https://www.youtube.com/watch?v=DivsJOwZEhA
Objective
To provide a clear and concise procedure for managing orders throughout their various stages, ensuring effective communication between consumers, IP owners, and manufacturers, and minimizing misunderstandings and errors
Key Steps
- Access Orders
- Navigate to the "Orders" section in the system
- Review the list of current and past orders
- Review Order Details
- Click on the product name in the product column to access detailed information about the part
- Note the following columns:
- Customer: Organization that placed the order
- IP Owner: Organization that owns the intellectual property of the part
- Manufacturer: Organization responsible for producing the part
- Cost: Includes VAT and currency
- Status: Current status of the order
- Export Orders (if needed)
- If required, export all orders to a CSV file for external analysis or reporting
- Customize Order View
- Use the "Column Chooser" feature to adjust which columns are displayed in the order list.
- View Specific Order
- Click "View" on the desired order to access detailed information
- Utilize Communication Tab
- Leave messages for other parties (consumer, IP owner, manufacturer) as needed
- Ensure all communications are clear and concise
- Upload Files
- Upload relevant QA files, such as test results, to the order
- Manually upload the purchase order and any special QA instructions that were not included in the ITP
- Monitor Order Events
- Check the "Order Events" tab to track status changes over time for the order
Cautionary Notes
- Ensure that all uploaded files are correctly labeled and formatted to avoid confusion
- Double-check the messages left in the communication tab for clarity and completeness
- Regularly update the order status to reflect any changes promptly
Tips for Efficiency
- Familiarize yourself with the system’s navigation to quickly access the required sections
- Use filters in the orders section to quickly find specific orders based on criteria such as status or customer name