Order Sheet

Order Sheet is created by the Sates Department or the Management to add orders for the quarter or the year. The order is then linked to job order(s), when the manufacturing of that item starts. Each order sheet can have multiple job orders linked to them.

• *Click on Order Sheet Menu and then click on Create New button

• Header
• Link Job Orders
• Image
• Attachment
• Comment

On clicking the button Create New, a blank order sheet is opened. As shown below

Click the Edit button on Order Sheet section. The Order Sheet Edit screen is opened. The screen is as shown below

• Target item: To select Item, click on the Design button and the Design Search popup is opened. Select item from the list press Confirm button.
• Item Name: The selected Item Name will be displayed.
• Plan Group: This is a feature to group order sheets of similar type. For example - select CO plan group for Customer Order.
• Order Category: This field will be filled automatically
• Order Type: Select the type of order from the dropdown list.
• Order Date: Select Order Date using the date picker
• Order Quantity: Fill the order quantity
• Design Category: Design category is filled automatically when Item is selected.
• Product Type: Product Type is filled automatically when Item is selected.
• Location: If the location is specified for that order, select the Location from dropdown list.
• Customer If Customer is specified for that order, select Customer from dropdown list.
• Comments: Add Comments as required.
• Confirm Action: Click on the Confirm button to confirm changes.
• Cancel Action: Click on the Cancel button to cancel changes.

Whenever the textbox are green in colour, it means that particular textbox is an autocomplete textbox i.e. user can make a selection by entering some text and choosing from among a list of options.

Job order can be linked to order sheet in two methods -

• First, if you want to link an existing Job Order, paste the Job Order Id of the Job order you want to link in Job Order Id field and click on the Link Job Order button.
• Second, if you want to create a new Job Order, click on the Create Job Order button and the Job Order screen is displayed. You will see about creating Job Orders in the Job Orders section. Once the job order is created, it gets linked to the order sheet.

Note: Image can be added only after document is saved.

Step 1: After the document is saved, click on Add button in the Image section. This will open a popup for file selection.

Users can select the file to attach or drag and drop the file on the popup

Step 2: Click confirm to close the popup

Note: At a time only one image can be uploaded.

Note: Attachments can be added only after document is saved.

Step 1: After the document is saved, click on Add button in the Attachment section. This will open a popup for file selection.

Users can select the file to attach or drag and drop the file on the popup

Step 2: Click confirm to close the popup

Note: At a time only one attachment can be uploaded.

Note: Comments can be added at any time, even if the document status is pending or closed.

To add comment click on Add button and provide the comment in the popup.

Note: User can edit only their own comment, eg: User A cannot change comment of User B