How Can We Help?
Before users start quoting, push one item of every series through the whole flow: quote, price,
confirm, schedule, batch, shop paperwork and a scan at a station. Each step proves a different part of the setup,
and the table below says where to look when one fails.
Before you start
- All the earlier setup steps are done (Setup checklist).
- A test customer with status Normal, terms, taxes, a job type and a ship-to route and drop
(Set up sales reps and your first customer). - A user with order entry, confirm and production rights.
Steps
- Quote. Start a quote for the test customer. Check the header: rep, terms, taxes, currency, date
required. - Item. Add one item of the series. Try each opening type and answer every option. Change the size across
a matrix band edge. - Price and bill of materials. The price is not 0 and moves when an answer or size changes. Open the bill of
materials: every profile, part and glass you expect is there with the right length, quantity, cost and station. - Print the quote from the Order List with the Print button: your logo, address and messages show.
- Confirm the quote into an order and schedule it: production and delivery dates are filled and fall on
working days. - Batch. Production Management → Create Production Batches: put the order in a batch for its
line. Open the batch from Production Management → Batch List and finalize it (see
Managing a batch). - Shop paperwork. Each station’s reports print or are written to its folder; optimized stations produce a
cut list. - Scan. At Production Management → Production Stations View, open a station view and scan a
unit. The Production Status Board moves it on. - Repeat steps 2 to 3 for every series, then clean up: revert or cancel the test order so it does not sit in
production.
If something fails
| What you see | Usual cause | Where to fix it |
|---|---|---|
| Price 0, or a part with cost 0 | Part has no price or cost, wrong group, matrix not attached, or the family has Include in Price/Cost off |
Parts, Matrices, Part families |
| An option is not asked | No Option Choice rule in the series, or its test does not match | Rules |
| A part is missing or doubled | Rule level, position or test; an inactive rule; a comment rule mistaken for a switch |
Rules |
| “Order Shipping Route is not valid” | No route or drop on the ship-to address | Admin lists, Customer |
| “Production Station # … not found” | A part goes to a station that is not on the line’s route | Lines and stations |
| Scheduling never finds a date | No shift ticked on the line, or no Shift window for those dates | Lines and stations |
| Dates land on weekends | No weekend entry for your country | Admin lists |
| No paperwork at a station | Prod not ticked, not Used at that station, an exception, or parts routed elsewhere |
Station reports |
| A report prints 0 pages | Its parameters are not set | Managing reports |
| Quote has no logo or address | Company Preferences Title or Address tab | Company preferences |
Check it worked
Every series has produced a priced quote with a complete bill of materials, one test order has gone through a batch,
and every station on its route got its paperwork and accepted a scan. The setup is ready for users.
Related: Printing a customer document, Reverting an order to
a quote, Managing a batch, Production Status
Board.