Articles

 1) Accessing Orders

Order/Job number The first 8 digits are the date, the last 4 digits are a random set of...

 2) Browse Orders Work Flow

Pending: Jobs that have not been paid for, such as a declined order or a custom project.Approved:...

 3) Browsing Orders

A number displayed here next to the status. For example: “5/9” signifies the number...

 4) Reading Orders/Job Sheets

T.A. (Turn Around): E: Economy (5 Business Days), STA: Standard (3 Business Days), PRI: Priority...

 5) Viewing Jobs: General info

Towards the top you will see the Current Date, the Job Placed date and the Due Date of the job....

 6) Viewing Jobs - Job Name & Add Email

Customers can name jobs as they are placing them. This can be edited by you, if needed. If a job...

 7) Viewing Jobs - Job Specs

Default options such as quantity, product name, paper type, colors, coating and turnaround will...

 8) Viewing Jobs - Artwork

Customers are shown a proof of their artwork when placing an order. From the View Order page...

 9) Viewing Jobs - Misc.

The Subtotal, Coupons, Store Credit, Sales Tax and Shipping are displayed with a Total Cost.You...

 Accessing Contacts

Contacts can be accessed from several places throughout your Admin Interface. In the header menu,...

 Add New Contact

Add New Contact will give the exact same interface as the Edit Contact Page, except this function...

 Adding Sales Reps

To add a sales rep you must click on Add New under Sales Rep. On the following screen, select...

 Browsing Contacts

You can search for a contact using an email address, contact’s first or last name.Clicking...

 Design Turnaround

Turnarounds are based on correct files and information being provided but are still estimated and...

 Edit Contact Page

Change sales reps from list available. Set a contact to Active, Inactive or Suspended. Edit...

 Edit Contact Page - Cont.

Internal Notes will allow you to make note about a contact that can only be seen by you and the...

 Edit Contact Page - Cont. 2

Affiliate Customer Credit is the amount of credit given to a contact that refers another through...

 Edit Contact Prices

Editing a contact’s prices can be done by setting tiers for an entire product category,...

 Import Contacts

Following the instructions on this page, you can import a list to create a group of new contacts....

 Manage Contact Credit Cards

Manage Credit Cards will allow you to edit a card on file or insert a new one. Once the card has...

 Manage Contact Storage

The User Storage Area gives every contact up to 300MB to store files. Files in the Storage Area...

 Page Locked

If a page is locked it will be signified with an orange lock icon that means someone else is...

 Push to Hub Feature (manual-push storefront only)

The push to hub feature allows a manual push storefront to send/push jobs directly to their hub....

 View Contact Page

General information about the contact will be shown on this page. Clicking the Gear will take you...

 View Contact Page - Cont.

Here you can view your customer's Sample Pack request info and history, user specific...

 View Contact Page Cont. 2

Edit Prices will open the dialogue box allowing you to set specific tier prices for specific...

 View Contact Prices

Clicking the category in the left will display all sizes and quantities for that category and...

 Viewing Job - Extras

The transaction amount of the order will be displayed on this page. Clients can set re-order...

 Viewing Jobs - Customer Memo

You may select from pre-loaded variables from the left menu such as the customer’s name,...

 Viewing Jobs - Relationships

A relationship between jobs can be created for any number of reasons. Using this feature...

 Viewing Jobs - Sales Rep Sharing

A sales rep will be assigned to every order. If there are no additional sales reps added, the...