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Overview

The Order section helps you create and manage orders for your products. It keeps everything organised—from order dates and timelines to important documents and team notes—so you can track your production and procurement smoothly.

Order Overview

What You Can Do

  • Create single-item or bulk orders for styles and components
  • Set and adjust order dates to keep production on schedule
  • Track key milestones and activities to ensure timely delivery
  • Generate purchase orders automatically
  • Create detailed specification sheets for production
  • Manage colours and quantities for each style
  • Track sample approvals and lab tests
  • Share files and notes with your team
  • Monitor shipping and logistics information
  • Configure custom fields for workflow-specific data

Key Features Explained

Feature What It Means For You
Order Date Management Easily set and update order dates to keep production on track
Critical Path Tracking Monitor major steps in your order to spot delays early
Purchase Order Generation Get ready-to-use purchase order forms automatically
Specification Sheet Creation Create detailed guides for production and quality checks
Colour & Quantity Management Keep track of how many items you need in each colour and size
Code & Sample Report Tracking Record development codes, lab tests, and sample approvals
Collaboration Tools Share files and notes with your team in one location
Shipping Management Track logistics, freight status, and delivery information
Admin Setup Required

Before you start creating orders, your admin needs to set up fields like Critical Path, Department, and Freight Status in Site Settings. This ensures everything runs smoothly.

Getting Started

Learn how to Create an Order for single items or in bulk, and discover the various ways you can initiate orders from different locations within the application.

Core Order Sections

Order Details

The Order Details section captures the core attributes of an order, including order number, style number, critical path, agent, factory, terms, and order type. These fields define how the order is identified, processed, and fulfilled.

Style Details

The Style Details section captures critical data about the product or style being ordered, ensuring consistency across production, planning, and customer communications. This includes customer information, department, buyer, season, status, and brand details.

Colours & Pricing

Define quantities and pricing for each colour of a style or component in an order in Colours & Pricing. You can either enter quantities manually or source them from existing inventory. Pricing is applied at the style or component level.

Codes

The Codes section displays critical identification codes—Barcode, Keycode, TUN, and SKU—for each selected style and colourway in an order. These codes enhance traceability and integration with external systems.

Advanced Features

Critical Path

Track an order's lifecycle through both predefined and manually added activities. The Critical Path provides a chronological view of all required activities—from design and sampling to production, QA, and shipment—helping teams monitor progress against deadlines.

Specification

The Specification section displays style-specific data sourced directly from the Style Specification module. This read-only reference provides technical and visual details—such as sketches, images, and measurements—to support accurate order processing.

Definition

The Definition tab provides a comprehensive, read-only view of style-specific components as defined in the Style > Definition tab. It gives you access to key construction and design information for the selected style.

Sample Management

Sample Requirements

Define precise sample needs such as types, sizes, colours, and deadlines. This Sample Requirements section enables structured input of sample expectations per order, ensuring all team members and suppliers are aligned on what is needed and when.

Sample Reports

Create, track, and manage detailed sample documentation, organised by size and colourway. Sample reports can be created manually or by converting a predefined sample requirement.

Sample Colours

Manage colour-specific information for Sample Colours within your orders.

Additional Features

Shipping

Capture essential logistics and transportation data for each order in Shipping section. These fields ensure accurate handling, tracking, and delivery of shipments to their intended destinations.

Tickets

Manage price stickers and branding elements for each order in Tickets section. This section keeps physical labelling and brand presentation aligned with production requirements.

Custom Fields

Capture additional, workflow-specific data beyond the standard order form. Custom Fields enhance the order form by providing dynamic configuration tailored to your operational needs.

Order Import

Import orders in bulk to streamline your workflow and reduce manual data entry.

The Order sidebar provides quick access to various actions and information:

Order > Site Settings

Configure these settings to customise your order workflow:

Essential Actions

Sample Management

Documentation & Forms

Best Practices

Tips

  • Plan ahead: Set up your critical path templates in Site Settings before creating orders to ensure consistent milestone tracking.
  • Stay organised: Use clear descriptions and consistent naming conventions for easier order identification.
  • Track samples: Create sample requirements early and convert them to reports as samples are received.
  • Monitor progress: Regularly review the Critical Path to identify potential delays before they impact delivery dates.
  • Maintain accuracy: Keep style specifications and definitions up to date, as they automatically populate in orders.
  • Collaborate effectively: Use comments, files, and team member assignments to keep everyone informed.
  • Validate inventory: When adding quantities from inventory, always verify availability to avoid stock issues.

Avoid Spaces in Order Numbers

Order numbers should not contain spaces. Spaces in identifier fields can cause inconsistent search results and make filtering less reliable. Use a hyphen (-) or underscore (_) as a separator instead (e.g., ORD-001 rather than ORD 001).