5.3 Progress an Order
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
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)
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
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