See what’s ordered and what’s on the way in one clear, Always up-to-date overview.

How to open the Planner

Step 1: Click on Order

 - Click on the Order tile on the Home page, or in the main menu at the top of your screen. 

Step 2: Click on Planner

-Click on Planner from the sidebar on the left or use the link Planner.

How to place an order with Planner 

With the Planner, you can easily place orders across multiple weeks in a single overview. Orders are placed by entering quantities on the shipping days. Order deadlines indicate when a delivery day is about to close. Only users with the Orderer role can activate the Planner’s order mode.
 

1.  Activate Order Mode

        Activate order mode by clicking the Order Mode toggle. 

2.  Scroll to the Desired Location

         Scroll down until you find the desired location, or use the filter in the toolbar to hide irrelevant locations..

3.  Add Product(s)

         Products that have already been ordered in the selected weeks will automatically appear in your overview. If you want to order products that are not yet listed, add them first so you can enter all order quantities at once. 

4.  Enter Order Quantities 

        For each delivery day and product, enter the desired quantity.
Use the arrow keys on your keyboard to navigate between delivery days. You can also use the Tab key to move right or the Enter key to move down within the grid. .

5.  Add an Order Reference or Note 

         Once a quantity has been entered, a box icon will appear above the delivery day.
 Click this icon to add an order reference or note.

Please Note: Three hours before the order deadline, a countdown timer will appear.
 Once the deadline has passed, it is no longer possible to place orders via the Planner. 

Elements on the screen 

On the page Planner, below the Title we see the following options in the tool-bar: 

•  Locations: Filter out locations you want or do not want in your overview by (de)selecting them. You can use the search functions to find your location quickly. 
• Grouping: Change the 'Grouping' to see how many products or Bio's you've ordered per week. Besides grouping by number of products, or units per product (products multiplied by the number of bugs in the product), or units grouped by beneficial (where units are summed if two products contain the same bug. 
• Order mode (visible if you have ordering rights): Toggle on order-mode if you wish to place an order.
• Search bar: Find specific products you've ordered, by searching for product-name, -code, or latin name.
• Week selection: Select the weeks you want in your overview. This affects which weeks and which products are shown in the overview (the planner only shows the products you've ordered in the selected period). If you select a longer period it might take a bit longer to load all your order information in the planner. 
• A Grey side-scroll-bar: Use the grey side-scroll-bar above the week numbers to navigate the timeline (navigate through the weeks)

On the page Planner, below the Toolbar we see the following elements: 

• Location name(s): All locations that have been selected in the location filter are shown. Click on any location name to display the full name, and address.
• Week numbers: The numbers of the week, as selected in the week selection.
• Box-icons: Under each delivery day with ordered products, a colored box icon indicates the status of the order for that date: 
      Grey Box: A completed order exists for this delivery day. 
      Green Box: A new order value has been entered but is not yet confirmed. 
      Orange Box: The order can no longer be modified in the planner.
• Products: Below each location name you find the products that have been ordered in the selected period. Change the 'Grouping' to see ho
• Order quantities: Hover your mouse above order quantities to see the shipping-date

Related Articles:

• Planner - See What You Ordered and What's Comin

• Invoices - Access and Use the Invoices Page

• Simple Orders - Place a One-Time Order

• Orders - Simple ordering for a single delivery