Order Tab

Ribbon

Open

Click the Open icon to open an order file.

You will be taken to the folder you chose as the Order Path in Setup. Navigate to the order .csv file you want to process.

Only Show Issues

Click the Only Show Issues button to only see the orders that have an issue with them.

Material Library

Clicking Material Library will open up your material library. To learn more about the material library, reference the PatternSmith Help Guide.

Cancel Orders

Click the Cancel Orders button to remove all opened orders.

Process Orders

Once all orders are ready and have to issues, press the Process Orders button to process all orders and send them to the Package tab.

Order Files

Once you have opened an order file, this window will appear.

Order Files: List of all orders that have been opened.

Products: Each line in the csv file is shown here, displaying the product name and line number for each line in the order.

Order Properties: If you click on an order line, it will expand to show all the information that Workflow found in the csv file for that product.

At this point in the process, Workflow knows where to find every pattern required, and has confirmed that each material called out in the order is in your Material Library. If you’re using Templates, Workflow knows how to generate all required patterns.

Issues

If Workflow finds anything it can’t resolve in the order form, it will flag those lines with a warning symbol. To only see the orders that have issues, press the Show Only Issues button.

In this case, the Material ID wasn’t found in the Material Library. You can cancel the order, correct the problem in the order file, then reopen the order. Alternatively, you can correct the problem in the Value dropdown and continue processing the order.