> For the complete documentation index, see [llms.txt](https://help.tillit.cloud/tillit/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.tillit.cloud/tillit/tools/excel-addin-v2/orders.md).
# 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 |
***
## 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.
***
## 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.
{% hint style="info" %}
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
{% endhint %}
Once you have filled in the rows, use the **Upload** button on the order card in the task pane to send them to TilliT.
***
## Loading Scheduler Orders
#### Step 2: Select Data Template
Choose the Scheduler data template to load orders from. Each template is associated with a location.
{% hint style="warning" %}
If a template has no location configured, a warning will appear indicating that orders will be loaded without a location filter.
{% endhint %}
#### 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**.
***
## 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**.
{% hint style="info" %}
You can add additional columns using dot notation (e.g. `property.customField`) after the template is created.
{% endhint %}
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.
