Various details and additional information can be stored for each order. A property is only displayed if information is available.
Edit an order
By clicking on Edit at the end of the row of an order or by clicking on Edit within the order details, you will be taken to the following view. In this view, you can add or correct information.
Job Details View: Editing a Job
Edit the information of an order
Edit the job details
The following properties are available in each category to describe an order. Properties with a * symbol are mandatory.
Application head
Feature | Example | Description |
|---|---|---|
Job Name* | Sliding door cabinet | Name or number of the sales order |
Order number | 000001 | Order number |
Customer Name | Max Schulze | Name of the customer |
Customer number | 5861-01 | Customer number |
Company | Schulze GmbH | Company name of the customer |
Job Description | Sliding door cabinet fitted into the niche | Description of the job or special features |
Project | Expansion of office space Schulze GmbH | Name of the parent project |
Controller | Hendrik | Responsible for the project |
Order Date | 11.09.2023 | Order entry date |
Delivery date (planned) | 02.10.2023 | Planned delivery date of the order |
Positions | 1.0, 2.0, 3.0 | Contains all order lines |
Position descriptions | Cabinet1, Cabinet2, Cabinet3 | Description of order lines at BOM level |
Start date (planned) | 01.09.2023 | Planned start date |
Completion date (planned) | 01.10.2023 | Planned completion date |
Address
Feature | Example | Description |
|---|---|---|
Street | Karl-Berner-Str. | Road |
House number | 4 | House number |
Postal code | 72285 | Zip Code |
City | Pfalzgrafenweiler | City |
Country | Germany | Country |
Production
Feature | Example | Description |
|---|---|---|
Job Status | New | Status of the sales order |
Changed | 27.09.2023 08:35 | Timestamp of last modification |
Start | 11.09.2023 | Job Start Timestamp (Job Status In Production) |
Completion date | 02.10.2023 | Job Completion Timestamp (Job Status Completed) |
Number of articles | 14 | Number of Items/Order Items to Be Manufactured |
Number of parts | 161 | Number of components to be manufactured |
Number planned | 30 / 161 | Number of components already planned |
Lots | Los_01, Los_02 | Description of the parent lots |
Additional data
Images, drawings, lists, etc. as well as notes at job level can be added as additional data.
Feature | Example | Description |
|---|---|---|
Files | Pictures, drawings, lists | Job-level files |
Notes | Please note aperture dimensions! | Order-level notes |
When you add a PDF as a file, the first page appears as a thumbnail. Click the thumbnail and click Download in the maximized view to open and view a file locally.
A preview image is generated for the following file types: MPR, PNG, JPG, JPEG, BMP, GIF, PDF.
You can add other file types that display a placeholder instead of a thumbnail.
Note:
A maximum file size of 100 MB can be added.