Weekly Playbook
The routine for orderbook demand and Thursday deliveries — follow it top to bottom each week
Weekly routine8
- 1Open Data Imports →Refresh the data Monday morning
- Upload the latest Orderbook, Open Jobs, Stock and Subcon POs (BOM only when it changes).
- Read the message under each upload — fix any “Not found in file” column before carrying on.
- Check “Data as of” at the bottom of the menu shows today.
- 2Open Orderbook →Review upcoming customer deliveries Monday
- Set the next delivery date to Thursday and review late and current orders.
- Check the parts, quantities and agreed dates; note the jobs or subcon batches needing action.
- 3Open Rumbling Queue →Clear the Rumbling buffer in the right order Daily
- Give the shop floor the queue top to bottom: Thursday commitments first, then customer due dates and days waiting.
- Use “Next for Aalberts” to build the batch going out for anodise.
- 4Open Aalberts Batches →Chase Aalberts and request splits Monday / Tuesday
- Batches flagged “Request split” are needed before the full batch would be back.
- Export the split request list and send it to Aalberts; set those batches to “Pending response”.
- When Aalberts replies, record Yes/No, the split quantity and the promised return date. Only “Yes” moves quantity to an earlier Thursday — until then the plan runs as is.
- Check long-running lines (days out) on the Subcon Tracker.
- 5Open Jobs / WIP →Check kits for assemblies Tuesday
- Use the Kit Readiness column: “100% kitted” can go to assembly now; “Kit X/Y” or “Held” are waiting on piece-parts.
- Open a job to see exactly which piece-parts are short, then chase those jobs or subcon batches.
- Remember stock is checked, not reserved — decide which assembly gets shared piece-parts first.
- 6Open Delivery Planner →Commit this Thursday’s delivery Wednesday
- Click the Thursday in the top strip to see what is projected for it.
- For each line you are confident of, set the Committed Thursday (or “use projected”).
- Check “Where it is / holding it up” and kit readiness before committing.
- 7Open Delivery Planner →Tell the customer what is coming Wednesday
- Export the customer schedule and send it so they can plan production.
- Cross-check late and current lines on the Orderbook with the next delivery date set to this Thursday.
- 8Open Delivery Planner →After Thursday’s delivery Thursday / Friday
- Re-upload Orderbook and Stock so shipped lines drop off.
- Review the delivery plan and move anything missed to next Thursday’s commitments.
Rules to remember
- Deliveries go on Thursdays. Every projected date is a Thursday.
- Aalberts splits count only once confirmed (“Yes”). Pending still runs as is.
- With no promised return date, the plan assumes the subcon and despatch days set on the Delivery Planner.
- Parts still in production have no projected date yet. Commit them by judgement.
- Data lives in this browser only, so colleagues need their own uploads.