Order Processing

Manage sales orders and track production efficiently

Overview

The Order Processing system is the core of your print shop operations. It handles the entire lifecycle of an order, from creation to delivery, while maintaining links to related quotes and invoices. Each order can contain multiple line items that automatically become job orders in your production workflow.

Order Components

Order Details

  • Customer information and preferences
  • Delivery requirements and timeline
  • Payment terms and status
  • Related quote reference (if applicable)

Line Items

  • Product specifications
  • Quantity and pricing
  • Production requirements
  • Custom notes and instructions

Order Workflow

1. Order Creation

Create new orders directly or convert from quotes

2. Order Confirmation

Review and finalize order details

3. Invoice Generation

Create invoices and process payments

4. Production Tracking

Monitor job progress through production stages

5. Order Completion

Deliver products and close the order

Order Management

Status Tracking

Monitor order status at every stage:

  • Pending confirmation
  • In production
  • Ready for delivery
  • Completed
  • Cancelled

Order Modifications

Handle changes to existing orders:

  • Update quantities or specifications
  • Adjust pricing or discounts
  • Modify delivery requirements
  • Add or remove line items

Related Resources