Work Order Settings

Neptune CRM Location: Admin > Work Orders

Work Order Settings is available to admins for accounts using Work Orders. Use it to define the types of work your team performs, choose a default contractor, and map inventory products to each type.

Before you begin:

• Add the contractors you want to use on the Users page.
• Add the products you want to map on the Products page.

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Create a Work Order type

1. Open Admin > Work Orders.
2. Click New Work Order type.
3. Enter a name. This is the only required field.
4. Add a description if your team needs more context.
5. Choose a Default contractor if one contractor normally completes this type of work.
6. Click Create type.

The contractor list shows the contractor’s business name when one has been added. Otherwise, it shows their personal name.

To change a Work Order type later, select it and click Edit.

Map products to a Work Order type

Product mappings tell Neptune which type of work applies when a Work Order draft includes a product. Product descriptions, quantities, and prices are copied into the draft.

1. Select an item from the Work Order types list.
2. Optionally choose Filter by category to narrow the available products.
3. Use Add products to select individual products. Unsaved selections remain visible if you change the category filter.
4. To add every available product in the selected category, select Map all products.
5. Click Save mappings.

After saving, mapped products appear under Saved products. To remove a mapping, close its product tag and click Save mappings again.

Each product can be mapped to only one active Work Order type. A product already assigned to another active type is unavailable in the selector and shows the name of its current type. Remove its existing mapping, or archive the other type, before assigning it again.

Archive or restore a Work Order type

Select an active Work Order type and click Archive when it should no longer be available for new Work Orders. Archiving does not change existing Work Orders.

Archived Work Order types cannot have their product mappings changed. To restore one:

1. Turn on Archived above the Work Order types list.
2. Select the archived Work Order type.
3. Click Unarchive.

You can then edit its details and product mappings again.

Troubleshooting

• Work Orders does not appear in Admin: Confirm that you are signed in as an admin and that Work Orders is available for your account.
• A contractor is missing: Confirm that the person has the Contractor role and an enabled account.
• A product is unavailable: It is already mapped to another active Work Order type. Remove that mapping or archive the other type first.
• No products are listed: Add inventory products before setting up mappings.