Orders
How to create a New Order
Last Updated: March 7, 2025If you want to create a new order: Your order has been created, and SkyPlanner will ask you to make an Order Item for this Order.
How to update a Prospect into an Order
Last Updated: April 1, 2025When a sale is closed, it is time to turn that prospect into an order. To achieve this: You will notice now that your prospect is an Order on the GANTT Timeline.
What is Price per Unit?
Last Updated: March 31, 2025Price per unit is a SkyPlanner feature that will calculate how much your production will cost in a basic way. You can set this up when creating a new product or material or edit existing ones. How to set up Price per Unit?
Production Quantity and Ordered Quantity
Last Updated: April 9, 2025Production 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...
How to Edit Materials in an Order
Last Updated: April 8, 2025Products 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...
How to change the color of a Job Prospect
Last Updated: March 27, 2025It is essential to tell the difference between prospects and approved jobs. In SkyPlanner, changing the color in the GANTT timeline is very easy. This helps you make better planning decisions. To change the color of a prospect: Now, all your prospects will appear in the timeline with the color you selected.
How to create a Job Prospect
Last Updated: March 31, 2025Delivery 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...
How to edit a job in the GANTT Timeline
Last Updated: March 27, 2025Last-minute changes are common in production scheduling. One job needs to be in a specific workstation or add a new one; you need to divide this job across multiple workstations, or you decide to adjust the setting time or minimum degree of manufacturing. To achieve this: Do not forget to click on Schedule to production...
How to Unschedule Orders in the GANTT Timeline
Last Updated: March 20, 2025If an order gets canceled—or if you need to make changes for any reason—unscheduling in SkyPlanner is quick and easy. In this video, you’ll learn how to unschedule tasks in SkyPlanner so you can make changes, update plans, or reassign work without confusion. Whether you’re rescheduling a single job or making larger adjustments, SkyPlanner makes...
How to create a New Order Item
Last Updated: March 7, 2025After 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
Last Updated: March 7, 2025For editing an existing order: Now your order is edited.
How to archive an Order
Last Updated: March 7, 2025For archiving an order: Now your order is Archived.
How to filter an Order
Last Updated: March 7, 2025If you are looking for a specific group of orders: Now, only the orders with the specified filters are on your Order Panel.
What is and how to use the Purchase orders feature
Last Updated: April 30, 2025The purchase orders feature is designed to help you organize supplier information, pricing, and delivery schedules all in one place. SkyPlanner uses these arrival dates when building the production schedule. Even if a supplier is delayed for any reason, SkyPlanner can quickly adjust and optimize the plan, helping minimize downtime and avoid production delays. As...
How to edit a Purchase order
Last Updated: April 30, 2025Editing your purchase order is easy. Note: Remember to click the King button to update your production plan with this new information.
How to delete a Purchase order
Last Updated: April 30, 2025You can cancel your purchase order by editing the information, but you can if you do not want this order to appear on your list: Now, this purchase order won’t appear on your list.
How to update the information of a Purchase order item
Last Updated: April 30, 2025Updating the information and status of your purchase order item is crucial for optimized planning and providing realistic delivery times to customers. To do this: Your information for this purchase order item will now be updated. Note: Remember to go to Production Scheduling and click the King Button to update the production plan with this...
How to delete a Purchase order item
Last Updated: April 30, 2025You can cancel your purchase order item by editing the information, but you can also delete it if you do not want this to appear on your list. Now, this purchase order won’t appear on your list.