Orders Management

The Orders page is where you manage customer requests and orders.

Understanding Orders

What You’ll See

The Orders page shows all your customer orders in a table. Each order can have many line items

Common columns you’ll see:

• Order Number - Unique reference for each order
• Customer - Who placed the order
• Status - Whether it’s pending, in progress, or complete
• Due Date - When the customer needs it

Creating Orders

When a customer places a new order, you need to record it in the system.

Adding a Single Order

1. Click the + New Order button at the top right

2. A form will appear

3. Enter order details:

   • Customer name or internal project
   • Required materials and quantities
   • Delivery date
   • Any special requirements

4. Click Save to create the order

Warning

Make sure the order number is unique so you can track it easily.

Uploading Multiple Orders

If you have many orders to enter at once:

1. Click the Upload button
2. Download the template if you need it
3. Fill in your spreadsheet with order details and order line item details - these are linked by your order reference number
4. Upload your completed file
5. Review the preview carefully
6. Click Confirm to create all orders

Tip

This is especially useful when receiving orders by email or from your sales system.

Updating Orders

Editing an Order

Things change - quantities, dates, specifications. Here’s how to update:

1. Find the order in your list
2. Click the Edit button (pencil icon)
3. Update the information that’s changed
4. Click Save

Common updates:

• Changing quantity based on customer revision
• Updating the due date
• Adding notes about special requirements
• Changing status as work progresses

Changing Order Status

Track progress by updating status:

1. Edit the order
2. Change the Status field:
   • Pending - Not started yet
   • In Progress - Currently working on it
   • Complete - Finished and delivered
3. Save your changes

Tip

Keep status up to date so you always know what needs attention.

Deleting an Order

If an order is cancelled:

1. Find the order in the list
2. Click the Delete button (trash icon)
3. Confirm the deletion
4. The order will be removed

Warning

Only delete orders that are genuinely cancelled. For completed orders, mark them as “Complete” instead. You can always restore accidentally deleted orders, if needed.

Searching and Filtering Orders

Finding Specific Orders

Use the filter box to find orders quickly:

1. Click the Filter button
2. Set your criteria
3. Click Apply

Sorting Orders

Click column headers to organise your view:

• Sort by Due Date - See what’s most urgent
• Sort by Customer - Group orders together
• Sort by Status - Group by workflow stage

Viewing Order Details

To see complete information about an order:

1. Click on any order row
2. A detail panel opens showing:
   • Full specifications
   • All notes and special requirements
   • Status history
   • Related cutting plans (if generated)

Common Questions

What if a customer changes their mind about the quantity?

Edit the order and update the quantity. The system keeps a record of changes.

Can I see old completed orders?

Yes, use the status filter to show complete orders. They remain in the system for your records.

How do I know if I can fulfill an order with current inventory?

Check the inventory section for matching material, diameter, and length. The Cut long products tool can help plan this.

What if an order needs multiple different items?

Enter each item as a separate order line. Use the same order number with a suffix like ORD-101-A, ORD-101-B.

Remember

Keep your orders updated and you’ll always know exactly what needs to be produced!