• 7.1

2013-01-30

Order Manager

The Order Manager displays any and all orders that can be viewed, processed or modified by the currently logged on user. The Order Manager is divided into 4 sections:

• The Order(s) table displays the orders for the currently selected section. When first opening the Order Manager, it will most likely be empty. It displays the following information:
  • ID: The software-generated identification for the order.
  • Company: The company in which the order belongs.
  • Department: The specific department the document belongs to, if applicable.
  • Created: The date at which the order was created.
  • Shipping Date: The expected shipping date of the order.
  • Price: The order price including all taxes and shipping charges.
• The Order Manager section in the sidebar displays the different order statuses:
  • General: Orders will go through some of these statuses, following the Ordering Workflow. The visible statuses and actions which a user can do depends on user rights and the ordering workflow.
  • Other:
    • Render Queue: Click to displays a list of orders that are being rendered or have been rendered in the recent past. This includes softproofs for orders being created by users.
    • Print Jobs: Click to display a list of Print Jobs that have been generated. Jobs printed using PrintShop Mail Design's Print To Web functions appear here. See Interaction With PrintShop Mail Design.
  • Personal Order folders: 
    • My Orders: Click to display all orders that the currently logged on user has access to.
    • My Approved Orders: Click to display all approved orders that the currently logged on user has access to.
    • All Companies: Click to display all the orders for all companies.
• The Search section in the sidebar lets you search through all orders:
  • Search: Enter a word (or words) to search for.
  • In: Select which field you want to search in (Document name, Shipping date, Contact name, Order ID) from the drop-down list, then click Search.
• The Summary section in the sidebar displays a summary of information about the current status of orders that the currently logged on user has access to:
  • Number of orders: Total number of orders.
  • Total price: Total combined price of all the orders.
  • Rush orders: The number of orders that were requested as rush orders.
  • Required by today: The number of orders that are due today.
  • Exceeded date orders: The number of orders that have gone over the shipping date, in other words late orders.

Viewing Order Details

There are different types of details available for orders in PrintShop Mail Web. Those details are divided into three distinct locations that are easily accessible from the Order Manager.

The first location is the Order Manager status pages themselves, as described above. This displays the ID, Company, Department, Created, Shipping Date and Price. You can also expand each order by clicking on the [+] sign next to the ID, which will display the list of documents in the order. The list of documents appear with the ID, Name, Quantity and Print Status of the document. Clicking on any document name will display its Job Properties.

The second location is the Order Properties page. This page displays detailed information about the order and is also the location where the status of the order can be changed. For more details see Order Properties.

The third location is the Order Details page, which lets a user modify options and shipping information for an order. For more details see Order Details.