Managing Orders

The Orders section is where you create and manage customer orders. Each order holds multiple line items, and you can reserve specific inventory against individual line items to prevent stock being consumed by another order. You can also bulk-upload orders via CSV and download views of your order data.

Open Orders

Reach the Orders page from the Dashboard shortcut or by expanding Production Planning in the left navbar and selecting Orders.

The Orders page presents all customer orders in a central data table. From here you can view existing records, create new orders, bulk-upload via CSV, and download views of your order data.

Create a New Order

Click New Order in the top right of the Orders page to open the Add Order window. Fill in the details required for the new order record, including customer, dates, and any relevant reference information.

Scroll down within the window to access all available fields. Once you have entered everything required, click New Order to save the record.

Order Actions

Once saved, the order appears in the Orders data table. Select Actions on any order row to access the full set of operations for that record:

• View Details — open the full order record
• Edit — amend order details
• Duplicate — reuse the same structure for a similar order
• Download Certificate Pack — generate an own-branded certificate pack for the order
• Manage Tags — view auto-tags and toggle manual tags assigned to the order
• View History — see the full audit trail for the record

View Order Details

Selecting View Details opens the Order Details page. The top section shows the key header fields — customer, dates, status, and other overview information. Scrolling down reveals a line item summary followed by each individual line of the order in its own section.

Work with Line Items

Each line item in the Order Details table has its own Actions button at the far right of the row. From there you can edit the line item or open Manage Stock to reserve inventory against it. The Go to Reserved Inventory button in that same Actions menu remains inactive until stock has been reserved against the line item.

Reserve Stock for a Line Item

Selecting Manage Stock from the line item’s Actions menu opens the Manage Stock window. Use the search and filter options to find inventory items that match the order’s requirements.

When you select an inventory item to reserve, an additional field appears below the selection. Enter the quantity to reserve and choose whether to split the items into a separate row so they are clearly identifiable as reserved. Submit the form to confirm the reservation.

Once the reservation saves, the amount reserved appears in the Reserved column of the line items table.

With stock reserved, the Go to Reserved Inventory button in the line item’s Actions menu becomes active.

View Reserved Inventory

Clicking Go to Reserved Inventory takes you to the Inventory page with filters pre-applied to show only the reserved items for that line item. The Linked Orders column in the table is a clickable link that takes you back to the Order Details page.

Manage Tags on an Order

The Manage Tags option in the order’s Actions dropdown opens the Manage Tags window. Here you can view any auto-tags applied to the order and toggle manual tags that have been configured for orders in the Tags page. For more detail on setting up and using tags, see the Tags and Tag Rules guide.

View Order History

Selecting View History from the order’s Actions dropdown shows the complete audit history of the order — every change made, who made it, and when.