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. 
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