Sending the production order to your supplier

  • Updated

Introduction

This guide explains the different steps of a production order in TRAEDE and shows how to move a production order from draft (open) to an actual production order. You will also learn how to set up supplier contacts, send or resend a production order, and view the generated documents.

 

 

Understanding the production order stages

When you open a production order, you will see the stage indicator in the top right corner.
A production order goes through six stages, and the first stage is Open.

  • Open means the order is still a draft.

  • You can continue editing products, quantities, and information.

  • Similar to sales orders, the order is not active until you confirm it.

To activate the order, you must put it into production.


Put the order into production

  1. Open your production order.

  2. Click Put into production in the top-right corner.

  3. A popup appears with an email preview.

You now have two options:

Option 1 — Do not send the email

If you only want to activate the production order without notifying the supplier:

  • Click Do not send email.

Option 2 — Send email to the supplier

If you want to submit the order to your supplier directly:

  • Click Send email.

If no contact person is set up yet, TRAEDE will notify you.


Add a supplier contact person

If the supplier has no contacts assigned:

  1. Go to Suppliers.

  2. Find and open the supplier.

  3. Add a contact person (name + email).

  4. Save.

Return to your production order and repeat the Put into production step.
The contact will now appear in the recipient list.


What happens when sending the production order

When you send the production order:

  • The supplier receives an email containing:

    • A PDF version of the production order

    • An Excel file containing all product data

  • The production order moves from Open to the next stage.

  • The button changes to Resend production order, allowing you to resend the documents if needed.


View the generated PDF document

To view the PDF that was sent:

  1. Open the production order.

  2. Click Documents in the top menu.

  3. Click Open to view the PDF.

Your PDF layout may look different depending on your company’s document setup.
If you need help customizing your document design, contact the TRAEDE support team.

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