Overview
The Workflow page is a Kanban board for managing submitted sales orders. Each job moves between status columns as work progresses, with team members, labels, and completion actions managed directly from each card.
👥 Access permissions
Only users with permission to access Workflow can view the page. Review user roles before granting access.
📍 Location in the app
Productivity>Workflow
Move a job to another status
Drag and drop a job card from one status column to another to update its status.
📝 Notes
Moving a job card between status columns updates the order's status everywhere in Factory (Order Details, Tracking tab, Delivery Scheduling, Planner, and the Sales Orders main page).
Status columns can also be reordered by drag and drop. The Submitted column always remains in the first position and cannot be moved.
Right-click a parent job card
Right-clicking a parent job card opens a menu with the following options.
Assign team members
Right-click a job card and select
Assign team members.Tick the checkbox next to each team member to assign from the list.
Labels
Assign labels to jobs to make them easier to filter and search:
Right-click a job card and select
Labels.Select the required labels from the list.
📝 Note
New labels can be added from the same window by clicking
Create new label.
Mark as Delivered, Installed or Picked Up
When goods are delivered, installed, or picked up, the order status should be changed to Delivered, Installed, or Picked Up to remove it from the Workflow view and reflect completion across Factory.
A job can be marked complete from three places.
From Workflow
Right-click the job card.
Select
Mark as Delivered,Mark as InstalledorMark as Picked Up.
From Sales Order Details
Go to
Sales>Sales Orders.Open the relevant sales order (use Search if needed).
Change the status to Delivered, Installed or Picked Up
From Delivery Scheduling
Go to
Productivity>Delivery Scheduling.Open the relevant order (use Search if needed).
Right-click the order and select
Mark as Delivered,Mark as InstalledorMark as Picked Up.
📝 Notes
Orders marked as Delivered, Installed or Picked Up are removed from Workflow and shown as completed on Delivery Scheduling.
Status changes apply across Factory automatically: Sales Orders, Workflow, Planner, and Delivery Scheduling all update.
Mark a line item card as complete
Line item cards can be marked as completed independently of the parent job. Once marked complete, the change is reflected on the Tracking tab of the order, and the line item card is removed from the Workflow board.
From Workflow
Right-click the line item card and select
Mark as Complete.
From the Tracking tab
Click the status next to the line item and select
Complete.