Order Actions

After you receive an order and an entry falls into the List Orders section, you would require to perform certain actions on the order.

Some of these frequently performed actions are – updating or modifying the order, generating the invoice, downloading the print ready file, generate the shipping label, etc.

With the Action Menu of the order, you can easily perform these frequent actions without any hassle. Read along to find each function provided on the Action Menu.

This interface presents all the details about the order. The details include – customer name, address, order product details, an order placed to date, and due date.

You can navigate along with various tabs such as – View Orders, Update Order Status, Order Shipments, and Order Notes.

Get a quick view of the order details. This will help you know the Billing and Shipping Address Details, the Order Product Details and give you a summary of Order History. We have provided all the order related information on the very page so that you don’t have to perform back and forth actions every time.

Every product has different requirements and different production timelines. Keeping these business requirements in mind, we have given an Order Product Status section.

Using this section, you can manage the production timeline of each product, give a design file for review to the customers, assign a waiting status to the product, and much more.

This section is the same as the Order Shipment section explained here.

You can assign notes to the order. It is possible that one order is handled and processed by several people. Thus, a note at every stage will act as a catalyst in processing the order.

Using this section assign notes for the next person in the queue of production such as a printer or the shipping company or the customer.

In this tab, you can review the entire history of the order.

You can find the changes made in the order, comments added by user or admin. Also, you can filter the details product-wise, when there are multiple products in the single order.

A printing house will for sure have several printers and each printer will be loaded with tons of printing jobs.

To keep a track of those assignments, we have a printing module in our system, wherein you can easily add printers into this system.

Using ‘Assign job to Printer’ you can allocate Order Product Wise printing assignments to the printers listed in your system. The Printer Name dropdown lists down all the printers available in the system and allows you to choose from one.

You can also choose to notify the printer of this assignment using the Notify checkbox.

We have kept an open room for you where you can modify the order. In order modification, you can change the Billing and Shipping Address or even add a Blind Shipping address for your customer, add a new Product to the Order, change or modify the existing Product Design, and change the price and quantity of the product.

On the Order Modify page, the Additional Option Name will be displayed in the textbox and the attributes will be displayed in the dropdown for the option type – Radio, Checkbox (a multi-select dropdown will be displayed), and Dropdown.

After the modification, you can also edit the reward points, apply a coupon code, perform all the calculations again, add a comment about the changes made, and notify the customer (if required).

A link to download the invoice. For offline orders, you can easily download the invoice using this option and share it with your customer or at any other place according to your business requirements.

This will help you download all the print-ready files i.e. the design files of the order. A shortcut in the action menu will reduce your efforts and you will easily be able to download the design files.

A zip file will be downloaded which will include the design files and a Job Ticket. The job ticket includes product details along with a section wherein you can add Graphics notes, Press Note, and Shipping Note. These notes will be helpful to the printer or the next person in the queue during the production process.

If you have created any shipping label of the order, then the Shipment Label will be downloaded. Else, the Order Shipment screen will appear which will ask you to Create a Shipment for your order.

When your customers have placed the order using the Mass Personalization feature, the Bulk PDF Generate action will appear in the Action dropdown for those orders.

Bulk PDF Generate option allows the admin to generate print ready files (in PDF format) for all the records at once.

As soon as you click on the "Bulk PDF Generate", it will take to the next screen:

From this screen, you can check the Block PDF and CSV files uploaded by customer from the front end while placing order.

If you want to modify the data or number of records for the personalization, then click on the Download File link. A template with the block names will be downloaded, you can enter the records, save the file and then upload the same using the "Upload Data File" button.

Once you are done with all the changes, click on Save & Continue button.

With PDF Block type, you will be required to map or verify the field names from the sheet with the block names:

Next, at the bottom of the screen you will have the option to take further action:

If the ordered product is sheet-based, then you can easily impose the job on a sheet. This option will redirect you to the impose order screen.

A completed order can be easily archived using this option. Archive Orders are the orders that have been completed or fulfilled and closed by you. It is considered one of the best practices to archive the orders as it gives an accurate number of the remaining orders to be fulfilled.

When Admin clicks on any of the Reorder buttons, a pop-up will be displayed. It will include all the products on the order with a checkbox.

Here, the admin can select the products and then click on the Continue button. After selecting the products, Admin will be redirected to the Create Offline Order Payment/Shipping Page i.e. third step of placing the offline order.

Here, Admin can set the payment method and shipping details and then, confirm the order.

Admin can anytime jump to Step – 2 of placing an offline order and add/remove order products.

Using a two-step delete process, you can easily delete the Order Record. Read the warning before deleting the order.