https://www.youtube.com/watch?v=YSH834XHE0Y

Objective

To outline the step-by-step process for confirming an order and managing its production workflow, ensuring clarity and efficiency for team members involved in the order management system

Key Steps

1. As IP Owner
   • Log into the system and ensure your user role of "IP Owner" is selected
   • Navigate to the "Orders" section
   • Locate the specific order
   • Click on the option to change the order status to "Confirmed" (located at the top right corner)
2. As Manufacturer
   • Log into the system and ensure your user role of "Manufacturer" is selected
   • Navigate to the "Orders" section
   • Locate the specific order
   • Start Production
     • Change the order status to "In Production."
     • Ensure that the production process includes:
       • Fabrication of the part
       • Post-processing
       • Completion of all items on the inspection and test plan
   • Change to Shipping
     • Once production is complete, obtain the tracking URL from the shipping company
     • Change status to “Shipping”
     • Enter the tracking link into the system to allow the consumer to track the delivery
3. Role Change to Consumer
   • Log into the system and ensure your user role of "Consumer" is selected
   • Go to the "Orders" section
   • Open the same order that has been produced and shipped
   • Complete the Order
     • Change the order status to "Completed" once the consumer has received the order

Cautionary Notes

• Double-check that all steps are completed before changing the Order status to prevent delays or errors in the order process
• Confirm that the tracking URL is accurate and functional before entering it into the system

Tips for Efficiency

• Familiarize yourself with the system interface beforehand to navigate quickly between roles and sections
• Keep a checklist of the steps to follow for each role to minimize the risk of overlooking any actions
• Communicate with team members if you encounter any issues or if clarification is needed on any step
• Regularly review the order status and updates to ensure all parties are informed and aligned throughout the process