> 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.

<figure><img src="/files/JNAEabqrrSFpmKCtuS3x" alt=""><figcaption></figcaption></figure>

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                 |

<figure><img src="/files/NkzWs6c4IFaHjS3dAME9" alt=""><figcaption></figcaption></figure>

***

## 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.

<figure><img src="/files/QzlnacVUP5NDcpeFY8w8" alt=""><figcaption></figcaption></figure>

#### 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

<figure><img src="/files/jbbUUlNlXKu67m7axZjU" alt=""><figcaption></figcaption></figure>

#### 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.

<figure><img src="/files/gqrUCJtqgMm3QKHXiJMi" alt=""><figcaption></figcaption></figure>

Click **Load Orders** when ready.

<figure><img src="/files/VBSnYZC4r3d3UZ9Q339O" alt=""><figcaption></figcaption></figure>

***

## 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**.

<figure><img src="/files/HukTSWcZEGccPcgf29aL" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="/files/mGXcMoHMSYeTDN8uizXD" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/RHM0klwGJmtOHHl5oIKX" alt=""><figcaption></figcaption></figure>

***

## 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 %}

<figure><img src="/files/QfChy4kIofEDsH5WTVvg" alt=""><figcaption></figcaption></figure>

#### Step 3: Date Range

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

<figure><img src="/files/XxIJ1fl1kocCXXl0NF41" alt=""><figcaption></figcaption></figure>

#### Step 4: Load

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

<figure><img src="/files/TMRcc3bwSKInG5rMkwpL" alt=""><figcaption></figcaption></figure>

***

## Uploading Scheduler Orders (Upsert)

#### Step 2: Select Data Template

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

<figure><img src="/files/sptjUXPkgyh4LE1Zy0ba" alt=""><figcaption></figcaption></figure>

#### 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**.

<figure><img src="/files/xGum2Gw9Ka7hX32g2dxU" alt=""><figcaption></figcaption></figure>

{% 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.
