📦 Orders
The Orders section is the operational heart of your day-to-day. Every job you take on lives here: from the moment the customer requests it until they receive it.
The life cycle of an order
Every order you have will go through different states depending on its situation:
Loading diagram…
| State | Description |
|---|---|
| Created | New order, pending production start. |
| In production | Pieces on the printer. |
| Ready to ship | Everything printed, waiting for the customer or the courier. |
| Shipped | On its way to the customer. |
| Completed | Delivered and closed. |
The header figures
Above the order list there are three quick indicators:
| Indicator | What it measures |
|---|---|
| Pending time | Total sum of estimated print hours for orders in the Created or In production state. |
| Pending orders | Number of orders that are not yet completed or canceled. |
| Completed this month | How many orders have been closed in the current month. |
The order list
The main table shows these columns:
| Column | Description |
|---|---|
| ID | Order number. |
| Items | Thumbnails of the order's items (up to 3 visible). |
| Order | Order name or description. |
| Customer | Link to the customer's profile. |
| State | Color badge with the current state. |
| Payment | When payment was confirmed. If the order has been marked as "COMPLETED" but is not paid, a red "UNPAID" badge will appear. |
| Completed | Date when the order is considered finished. |
| Price | Order total. Shown in the currency configured for your workshop (Settings → Application); the € symbol is just the default example. |
By clicking on one of these lines we can access the specific order we want to see.
Search and filter
Use these search tools to filter orders by specific characteristics.
- Search by ID, title, customer: You can filter in real time by title, customer name, or order number.
- State: Dropdown to filter orders by a specific state. Also for those with payment pending (a special filter, independent of the production state).
- Origins: Dropdown to filter orders by the sale origin (etsy, wallapop, shopify…)
- Canceled: Click this button to enable/disable the view of canceled orders
- Creation range: shows the orders created within the chosen date period.
Create a new order
Click "New order" above the order list. This opens the order form where you select the customer, add items, and set dates.
The order detail
When you click on an order in the list, the full view of that order opens.
At the top you can see the order information: the title/description, the sale price, the payment status, and a state progress line.
By default, when you create an order it will appear marked as "PAYMENT PENDING". If you click that button, a dropdown opens to change the payment status.
If you click on one of the progress-line icons, the order's state will update to the situation we clicked.
Below the progress line, you'll see six tabs:
General
The main view of the order, divided into two areas:
- Left panel: sale origin, customer (editable), general description, attachments.
- Right panel: list of items with thumbnail, quantity, and price breakdown. You can add catalog items with "+Product" or create a custom line with "Custom".
- Financial summary: total cost, margin (%), and editable sale price. If you click the double-arrow button it recalculates the price (cost×margin).
Dates
Five date fields that you can set independently:
- Creation · Deadline · Payment date · Shipping date · Delivery date
Quotes
PDF preview of the quote that you can send to the customer, with a download option.
Shipments
Order shipping data: the carrier (Correos, SEUR, GLS, MRW, DHL, UPS, FedEx…) and the package tracking number.
Notes
A section for the team's internal comments. You can add, edit, and delete notes. The customer never sees them.
History
Audit log: who changed what and when in this order.
Who can manage orders?
| Action | Worker | Admin | Owner |
|---|---|---|---|
| View orders | ✅ | ✅ | ✅ |
| Create / edit orders | ✅ | ✅ | ✅ |
| Delete orders | ❌ | ✅ | ✅ |