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:
Cash / Checkor
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.
Using Order Actions
Select one a checkbox next to an order number to select it and display 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.
Using Order Tools
The are four order tools you can use in a job: