Help Center
Help Center
GANTT Timeline
GANTT TimelineZoom in and Zoom outCurrent time on the GANTT TimelineSearch function on GANTT TimelineUnschedule an order item from the GANTT TimelineMove a job from one workstation to anotherSplit a process step job in the GANTT TimelineBulldozerAdd a quick note to a process step
Capacities
Jobs
Workstations
Job Rules
Glosary
GLOSSARY
Products
How to Create a New Product
New Orders
How to create a new orderHow to edit an orderHow to archive an orderHow to filter an order
Customers
Add a new CustomerHow to edit a customerHow to delete a customer
Personnel Registry
Add a new employee to the Personnel RegistryEdit an employee on the Personnel RegistryDelete an employee from the Personnel Registry
Tools
How to add ToolsHow to add maintenance to a tool How to add a workstation to a specific tool
Employee Group
Create a new Employee GroupHow to edit a Employee GroupHow to delete a new Employee GroupAdd a new Employee to a GroupDelete an Employee from a Group
Process Steps
How to add a new process step How to delete a process step How to edit a process step Process Step Completion Degree
Order Items
How to create a new Order ItemHow to edit an Order Item
Workstations
What is a workstation?How to add a new workstationHow to delete a workstationHow to add a group to a workstationWhat is a workstation exception?Add maintenance to a workstation
Users
How to add a new UserHow to edit a userHow to delete a user
Personnel Scheduling
Personnel Scheduling
Shift Scheduling
Shift Scheduling
Api / Integration
Integration tutorial

How to create a new order

If you want to create a new order:

  • Click Orders in the left column and select Orders. Here, you will see all your company's completed, scheduled, and in-process orders and other relevant information. 
  • Next, click the Create order button at the top right. A new window will pop up where you can manage your new order's settings.

     
  • On the order number, SkyPlanner automatically can give you the number of this new order, or you can write it.
     
  • You can select the start day of this new job by clicking the calendar icon or skip this action and allow the AI to choose the best available day. 
  • On Delivery day, select the date you want this order to be finished and ready to be shipped by clicking on the calendar icon. 
  • You also have the option to make this order a prospect. This means you can get the production plan of this order to get a realistic date when your company can complete it without scheduling. This option is generally used to support your company's sales teams. 
  • Next, you can add a description to this order. 
  • Finally, select the client who made this order. 
  • Click Save.
  • Your order has been created, and SkyPlanner will ask you to make an Order Item.
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