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 or hide statuses based on status column added.

🗒️ Note: All and Submitted are default status option.

Filter by assignee

Sort Job Cards by selected assignee.

🗒️ Note: All and Unassigned are default status option.

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

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

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
Kebab/other options menu

🗒️ 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 Add to 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

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 each column independently of other columns, by:

Created date
Required date
Order number
Customer name
Most recent

Notifications

Enable Notifications for:

Delete

Deleting a column deletes all the Orders in the column and returns them to the default Submitted column.

Job Cards

A Job card displays a summary of an Order.

View Orders

Click on an Order to view:

Customer Order History

Planner

Managing Workflows

Sales Order Tracking

Product Order History