In this video, we will show you how to progress an order. Start by going to the Orders tab, and selecting New Orders. You will need to accept the order first. You can do this by selecting the order you would like to process. From here, you can accept the order by clicking the Accept Order button.
Delivery Details can be amended by clicking the Edit Delivery button.
If payment hasn't been made already, you can add a payment to the order by clicking the Add Payment button.
Supplier products can either be outsourced or produced in house. If you click the order line, you can select from these options. You can also choose whether the item is delivered to the customer or back to yourself. If artwork hasn't been uploaded already, you can add artwork by clicking the artwork section.
Once you are happy with where the order is being printed and delivered, you can then click the Progress Order button to move the order to the next status. As we have elected to do this job in house, the order will now be progressed to our in house production list.
Before the order is progressed, you will have the option to send your customer an order confirmation email.
Once production for this order is complete, we can then progress the order to the next status. In this case, the next status is accounts.
Once the order has been completed, this can be finalised by clicking the Mark As Complete button.
You can manually archive the order, or if the order hasn't been amended, it will archive automatically after seven days.
Processing an Order