of other work order types.
- This client cannot be excluded from this work order type on the Assigned Clients page.