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Working with an order

Order Details

The Order Details panel shows the selected order. Which fields appear depends on the kind of order:

  • Office orders show Office, Ordered By and Priority.
  • Retail orders show Email, Date, Bill To and Ship To.

Both kinds show Special Instructions, Subtotal and Total.

Editing order details

  1. Untick Lock Details. The fields become editable.
  2. Change the fields you need, such as Special Instructions or Priority.
  3. Click Update to save.

Lock Details turns back on whenever you select another order. Subtotal, Total and the order date can't be edited.

Order Summary and job tickets

Click Order Summary at the top of the Order Details panel to see the whole order on one page: the ordering and billing information, delivery method and special instructions, and an Items table listing each product with its file name, finishing options, quantity, unit price and extended price. Click Print to print the summary as a packing slip or job ticket.