View Orders

 

 

Orders Page

The page provides an overview of existing orders. It was designed to be used by a customer to see their orders in one place. 

 

 

This Orders page is different than the Orders Board that was introduced in V48

Read more about the Orders Board here

Information on this page

Because this page was designed with the customer in mind, there are several pieces of key information about the order available "at a glance"

1. Top Bar holds the Quote number, Total price and Date Accepted
   

1. On the left of the Order details section there is a thumbnail of the artwork that exists for the order and a progress bar that shows where the order is at in its lifespan. This progress bar is in "customer friendly" language which means the progress text that shows up when hovering on the progress bar is not the same as the status text used in the other production areas of printIQ. 

Searching

There are several options for searching on this page: 

1. Orders can be viewed by site (if there are multiple) and customer name to see all the quotes done for a particular customer.
   

 

The tool bar shows a list of filtering and search options.

There is a dropdown list with various options like ‘previous day’ or ‘week’.

 

Including custom, which allows a date range to be entered.

Account Manager – Sort by quotes done by a particular Account Manager

Orders for Factory – View orders for the factory.

 

Find Order – Enter numbers or words to search.

Click the filter icon to show the status filter bar.

 

The following quote example consists of IQ store item, simplified product and a custom product.

 

 

Each quote shows the total price and the accepted date. Click onto the quote number to go to the quote details page.

 

 

Hover over the product description to view more details.

The progress bar vary depending on the item or product and show were the status is:

Clicking ‘More Details’ will open the product information screen.

 

 

Choose the down turned arrow to view more actions.

 

If the quote has yet to be paid, the pay button will appear to the right of the quote number.

Click the button to go to the payment gateway.

 

 

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