Create a Production Order
Create a production order and define the work orders, operations, and assignments that belong to it.
Goal
Create a production order that can be tracked, planned, analyzed, and executed.
Before You Begin
Admins, managers, or planners responsible for incoming production work.
- Roles: Admin, Manager
- Entry points:
/orders-products
Begin on the Orders & Products page.
Preconditions
- The user can create orders.
- The needed product already exists, or the user can create it first.
Steps
Open the order creation flow
Open the order creation flow.
Enter the order header details
Enter the order header details such as customer, dates, priority, and notes.
Add one or more work orders
Add one or more work orders under the main order.
Add operations inside each work order
Add operations inside each work order.
Add machine assignments
Add machine assignments if the order should already be planned.
Save the order and open the detail view
Save the order and open the detail view if deeper editing is needed.
Decision Points
- Whether to keep the order simple at header level or define work orders and assignments immediately.
- Whether to create a planned structure now or leave planning for later.
Expected Result
A new order appears in the platform and can be opened in the order detail page.
Common Problems and Edge Cases
- Orders with incomplete structure may need follow-up before they can be scheduled.
- Dates, priority, and customer data affect later planning and filtering, so they should be reviewed carefully.
Related Pages
Use these page links to move laterally through the platform and keep context as you go.
Last updated 2 weeks ago
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