A new order can be added to the Planner manually, using import or even integration functionality. Please check below for a more detailed overview of the options.

1. Adding new order manually

Adding new orders to the Planner can be done using the "+" sign on the top of the menu bar or using the "Add new order" button on the Board or the Orders page.

Please follow the steps:

1. Click on "+" or "Add new order" or simply hit the "a" key on your keyboard
2. Fill in the mandatory fields - Name, Product, Workstation, Amount
3. Fill in needed additional information - Due Date, Comment and add setup times
4. Click on 'Save"
5. The new order is added as Unplanned and is ready to be scheduled

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2. Adding new orders via import

New orders can be added to the Planner using import functionality. Import allows you to bulk import your order using a CSV file or copy-paste function from an existing excel file. With import, you can decide if the orders are auto-planned or added as unplanned orders.

Please follow the steps:

1. Open the "Import" page
2. Click to choose a file to upload a CSV file OR copy-paste from the existing excel sheet
3. Check that excel column names match with columns names within Planner
4. Validate the rows NB! day and date format has to be: 10/05/2024 12:30:00
5. Import the orders
6. Orders are added to the system based on your import settings as either unplanned or already planned to correct the workstation