In this video, we'll be going over the workflow from order to design. Again, this is just meant to be an introduction, and the goal is to keep it under 5 minutes. So, here's the order that was created, and you can expand, you can see all of the information.
If you want to write any notes, you can always write these notes. Also, for estimates, these notes can be written. These are job ticket uh custom fields that can be added.
I'm just going to show where these are private notes that will follow the order through and are not shown to the customer. They will show up in the job ticket just to show where you can do that. You just click on docket fields and this is where you can add.
You see we have many different types of fields. So, I'm going to save these notes. And then from here, you would uh change the status maybe from new to active.
I'm just going to very quickly go over the statuses. So, you just click on order stage. I'm going to right click just so it loads in a new tab.
And this is where you have all the statuses that you created. You can see to create a new status, you just give it a name and a color. You select if you want it to be the default.
There is more you can do here with the statuses uh and these are things that will be discussed in other videos. The point is that you can select your default status which in this case is new which is what we saw and you can move the order through the workflow. So I changed it to active as was shown.
You can also go to this cambban board which is shown on every page. every page of statuses in a board. And you can also from here you can move the job from one status to the next.
You can of course prioritize the jobs over here. You can also from here define the orders of how you want the statuses shown. So let's say I want new shown as the first one.
You just go like that. It's going to do a screen refresh. And now you can see that new will be you can see it already did it.
So, let's go back to our default view for orders. And from here, you do have a bunch of action options. So, you can send the customer an order summary like this.
You can export to PDF. You can also go ahead and send the artwork request from here. There are shops who don't want to send the artwork request from the estimate.
They want to send it from here. You can also go ahead and you can add it as a high priority. You can take payment from here.
You can take manual payments. You can also, it's hidden here, but you can take online payments. You can send to design, which is what I'll be showing cuz it's the next step in the workflow.
You can skip and go right to production. You can skip and go right to shipping. You can also extract it to PDF.
Most shops don't don't use this feature. You can also take partial payments. This is a popular feature where at this point you can take a partial payment rather than doing it from the estimated thing and the down payment.
You can do it by percentages. You can also do it by an amount. You can also do it by product, meaning you ask the customer to to pay for specific line items, which is popular because sometimes our shops need to take postage, for example, because that's a cost for them.
So you would take the costage the cost of the postage from here and you would send the customer an email for that prepayment for that partial payment. You can also send them the order confirmation rather than downloading the order summary and sending it. This is also something that can be shown and you can cancel the order.
So let's send to design which is the step like I was explaining that most shops take. Before I do that, just to note at any time you can edit this order. Everything is open and everything is editable and uh you can also edit from here.
So let's now send to design. When you do that, the system will ask you if you want to split them. Very popular feature used by 95% of shops because maybe it's an outsource job.
Maybe one is digital and one is wide format. So you can split them. There are different options with the splitting that can be explained.
And then from here you would send to design. And when you send to design it will take it to the next page. And you see these are split.
It's a hyphen 1 and hyphen 2. One thing just to to note is we do have a setting for larger shops where you can be in orders. You can send a design, but it'll keep it on the orders page because obviously you don't want to always have it go to the design page.
One more thing to note here is we do have this multiple selection where let's say you wanted these three to be set as active. You can see here right from here you can change the order status and you click apply and you can select what status. Let's say these should um be changed to active all at once.
And you'll see this is the same on every page. This multiple selection is the same on every page. As was shown when you go to this multiple selection, you have many options.
You can also send many of them to design. So, it's not all at once and so on and so forth. Send many to production, send money to shipping, uh and and there are more options here.
So this is how to go from orders to design in the workflow. Just going to go to the design page so it can be seen. Here are the two line items.
Thank you.
