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Feature Request: Work Orders

Feature Request: Work Orders

When is Square going to get Work Orders? Not Purchase Orders or Sales Receipts... Work Orders. Work Orders are different from Purchase Orders as Purchase Orders are for purchasing inventory from Vendors. Work Orders are similar to Sales Receipts as I am selling a customer an item, but unlike a Sales Receipt, the order is not fulfilled in the moment, it takes time to fulfill and the Work Order tracks progress. The current Ticket System is similar but not a true Work Order system.

 

For example... A customer comes to the store and would like something custom made, not a standard stock inventory item. This process will take several weeks. We create a Work Order with the customer's information. The work order has a notes section so we can add instructions / comments about the order. Notes can be added as the Work Order progresses as well about the progress being made. As we use items from inventory (or parts of items... think 3 feet of material from a bolt of fabric) for the item being made, they are added to the work order. Once the order is complete, the Work Order is then 'sold' to the customer. This closes the Work Order, debits inventory for all parts used and generates a Sales Receipt (which references the Work Order Number that generated it) for the sale of the created item.

 

Once you have a Work Order system, you could then use the same core system to build a Sales Order and Layaway system. Generally the only difference between these systems is when inventory is debited.

 

I have been asking for this feature since 2013. I was hoping to see it in your Retail app years ago but it has never appeared and it is the ONLY item that is preventing us from moving completely over to Square as our POS and Payment Processor.

 

I find it hard to believe that with as much retail business you all do that more people are not asking for this type system. Is there really no demand for this component?

62 Comments
Beta Member

We've committed 95% of our business to Lightspeed as they have a proper work order system. Unfortunately we can only use square for their e-commerce suite 🤷‍♂️

Beta Member

Wanted to voice my support for a proper Work Order workflow in Square. We currently use Lightspeed and Square is SO CLOSE. If Square could just include the ability to add custom statuses (labels) to attach to projects and the ability to sort projects, then we could track the progress of our service/status independent of payment/customer status.