---
title: Splitting an Order
description: Larger orders can be split into several groups for convenience.
---

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# Splitting an Order

## Discover how to split larger orders into several smaller groups to simplify order management.

### **Video Guide: Splitting an Order**

This video shows how to **track** and **split** large orders into smaller groups.

<iframe height="240" src="https://player.vimeo.com/video/484993544?h=5dce9b45a0&amp;app_id=122963" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;" width="426" data-mce-src="https://player.vimeo.com/video/484993544?h=5dce9b45a0&amp;app_id=122963" data-mce-style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;" data-mce-fragment="1"></iframe>

 

 

### **Key Points: Splitting an Order**

**1. Track the order**  
Select the order to be split into smaller groups, and click the **tracking** tab.

![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-Nov-15-2024-04-30-37-0277-PM.png?width=670&height=364&name=image-png-Nov-15-2024-04-30-37-0277-PM.png)

 

**2. Name the production groups/phases**  
Under **group**, at the bottom of the page, type the name of each production group or phase that the large order will be split into. Click **add**.

**3. Assign items to groups/phases**  
Click the **pencil** icon next to a group to select which items belong to that group. Click **save**.

![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-Nov-15-2024-04-33-05-8167-PM.png?width=383&height=167&name=image-png-Nov-15-2024-04-33-05-8167-PM.png)![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-Nov-15-2024-04-33-35-3399-PM.png?width=622&height=478&name=image-png-Nov-15-2024-04-33-35-3399-PM.png)

**4. Generate production outputs**  
From the **output** tab, after splitting an order **production outputs** identified by the blue puzzle piece icon ![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-Nov-15-2024-04-35-20-3633-PM.png?width=24&height=21&name=image-png-Nov-15-2024-04-35-20-3633-PM.png) can be generated for one specific group/phase. Use the drop-down menu in the top-right to choose which group the outputs need to report on.

![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-Nov-15-2024-04-36-30-1417-PM.png?width=670&height=173&name=image-png-Nov-15-2024-04-36-30-1417-PM.png)

 

**5. Assign items**  
From the i**tem** tab, **items** can also be grouped in the same way, as production outputs.

![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-Nov-15-2024-04-48-55-4650-PM.png?width=670&height=154&name=image-png-Nov-15-2024-04-48-55-4650-PM.png)

**6\. Add an installation visit**  
To add an **installation date** for a grouped order, click the **pencil** icon to set the installation date for each part of the order.

![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-Nov-18-2024-10-58-39-2559-AM.png?width=366&height=418&name=image-png-Nov-18-2024-10-58-39-2559-AM.png)![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-Nov-18-2024-10-58-42-4763-AM.png?width=403&height=355&name=image-png-Nov-18-2024-10-58-42-4763-AM.png)

 

**7. View appointments**  
For the order, information will appear in the installation interface. Appointments will appear separately on the installation board.

![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-Nov-18-2024-10-59-22-8494-AM.png?width=670&height=259&name=image-png-Nov-18-2024-10-59-22-8494-AM.png)

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