Part actions

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The part toolbar carries the day-to-day production actions. The toolbar reads:

[Cancel Job Part] [Change Delivery Date] [Mark Invoiced] [Job ▾] [Reports ▾]

The Job menu gathers the actions you reach for while setting a part up:

Import Items / Move Items — pull items in from the won estimate, or shift them to another part.
Add Site Glazing — book an on-site glazing visit for the part.
Attach Paperwork — attach drawings and worksheets via the Factory Paperwork Manager.
View Lead Time / View Pre-Production Orders — see how the delivery date is worked out, and what needs ordering.

The rest sit on the toolbar in their own right:

Cancel Job Part — cancel the part with a reason.
Change Delivery Date — reschedule the part; logged on the Delivery Date Changes tab.
Mark Invoiced — record the part’s invoice amount, number and date.
Reports — open the part’s print preview (job bag, work order, cutting sheets, labels).

Nothing was removed when these were grouped. Every action that was on the toolbar before is still available — the ones used together now share a menu instead of wrapping onto a second row. Which actions appear still depends on the part’s type and stage, and on your permissions; a menu left with only one action to show drops the menu and shows that action’s button directly.

Step by step

The part toolbar (the row of action buttons) — 1. The part toolbar: Cancel Job Part, Change Delivery Date and Mark Invoiced sit on their own, with the rest gathered under the Job and Reports menus. Which appear depends on the part's type and stage.

The Job menu open, showing Import Items, Move Items, Add Site Glazing, Attach Paperwork, View Lead Time and View Pre-Production Orders — 2. The Job menu: Import Items pulls items in from the won estimate, Move Items shifts them to another part, and the rest cover site glazing, paperwork, and the lead-time and ordering breakdowns.

Reports (toolbar button) — 3. Reports opens the part's print preview.

Report preview — job bag, work order, cutting sheets and labels — 4. The job bag pulls the part's configuration, items, orders and invoices together; page through it and print or export from the toolbar.

The actions in detail

Change Delivery Date

Reschedule the part and keep an audit trail of why.

On the part toolbar, click Change Delivery Date (the clock icon).
Set the New Delivery Date and pick a Reason — the change is logged on the part’s Delivery Date Changes tab so you can see whether slips were customer-caused or internal.

New Start Date can be changed only while the part hasn’t started. Once labour has been claimed on a manufacturing task, the start date records when work actually began, so it’s shown read-only and a delivery-date change no longer shifts it.
OK.

Change Delivery Date dialog — New Start Date, New Delivery Date and an audited Reason. The change is recorded on the Delivery Date Changes tab.

Cancel Job Part

Take a part out of production with a recorded reason.

Click Cancel Job Part (the ✕ icon).
Choose the Scope — Just this part, or widen it to the whole job — then pick a Cancel Reason and add any Notes.
Cancel Job Part to confirm.

Cancel Job Part dialog — Scope (just this part or the whole job), a Cancel Reason and Notes — so cancellations are always explained.

Add Site Glazing

Book an on-site glazing visit for the part.

On the part toolbar, choose Job ▾ → Add Site Glazing (the ＋ icon).
Confirm — a site glazing schedule is created with the defaults from Job Settings, ready to plan on the Site Glazing board.

Add site glazing confirmation — Confirm to create a site glazing schedule using your Job Settings defaults.

View Lead Time

See exactly how the delivery date was worked out.

On the part toolbar, choose Job ▾ → View Lead Time (the magnifier/clock icon).
The breakdown shows the Base Lead Time Days, the Longest Product (special-order items push the date out), Non Working Days, Product Extension Days, and the resulting Calculated Delivery Date — so a promised date is never a guess.

Lead Time breakdown dialog — Base lead time plus the longest product and non-working days give the calculated delivery date.

View Order Information

Check what needs ordering for the part and what’s arrived.

On the part toolbar, choose Job ▾ → View Pre-Production Orders (the magnifier icon).
The Rows tab lists each ordering task — Order Glass, Hardware, Liners, Metal — with its supplier, Order Due Date, and Ordered / Received ticks. The Documents tab holds the related purchase paperwork.

Order Information dialog — Every ordering line for the part — supplier, due date, and whether it's been ordered and received.

Job ▾ → Attach Paperwork (the paperclip) opens the same Factory Paperwork Manager used from the Job Dashboard — see Attach paperwork to a job. Mark Invoiced sits on the toolbar in its own right and records the part’s invoice amount, number and date.