Trial / Fitting
A trial date on the order and a trials-due list ahead of the delivery one. A trial that slips is the earliest warning that a delivery will.
Switch: Settings > Orders > Trial & Fitting.
Where it appears
Tailoring shell: Trials Due in Navigation, the trial date on the order form, and a trials filter on the order board.
Flow
flowchart LR
A[Order taken] --> B[Trial date set]
B --> C[Trials Due list]
C --> D[Fitting done]
D --> E[Alterations, if any]
E --> F[Delivery]
C -.->|trial missed| G[Delivery date at risk]
Screens
- Trials Due - who is expected for a fitting, and when.
- Orders Board - a trials filter beside the delivery view.
Switching off. A trial date already promised stays on its order; only the trials-due list and the field on a new order go away.