Order details
Various details and additional information can be stored for each order. A detail is only displayed if information is available.
Editing an order
Clicking on Edit at the end of the line of an order or clicking on Edit within the order details takes you to the following view. You can add or correct information in this view.
"Order details" view: Editing an order
Editing the information of an order
Editing the order details
The following details are available in the individual categories for describing an order. Properties with an * symbol are mandatory fields.
Order header
| Property | Example | Description |
|---|---|---|
| Order name* | Sliding door wardrobe | Name or number of the customer order |
| Customer name | Max Schulze | Name of the customer |
| Customer | 5861-01 | Number of the customer |
| Company | Schulze GmbH | Name of the customers company |
| Order description | Sliding door wardrobe fitted in the recess | Description of the order or special features |
| Project | Extension Offices Schulze GmbH | Name of the superordinate project |
| Person in charge | Hendrik | Person responsible for the project |
| Order date | 11/09/2023 | Entry date of the order |
| Delivery date | 02/10/2023 | Delivery date of the order |
Adress
| Property | Example | Description |
|---|---|---|
| Adress field 1 | Karl-Berner-Str. | Street |
| Adress field 2 | 4 | House number |
| Adress field 3 | 72285 | Zip code |
| Adress field 4 | Pfalzgrafenweiler | City |
| Adress field 5 | Germany | Country |
Production
| Property | Example | Description |
|---|---|---|
| Order Status | New | Status of the customer order |
| Changed | 27/09/2023 08:35 | Timestamp of the last change |
| Start date | 11/09/2023 | Time stamp of the order start (order status In Production) |
| Completion date | 02.10.2023 | Time stamp of order completion (order status Completed) |
| Number of articles | 14 | Number of items/order items to be produced |
| Number of parts | 161 | Number of components to be manufactured |
Additional data
Images, drawings, lists, etc. and notes can be added as additional data at order level.
| Property | Example | Description |
|---|---|---|
| Files | Images, drawings, lists | Files at order level |
| Notes | Please note the aperture dimensions! | Notes at order level |
When you add a PDF as a file, the first page is displayed as a preview image. Click on the preview image and in the maximized view on Download to be able 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 further file types for which a placeholder is displayed instead of a preview image.
Note: A maximum file size of 100 MB can be added.