Order management

Keep the customer, line items, artwork, payment and delivery details together for every print job.

2 min read·Platform overview

Where to find it

Orders → open an order

Before you begin

1
Find or start the order
Search for an existing order first. For a new job, create an order and select the customer.
2
Review every line item
Confirm product, size, quantity, options and price. Add the information the production team needs.
3
Attach and review artwork
Open the item’s artwork area to upload files or review proofs. Check approval before releasing work that depends on it.
4
Review payment and delivery
Check the balance and transaction status, then confirm shipping or pickup details.
5
Follow the status
Save changes and use the order’s history and status to follow its progress. Handle exceptions in the appropriate approval or held-job queue.

Select a screenshot to zoom in. These are actual platform components using fictional example data.

01The order workspace keeps its balance and payment history attached to the job.

02Each item’s artwork stays connected to its specifications.

The order has the correct customer, specifications, current artwork, payment status and delivery method.

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