Table of Contents
- 1. Click on Orders> Create A New Order
- 2. Select your process group based on the job that needs to be created.
- 3. To view orders that have jobs assigned to them, click on Processing & Scheduling within your Orders module.
- 💡 Not all users will have access to Processing & Scheduling.
- 4. Click Manage and then Schedule Order
- 5. Add all necessary criteria to schedule this process for the order
- ⚠️ Adding an End Date will mark the job complete
- 6. Assign a user to manage the job
- 7. Click on Save
- 8. Add costs to the order
- 💡 Adding costs to the order is not required
- 9. Add Cost Information
- 10. Click on Save
- 11. View the line item addition to the order
Using Processing & Scheduling
- 1. Click on Orders> Create A New Order
- 2. Select your process group based on the job that needs to be created.
- 3. To view orders that have jobs assigned to them, click on Processing & Scheduling within your Orders module.
- 💡 Not all users will have access to Processing & Scheduling.
- 4. Click Manage and then Schedule Order
- 5. Add all necessary criteria to schedule this process for the order
- ⚠️ Adding an End Date will mark the job complete
- 6. Assign a user to manage the job
- 7. Click on Save
- 8. Add costs to the order
- 💡 Adding costs to the order is not required
- 9. Add Cost Information
- 10. Click on Save
- 11. View the line item addition to the order
Processing and Scheduling can be used to assign internal jobs to groups, track time spent on these jobs, and assign a cost to this work that can be applied to the order.
1. Click on Orders> Create A New Order
The Process Group will display in the lower right window of your new order screen. This can also be added after an order has been enterred.
2. Select your process group based on the job that needs to be created.
3. To view orders that have jobs assigned to them, click on Processing & Scheduling within your Orders module.
💡 Not all users will have access to Processing & Scheduling.
Process names, group, and the ability to assign these will be controlled within the Administration panel.
4. Click Manage and then Schedule Order
5. Add all necessary criteria to schedule this process for the order
Select a specific process, a beginning date for that group to start the work, and an estimate of how much time will be needed to complete the job.
⚠️ Adding an End Date will mark the job complete
Only select this date when the process has been completed.
6. Assign a user to manage the job
7. Click on Save
8. Add costs to the order
To add final costs to the order from this process, click back into Manage within the order in Processing & Scheduling
💡 Adding costs to the order is not required
Only add these costs if you would like to apply net costs to your order and/or add sell prices to this new line item within your order.
9. Add Cost Information
Select your Book Period, add the qty (typically 1) and the cost of this job. The line item within the Art Center or Fulfillment Center will prepopulate with charges associated with these processes.
10. Click on Save
The charges have now been added to the order.
11. View the line item addition to the order
Only nets associated to the cost of the process will have been added to the order
