Orders

Overview

The Orders button lets you work with TilliT production orders and Scheduler orders in Excel. You can load existing orders from TilliT into a sheet for review or editing, or generate an upload template to create or update orders in bulk.

Opening Orders

In the TilliT V2 ribbon tab, click the Orders button.

The task pane will show any previously loaded order sheets, along with a New button in the header.

Choosing an Action

Click New to open the wizard. The first step asks you to choose an action:

Action	Description
Load Orders	Fetch existing TilliT orders into Excel based on asset, date range, and status
Upload Orders (Upsert)	Generate a template sheet to create new orders or update existing ones
Load Scheduler Orders	Fetch Scheduler orders for a selected data template and date range
Upload Scheduler Orders (Upsert)	Generate a template sheet to create or update Scheduler orders

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Loading TilliT Orders

Step 2: Select Assets

Select one or more assets to filter orders by. You can also click Select All to include all assets.

Selected assets appear highlighted. Click Next when ready.

Step 3: Date Range

Choose the date range for the orders. Use a preset or enter custom dates:

• Today

• Yesterday

• This Week

• Custom — use the From date and To date pickers

Step 4: Filter & Load

Select which order statuses to include. Tap a status to toggle it on (highlighted) or off.

You can also set a custom Sheet name for the Excel sheet that will be created.

Click Load Orders when ready.

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Uploading TilliT Orders (Upsert)

Step 2: Create Upload Template

This action creates a template sheet in Excel with the required order columns already set up.

Optionally, set a custom Sheet name, then click Create Template.

The template sheet will be created in Excel with the standard order columns.

You can add additional columns using dot notation:

• attribute.Color — add an order attribute value

• tolerance.lowerLimit.Temperature — add a tolerance value

• property.customField — add a custom property

Once you have filled in the rows, use the Upload button on the order card in the task pane to send them to TilliT.

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Loading Scheduler Orders

Step 2: Select Data Template

Choose the Scheduler data template to load orders from. Each template is associated with a location.

If a template has no location configured, a warning will appear indicating that orders will be loaded without a location filter.

Step 3: Date Range

Select the date range using presets (Today, Yesterday, This Week) or custom From/To date pickers. Click Next.

Step 4: Load

Optionally set a Sheet name, then click Load Scheduler Orders.

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Uploading Scheduler Orders (Upsert)

Step 2: Select Data Template

Choose the Scheduler data template you want to upload orders against.

Step 3: Create Upload Template

A template sheet will be created with the Scheduler order columns. Optionally set a Sheet name, then click Create Template.

You can add additional columns using dot notation (e.g. property.customField) after the template is created.

Once you have filled in the template rows, use the Upload button on the order card in the task pane to send them to the Scheduler.