Order Types And Product Groups

Created by Mark Angeli, Modified on Fri, 21 Mar at 1:52 PM by Mark Angeli

Order Types categorize the kind of work the company is doing.
They serve as very broad definitions only and they usually work in combination with Product Groups.

For example, a food cart vendor may decide to classify the products as follows:

HEALTHY CHOICES	GOOD-TASTING CHOICES
Tofu	French fries
Kale salad	Cheeseburgers
Broccoli and Quinoa	Chocolate Donuts

In this analogy, RED are the Order Types and BLUE are the corresponding Product Groups.

We can assume that although all Orders will start the same, at some point the “Healthy choice” items will require different workflow than the “good-tasting ones”.

For example, tofu and french fry workflows may be as follows:

TOFU	FRENCH FRIES
Take order Process payment Go over to a fridge and pull out the brick of tofu Go into cold food section and cut the tofu Place cut tofu chunks on the plate Give the plate to a customer	Take order Process payment Go over to a deep fryer and fry the potatoes Drain and season the fries Place the fries on the plate Give the plate to a customer

So, once a project is marked with a specific Order Type, system knows which workflow to assign.

Example:

As you see, we can send the project down the specific workflow path - based on the “Order Type”.

In addition, we can automatically show or hide certain machines and materials based on the Product Group, making it easier to estimate and plan by removing unneeded items and cost centers.

For example:

TOFU PRODUCTION		FRENCH FRY PRODUCTION
SHOW Machine: Fridge Item: Tofu	HIDE Machine: Deep fryer Item: Potatoes	SHOW Machine: Fridge machine: Deep fryer Item: Potatoes	HIDE Item: Tofu

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In PrintVis, we choose whether to link Order Types to Product Groups or not.
All depends on how the production is structured.

Example 1:

We setup these Order Types:

And these Product Groups:

Each Product Group is linked to a specific Order Type:

When we start a new PrintVis Case and select an Order Type DIGITAL, we can only select the Product Groups that are linked to it:

Each Product Group can be set to only show the relevant items and machines - our production path gets pre-defined at the very early stage.
So, estimators and coordinators will see only what they need when they work on this Case.

Of course, we may decide not to limit the machine selection on some Product Groups: this is 100% your choice.

Example 2:

We setup these Order Types:

And these Product Groups:

Regardless of which Order Type gets assigned to a PrintVis Case, any Product Group can still be selected:

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Order Type selection guides our Cases down the specific Status Code path.

We preset the rules in "PrintVis Responsibility Areas" page.

In the example below, if our Case is set to to DIGITAL Order Type, when proofs are approved, the production status moves to DIG_PRESS (digital press).
If our Case is set to to OFFSET Order Type, when proofs are approved, the production status moves to PLATES.