Work Orders Overview: Managing Data
The Work Orders Overview page is the central location for all orders that are ready for production. That means any orders or requests that have been approved can be passed on to production.
Work Orders → Work Orders Overview.
Routes into the Work Orders Overview:
Customer places orders via the Instant Quote tool on the web portal (front end)
The customer accepts the quote and checks out via the web portal (front end)
The quote is sent to production via the Ticket Overview page
The quote is converted to an order from the Quotes list.
Designed to help you achieve an efficient and standardized order management system, the page is categorized by Order view, Part view, Item view, and Parcel view.
All orders are displayed in columns that can be configured according to your selection. Each column has a search and filter function. Each row has a "+" symbol, which opens a breakdown of the order by parts.
Tip* Whenever you see the below 3-dots icon in the header of a table column, you can select it to define the visible columns:
Click on the arrow below to expand the full list of Columns in the Orders Overview:
TICKET ID
ORDER ID
PRIORITY
CUSTOMER TICKET ID
CUSTOMER ORDER ID
BILLING COMPANY
TICKET STATUS
ALT. CONTACT NAME
ALT. CONTACT COMPANY
BILLING COUNTRY
BILLING CUSTOMER NAME
BILLING CUSTOMER EMAIL
BILLING TELEPHONE NUMBER
CUSTOMER NAME
CUSTOMER COMPANY
CUSTOM ORDER ID
DELIVERY METHOD
NET PRICE EXCL. DELIVERY
GROSS PRICE EXCL. DELIVERY
NET DELIVERY PRICE
GROSS DELIVERY PRICE
TOTAL NET PRICE
TOTAL GROSS PRICE
PAYMENT METHOD
CUSTOMER EMAIL ADDRESS
CUSTOMER DEPT
ALT. CONTACT DEPT.
REGION
UNANSWERED MESSAGES
INVOICE ID
INVOICE DATE
INVOICE PAYMENT TERMS
PO NUMBER
ORDER NAME
EARLIEST SHIPPING DEADLINE
Click on the arrow below to see the full list of Columns in the Parts Overview:
TICKET ID
ORDER ID
PART ID
CUSTOM PART ID
CUSTOMER TICKET ID
CUSTOMER ORDER ID
CUSTOMER PART ID
BUILD ID
PART STATUS
TIME TO SHIP
PRODUCTION CENTER
MACHINE GROUP
TECHNOLOGY
MATERIAL
QUANTITY
PRODUCTION TIME
COLOUR
BILLING COMPANY
BILLING COUNTRY
NET PRICE
PAYMENT METHOD
SHIPPING DEADLINE
ACTUAL SHIPPING DATE & TIME
CUSTOM ORDER ID
DELIVERY METHOD
DELIVERY PRICE
PART NAME
PRODUCTION LEAD TIME
SERVICES LEAD TIME
TOTAL LEAD TIME
REGION
VOLUME
BOUNDING BOX VOLUME
2D IMAGE
DELIVERY ADDRESS
ASSIGNED TO PARCEL
UNASSIGNED FROM PARCEL
Orders Overview offers a breakdown of parts within the order.
Parts View provides a more granular breakdown of the part on an item level.
Each part is displayed on a separate row.
The "+" symbol expands a view that consists of all items within that part. A new data column is available in the Items tab, called "Next step". This shows the users the next manufacturing step for that item.
IDs breakdown:
Order ID | OR-000XX |
Part ID | OR-000XX-X |
Item ID | OR-000XX-X-X |
Parcel ID | PA-000XX |
Similar to all pages formatted with columns, a user can either select individual rows or batch-select multiple rows to perform status changes and download files.
The following functions are available on the Order level:
Change Ticket Status
Change Part Status
Download Files
Download PDF
Ticket Status
Applying a routine update to the Ticket status will assist in an efficient order management process.
Part Status
Part status should be an integral part of your workflow for several reasons:
1. Instant customer communication is based on part status. This could be set up in Workflow Automation with rules. API push messages of order data could be based on the part status, for example.
2. Your customers can track their orders on the front-end web portal in real-time:
Download Files
This function enables users to download source files, final files, additional files, or various CSV reports.
Source files are the originally uploaded files in the order. Final files are the repaired and quoted files.
The standard CSV reports available by default are as follows: CSV2, CSVB & CSVEX
Note* Only the data from the selected rows will be downloaded.
Parts tab
The following functions are available on the Parts Tab:
Change Part status
Change Item status
Download files
Download PDF
Assign to Parcel
Here you can assign the selected unassigned Parts to a New or Existing parcel:
Export PDF & Export Excel functions are available at the bottom of all pages that contain tables with information:
