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Order Items

8 Documents

How to create a New Order Item

Last Updated: March 7, 2025

After creating a new order, you will see a glowing Create order item button on the bottom left. Click on it. A new window will open, allowing you to manage the Order Item’s settings. 

How to edit an Order Item

Last Updated: March 7, 2025

For editing an Order Item:

How to create a Job Prospect 

Last Updated: March 31, 2025

Delivery reliability is vital for any business. This avoids reclamations and enhances customer satisfaction. In SkyPlanner, we have a Sales Prospect Scheduling feature. The AI simulates realistic delivery dates by factoring in prospect load, helping your sales team set accurate expectations. Prospects are treated like real tasks, reserving capacity and improving coordination between sales and...

Production Quantity and Ordered Quantity 

Last Updated: April 9, 2025

Production quantity and ordered quantity are two fields that appear when creating an order item inside an order. As its name implies, production quantity means the amount you will produce. The ordered quantity means the amount the client requested. The client might have requested a certain amount but your production quantity can be higher. This...

Process step’s Graph Icon: What is it, and what does it do?

Last Updated: June 13, 2025

When setting up a process step for a product, you will notice a Graph icon in the field where you assign the time to the process. When you click on this Graph icon, SkyPlanner’s AI will tell you how long it takes to do this process step with accurate information from your past orders. Important:...

Setting and Teardown Times

Last Updated: June 13, 2025

This feature lets you define and manage Setting and Teardown times for different process steps. Although different kinds of products can use the same workstation, each one has its own process steps and defined times.  When you create an order item or a new product with its process steps, you can adjust Setting and Teardown times from those panels,...

Process Step Completion Degree (Minimum Degree of Manufacture)

Last Updated: June 13, 2025

The Process Step Completion Degree (or Minimum Degree of Manufacture) is an intelligent feature that allows the next production step to begin when the preceding step has reached a certain degree of completion. For example, the packaging process can begin when the previous step, like assembly, is 10% complete. This boosts the entire production process,...

How to Edit Materials in an Order

Last Updated: April 8, 2025

Products often come with attached materials and steps needed to make them. This is especially helpful for companies that manufacture many different types of products using many different materials. However, sometimes, a customer may request something a bit different — for example, using a different color, reducing the amount of an ingredient, or adding extra...