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How to split an order.

Larger orders can be split into several groups for convenience.



  1. On the order, click the Tracking tab.
  2. At the bottom of the page, under Group, type the name of each production group/phase you want to split the order into, and click Add.
  3. Click the pencil icon next to the group to select which items belong under that group., then click Save.
  4. Once you have split an order, many of the production outputs on the Output tab can be generated for one specific group/phase. These are identifiable by the blue puzzle piece next to the output. Use the drop-down menu in the top right to choose which group you want the outputs to report on.
  5. The Item tab can also be grouped in the same way.
  6. When adding an installation visit for a grouped order, click the pencil icon to set the installation date for each part of the order.
    This information will appear in the installation interface for that order, and the appointments will appear separately on the installation board.