Orderboard Full-Screen

In This Section

This will tell you the list of jobs that are being done or need to be done in Full Screen.

Filter by Date Required (From): To:

This means you can filter by the date that the customer has required their order by.

Filter by Date Promised (From): To:

This means you can filter by the date that the customer has been promised their order by.

Show Insufficient Stock Only: (tick box)

This allows you to show the Jobs that the system believes there is not enough stock for that particular Job.

Filter By Stock Type

This is where you can select the specific Stock Type.

Filter By Customer

You can filter by customer so you can narrow down what you are looking for to specific customer.

Filter By Site

This is where you can filter by different sites if you have more than one Genisys system.

Filter By Status

You can decide if you just want to see Outstanding Orders, Completed Orders or All Orders.

Import InTouch File

There is a button (Choose File) that you select to upload the file provided to you from InTouch, then press the Blue Import button.

Once you have selected all of the filtered options if you want to narrow down your search, press the Green Filter Orderboard button under the options on the far right of the screen.

Once the Orderboard has loaded, there is a Search box on the far right of the screen, above the Orderboard that you can also use to search for anything in particular that you are looking for.

Orderboard

When you look at the Orderboard, there are a lot of sections that provide you with lots of information, various sections are also clickable.

Order Date

This is when the customer placed the order.

Parent Job No

This is the Parent Job Card of all Job Cards below it.

Job Card

This is the Job Card Number that is automatically generated by the back office system, when the order has been placed. You can also click on this to view in PDF form and view the Job Details.

Customer

This states the name of the customer, which you can also click on to take you to the Customers Account.

PO Reference

This is the order number for the customers order. You can also click on this and it will take you to their order.

Your SKU

This details your SKU, which is clickable and gives you a drop down to either Edit Stock Record or Warehouse Lookup.

Customer SKU

This details your customers SKU.

Description

This is a description of the items on each order.

Machine

This details each Machine.

Material

This details what Material is used for the order. If it says Not Set, that means Material isn't needed, as it requires a screw, bolt etc. If there is a Material there, if it is Green, then it is all good to be made. If it is Orange, then it means there is an issue (for example there isn't enough stock of the material to complete the order), always scroll over to the Issues section and that will be able to tell you what is wrong with that particular order and Material.

Stock

This means how much Stock is in the Warehouse/Factory at that time.

Colour

This depends on what colour has been set on the Stock Record when it was created, as it brings the information over from the Stock Record to the Orderboard.

Ordered Quantity

This is how many the customer has ordered on the latest Order.

To Deliver

This tells you how many are left To Deliver to the customer.

Produced Quantity

This tells you how many of this item has been produced already.

To Manufacture

This tells you how many of this item is left to Manufacture.

Production Time

This tells you how long it takes to produce the items on the order.

Outstanding Value

This tells you how much in Value is still outstanding for each order.

Total Value

This explains how much each order in Value.

Date Required

This is when the customer has required the order to be delivered to them by.

Date Promised

This is the date you have prmised the customer you will deliver it by.

Export to InTouch

You click the Blue Export to InTouch button to export over. Once it has been exported over, you will get a message in place of the blue button stating Exported 2025-11-10 17:00:00 (date and time it was done).

This Delivery

If there is Stock available on the order, a box will appear to enter a Quantity you wish to ship. Once the number has been entered in the box, at the bottom of the orderboard you can then Create Delivery with the Delivery options at the bottom.

Job Card Status

This details the current status of the Job Card that is allocated to each order. It will either say Outstanding, Complete.

Override Colour

This is where you can override the colour on the drop down. Once you select the colour, scroll down to the Update Dates / Colours button and once you press it, it will then refresh and update.

Issues

This will detail if there is any outstanding issues with each order. It could say No Issues, Insufficient Items, No Material Set. So depending on what the problem is with the order, the relevant team member can investigate this further.

Actions

This is a drop down where you can select whether to Close Line, Edit Order, Complete Job Card.

Stock Type

This details if this is a Product, Second Ops, Sub-Contracted Finished Product and any other Stock Type that is set in the system.

Override Delivery Method

Depending on what Delivery Methods have been set, this option can override the Delivery Method that was originally set on the order.

Font

This is where you can select the Font size you would like on the Orderboard when viewing it.

Print options

This allows you to select if you want to Print Landscape or Portrait, but it will default to Landscape, unless it is manually changed.

InTouch Export

This allows you to export over to InTouch.

View Orderboard

This will open up the Orderboard in a PDF version.

Print Stock List

This will open the Stock List in another window to allow you the ability to save it and print it.

Print Tool List

This will open the Tool List in another window to allow you the ability to save it and print it.