Workflow overview
A Kanban board/master view of all Submitted Sales Orders, by status, that is shareable with staff i.e. those on the factory floor.
Use search, filters and sort to create a view to manage Submitted Sales Orders.
Locating this section in app: Productivity > Workflow
Workflow Page Features
Search
Search by Customer Name, Order # and Status
🗒️ Note: adding a partial name or number in Search i.e. typing “61” will return any customer with “61” in their order number e.g. “610”.
Filter
Filter by Views (create your own view based on your area of focus), Show/Hide Status (these are based on the Columns/Statuses you add), Assignee and Labels (these are also based on Labels you've created).
💡 Tip: save commonly filtered views i.e. a View might be of Urgent orders only; select the relevant filters and select Save new view.
Sort
Sort by:
Created date
Required date
Order number
Customer name
Most recent
Workflow Settings
Workflow settings: enable Workflow options and notifications for all jobs listed
Options
Order colour indicator: Delivery: select colour to indicate deliveries have been made
Order colour indicator: Pickup: select colour to indicate pickups have been made
Select from pre-assigned colours, or add a HEX code, or drag your cursor to set a desired colour
Enable column sorting using checkbox
Select the Default column sorting method from:
Created date
Required date
Order number
Customer name
Most recent
Notifications
Enable email notifications and set email address for notifications
Enable SMS notifications
Enable Notify customer when order marked as 'Delivered' or 'Picked Up'
Save changes
Add column to create statuses
There are six default statuses for Sales Orders, additional status columns can be added to create further statuses:
Select add column to create a new Status
Column features include:
Title of column/status
Number of Orders under the Status
kebab/other options menu settings
Drag and drop Jobs from the default status column (on the left) to "new" status columns to the right.
🗒️ Note: dragging and dropping jobs into "added columns" will change the status of a Sales Order.
📽️ Video clips: setting up and using Workflow.
Creating Statuses/add column
Create additional Statuses for your jobs/workflows.
💡 Tip: statuses can be whatever you like to meet your requirements. They could be:
Planning
Design
Prototype
In Production/Manufacturing
Ready for Collection/Pickup
Out for Delivery
Select add status column
Enter a name of the column/status, press Add to save
🗒️ Note: a primary column already exists, this cannot be deleted or have Notifications enabled.
Kebab/other options menu
Each newly added column can be edited.
Set Status colour for the column
Select from pre-assigned colours, or add HEX code, or drag cursor to set desired colour.
Sort by
Sort each column independently of other columns, by:
Created date
Required date
Order number
Customer name
Most recent
Notifications
Enable Notifications for:
Email
SMS
Delete
🗒️ Note: deleting a column deletes all the Orders in the column and returns them to the default Submitted column.
Job Cards
A job card displays a summary of an Order.
View Orders
Click on an Order to view:
Linked resources