Managing Orders

Introduction

Consistent updates to your production schedule ensure smooth operations. This guide will walk you through the process of adding new orders to Building Swell quickly.

Prerequisites

Setup your shop digitally in Building Swell, including shifts, shops, projects, stages and steps.
Ensure that you have at least 1 active route.

Step-by-Step Guide

Add an Order

On the Orders page, click on the "Add" button to initiate the process.
Naming the Order: Input a name, for instance, "Unit 2002".
Select Project and Route: Choose the relevant project and route.
Date Setting: Determine the order's start date or complete by date.
Input Quantity: Specify the desired quantity.
Click "Save". Rename if prompted about an existing order with the same name.

Reviewing the Impact of the New Order

Schedule Analysis: The system displays the order's effect on the current schedule.
Start or End Date: The system determines the order's projected end date or start date by factoring in various parameters (cycle time, working days and shifts, and more!)
Click "Apply" to introduce the order to the main list.

Bulk Order Entry via Import

For entering multiple orders simultaneously, utilize the import feature. The intricacies of this method are discussed in "Syncing Your Project Schedules" linked below.

Archiving Orders

To archive an order, select the three dot menu on the righthand side and select archive. Once you confirm, the order will move to the Archive Bin.

Create Suborders

You can manage and track your orders in parts using the Suborders feature.

Open the extra menu for an order by clicking on the three dots.
Select the "Create suborder" menu item.
Name each suborder and specify their quantity. Note: the total quantity of individual suborders must match the order quantity.
Click save.

Tips

Unique Naming is Crucial: Ensure each order name is distinctive to prevent system conflicts.
Double-Check Before Finalizing: Scrutinize the calculated end date and its ramifications on the schedule before confirmation.
Bulk Entry: For multiple simultaneous entries, leverage the import feature for efficiency.

Conclusion

Regularly adding and updating your orders in Building Swell ensures that your production schedule remains up-to-date and efficient. Whether you're manually entering a single order or importing multiple orders at once, following these steps will make the process seamless and straightforward.