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Getting Started

7
  • Introduction to SkyPlanner’s GANTT Timelime
  • How to start to use your SkyPlanner trial
  • What is a Workstation?
  • How to create a New Product
  • How to create a new Material
  • Assembly Jobs (Batch Production / Nesting)
  • How to Register Personnel

Video Guides

33
  • SkyPlanner: The Basics
  • How to start to use your SkyPlanner trial
  • Introduction to SkyPlanner’s GANTT Timelime
  • Add Personnel, User Roles and Default Shifts
  • Workstations, Capacities and Maintenance
  • How to add a Process Step
  • Add a new Product to SkyPlanner
  • Subitems and Production Hierarchy
  • Add a Customer
  • Managing Tools in SkyPlanner
  • Adding and managing Materials
  • Create Orders and Order Items
  • How to Unschedule Orders in the GANTT Timeline
  • Running Timelock
  • JIT Manufacturing in SkyPlanner
  • Fast Track introduction video
  • Reduce Lead Time
  • Prioritize Completion Dates
  • How to use Minimum Degree of Manufacturing
  • Job Priorities
  • Managing Customer Priority
  • How to split Jobs across multiple Workstations
  • Managing Leave Times
  • Manage Overtime
  • Using the CSV Import
  • ShopFloorApp and Timer
  • How to create Workstation Groups
  • What is and how to use the Bulldozer feature
  • What is and how to manage Workstation Efficiencies
  • Assembly Jobs (Batch Production / Nesting)
  • What is the Quick Log Mode and how to use it
  • Add a quick note to a production process step
  • How to calculate your SkyPlanner Pricing

Integrations

8
  • Integration basics
  • Integration tutorial
  • Creating an order
  • Order items
  • Products and materials
  • Scheduled process step timings and workstations
  • Timelogs
  • Workstation/Person exceptions

Gantt Timeline

49
  • Introduction to SkyPlanner’s GANTT Timelime
  • Jobs on the GANTT Timeline
  • What is and how to manage Workstation Efficiencies
  • How to Unschedule Orders in the GANTT Timeline
  • How to move a job to another workstation
  • How to see a list of a specific Workstation Queue
  • How to get an Order’s task list.
  • How to edit a job in the GANTT Timeline
  • How to Unschedule all my jobs from my GANTT Timeline
  • How to change the priority to a specific Order
  • How to prohibit changes in an Order 
  • How to use the Running timelock in one specific workstation
  • How to add JIT Philosophy in one specific Order
  • Locking a Process Step Job to a Specific Workstation
  • Allow moving jobs to other more appropriate workstations
  • Consider the Materials
  • Workstage dependencies
  • Running Time Lock
  • How to Delete a Workstation Group in the GANTT Timeline
  • How to Create a Workstation Group in the GANTT Timeline
  • How to hide Workstations in GANTT Timeline
  • How to show all the Workstations in GANTT Timeline
  • Workstations on the GANTT Timeline
  • Job Details in the GANTT Timeline
  • How to see the Job Flow on the GANTT Timeline
  • Blue Capacity on the GANTT Timeline
  • Red Capacity on the GANTT Timeline
  • Capacity on the GANTT Timeline
  • Zoom in and Zoom out
  • Current time on the GANTT Timeline
  • Search function on GANTT Timeline
  • Unschedule an order item from the GANTT Timeline
  • How to split Jobs across multiple Workstations
  • What is and how to use the Bulldozer feature
  • Add a quick note to a production process step
  • Unschedule an order item from the GANTT Timeline
  • How to create Workstation Groups
  • What are Ghost Jobs?
  • How to activate Ghost Jobs in SkyPlanner
  • How to activate Show person in running jobs
  • How to highlight Late Jobs
  • How to change the color of a Job Prospect
  • How to hide a single Workstation in the GANTT Timeline
  • How to Reschedule only a specific Workstation
  • How to activate the Automized Reschedule
  • Turn off Combine overlapping capacities
  • How to activate Workstation Capacity graph in the GANTT Timeline
  • How to see a Workstation Capacity graph
  • How to make a Workstation take a Property into account for scheduling

Default Shifts

3
  • How to add a Default Shift
  • How to edit a Default Shift
  • How to delete a Default Shift

Global Rules

7
  • Running Time Lock
  • Dynamic priorities
  • How to Change the Default Customer Priority
  • Consider the Materials
  • Workstage dependencies
  • Allow moving jobs to other more appropriate workstations
  • Consider eligibility dates

Process Steps

8
  • How to add a New Process Step
  • How to edit a Process Step
  • How to delete a Process Step
  • Process step’s Graph Icon: What is it, and what does it do?
  • Setting and Teardown Times
  • Process Step Completion Degree (Minimum Degree of Manufacture)
  • Assembly Jobs (Batch Production / Nesting)
  • How to edit a job in the GANTT Timeline

Customers

4
  • How to add a New Customer
  • How to edit a Customer
  • How to delete a Customer
  • How to Change the Default Customer Priority

Tools

5
  • How to add Tools
  • How to add Maintenance to a Tool
  • How to inform that a Tool is broken?
  • How to assign a Tool to a Workstation
  • How to add a Tool to a Product

