Order management

Actions

The order management provides an overview of all orders and their status.

Order management view

Order management view

The following actions can be performed at the order level

  • Add (1) and Import of an order
  • Navigate (2 + 3) to the order details and the bill of material list of an order
  • Edit (4) a job
  • Copy (5) a job
  • Archive (6) a job
  • Delete (7) a job
Add a new job

Add a new job

Actions on an order

Actions on an order

When one or more jobs are selected, the Archive and Delete actions are available.

Actions for multiple selected orders

Actions for multiple selected orders

Order status

Using the Order status column, you can see at a glance whether an order is already in production, for example. An order and a lower-level bill of material element can have the following status values.

Status Status color Explanation

New

Light blue

After creation or copying, an order is set to the status "New".

Ready for production

Dark blue 

After release, an order receives the status "Ready for production". This means that the order including the associated bill of materials can be transferred to intelliDivide or is visible in productionAssist.

In production

Light green

After the start of production of a part, an order receives the status "In production".

Completed 

Dark green

After the end of production of all parts, an order receives the status "Completed".

Archived 

Gray 

After archiving, an order including the associated bill of materials receives the status "Archived".

The status values "New", "Ready for production" and "Archived" are inherited from the order to all subordinate elements.

The status values "In production" and "Completed" are inherited from the subordinate BOM element, e.g. a component, to the superordinate element, e.g. an article, and to the order.

If, for example, a part of an order was cut on the cutting assistant (link), the part receives the status "In Production" and thus also the parent article and the order.

Tips:

  • If an order is "In Production" and in use on a cutting or nesting assistant, the associated productionAssist information must first be archived and deleted.
  • You can archive this job and the associated productionAssist information will also be archived.
  • If you have archived a job and want to produce this job or individual parts of it again, e.g. for a post-production, simply copy the archived job.
Selecting the action Delete order

Selecting the action Delete order

Hint Delete order not possible

Hint Delete order not possible

Fields at order level

The following fields are available at order level.

Field name

Example

1

Order name

Schmidt Wardrobe

2

Customer name

Mr. Schmith

3

Order date (Date of the order creation)

03.03.2022

4

Delivery date (planned)

15.03.2022

5

Order status

In production (light green)

6

Number of parts

45

7

Adress field 1

Karl-Berner-Street

8

Adress field 2

4

9

Adress field 3

72285

10

Adress field 4

Pfalzgrafenweiler

11

Adress field 5

Germany

12

Date of change (Date of the last change)

03.03.2022

13

Comments 

Narrow staircase

14

Order description

Wardrobe 1st floor 

15

Completion date (is set automatically)

11.03.2022

16

Customer number 

785468

17

Person responisble for project

Mr. Williams

18

Start date (is set automatically)

03.03.2022

As in all table views, you can customize the columns, sorting and filters according to your requirements. 

Opening the table settings

Opening the table settings

Table settings at order level

Table settings at order level