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Orders

The Orders page lists every order placed in your organization, newest first, 50 per page. It refreshes automatically when an order changes.

Finding orders

Type in Search orders... to search by order number, status, office, the person who placed it, email, location, fulfiller, instructions, comments, delivery option, or file and product names. Click the funnel (Advanced Filters) to filter by date placed, status, office, location and fulfiller, then click Apply Filters. Click Jobs on a row to see the order's items, or Cmnts to see staff comments. Drag column edges to resize columns.

Editing an order

Click the pencil on an order to edit its status, dates, office, ordered by, priority, location, fulfiller, harvested by, special instructions, comments, total, billing type, contact details, date shipped, date billed and delivery option. Click Save. Changing the status sends any notification email set up for the new status. The order's items are shown below the form but can't be changed here.

Updating several orders at once

  1. Tick the orders.
  2. In the Update Selected panel, set a new Status, Location, Fulfiller and/or Staff Comments.
  3. Click Update Orders and confirm.

Comments are added to each order's existing comments with the date and your email. Status changes send notification emails.

Exporting orders

Tick orders on the current page and click Export Selected. Choose Excel (.xlsx) or CSV (.csv), choose the fields to include, and click Export File.

Deleting orders

Tick orders and click Delete Selected. Type permanently delete to confirm. Deleted orders and their items can't be recovered; to stop an order but keep its record, set its status to Cancelled instead.

Adding a creative order

Use Add Creative Order to enter a creative services request taken by phone, email or in person.

  1. Customer Information: project type, the customer's name, phone and email, office and billing type, and delivery, fulfiller, location and status (starts at On Hold).
  2. Items: click Add Item for each product or service. Choosing a product fills in its description and price; adjust the quantity and price as needed.
  3. Notes: a project title, due date and notes. Click Submit.

Creating an order this way doesn't send notification emails.