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Managing Online Order & Quote

  • Introduction to Online Orders
  • Admin Products Order
  • Non-Admin Products Order
  • Quote Request Order
  • Order Shortcut

Introduction to Online Orders

Customer Online Orders

Before understanding about processing the online order. First, we are going to start by explaining the different types of online order and statuses.

Order Types:
The first one we have Admin Products (customer ordered only Admin Products – IBS), second we have Non-Admin Products (customer ordered only affiliate own product), last we have Mixed of both (customer ordered both IBS and affiliate own products). The main difference between each order type is how the order being process by the system. Some orders are sent to the printer automatically, some of the orders have full flexibility of how you can control the orders.

Status Types:
The next elements in the ordering process are the ‘status’, in our system we have 2 different types of Status (Order Status & Order Product / Job Status). The status is the representatives of the job progress whether it has been received, in progress, completed, and needs to be reviewed.

Order Status: an indicator for both you (admin) and your customers to know the progress of the order. The order status is the representatives of all of the job/s under the order (if there are multiple jobs).

Order Product / Job Status: a detailed indicator for the customer’s jobs progress, this way you can manage each job more accurate as not all jobs are having the same turnaround.

 

Frequently Asked Questions

Q: Can i send the Admin Products order to another printer?
A: No, as it will break the order automation

Q: If i cancel the Admin Products Order will it automatically refund the order?
A: No, it will not. You will need to contact our support to arrange a refund to your customer.

What’s next:

Manage Admin Products Order >

Admin Products Order

Automated Order

Most of the Admin Products Orders have been set up to be sent automatically to the printer (IBS) via the Orders API between EditandPrint and the printer. However, Admin Products order is also categorise by the types of a customer order (upload artwork, create/browse design, and quote). We will explain each type below:

Upload Artwork Order: Customers place an order online by uploading their own artwork.
note: when customers uploading their own artwork it does not guarantee that the artwork is always press ready (bleed, colour mode,safe area,etc..) therefore, we have made a process to always stop the automation of the order. It will put the job status to file review.

Learn how to manage upload artwork order >

Create / Browse Design Order: Order placed by the customers by selected pre-design templates or create their own design using the online editor. All of the order via online editor will automatically be sent to the printer without having the admin to review the file. The status of the order will also be automatically updated by the printer on behalf of you (admin).

Learn how to manage the create/browse design order >

Graphic Design Request Order: When a customer placing an order by requesting graphic design services, the order will be put under ‘awaiting proof’ status – which means that the customeres are waiting for the admin to upload the design proof for them to review. Once the proof has been reviewed it will automatically be sent to the printer and the status will also be automatically updated by the printer on behalf of the admin.

Learn how to manage the graphic design request order >

Frequently Asked Questions

Q: Does the system will triggers an automated email when updating the status?
A: Yes, it will be unless you untick the ‘notify’ button when updating the status.

Q: Can i stop the create/browse design order going straight to the printer?
A: No, the automated process will sending the order straight to the printer

What’s next:

Manage Non-Admin Products >

Non-Admin Products Order

Order with Flexibility

The difference between of the Admin Products and Non-Admin Products is the control over the order, at the same time you will be responsible of updating the status of your order.

Above is the diagram of how the Non-Admin Products are processed by the admin. Regardless the type of order, the process of managing the orders are the same. Admin will need to have to review the order, download the artwork to print it inhouse or assign it to different printer. At the same time admin will have the responsibility to update both of the Order and Order Product Status to update the customers about the progress of the order.

Please find how to manage the Non-Admin Products order >

Frequently Asked Questions

Q: Can i add more status?
A: Yes, you can by adding it under the order > order status (admin side)

Q: Can i link my printer to the website so the order will be automated?
A: Not at the moment. However, we are working towards it.

What’s next:

Manage Quote Request Order >

Quote Request Order

Custom Order

Apart from the normal order, your customers can also request a custom order when they can’t find the specification on your website (e.g. ordering smaller or bigger qty, ordering special finishing, or different type of material). Below you can see the diagram of how the quote workflow works in our system

 

The Quote process are divided into 2 stage (pre order& post order). Pre-Order stage is when the customers submitting a quote up until approved by them and paid online, the Post-Order stage is when the customers have paid for the quote and waiting for the proof to be uploaded by the admin and sent to the printer.

Learn how to manage your online quote request >

What’s next:

How to access your Online Order >

Order Shortcut

Accessing Order

When your customer placed an order online, it will automatically triggers an email to notify both your customers (confirmation order) and you. We suggest to always check your online orders as not all orders will be automated even with Admin Products order. There are several ways to access and check the order.

1. Admin Dashboard.
when you logged in to your website admin you will landed in the admin dashboard, where you can see the recent orders and also the job board which will gives you the information of your customers order.

a. Recent Orders : will shows you top 5 recent orders placed by your customers. Click ‘View All’ Button to go to the ‘List Orders’ page or search a specific order by using the search box. Click the order number from the recent orders to go to the specific order details page.

b. Job Board: will shows you all of the order under 30 days period based on the Order Status and Order Product Status. Click ‘View All’ to view all the orders without any time period.

2. List Orders Page. (orders > list orders)
This page will show you all your online orders in progress (not completed).

a. Order Filter: if you are trying to find a specific orders on your website that is still in progress. Use the order filter (located at the top of the page) for the best result (e.g. find an order based on order status, payment status, time period, payment method, etc..)

What’s next:

Online Customers Set up >

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