Overview
Creating an order in Sanka is the first step in effectively managing your production processes.
Orders serve as the foundation for generating production plans, tracking inventory, and managing tasks.
This guide will walk you through the steps to create an order in detail.
Before getting started to the process, learn about Sanka Basic first and review the How to Create & Edit Modules and Create & Edit Object Properties guides for customization options.
What is an Order in Sanka?
In Sanka, an order represents a request for goods or services from a customer. It includes information about the customer, the items requested, quantities, and any specific details required to fulfill the request.
Orders are critical to the production process as they drive:
- Production planning.
- Task assignments for order fulfillment.
- Inventory management.
What You Will Learn from This Guide
By the end of this guide, you will know how to:
- Access the Orders object in Sanka.
- Create an order details.
- Edit and update orders for your production workflows.
- Archive orders record
- Next steps after creating Orders in Production Management
Process to Create an Order
① Click on the "Production Management" module on the left side of the screen, then select the "Orders" object.
② Click the "New" button on the top right of the screen.
③ The "Create New Order" detail page will appear, and you can start filling in the required details.
④ Click "Customer Information" to display registered client information (for details on how to create a supplier master, click here).
If the client's information is not yet registered, you can add it directly by clicking the "+Contact" or "+Company" button.
⑤ Select the order status from the "Status" dropdown.
You can choose from draft, confirmed, paid, processing, in delivery, delivered, canceled, returned, refunded, or cancellation processed.
⑥ Turn on "Item Information" and select the item you want to order.
If the item is already registered in Sanka's item master, it will appear in the options (for details on how to create an item master, click here).
If you want to add a new item, you can manually enter it by clicking "+Manual Entry."
⑦ Enter the quantity, and the total amount at the bottom right will automatically update.
⑧ To add more items to the order, click "+Add Item" at the top right to display more fields.
⑨ You can also set shipping costs, discounts, and tax rates as needed.
⑩ The "Order Time" will default to the time when the order is being registered, but you can change it if necessary.
⑪ Once you've entered all the required information, click "Create Order."
⑫ All of the registered order records will be displayed here.
How to Modify Registered Information
In Sanka, information cannot be deleted once registered to prevent accidental loss of data.
Instead, you can follow these steps to modify the details.
① Click the "Production Management" module on the left side of the screen, then select the "Orders" object.
② Click the "Order ID" you wish to modify.
③ The "Manage Order" menu will appear, where you can edit the information.
Click "Update" when done.
How to Archive Order Information
The archive function allows you to hide registered order information from the table.
① Click the box for the order you want to archive and select "Archive."
② Archived orders will be grayed out.
③ To unarchive an order, click the box for the relevant order and select "Activate."
④ The grayed-out status will be removed, and the order will return to its normal display.
Next Steps
- Learn how to create Production Plans based on orders
- Create and Manage Tasks
- Explore inventory updates tied to order fulfillment.
- Set up workflows to automate order processing.
By mastering order creation in Sanka, you can lay a solid foundation for efficient production and inventory management. For additional assistance, visit our Help Center or contact support.
