Defining terms commonly used in Order Manager
Quality Settings Tabs
Workflows – a specific set of Jobs that are applied to Groups.
Groups – All of the possible part types separated into similar parts that are processed in similar ways.
Commission Groups – All possible part types separated into similar parts that will be commissioned in similar ways. (Contact EZ Support to start using Commissions)
Drop Locations – Can be assigned to an order from Tag Assignment Rules and usually refers to a specific delivery method.
Part Statuses – The status of a part that is taken off the work order.
Production Types – Can be assigned to an order from Tag Assignment Rules, used to group orders into specific groupings when sorted by production type in Order Manager.
Status Sorts – Allow you to set a sort order for Quality Statuses so they will be displayed based off whatever status you deem to be most important.
Tag Assignment Rules – A set of rules that assign Drop Locations and Production Types to every order that enters Order Manager. This is the most important section within your Quality settings. Do not make any adjustments to your Tag Assignment Rules without fully understanding what impact that change may have on your Site as a hole. If you have questions, contact EZ Suite Support for assistance.
Job Types – Assigned to specific Jobs and correlate with the permissions found in a User’s Settings. Only users with that job type permission will be able to view and preform any job with a given job type.
Jobs – Processing questions for a specific part of a Workflow.
Answer Types – Sets of answers that can be applied to Jobs so you can have more accurate answer options to specific processing questions.
Filters
Not Finalized – All orders that have not been finalized.
My Open Orders – Orders that have you listed as the salesperson that have not yet been finalized.
Exceptions – Any orders that are missing information causing an exception.
Process By Warnings – All orders that have gotten within their depart time warning and are showing in purple.
Process By Today – Shows orders grouped by delivery date and then sorted from oldest to newest so you can determine what orders may need to be completed first.
Route Manager – Locates all orders with an EZ Route ship via that have not yet been marked as delivered, regardless of quality status.
Route Manager Confirmed – Locates all orders in a Complete quality status with an EZ Route ship via that have not yet been marked delivered.
Alternate Part Acknowledgment – Any order with a quality status of Replaced will be shown here.
Advance Search – Allows you to create a search based on as many or as few specifications that you would like to add.
Cut Time – Organizes all the orders based upon the cut time assigned to their given Ship Via in Order Manager. The cut time is a time selected to cut off processing for orders going on a specific mode of delivery.
Order Fulfillment – Used by order dispatchers to assign active work orders. Groups orders into production types to be assigned and processed.
Production Receiving – Shows all orders that are waiting to be received from a brokering partner.
Sales – Shows all orders in the system that are not in resolution. Sales is usually the most customized filter, many will choose to customize sales to reflect just their own orders, or to reflect finalized/non finalized orders.
Resolutions/Inventory Control – Will show you all orders with some sort of action being needed. Most orders here will simply need reviewed and finalized out of the system. However, Stalled orders will need to be kept track of and responded to quickly so that processing is not delayed.
Return Management – Shows all the Route Pickups in your order manager, allows you to easily mark a Route Pickup as a Complete Quality Status and then it will show up in your Route Manager – Confirmed filter to be sent to EZ Route.
Ready to Invoice – All orders that are now in a Complete Quality status but are not yet finalized. This signifies that the order is ready to be delivered or picked up and depending on your operation you can then invoice that order in your yard management system.
Quality Statuses
New- Parts that have been uploaded to EZ-Quality/Order Manager but have not started an order fulfillment process. Typically, these parts are waiting to be assigned to an order processor.
Working- Parts that are currently assigned to an order processor and is being processed w attached to one specific job (i.e. Picking, Shipping) for processing.
Waiting- The part has completed one or more jobs but has not completed its entire workflow (sequence of jobs the part must complete in order to be ready) and is waiting on the next job in the process to be performed.
Paused- The part is still in the process of the current assigned job but could not be fully completed and is not currently being worked on. Reasons a part can be paused;
• The part was paused by the technician who went to work on something else
• The part was previously in resolution and has been approved. The part will remain paused until the technician resumes work on the part
Stalled-Sales- The part is in resolution due to a job answer that requires the part to be approved or denied by the Salesperson attached to this order. These are questions built into the job(s) to ensure part quality/selection
Stalled-Order Fulfillment/Dispatcher -The part is in resolution due to a job answer that requires the part to be approved or denied by someone with the Role shown. These are questions built into the job(s) to ensure part quality/selection
Stalled (Customer)-The part is in resolution based off an answer to a question during processing, and the approval request has been sent on to the end customer.
Stopped- Indicates the part was either stopped based off the answers given during processing or the part was denied during the resolution process. Stopped orders need to be adjusted on the YMS workorder for an alternate, or a new workorder needs created for a replacement part. The existing stopped order in EZ-QC then needs finalized in order to be removed from resolutions.
Waiting on Broker- The part has not completed processing through the supplying yards EZQC process.
In transit from broker- The part has left the supplier/broker yard and is in transit to your yard. If the supplier is an EZ-Runner facility the part can be quickly tracked by clicking on the EZRunner Tracking number in the Received Via Column.
Complete- The entire workflow (all jobs) have been completed for this part(s) and should be placed in their final Drop Location.
Replaced- An alternate part was chosen for this order. This may require the original workorder to be corrected in the YMS prior to invoicing if not already adjusted.
Canceled – The order for the part has been canceled and is no longer needed. Canceled Orders must be finalized to be removed from resolution views. Cancelled orders occur by manually marking the part(s) in EZ-QC or via an updated order being sent into Order Manager depending on the YMS extraction.
Finalized- The part has been completely processed, invoiced, and shipped. Finalized orders can be found through a view, advanced search, or quick search bar.
Exception- Highlights an issue with the order before it can begin processing
• Could not find part status – The part status field on the order is missing or improperly imported.
• No workflow assigned - The part(s) was unable to assign a workflow upon importing the order into EZQC.
• Could not find product - The product field on the order is missing or the product does not match EZ-QC’s list of products.
• Delivery is not valid for an EZ-Runner Shipment being shipped- The customer information does not match the information in EZ-Runner. Typically, the official EZ-Runner Roster phone number.