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Deploy your lots

So far, you have created lots one-by-one either in the Kanban view or using a station’s dashboard. Optio can import your lots from many data sources, including copy-and-paste from a spreadsheet. This can help you to digitize your processes one piece at a time.

Lot tabular view

Many manufacturers keep an overview of their orders and manufacturing processes using a spreadsheet. Storing the spreadsheet on a cloud or on a shared drive allows some basic collaboration by having multiple people access the same file from the shop floor. Although this provides some basic WIP-tracking and is generally a good idea in the absence of a solution like Optio™, editing spreadsheets does not integrate very well into the workflow and it is more difficult to extract meaningful statistics and maintain consistent data entry.

To facilitate the transition from a spreadsheet-based system to a fully digital workflow in which Optio retrieves orders directly from an ordering system or enterprise software solution, lots can easily be moved into Optio using copy-and-paste. Consider spreadsheet such as shown below, which could have been exported from an online ordering system.

Typical order information in a spreadsheet.

Import from spreadsheet

In order to import these lots into Optio, you will need to perform the following four steps:

1.Highlight the appropriate rows (2 to 5 in the example above) and copy them to the clipboard (Ctrl-C on Windows, — -C on Apple).2.Navigate to the “Lots” view and select “+ Lot”3.Instead of editing the lot, paste the data from the clipboard by pressing Ctrl-V on Windows and — -V on Apple.4.Confirm the upcoming dialog box “A paste event was detected. Would you like to use pasted data to create lots?” with “yes”

Optio will recognize the individual data entries and present the information as shown here:

Lot data before associating fields from the lot template with individual columns.

The information is presented in the same order as in the original spreadsheet. You can use the “-” symbol to remove individual rows, for example, if you had imported the header row as well. Notice, that the header row is still empty. Optio™presents you with the fields that are available in your lot template, allowing you to associate columns in your data with the appropriate template fields by dragging and dropping the field names onto the “Field” column headers as shown below:

Lot data after associating fields from the lot template with individual columns.

Pressing “Preview Lots” will let Optio™validate whether the data indeed contains the information that is needed for creating a lot. Typical mistakes are not to provide an “Order Number”, which Optio™uses to uniquely identify a lot, or a quantity that is less than one. Previewing the lots will also give you the opportunity to manually edit every lot by pressing the edit button next to it.

Optio™automatically verifies that the data present in each lot are sufficient for lot creation.

You can now proceed by either creating individual lots or simply press “Create All” to add lots to your queue.


Lots can created in bulk by copy-and-pasting from spreadsheet software. Optio™can also connect to most Enterprise Resource Planning software, ordering management or shipping software systems, whether hosted in the cloud or on premise. Reach out to the Optio™with your specific requirement.

Nikolaus Correll

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