8. Order creation
How to create an Order?
In this tutorial, we will teach you how to create your orders.
Let’s go to the order management module and click on “Orders”. Here is where you will later find the list of all your orders.
Let’s create a new one
Click “New Order.”
A form will show up divided into three columns:
- Order information
- Order Details
- Additional information.
Order Information
1. Type in a Number for your order. It is a mandatory ID assigned to each order and can not be repeated.
This is mandatory
2. Add an "Order Type" (Something like Production, maintenance, sample, test)
3. Add your "Order group". You can use this option to categorize your orders. Ex: Fast shipping orders.
4. Use the dropdown to choose the Article number; It is the material you will produce. It can be half-finished or finished
* You can also create a New article by clicking "+".
5. Customer name is the name of the client who requested the order if any.
6. Add the Sales Order number if existing.
Note:
If the order is Made to stock click the check box and you won't need to add a Sales order number.
7. Purchase order number Is the number that identifies a request made by a client. If you have one, add it.
8. Lastly, add a Project number if you have one.
Order Details
Let's continue with the second column.
1. We will give the order a priority from 1 to 9
2. Quantity Target Is the number of units to be produced
3. Add your Scrap Target, which is the percentage or quantity of the quantity target that can be scraped during the order.
4. Type in the Units of your order.
5. On Scheduling Type, there are three options from where to choose.
6. Now Shipping Dates, we have two different types; the first one is the date we confirm or validate the order is shipped, while the second one will be the day specifically requested by the client.
Let’s move forward to the third column, Additional Information
1. First we define the Route the order must follow.
2. Then we have to choose between the BOMs related to that route.
3. Now, the Standard cost. For making an automatic calculation, according to previous information uploaded to the system, there’s this purple button right here.
But you can always do the process manually, adding the values you have determined to the breakdown-costs fields listed below, work centers, Salaries, Materials, Scraps, and others.
Once you add them or make changes to those costs, the overall Standard Cost will change accordingly.
Now, we click here, and our order is created and saved.
