Orders

The Orders module manages the full lifecycle of customer orders from creation through delivery.

Creating Orders

Navigate to Manage → Orders to see all orders. Create a new order by:

1. Selecting a customer
2. Setting a delivery date
3. Adding order items (products with quantities)

Each order gets a unique reference number for tracking.

Order Items & Statuses

Order items track individual products within an order. Each item progresses through statuses:

• Pending — Item created, not yet scheduled
• Scheduled — Assigned to a production date
• Completed — Production finished, BOM consumption triggered
• Delivered — Item shipped to customer

Status changes on the planner’s schedule tab trigger downstream actions like material consumption and cost snapshots.

Calendar View

The order calendar provides a visual timeline of upcoming deliveries. Use it to:

• See delivery commitments by day and week
• Identify capacity conflicts
• Drag items between dates for rescheduling

The calendar integrates with the planner’s schedule tab for production planning.

Invoicing

Orders can generate invoices that include:

• Line items with quantities and prices
• Cost data pulled from BOM rollups at completion time
• Customer billing and shipping addresses

CSV Export

Orders can be exported to CSV from Manage → Settings. The export includes order details, item breakdowns, statuses, and delivery dates for use in external tools or reporting.