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]
The trial list runs a few days ahead of the delivery list on purpose — it is the early warning.

Screens

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.