Order Item Details, Preview PDF, Last Minute Changes
You can easily check the details of an order item at any time during order processing. Approvers can check the details and preview a PDF of the individual order items before approving an order. Operators can immediately check the specifications and a preview PDF before downloading the production package for an order item. Approvers can also open customizable and variable data products in the Online Editor to perform last minute changes.
View the Order Item Details
The Information link in the Order Items pane opens a new window with the following Order Item Details (where applicable):
•order number, date, customer and order reference
•shipping info with estimated shipping date and shipping method
•order item number and ordered quantity
•name, type and content of the product
•product template specifications
•product specifications
•product options
•packing details with the calculation of packaging units and weight
•user comment
1 On the menu bar, choose Orders.
OR
Navigate to the Orders pane by clicking an order on the Dashboard.
2 In any of the tabs, select the order and then the individual item you want to view.
3 Click the information button to view the Order Item Details.
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TIP: Press the CTRL or SHIFT keys to select multiple order items and view all the details in a single document and then print a PDF for each item.
A new browser window or tab opens with the Order Item Details.
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4 Click the links (Product, Product Template, Packaging Unit) for more detailed information if necessary.
5 Click the PDF Preview link under the thumbnail in the top right corner, to view or download a preview of the production PDF which is contained in the production package.
6 Close the browser window or tab to return to the Orders pane.
View/print a production PDF preview
You can view the PDF of an order item before downloading the actual production package. This is the PDF which is contained in the download package.
1 On the menu bar, choose Orders.
2 In any of the tabs, select the order and then the individual item you want to view.
3 Click the Download Preview PDF button.
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You are prompted to save or open the PDF file.
Edit a customizable product (last-minute changes)
You can open a customizable product, including variable data products, in the Online Editor to make last-minute changes before processing the order. This is an interesting feature for correcting typos and making last minute changes.
NOTE: If the order has already been sent for processing, a new revision is re-sent.
1 On the menu bar, choose Orders.
2 In any of the tabs, select the order and then the individual item you want to view.
3 Click the Edit Customization button.
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The document is opened in the Online Editor where you can edit the document and/or the uploaded variable data.
4 Close the Online Editor and save your changes.
You can now continue the order processing workflow.
doc. version 6.0.4