How to Edit a Product Order (Basic)

In this guide webpage, we will explain the basics of editing a product order.

 

How to Open the Product Order Editor #

1. Click on Quality Management in the homepage sidebar and select “Product orders”.
2. Select the targeted product order, and click on it.
3. Click on the three-dot icon.
4. Click on “Edit”.
5. There, you can add/edit various product order data. You can see the complete list under the video.
6. When you’re done using the editor, click on “Save”.
7. Click on “Yes, I understand”.

Here’s what you can configure on the product order editor.

• The product order number/name
• The product order’s timeline
• The product order executor
• The amount of products that will be made on this product order
• The work instructions that are included in this product order
• Attachment files to support the product order.
• Any additional notes.
• The variants associated with the product order (click on the “Variants & Parameters tab beforehand to access this menu).
• The parameters associated with the product order (click on the “Variants & Parameters tab beforehand to access this menu).

 

How to Archive a Product Order #

1. Click on Quality Management in the homepage sidebar and select “Product orders”.
2. Select the targeted product order, and click on it.
3. Click on the three-dot icon.
4. Click on “Archive”.

 

How to Un-archive a Product Order #

1. Click on Quality Management in the homepage sidebar and select “Product orders”.
2. Click on “Status”.
3. Tick the “Archived” box.
4. Click on the archived product order.
5. Click on the three-dot icon.
6. Click on “Un-archive”.

 

How to Duplicate a Product Order #

1. Click on Quality Management in the homepage sidebar and select “Product orders”.
2. Select the targeted product order, and click on it.
3. Click on the three-dot icon.
4. Click on “Duplicate”.
5. A product order editor will appear. If edits are needed, you can edit the duplicated product order data there.
6. When you’re done using the editor, click on “Save”.

 

How to Delete a Product Order #

1. Click on Quality Management in the homepage sidebar and select “Product orders”.
2. Select the targeted product order, and click on it.
3. Click on the three-dot icon.
4. Click on “Remove”.
5. Click on “Delete”.

 

How to Change the Order of Work Instructions in a Product Order #

1. Click on Quality Management in the homepage sidebar and select “Product orders”.
2. Select the targeted product order, and click on it.
3. Hover your cursor to the drag icon.
4. Click, hold, and drag the work instruction to the desired position, and drop to move it.

 

How to Delete a Work Instruction in a Product Order #

1. Click on Quality Management in the homepage sidebar and select “Product orders”.
2. Select the targeted product order, and click on it.
3. Select the targeted work instruction, and click on the three-dot icon next to it.
4. Click on “Remove”.