Finding Orders in Blueprint
1. Using the Orders tab
2. Using a Job's Orders tab
3. Using the Find a Subject tool
Using the Orders table
1. Switching Table Views
2. Using Filters
3. Order Actions
4. Using Order Tools
Managing Orders
1. Edit Orders
2. Cancel Orders
3. Release Orders
4. Export Orders

Finding orders in Blueprint

There are three spots to view and manage orders in Blueprint:

Using the Orders tab
Using a Job's Orders tab.
Using the Find a Subject tool.

Using the Orders tab

From the homepage, select Orders:

You can immediately search all orders for a specific one by using tags:

Tag	Details	Example
Order ID	ID of the financial order	`order:50012412`
Billing Last Name	Billing last name on the order	`blname:Smith`
Job ID	ID of the job or gallery	`job:1000452311`

Here's an example of searching all orders within a date range using the tag for Job ID:

Table commands are available to refresh, export, and apply date filters. Apply a preset or custom date range to view up to 5000 orders across all jobs.

Using a Job's Orders tab

Inside the job, select Orders on the dashboard or the icon in the job's ribbon to view the job's order table:

Using the Find a Subject tool

From the homepage, select Find a Subject:

Enter the subject's name or online code to search across all active jobs in your account. Select the desired subject from the returned list:

You'll be taken to their subject record, where you can toggle from Info to Orders to view any orders placed on the subject:

From this view, you can do thinks like:

Select the order number to open the invoice.
Select one more checkbox next to the order number icon to edit the order.
Create a new pre-order or full order ⚠️ Smart Workflow Feature

Using the Orders table

While the Studio Orders tab will let you view orders placed across multiple jobs in a specific date range, different features are available depending on which Table View Option and order table you're using.

Switching Table Views

Switch focus from Financials data to Fulfillment data using Table View Options:

You can customize your view by toggling specific column headers or header groups:

Using Filters

Select the filter icon to apply a filter to the orders table:

There are different order filtering options depending on which order table you're using:

Filter By	Details	Order Table
Unassigned	Filter by orders that haven't been assigned to subjects.	Job Order Table
Assigned	Filter by order that have been assigned to subjects.	Job Order Table
Has Images	Filter by orders that have images assigned.	Job Order Table
No Images	Filter by orders that haven't been assigned images to products.	Job Order Table
Cash / Check	Filter by orders that were made in-app.	Job Order Table or Studio Order Table
Credit Card	Filter by orders that were processed with a credit card.	Job Order Table or Studio Order Table
Order Status	Filter by the following order status: New, Pending, Processed, Shipped, Refunds, Chargebacks	Studio Order Table
Lab Service	Filter by Lab Service used.	Studio Order Table

The Studio Orders Table also has additional advanced filters for viewing orders in the order table and for creating order exports.

Job ID
Title
Keyword
Reference
Subject Name
Pay Date
Job Type
Order ID
Customer Name

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. Different order actions are available depending on which order table you're using.

Studio Orders

Order action	Found on Table View
Refund Order	Financial View
Edit Status	Fulfillment View
Resend Download	Financial View or Fulfillment View
Edit Order	Financial View or Fulfillment View
Delete Order	Financial View or Fulfillment View
View Invoice	Financial View or Fulfillment View

Job Orders

Order action	Found on Table View
Refund Order	Financials View
View Invoice	Financials View or Fulfilment View
Edit Order	Financials View or Fulfillment View
Auto Assign Images*	Financials View or Fulfillment View
Reassign*	Financials View or Fulfillment View
Unassign*	Financials View or Fulfillment View
Resend Download	Financials View or Fulfillment View
Delete	Financials View or Fulfillment View
Remove from Bulk	Fulfillment View
Add to Existing Bulk	Fulfillment View
Create New Bulk	Fulfillment View
Release Order	Fulfillment View

* Smart Workflow Features

Using Order Tools

Inside a job, there are a few order tools available to assist with your workflow:

Order Tool	Details
Assign Images	Applies images to all pre-orders based on various conditions: Checks ordered My Design template requirements. Checks ordered product's `allowed image type` requirements from the price sheet at time of order. Assigns Primary Images for individual units with no superseding requirements. If none of the requirements above are met, the order will need to be manually edited to assign images.
Assign Orders	Uses the collected custom form data on your pre-orders to match and assign orders to subjects.
Bulk Add Orders	Create an order for all subjects or filtered subjects.

Managing Orders

By default, placed orders automatically release to the lab unless your job settings are configured to hold order fulfillment until manual release. Orders that are held until manual release give the studio an opportunity to QA (edit) orders at the cost of automation speed. Held orders can also be bulked together and sent to the lab as a batch order.

Edit Orders

Only orders that have not been released can be edited.

Orders cannot be edited to:

Change the order total (add/remove products/services)
Change the fulfillment of the order (fulfillment method locked once order is placed)

Orders can be edited to:

Update the billing/shipping address.
Edit packages/products ordered
- Edit pose selected.
- Edit background selected.
- Edit applied crop.
- Edit applied image filter (B&W, Sepia, None)
- Reset Image Service (for restarting/reapplying image service)

Select the checkbox next to an order number and select edit order:

Cancel Orders

There are generally two reasons why a studio would want to cancel an order:

Customer requested a refund/cancel of their order that has been approved.
Customer made an error with an unreleased order that cannot be corrected.

In scenario 1, refunding the order in Blueprint gives the user the option to cancel the order.

In scenario 2, reach out to the Support Team for assistance with canceling the order.

Release Orders

Orders can only be released inside of the job they were placed in.

Releasing a single order

Select the checkbox next to an order number and select release order:

You can also select and release multiple orders at once.

Releasing all orders

Select the Release All Orders button in the top-right corner. This will release all orders in the job without a release date:

Using either method, the new few prompts in the release wizard will ask the user to confirm any release options to specific to each ordered lab service - then submit them to the lab for processing. Any ordered self-fulfilled image services released will be available in the Fulfillment tab to complete before the order will appear at the lab for printing.

Export Orders

Click on the Export button to open the Export Wizard. You'll be prompted to enter a save location and choose between a single-row and multi-row export.

Single-Row: Exports orders in one line per order. Includes the Job Name & ID, reference ID of the Packages and Products ordered, and customer information. Great for financial reports and audits.

Multi-Row: Exports orders one line per product. This is great for proofing orders in which you need the image name and which products the image is ordered on.

Perfect to import into FLOW!

The next screen lets you specify which orders to export. You can filter between specific statuses of orders (like New, Processed, or Shipped) or by Job ID, Pay Date, or a Customer's Name.

Choose the configurations desired for your export and you'll be notified when the .csv file is created.

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