5.2 Open an Ongoing Order
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