Using Processing & Scheduling

  • Updated

Processing and Scheduling can be used to assign internal jobs to groups, track time spent on these jobs, and assign a cost to this work that can be applied to the order.

  1. Click on Orders> Create A New Order

    The **Process Group** will display in the lower right window of your new order screen. This can also be added after an order has been entered.

  2. Select your process group based on the job that needs to be created.

  3. To view orders that have jobs assigned to them, click on Processing & Scheduling within your Orders module.

💡 Not all users will have access to Processing & Scheduling.

Process names, group, and the ability to assign these will be controlled within the Administration panel.

  1. Click Manage and then Schedule Order

  2. Add all necessary criteria to schedule this process for the order

    Select a **specific process**, a **beginning date** for that group to start the work, and an **estimate of how much time** will be needed to complete the job.

⚠️ Adding an End Date will mark the job complete

Only select this date when the process has been completed.

  1. Assign a user to manage the job

  2. Click on Save

  3. Add costs to the order

    To add **final costs** to the order from this process, click back into **Manage** within the order in **Processing & Scheduling**

💡 Adding costs to the order is not required

Only add these costs if you would like to apply **net costs** to your order and/or add **sell prices** to this new line item within your order.

  1. Add Cost Information

    Select your **Book Period**, add the **qty** (typically 1) and the **cost** of this job. The line item within the **Art Center** or **Fulfillment Center** will prepopulate with charges associated with these processes.

  2. Click on Save

    The charges have now been added to the order.

  3. View the line item addition to the order

    Only nets associated to the cost of the process will have been added to the order

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request