Orders Management & Production Workflow

The Orders dashboard is the central hub for production workflows within the system. Located under the Production menu, this interface gives facility managers a high-level overview of the entire order.

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 shipping and printing travelers, this article covers the essential tools required to keep production moving efficiently.

1

Navigating and Customizing the Orders Dashboard

• Accessing the screen (Production > Orders)

• Factory Selection

• Column Management & Sorting

• Filters (Date, Status, SKU search)

2

Managing Individual Orders & Line Details

• Using the specific "Actions" button (Remake, Error logging)

• Deep dive panel (Priority, Timeline, Edit Carrier)

• Updating a single Status

3

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)

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:

• Remake Order: Allows you to flag an item for remake. You must select a "Remake Reason," add notes, specify the quantity (cannot exceed original quantity), and click Save.

• 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.

• Shipping & Dates:

  • Edit the Requested Ship Date via the pencil icon.

  • Edit Carrier and Service Level information.

• 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.

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.

2. Fulfillment

1. Select the orders ready for shipping.

2. Click Fulfill from the Action menu.

3. Verify the SKUs and quantities in the pop-up window.

4. Select the Shipping Type (Carrier or Freight) and check "Print Packing List" if needed.

5. Click Next, select the Shipping Account, verify the address, weight, and dimensions.

6. Click Get Rates to generate shipping labels.

3. Shift XFD (Expected Finish 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.