Order Actions

overview & purpose after you receive an order and an entry falls into the list orders section, you will be required 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, generating 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 view/update this interface presents all the details about the order the details include – the customer name, address, order product details, the order placed to date, and the due date the admin can modify the customer details from the order details page with the edit icon from this screen, the admin can modify the customer name (order level only), phone number, email, and company name, with an option to sync updates to customer master records view orders 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 the order history we have provided all the order related information on the same page so that you don’t have to perform back and forth actions every time update order product every product has different requirements and different production timelines considering these business requirements, we have given an order product status section this section allows you to manage each product's production timeline, send customers a design file for review, assign a waiting status, and much more order history in this tab, you can review the entire history of the order you can find the changes made in the order and comments added by the user or admin also, you can filter the details product wise when multiple products are in a single order shipments this section is the same as the order shipment section explained here https //help onprintshop com/order shipment notes you can assign notes to the order one order may be 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 modify we have kept an open room for you where you can modify the order in order to modify, you can 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 this will make it easy for the admin to modify the order and apply the correct additional option attribute also, we have added a static option ‘custom option’ , this will show a textbox where admin can enter the custom option the disabled attributes will be displayed with a cross (x) sign if the admin’s language is different from that of the customer’s language, then we’ve provided a help icon consisting of the product title, attribute title, and attribute name we will also convert and show the value of the additional option in the configured default language also, show them in order, job ticket, and invoice based on a site variable with this feature, admin won’t have to worry and remember all the additional options of the product, rather simply select the option from the 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) pickup details the pickup details tab is designed to manage and track customer pickup information for orders this tab is particularly useful for businesses offering self pickup services it ensures smooth coordination between the print store and customers for order collection the admin can enter the details such as order type (entire order or specific product), define the order status, upload the image or file of the package for future reference, mention the customer details who picked up the package, their contact details and e signature assign job 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’, you can allocate order product wise printing assignments to the printers listed in your system the printer name dropdown lists 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 bulk pdf generate 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 the 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 you 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 when the customer has placed the order via template customization, here you will have option to choose how you want to generate the pdf files you can click on the respective file links to download the file and verify the same if you want to proceed further with this data and records, then click on the save & continue to modify any of the files, click on the edit icon against the respective file 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 the 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 view sample preview the preview file with the records entered will be displayed export pdf the pdf block will be exported with the records export pdf (as per print ready setting) the pdf block will be exported with the records based on the value set for "enable this setting to split print ready files product page wise " studio settings send proof for approval if you want to take approval of your on the final pdf file, you can select send proof approval action and click on save enabling the notify toggle the customer will have " download proof " link available on their order details page via which they can verify the design as well as the records impose order 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 use the ‘upload file’ button and select the upload file location from your computer once the pdf file is uploaded, select a schema from the available list click ‘impose now’ to get the final pdf file with the job imposed on it as per the selected imposition schema payment request the payment request tab is designed to facilitate and monitor pending payment collection for customer orders it helps ensure timely payment follow ups and provides a record of all payment request actions taken by the admin the payment request initiated for the respective order will be displayed in the tab with the request id, requested amount, type, request date, payment method, and remarks archive order a completed order can be easily archived using this option archive orders docid\ ehc8qbgfs3ftu0ct emff 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 reorder/reprint when the 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 type of action reorder or reprint, select the customer (in case of reorder), like whether you are reordering for the same customer or another customer in case of another customer, select the customer and choose to proceed with the same user design now, select the products for the action 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 – 3 of placing an offline order and add/remove order products download menu download invoice 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 download file 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 download shipping label 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 download job ticket 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 download packing slip 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