Creating an order

You can easily create a new order using the Add Order button.

First, the details of the order header data are specified (1). In addition, images, drawings, fitting lists or other documents can be added to the order (2).

In the BOM tab, the articles (order items), assemblies and components can be entered manually .

Alternatively, the bill of materials can be imported .

Tip: If the material data is maintained in the materialManager , the material types can be used when entering a material.

The display of the material image also supports visual inspection.

Importing an Order

Alternatively, you can create a new order using the Import Order button. To do this, the import file must comply with the interface specifications.

Tip: Use a coordinated Connect interface of the software partners to automatically transfer and import the data.

As the import is processed, the file is validated. If the selected file does not correspond to the expected format, a corresponding error message will be displayed (link).

If the import is successfully completed, both the order header data and the bill of materials can be added if necessary.

References

Links

• Editing lists

• Importing data