And the Item Status set to ‘Confirmed’ Sales Orders only, several order acceptances are returned:
Each acceptance will be made up of at least a ‘confirmed’ sales order but may also have production jobs in various statuses.
If at least one job or sales order matches the filters the whole acceptance is returned.
The orders board entries can be expanded to view job and sales item details within the selected accepted order.
The headings presented in the Sub Board when an accepted order is expanded are controlled by a Sub Orders ‘Board’. It is simply used to show or hide the columns that are visible when an order is expanded on the Orders Board. This ‘board’ doesn’t appear on any menu.
To configure the columns to show or hide, the Sub Orders Board can be accessed by searching for ‘sub’ and opening the entry found:
As with any other board, columns can be configured to show or hide:
This can be set as a system default by users with Admin access. Refer to our ‘Setting global and default user filters on boards’ KB Document.
Other search criteria on the Orders Board allow setting the Factory Location, specifying whether to return All Jobs or Jobs Due Today or Jobs Due Tomorrow and a ‘Due Date’ range:
When an Accepted Order, Job or Sales Order has been selected in the Orders Board, a toolbar appears with the actions available to the user depending on the entries selected.
When only Jobs are selected the toolbar will reflect Job Actions only:
When Sales Orders are selected, the toolbar will present actions available to Sales Orders:
When an order containing both Jobs and Sales Orders are selected, the resultant Toolbar presents only the actions that can be performed on both Jobs and Sales Orders:
If changing status with both jobs and sales orders selected, the modal has 2 drop-down selectors for the Jobs and Sales Orders, both defaulting to ‘Keep current status’.
This allows status updates for all selected sales orders without impacting any jobs that may be on the selected acceptances:
When only Jobs or Sales Orders are selected, the Change Status modal will present the relevant single status selector only:
Printing from the Orders Board
Job Bags and Store Pick Lists can be generated for multiple orders from the Orders Board.
When one or more orders with one or more jobs and sales order items are selected for printing, the following modal is presented allowing the selection of Job Bag and Pick List document to use.
A ‘Default’ Job Bag and Pick List document is simply the first in their respective lists (alphabetically) are preselected when the modal opens:
Both the job bag and the pick list can be updated to advise when there are other related production jobs or sales order items relating to the order as a whole.
The number of Print Jobs will increment for each job.
This is an example added to a Production Job Bag header:
The below snippet of code in the header is what was used to generate the above. This can be copied and pasted into the Header section of the Markup Template:
<div class="clear"></div>
<div class="marginright" style="display: inline-block; float: left;">
<span style="color: red; font-size: 32px;margin-left: 0px"><strong>({{JobPositionOnAcceptance}} of {{JobCountOnAcceptance}} Print Jobs){{#SalesOrderExistsOnAcceptance}} + {{SalesOrderItemCountOnAcceptance}} Pick & Pack Items Required{{/SalesOrderExistsOnAcceptance}}<br /></strong></span><br />
<span style="background: clear; color: red; font-size: 32px;margin-left: 0px"><strong>{{#SalesOrderExistsOnAcceptance}}After printing send to Pick and Pack Department.{{/SalesOrderExistsOnAcceptance}}</strong></span><br />
</div>
<div class="clear"></div>
This shows where in the Header section the above was located:
The Pick List can also be modified to reflect details regarding the related order items:
By adding the following code snippet to the top of the Body section:
<div class="marginright" style="display: inline-block; float: left;">
<span style="color: red; font-size: 32px;margin-left: 0px"><strong>({{SalesOrderItemsOnSalesOrder}} Pick & Pack Items){{#JobExistsOnAcceptance}} + {{JobCountOnAcceptance}} Print Items Required{{/JobExistsOnAcceptance}}<br /></strong></span><br />
<span style="background: clear; color: red; font-size: 32px;margin-left: 0px"><strong>{{#JobExistsOnAcceptance}}After picking make sure printing has completed.{{/JobExistsOnAcceptance}}</strong></span><br />
</div>
Drop-down action items
Depending on the contents of the accepted order, the drop-down menu will change slightly in its offerings. These are actions that can be performed at the accepted order level:
Store Items Only:
Jobs Only:
Both Store Items and Jobs:
In the Sub Menu Board, the actions available for the individual items within an order will depend on whether the item is an active job, draft job or sales order item.
Draft Jobs have the additional options of activating or removing the draft job, but they are restricted for artwork, time entry, job priority, inventory, invoicing, copying, proofing and capacity planning actions.
Once a draft job is activated, it becomes a standard production job.
Store Items:
Draft job options:
Active job options:
Priority Jobs on the Orders Board
On the ‘Production’ settings page under the Admin -> Customise menu, there is a setting that determines the visibility of Priority Jobs on the production boards.
The setting determines how the priority jobs are displayed:
Available options are Highlight Only, Top and Highlight or None.
When a job is marked as a Priority Job, the acceptance appears as a red Priority entry.
Both the individual job as well as its parent acceptance are highlighted in red with a Priority Job flag on them too:
Priority status can only be applied to jobs. One or more jobs on an acceptance can be flagged as Priority.
With at least one job flagged as priority, the acceptance will also be marked priority too. Sales orders cannot be flagged as priority.
When a job is added to a gang job, like on the All Jobs Board, the job entry itself on the expanded sub board will show in blue:
When the gang job has been completed, the blue highlight is removed from the acceptance and the order proceeds as usual.