Orders
Order Management
Orders can either be managed through the built-in order management interface or through TilliT Excel addins.
To manage orders using the built-in interface, click the "Planned Orders" section on the left side bar inside TilliT scheduler:
Importing orders from using Excel addin is similar to configure other data template entities.
Operation Code
The code for the Operation the Order relates to. This could be a Product, SKU, Task, or any item requiring scheduling
Order Code
The unique order code
Due Date
The date the order is due
Earliest Start Date
The earliest date the order can start
Status
Either Planned, Released, Scheduled, In Progress, Complete, or Cancelled
Priority
Low, Medium, or High
Quantity
The quantity of the order
Quantity Unit of Measure
The units of measure for the quantity
Percent Complete
If it is in progress, the percentage complete
Order Property 1-x
Custom order properties. The Column Header can be given any title required and the values are free text fields
Creating an Order
Click on the Plus button to create an order
Adding Order Items
Click on the + button in the Items section and fill in the information in the modal
Quantity
Quantity to be produced by the order item
Unit of measure
Unit of measurement for this order item
Efficiency
1 is the default value, meaning running at 100% efficiency. Less than 1 (for example, 0.5) means the order will run at only 50% efficiency, which will double the order duration. More than 1 (for example, 1.25) means the order will run at 125% efficiency, which will shorten the order duration by 25%
Operation
Choose the operation from the dropdown; predictive search type is available
Setting an Order Status (optional)
All orders have the "Planned" status. Click on the status to choose a new one.
You should see this modal
Setting an Order Priority (optional)
Click on "Add Priority" button to choose a priority
The Order is now available for Scheduling!
Adding Orders to a Scenario
Once Orders are in the Orders Store, they can be selected and added to a Scenario.
To add Orders to a Scenario, make sure you had created a Scenario first. See Scenarios
Once a Scenario is Opened, you will be taken to the Scheduling Screen:
Clicking the + button on top of the scheduler will take you to the Orders Store where all orders for your Location are stored, managed and updated.
Orders are visible and can be filtered using the Shopping Cart style filtering. This allows you to only select the relevant Orders you want to add to a Scenario.
Click on "Add Property Filters"
For example, you can select a Due Date Range, Order Status, Order Priority or other attributes to ensure the correct orders are available for Scheduling.
Once you have filtered and selected the required Orders, click the Add Button.These Orders will be added to the Scheduling Screen as "Unscheduled Orders".
Only Orders that are new, or have not been previously added to the Scenario are visible in the Orders Store. This makes it easy to see if you have new Orders available for Scheduling.
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