How to add a checklist to a Sales Order

In this article we will take you through step by step how to create a check list for a specific products you have already set up.

Step 1 – locate the product categories

 Firstly you will require to have access to the settings tab, this is permissioned based.  If you do not have access please contact your Layer administrator.

Select Settings at the top of your screen as indicated below.

Select ‘Product Categories’ in the Inventory Settings.

Step 2 – Selecting the Product category you wish to add the check list to.

You will be presented with the list of main product categories, in order to attach the check list to the relevant sub task please select the arrow next to the product category, in this example we are going to select ‘Data’ which is listed under the mobile category.

Now select Data by clicking on the sub category name

Step 3 – Adding a check list

You are now able to select ‘check list steps’ tab

You will now be presented with the page to add additional steps or create new steps, to create a new step click on ‘+New Step’

Decide the order of your checklists steps i.e. the order of the first step to the last step. Once you have decided the order of the steps you now need to add the steps in starting with the first step. This ensures that your steps appear in the correct order in the order.

To add your checklist steps simply write the text in the value field and click the tick to save it. Repeat as necessary until all steps are listed.

 

To complete select save at the bottom.

To make an amendment to and existing step select the pencil icon at the end of the row

This will open that row for you to make the necessary amendments

Again to save your changes please select the tick box at the end of the row and then Save at the bottom of the screen, this will save your checklist to this particular product category type.

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Author: Natalie Dryburgh