Note

You are not reading the most recent version of this documentation. See the latest version available.

Create new order

Create a new packaging order.

Important

Precondition 1 : You have the Customer or Supervisor role.
Precondition 2 : Sign In on Web Portal of PACE Packager Hub.
  1. First, choose an Organization and Project in the top-left corner you will work with. The list shows only those projects to which you are assigned.

    navigation-row-dropdown-projects

  2. Click New order in the top-right corner.

    orders-new-order

  3. Specify order details and click Create. This dialog displays only attributes (fields) which are marked as ‘Required’. You can fill-in all other attributes during editing this order.

    By default, you need to specify the following order details:

    • Order type - defines a type of the order. Depending on this type, the order can have a custom set of attributes (fields) and workflow.

    • Order title - the required field that is used to describe the other.

    • Priority - defines the priority level of this order.

    orders-new-order-dialog

  4. The newly created order is automatically opened for editing. Fill-in other order attributes, presented on the Details tab. For instance, to assign the order to the specific packaging engineer, type his/her name or email in the Assignee field. The specified user must be also assigned to this project.

    Note

    The changed/entered field value is automatically saved on focus lost.

    orders-edit-order-details

  5. Upload artifacts (files) to this order. See manual Upload order artifact (file)

    orders-edit-order-artifacts-2

  6. Write a message/requst for the packaging team. See manual Read/write messages

    orders-edit-order-messages-write-request

  7. Finally, set the right status of the order to let the packaging team know that it is ready and the work on it can be started. See manual Change order status (move by workflow)

    orders-edit-order-transition-1




Note

PACE Packager Hub PACE Packager Hub is an end-to-end ecosystem that is fully dedicated to customer servicing, teamwork, and management of packaging tasks in teams of any size - learn more.

Try PACE Packager Hub for free - 21 days no obligations unlimited trial with all functions unlocked.