Workstations

16
  • What is a Workstation?
  • How to add a new Workstation
  • How to edit a Workstation
  • How to delete a Workstation
  • How to assign Maintenance to a Workstation
  • What is a Workstation Exception?
  • How to hide a single Workstation in the GANTT Timeline
  • How to Reschedule only a specific Workstation
  • What is and how to manage Workstation Efficiencies
  • What is the Quick Log Mode and how to use it
  • How to create Workstation Groups
  • How to assign Preventive Maintenance to all Workstations
  • How to remove Maintenance from a Workstation
  • How to add a New Shift to a Workstation
  • How to add a Employee Group to a Workstation
  • Quick Log Mode Introduction

Shift Scheduling

4
  • Shift Scheduling Introduction Video
  • How to add Overtime
  • How to remove Overtime
  • How to change the assigned Person for a Shift on a specific day

Products

6
  • How to create a New Product
  • Sub-Products
  • How to add Material to an existing Product
  • How to add a Tool to a Product
  • How to add a Property to a Product
  • Minimum Production Quantity

Orders

19
  • How to create a New Order
  • How to update a Prospect into an Order
  • What is Price per Unit?
  • Production Quantity and Ordered Quantity 
  • How to Edit Materials in an Order
  • How to change the color of a Job Prospect
  • How to create a Job Prospect 
  • How to edit a job in the GANTT Timeline
  • How to Unschedule Orders in the GANTT Timeline
  • How to edit an Order Item
  • How to create a New Order Item
  • How to edit an Order
  • How to archive an Order
  • How to filter an Order
  • What is and how to use the Purchase orders feature
  • How to edit a Purchase order
  • How to delete a Purchase order
  • How to update the information of a Purchase order item
  • How to delete a Purchase order item

Warehouse

11
  • How to manage the SkyPlanner’s Warehouse.
  • How to create a new Material
  • How to edit Material information
  • How to deactivate a material
  • How to update a Product
  • How to deactivate a Product
  • How to see a Product’s usage history chart?
  • How to activate a Disabled Product or Material
  • How to create a Transaction
  • How to update a Transaction
  • Inventory Transaction Iconography

ShopFloorApp and Timer

6
  • ShopFloorApp and Timer
  • How to Start a job in the Timer
  • How to adjust the time on the timer
  • How to change the color for running jobs in the GANTT Timeline
  • Add an Attachment to an Order and How to View It in the Timer
  • How to Disallow multi logging

Support

5
  • How to contact Support?
  • How can I get a SkyPlanner Brochure?
  • Can I use SkyPlanner on Mobile version?
  • How to book a meeting with a SkyPlanner specialist
  • How to select your Language in SkyPlanner

Personnel and Users

7
  • Personnel Scheduling
  • How to add a New User
  • Type of User Roles
  • How to edit a User
  • How to delete a User
  • Edit an Employee on the Personnel Registry
  • Delete an Employee from the Personnel Registry

Reports

3
  • Order item report
  • All Timelogs report
  • Job report
View Categories
  • Home
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  • Integrations
  • Creating an order

Creating an order

Sami
Updated on May 13, 2025

3 min read

Here you can find a comprehensive guide on how to create an Order into Skyplanner with all related data. Some of this has been covered in the integration tutorial, but here we go through the Skyplanner data structure and integration process in more detail.

Data structure #

First we will go through how a Skyplanner Order is structured. The API-endpoints for the data entities mentioned here are highlighted like this: /phaser-orders

On the top level we have the Order (/phaser-orders)

Each Order must have a Customer (/customers).

Each Order can have multiple Order-items (/phaser-Order-rows)

Each Order-item can have a Product (/products) attached to it, but it is not mandatory. Each Product has one stock (/saldos). Note that the stock entity is created automatically when a Product is created with the API.

Each Order-item can have multiple jobs (aka Process Steps) (/phaser-jobs).

Each job must have a workstage (/workstages).

Fig. 1 Structure of Order and related data

Integration workflow #

Here is a step by step example of how you could structure your integration from your ERP-system to Skyplanner.

  1. Fetch sales/workorder from ERP
  2. Create Customer (get Customer id in response)
  3. Create Order with Customer id (get Order id in response)
  4. Fetch sales/workorder Order item data from ERP
  5. Create Product (get Product id in response)
  6. Create Order item with Order id & other data (get Order item id in response)
  7. Fetch process step data from ERP
  8. Create workstage (get workstage id in response)
  9. Create job with workstage id and other data

Extra tips #

On deleting #

Deleting phaser-orders, phaser-Order-items or phaser-jobs through the API (and from the UI) is done in a soft delete manner. This means that the data is not actually deleted from the database, but it is marked as archived. In effect the is_archive attribute of the entity is set to true when it is deleted. The archived/deleted entities can still be accessed with the API using the include_archived parameter. When include_archived=true, a GET-request will retrieve the entity even if it is archived.

Note that soft deleting is not available in every API endpoint! So you need to be careful as deleting for example customers, people etc. is permanent!

Using default Process Steps for you Order item #

If you have created some default Process Steps for the Product your Order item is producing you can tell the system to bring the defaults to the Order item with the API using the get_default_steps attribute.

Fig 2. Creating a new Order item with default Process Steps
Adding materials to Order item #

If you have attached materials to the produced Product they are automatically attached to the Order row.

However, if you do not want to use the materials attached to the Product (for example, if the item is a special Order and you want to use different materials etc) you can use the use_custom_materials attribute.

Fig 3. Creating an Order item without using the default materials

Updated on May 13, 2025
API, Integration
Integration tutorialOrder items
Table of Contents
  • Data structure
  • Integration workflow
  • Extra tips
    • On deleting
    • Using default process steps for you order item
    • Adding materials to order item
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