Personalised Job Board
Initially when we created the job board feature in the admin dashboard is to help you to be able to streamlined how to manage all of the online orders based on the order status and job status. Then we have added the colour coding based for you to be able to priorities the job based on the due date.
With the latest update of EditandPrint Version.7 we have added a whole new dedicated page for the job board based on the feedback we have received from all of our affiliates for a more user friendly interface. Apart from adding a whole new page for the job board – we also have added a filter for you to be able to filtered the order based on status, date range, type (order date or due date). If you still not sure how to use the job board, please see the training article below
Training link – How to use Job board >
How to personalised your job board
By default the job board only shows the status configured by EditandPrint as per below :
Order Status : Order Received, Awaiting Payment, and Cancellation Request.
Order Product / Job Status : Cancellation Request, Awaiting Proof, Proof Approved and File Review.
Those statuses been decided based on the importance of the order and job statuses. (e.g. file review job status is really important to show in the job board as it shows there is/re order/s needs to be reviewed).
Now the question is – what if i have different ordering process? (e.g. order needs to be invoiced, in warehouse, packing, etc..). Whatever the statuses or ordering process you have, you can easily add the status in the system and make it displays in the job board. Please see the training link below for the Order Status creation
Training Link – how to create new order status >
note : your own order statuses will only works for non-IBS products order only as IBS products order already have a fixed process related to the automation.
By creating your own order / job status makes you to be able to control your order/s more accurately (in terms of the statuses). And by having it in the job board you will have the benefits of :
- streamlined order management board – all the staff and you can see the status of all orders in one place.
- prioritise the order based on the order due date – all the orders are colour coded (when order is overdue it will turns to red colour)
- always up to date with all of the online orders
- easy navigation to find a specific orders (based on order number)
Therefore having the job board and combining the order status creation tools can be the ultimate solution for your online order management issue.