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Details

The Details section of the Order application captures the core attributes of an order. These fields define how the order is identified, processed, and fulfilled, and they influence downstream workflows such as planning, sampling, production, costing, and reporting.

The Details section contains both system-generated and user-defined information that establishes the identity and operational setup of an order. Some fields are informational and non-editable, while others are configurable based on company settings and business rules.

Accurate completion of this section is essential, as many of these fields are referenced throughout the order lifecycle and may affect supplier assignment, timelines, and commercial terms.

Quick Check - Before You Start
  • Open the order you need to edit and confirm you can access Order > Details.
  • Ask an administrator to confirm Terms, Factory, and Agent options exist in Site Settings if any dropdowns are empty.

Fields and Descriptions

Field Description
Order No. A system-generated unique identifier assigned to each order (e.g., ORD101). This number is used for internal tracking, reporting, and cross-referencing throughout the system.
Style No. Displays the associated style number linked to the order. This field is non-editable and is inherited from the selected style to ensure data consistency.
Description A short, user-defined description of the order. This may include distinguishing details such as program name, special requirements, or internal notes for easy identification.
Critical Path Defines the order-level critical path used for tracking key milestones and deadlines.
Note: This critical path is specific to the order and is independent of the critical path defined at the Style level.
Agent Identifies the agent involved in managing or coordinating the order. Available options are configurable in Site Settings > Company > Suppliers.
Factory Specifies the production factory responsible for manufacturing the order. Factory options are configured in Site Settings > Company > Suppliers and may affect lead times and costing.
Terms Indicates the commercial terms applied to the order (e.g., payment or delivery terms). These options are configurable in Site Settings > Company > Terms
Order Type A system-generated classification that defines the nature of the order, such as Production, Sample, Sales Order – Single, or Sales Order – Consolidated. This field controls available workflows and behavior within the order.
GWP Indicates whether the order includes a Gift With Purchase (GWP). This flag helps identify promotional orders and may affect costing, packaging, or fulfillment processes.
Administrator Configuration Required

Dropdown fields like Terms, Factory, and Agent are defined in the following Site Settings:

Order Details

Tip

  • Encourage the consistent use of seasonal codes for clear reporting.
  • Ensure all orders are assigned the correct status to avoid delays or confusion during fulfilment.

Troubleshooting

Why are Terms, Factory, or Agent missing from the dropdowns?

Those lists are maintained in Site Settings. If options are empty, the administrator has not configured them yet.

Steps to resolve:

  1. Open Site Settings > Company > Terms for Terms.
  2. Open Site Settings > Company > Suppliers for Factory and Agent.
Why does the order critical path differ from the style critical path?

The Critical Path field on the order is order-specific and does not mirror the style-level critical path.

What to do: Set the correct order-level critical path in Details and use Order Critical Path for milestones and dates tied to this order.

Can I change the Style No. shown in Details?

Style No. is inherited from the linked style and is not editable on the order, so the order stays aligned with the style record.