Page Comparison

Here you will learn how to browse orders specifically by status

...

...

Step-by-Step Guide

1. Login to your administration panel admin.yourwebsiteaddress.com

2. Click on either the green Orders button. This will take you to a list of all orders not in Complete, Unpaid or Void/Pending status. Alternately click the "Orders" icon located in the upper-left of the administration panel, between the Home button and the Search bar.

3. You will be taken to your main orders page. Here you can choose to modify your search variables depending on the options you select. You may select more than one option at a time by checking or unchecking the box next to the option of your choice. The options are as follows:

• Midwest - Show all orders that originated from a customer in the Midwest

• West Coast - Show all orders that originated from a customer on the West Coast

• East Coast - Show all orders that originated from a customer on the East Coast

• South - Show all orders from a customer in the Southern US

• Incomplete - This order has not finished production. This will show all orders not in Completed status

• Quote -  This will show all Quotes that have not yet been processed to Ready To Order status

• Pending -  This will show all orders in Pending status. Pending means that it is in your system but not paid for.

• Approved - This shows all orders in Approved status. Approved means that the order has been paid for or an administrator with proper access pushed the order through despite lack of payment

• On Hold - Shows all orders that have been placed on hold. On Hold orders are ones that your production staff has discovered flaws in that would make it impossible to print

• Pre Press -  Shows all orders that are in pre-press. This means the artwork has been checked and found ready to print but has not yet started printing. This is the last step where customers should be able to halt the order process.

• In Production - Shows all orders that are in-production. It is strongly recommended you only set orders to In Print once they've actually gone into printing. 

• Ready - This shows all orders that have finished printing but whose estimated completion date has not arrived. Customers are not sent an email or any update at this time. The order will automatically be set to Complete when the estimated completion date arrives

• Completed - The customer's order is completed. They will have gotten an automated email telling them it was picked up/shipped out. 

• Review - Any orders placed in In Review show up here. In Review is to mark customers who have issued a complaint about the order.

• Unpaid - This shows any order with an unpaid balance.

• Void/Declined - Shows all orders that have been either voided or declined. Voided orders are orders manually cancelled. Declined orders are ones where the customer's payment method (usually credit card) was declined. Voided or Declined orders can be changed back to another status by an administrator with proper credentials. 

• In Design - Shows custom graphical designs that are in production.

• In Print - Shows orders that specifically in-print. This is a more narrow field than In Production which shows all orders in production.

• In Bindery - Shows orders currently in the bindery process. This is a more narrow field than In Production which shows all orders in production.

• In Mail Department - Shows orders being mailed as part of a mailing service.

• Days Filtered - Allows you to filter order by 1 day, 1 month, 1 year or show all.

Related articles

...