Making orders

Use the Production Board

Every job from every studio and every order on one board, from new to done.

4 min read 7 steps 2 screenshots

When you're done

See what to make next and what's blocked.

Read the board

The orange numbers match the steps below.
  1. Counts at the top

    Overdue, due today, ready to make, waiting on materials, in production and done this week.

  2. Search and filters

    Find a job by name, customer or order number, or show only what's due or at risk.

  3. Views

    Kanban (columns), List or Calendar.

  4. Job cards

    Each card shows the quantity, due date and any material shortages in red.

Work a job

The orange numbers match the steps below.
  1. Click a card

    See what's short and links to each material.

  2. Use the actions

    Review the cost to make, create a fulfillment, update the customer, or start the build.

  3. Change status, priority or due date

Tip: Click Sync Orders & Quotes to pull new orders onto the board.

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