> For the complete documentation index, see [llms.txt](https://vu-custom.gitbook.io/vu-custom/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://vu-custom.gitbook.io/vu-custom/vu-oms/order-management-and-production-workflow.md).
# Order Management & Production Workflow
## Introduction:
This guide is designed to help you navigate and master the Orders screen. Whether you need to locate specific line items across different factories, dive into granular recipe details for a single product, or execute batch operations like bulk updates and printing travelers, this article covers the essential tools required to keep production moving efficiently.
{% stepper %}
{% step %}
### Navigating and Customizing the Orders Dashboard
* Accessing the screen (Production > Orders)
* Factory Selection
* Column Management & Sorting
* Filters (Date, Status, SKU search)
{% endstep %}
{% step %}
### Managing Individual Orders & Line Details
* Using the specific "Actions" button (Remake, Error logging)
* Deep dive panel (Priority, Timeline, Edit Carrier)
* Updating a single Status
{% endstep %}
{% step %}
### **Performing Bulk Operations & Batch Fulfillment**
* Selecting multiple rows
* Printing Travelers (Note on configuration in Settings > Travelers)
* Batch Fulfillment (Getting Rates)
* Shifting Expected Finish Date (XFD)
{% endstep %}
{% endstepper %}
## 1. **Navigating and Customizing the Orders Dashboard**
To access the screen, navigate to **Production > Orders** in the top navigation bar.
* **Factory Selection:** If your user profile is assigned to multiple factories, use the dropdown menu in the top-left corner to switch views. This filters the data to show only order line items relevant to the selected facility.
### Managing the Grid View
You can customize how the order table appears to suit your workflow.
* **Sorting:** Click on any column header (e.g., Order Number, Quantity, SKU) to toggle between Ascending and Descending order.
* **Pagination:** Use the "Per Page" dropdown at the bottom left to view 10, 25, 50, or 100 records at a time.
* **Manage Columns:** Click the **Manage Columns** button (top left of the grid) to open a configuration panel. Here you can:
* **Add/Remove Columns:** Check or uncheck data points (e.g., Order Date, Status, SKU, Recipe Token).
* **Group By:** Organize rows by specific criteria.
* Click **Save** to apply changes.
### Filtering and Searching
The left-hand sidebar provides tools to narrow down the order list:
1. **Search Bar:** Search by specific strings such as Order ID, Order Number, or Product Name.
2. **Date Range:** Use the date picker to filter by specific start and end dates.
3. **Status Filter:** Click Status to expand a list of all available production statuses (e.g., New Order, Printed, Processed). Select the status(es) you wish to view.
4. **Special Filters:**
* **Past Due Date:** Toggles orders that have passed their expected ship date.
* **Priority:** Filters to show only high-priority orders.
5. **Category:** Filter displayed orders by product category using the dropdown.
6. **Clear Filter:** Use the Clear Filters button at the bottom of the sidebar to reset all search parameters.
## 2. **Managing Individual Orders & Line Details**
Located on the right side of every row, the **Actions** button provides specific utilities:
* **Order Line Details:**
* **Add Error:** Log a specific error against the line item.
* **Add On Hold Reason:** Place the specific item on hold and log the reason.
* **Update XFD (Expected Finish Date):** View or shift the finish date.
### Detailed Order View
Click on the **Order Number** link in the table to open the **Order Details Panel**. This panel provides a comprehensive view of the order history and configuration:
* **Priority & Cancellations:** Use the buttons at the top of the panel to **Set Priority** (marks the order as "Prioritized") or **Cancel Order**.
* **Order Items:** View SKU, Status, and Recipe Token (Unique ID). Click the item name to view specific recipe configurations.
* **Timeline:** View system comments, audit timeline, and history, or add manual comments to the order.
### Updating Order Status
To move an order to the next stage of production:
1. Select the checkbox next to the line item(s).
2. Click the **Status** column dropdown on that row.
3. Select the new status (e.g., Lead, Draft, Processing, Under Review).
4. Click the **Proceed** button that appears to save the change.
## 3. **Performing Bulk Operations & Batch Fulfillment**
You can perform actions on multiple orders simultaneously by checking the boxes on the far left side of the grid. Once selected, the **"Act on \[X] items"** menu appears at the top.
#### 1. Printing Travelers and Packing Lists
1. Select the desired orders.
2. Hover over **Print** in the Action menu.
3. Select the appropriate template from the list.
4. Click **Export**. This generates a single PDF file containing the selected documents for all checked orders.
{% hint style="info" %}
Traveler templates are pre-configured based on your setup. If you need to add or edit a traveler template, navigate to **Settings > Travelers** in the main navigation.
{% endhint %}
#### 2. Shift XFD (Expected Factory Date)
1. Select orders that need rescheduling.
2. Select **Shift XFD** from the Action menu.
3. Choose to shift by a specific number of **Days** or select a new specific **Date** from the calendar picker.
4. Enter a reason in the input field and click **Save**. All selected orders will immediately reflect the new Expected Finish Date.