Workflow overview
A Kanban board/master view of all Submitted Sales Orders, by status, that is shareable with staff i.e. those on the Factory floor.
Use search, filters and sort to create a view to manage Submitted Sales Orders.
Locating this section in app: Productivity > Workflow
Workflow page features
Search
Search by Customer Name, Order # and Status.
🗒️ Note: adding a partial name or number in Search i.e. typing “61” will return any customer with “61” in their order number e.g. “610”.
Views
Create your own view based on your area of focus.
💡 Tip: save commonly filtered views i.e. a View might be of Urgent orders only:
Select the relevant filters and select
Save new view.
Enter view name and select Set as your default view.
Save.
Sort
Sort Orders by Created date, Required date, Order number, Customer name and Most recent.
Filters
Narrow and customise Job Cards by filtering by:
Show/Hide status
Show/Hide status
Show or hide statuses based on status column added.
🗒️ Note: All and Submitted are default status option.
Filter by assignee
Filter by assignee
Sort Job Cards by selected assignee.
🗒️ Note: All and Unassigned are default status option.
Filter by labels
Filter by labels
Selection of Labels are based on the Labels you have created.
Workflow Settings
Enable Workflow options and notifications for all Jobs listed
Options
Options
Order colour indicator: Delivery
Select colour to indicate deliveries have been made
Order colour indicator: Pickup
Select colour to indicate pickups have been made
💡 Tip: select from pre-assigned colours, or add a HEX code, or drag your cursor to set a desired colour and Save.
Enable column sorting
Select the Default column sorting method from:
Created date
Required date
Order number
Customer name
Most recent
Notifications
Notifications
Setup email and SMS alerts for Orders.
Enable email notifications and set email address for notifications
Enable SMS notifications
Enable Notify customer when order marked as 'Delivered' or 'Picked Up'
🗒️ Note: click on Save after making any changes.
Columns overview
There are six default statuses for Sales Orders, additional status columns can be added to create further statuses.
Column features include:
Title of column/status
Number of Orders under the Status
🗒️ Note: dragging and dropping jobs into "added columns" will change the status of a Sales Order.
📽️ Video clips: setting up and using Workflow.
Add/create a Statuses column
Create additional Statuses for your jobs/workflows:
Select
Add status column.
Enter column/status name and press
Addto save.
Set Status colour for the column by selecting from pre-assigned colours, or add HEX code, or drag cursor to set desired colour.
Save.
💡 Tip: Statuses can be whatever you like to meet your requirements. They could be:
Planning
Design
Prototype
In Production/Manufacturing
Ready for Collection/Pickup
Out for Delivery
🗒️ Note: a primary column (Submitted) already exists, this cannot be deleted or have Notifications enabled.
Rename a Status column
Simply click on the name of the column to edit.
🗒️ Note: the Submitted column name cannot be altered.
Kebab/other options menu
Each newly added column can be edited.
Kebab/other options menu includes:
Status colour
Status colour
Option to alter status colour:
Select from pre-assigned colours, or add HEX code, or drag cursor to set desired colour.
Save.
Sort by
Sort by
Sort each column independently of other columns, by:
Created date
Required date
Order number
Customer name
Most recent
Notifications
Notifications
Enable Notifications for:
Email
SMS
Delete
Delete
Deleting a column deletes all the Orders in the column and returns them to the default Submitted column.
Cards
Parent Job Card
A Parent Job Card displays a summary of an Order.
A separate Card (Child/Line Item Card) for each Line Items on a Job/Order.
View Orders
Click on an Order to view: