5. Execute order

5.3 Progress an Order

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