Getting Started with Orders

To start viewing your Job's orders, open a Job and select the Orders tab:

You can search for orders using the order number, subject online code, or customer name. You can refresh the orders table to view the latest data at any point.

How to view a receipt

Select an order number to view the receipt. While in this view, you can also:

Assign to a subject (if a pre-order)
Download a copy.
Send a copy to a customer (using the billing email address)
Print a copy.

How to filter orders

Click on the filter button next to the search bar to filter orders. You can filter based on:

Unassigned or Assigned.
Has Images or No Images.
Cash / Check or Credit Card.

Switching Table Views

Use the Table View Options button to switch between a Financials or Fulfillment view:

Financials: See customer info + financial details (Payment Status, Net Pay, etc.)
Fulfillment: See lab info + ordered services (Print Services, Image Services, Digitals)

The Financials view shows customer and bookkeeping information.
The Fulfillment view shows lab fulfillment and all service orders.

💡 One order can have multiple service orders. Be sure to review the status of each ordered service using the Fulfillment view.

Using Order Actions

Tick one or more checkboxes next to an order number to select it; on the far right-hand side, click the three dots to display the available order actions.

You can select and perform an action on more than one order, but only actions applicable to all orders will be available to select. You can also "shift-click" the second the order to select all orders in between the first and second order selected.

❗Different actions become available depending on which table view you're currently using!

Archive an Order

If the order you need to archive only contains print products, you have the power to archive it yourself, yay! Select the relevant order/s, click the three dots on the right to reveal the Order Actions list, and select Archive.

You will be prompted with the below message to confirm this action before it is completed. Ta Da, you are done.

Not seeing this option available? No worries, let's get you updated!
In Blueprint, click on Name @ Studio in the top-right corner to open Preferences → Advanced → click Install next to the Latest Release version. Once installed, launch Blueprint, login, and proceed with your archive!

❗To use this action, users permissions must be set under Studio Orders as Edit permission to archive orders.

Using Order Tools

The are four order tools you can use in a job:

Order tool	Description
Assign Orders	Assign Orders to subjects. Smart Workflow users can reassign orders at any time.
Assign Images	Assign Images to orders. Can only be run after orders have been assigned to subjects.
Bulk Add Orders	Create an order for multiple subjects. Filter subjects to create orders for based on numerous criteria.
Release All Orders	Release all held orders for fulfillment. Opens wizard to assist with releasing orders by lab fulfiller. Shown in the top-right corner when at least 1 order needs to be released.