5. Execute order

5.2 Open an Ongoing Order

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

  1. Access Orders
    • Navigate to the “Orders” section in the system
    • Review the list of current and past orders
  2. 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
  3. Export Orders (if needed)
    • If required, export all orders to a CSV file for external analysis or reporting
  4. Customize Order View
    • Use the “Column Chooser” feature to adjust which columns are displayed in the order list.
  5. View Specific Order
    • Click “View” on the desired order to access detailed information
  6. Utilize Communication Tab
    • Leave messages for other parties (consumer, IP owner, manufacturer) as needed
    • Ensure all communications are clear and concise
  7. 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
  8. 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