Processing Orders Guide

Step-by-step guide to creating and managing sales orders

Getting Started

This guide will walk you through the process of creating and managing sales orders in Rastr.AI. Whether you're converting a quote or creating a new order, you'll learn how to handle the entire order lifecycle.

Creating Orders

1. Starting a New Order

Two ways to create an order:

  • Convert an existing quote
  • Create a new order from scratch

2. Customer Information

  • Select or create customer
  • Verify contact details
  • Confirm shipping address
  • Set customer preferences

3. Line Items

  • Add products from catalog
  • Specify quantities
  • Set custom specifications
  • Add production notes

4. Production Details

  • Select printer and media
  • Choose cutting method
  • Set production timeline
  • Add special instructions

Order Processing

1. Order Review

  • Verify all order details
  • Check pricing and discounts
  • Review production requirements
  • Confirm delivery timeline

2. Order Confirmation

  • Send confirmation to customer
  • Generate order documents
  • Create production tickets
  • Schedule production

3. Production Tracking

  • Monitor job progress
  • Update order status
  • Track quality control
  • Manage production issues

4. Order Completion

  • Quality inspection
  • Package products
  • Generate shipping labels
  • Update delivery status

Managing Order Changes

Order Modifications

  • Update quantities or specifications
  • Add or remove line items
  • Adjust pricing
  • Change delivery details

Change Documentation

  • Record change requests
  • Update production notes
  • Notify relevant staff
  • Track revision history

Tips and Best Practices

  • Double-Check Details: Verify all specifications before confirming orders
  • Clear Communication: Keep customers informed of order status and changes
  • Document Everything: Record all communications and changes
  • Stay Organized: Use the job board to track production progress

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