Managing Orders

The Orders section is where you create and manage customer orders. Each order can contain multiple line items, and you can reserve specific inventory items against individual line items to ensure stock is not consumed by another order.

Open Orders from Production Planning

Orders are found inside the Production Planning section. Scroll down the left navigation, expand Production Planning, and select Orders.

The Orders page presents all your customer orders in a central data table. From here you can view existing records, create new orders, and open order-level actions. Select New Order in the top area to start recording a new customer requirement.

Create a New Order

Clicking New Order opens a form where you can enter the full details of the order, including the customer, order dates, and any relevant notes. Use Add Line Item to include the specific materials or products being ordered. A single order can hold as many line items as you need.

Once saved, the order appears in the main Orders table and is available for further management.

Order Actions

The Actions button on the right of any order row opens the available operations for that record. From this menu you can:

• View the full order details
• Edit the order
• Duplicate it to reuse the same structure for a similar order
• View the edit history for a full audit trail
• Delete the order

Select View Details to open the full order record.

View Order Details

The View Details page brings together all available information about an order. At the top you will find the key header fields — customer, dates, status, and other overall order information.

Scrolling down reveals a summary of all line items, followed by each individual line of the order in its own section. Deleted line items are collected in a separate table at the bottom of the page. If you need to restore a deleted line item, scroll to the right of that table to access the Restore button.

Work with Line Items

From the order details view, use Edit Line Items to modify existing entries or add new ones. You can also import new line items in bulk via CSV upload.

Each line item in the table has its own Actions button, reached by scrolling to the right. From there you can edit the individual line item, reserve stock against it (and manage any existing reservations), or delete the entry. To reserve stock for a line item, select Manage Stock from this Actions menu.

Reserve Stock for an Order

Reserving stock ties specific inventory items to a line item so they cannot be allocated elsewhere. Selecting Manage Stock from the line item’s Actions menu opens the Reserve Stock panel, where you can filter available inventory and identify what is suitable for the order.

Scroll down to Select Inventory Items and use the tick boxes to choose the items you want to reserve.

Once one or more items are ticked, an additional field appears below (scroll down if it is not immediately visible). Enter the exact quantity you want to reserve, and choose whether to split the reservation into its own row. When your values are in place, select Manage Stock to confirm. A confirmation message is displayed once the reservation is saved.

After saving, the reserved items appear in the Reserved Items section on the order details page and are also reflected in the Line Items Summary above.

From the line item’s Actions menu you can also select Go to Reserved Inventory, which opens the Inventory page pre-filtered to show only those reserved items. Scroll to the right on that page to access the Actions button for each reserved row, including the option to unreserve.

Unreserve Stock

If a reservation needs to be released, navigate to the reserved item via Go to Reserved Inventory from the line item’s Actions menu, then select Unreserve Stock from the Actions column on the Inventory page. A confirmation prompt asks you to verify the action.

Select Unreserve to release the stock. A confirmation message appears once the reservation has been removed.

Edit an Order

You can edit an order directly from the Actions menu on the main Orders table — select Edit to open the edit panel without going through the details view first.

The edit panel is the same form used when creating the order, pre-populated with all current values. Update whatever has changed and save. You can also duplicate an order from the Actions menu to reuse its structure, or view the full edit history to review previous versions of the record.