Orders
Track jobs from booking through the production stages your shop is set up to run.
Orders · how to
Create an order from an account and part
Create an order using an existing customer account and part, then confirm its quantity, linked records, spool, and production steps.
Orders · how to
Find open and shipped orders
Use the Open, Shipped and All views to find an order, then inspect its recorded shipment history.
Orders · concept
Read an order’s production progress
Interpret an order’s current step, work status and routing-position percentage, including a routing that repeats the same production stage.
Orders · how to
Update an order’s properties and instructions
Update an order note and a production-step instruction, then confirm the change belongs to the intended order.
Orders · how to
Upload and open order documents
Upload a file to an order, verify that it stays attached after reopening the order, and open the saved document to check its contents.