How to create Requests Orders : Inèdit Software

Using the neoCatalog login name and password you can access and view the requests in every web browser from the Requests tab. This page is optional and an Administrator of your neoCatalog must activate it.

TABLE OF CONTENTS

Request Orders Page
- Event History Log
- Request Codes for Output
Who can create and view Orders
Create Requests

Request Orders Page

The Requests page has the default workflow selected when opening the Requests tab, which shows you the request order cards in different state columns. You can switch between workflows if exist. At the bottom of every column, you can see the number of requests and scroll up/down and left/right. Using the request code you can search for orders in the search fields. Also, you can sort using the given sorting types (same as for design sorting) and show/hide the archived requests.

The request card in the column shows the following information:

Request Name
Request ID - Request Type
Date of creation
Assigned request customer name
Fabric type
Comments
When hovering over the request card, you will see the preview and name of the items that are used in the request

When clicking on the request ID, then you will open the request form. Here you can view requested data and items, also share and export options.

The customer name can be hidden and only the customer ID will be used for users with no user privilege to view Sales information.
Share and export options are based on user privileges to Share and Export.

Event History Log

From option View > Event history you can view the full life cycle of one order being in processing states with data of date, user, and action.

Request Codes for Output

neoCatalog uses the Requests feature to track the output files, exported from the Print option or that were sent by mail. The outputs will be referred to request codes automatically created with the request order titles "QuickPrint DesignName - ColorwayName" and "PDF DesignName - ColorwayName".

Who can create and view Orders

When it comes to managing request orders, users and customers are key players that shape how people interact with the system. As people use the platform to track and handle requests, it's crucial to understand the differences between users and customers. In the context of request orders, the terms "user" and "customer" typically refer to different roles or categories of individuals interacting with a system. Below, we explain what users and customers can do, highlighting their specific actions and roles in the context of managing request orders.

A "user" is a generic term that can refer to anyone with access to the system, including both customers and internal staff (like designers, administrators, or support personnel). Users, depending on their roles and permissions, may have various capabilities related to request orders. Common user actions might include:
- Viewing Requests: Users can typically view a list of requests, see their status, and access details for each request.
- Editing Requests: Users may have the ability to edit certain aspects of a request, such as updating information, changing statuses, or adding comments.
- Adding or Editing Items: Users might be able to add new items to a request or modify existing items, specifying details like design, colorway, quantity, etc.
- Workflow Navigation: Users could navigate through different workflow stages or tabs to manage requests in various states (e.g., "To Do," "In Progress," "Completed").

In the context of request orders, a "customer" typically refers to an external entity or individual who has placed a request for a product or service. Customers often have more limited access and permissions compared to internal users. Customer actions might include:
- Placing Requests: Customers can initiate new requests, specifying details such as the type of order, quantity, design preferences, etc.
- Viewing Their Requests: Customers can typically see the status and details of their own requests.
- Limited Editing: Depending on the system, customers may be able to edit certain aspects of their own requests, such as adding comments or updating specific fields.
- Monitoring Progress: Customers might be able to track the progress of their requests through different workflow stages.

It's important to note that the specific actions available to users and customers can vary depending on the design and configuration of the system. Access levels, permissions, and feature availability are typically managed through permissions settings in the application to ensure security and appropriate data control.

Create Requests

With the ' Export ' button, you can create Requests from neoCatalog Designs and Colorways View. Select your design or designs with multiple selections and select the Request Type. Remember to have Workflows and Request Types in Administration created before starting.

You will access the Request Order form. On the top bar, you will see the state where the order is placed. Request type, creator, request code, and date are embedded automatically. You can enter and/or edit:

Request data: name, customer, type, creator, priority, comments
Request items: remove/add/download design and colorway, select fabric and finishing methods add quantity or size, comments
Next to every item you have the option to download the design file or delete the item in the order.

After any modification, press Save.

Otherwise, you can create one empty order from the Request Page with the button '+ Request' and then select the request type. This will open the request order window where you can add data and items.

Add Items

Continue with the items section. Now you can add more items or modify the already selected ones. You are able to have more items in the same order. Press on Add Item to add the required contents for more sample orders.

Click on the fields and you can add the design code/name. It will take the default colorway automatically.
Enter the quantity/size of the order and select, if it exists, the fabric type and finishing method.
In the comments, you can add optional notes that may be useful for your request.

After any modification, press Save.

Attachments

From the 'Attachments' option via the 'View' button at the bottom menu, you can add optional files and documents that are useful for your request. Click on 'Add Attachment...'. Select your file and upload it. Once uploaded, from the same menu you can add more, download, or delete attachments.

Split orders

Having created request orders with multiple items, you can split the order into two individual orders. Simply select the items you want to split into one new order and click on the button "Split". This will create a second order with new requests code, but using the same title noted with "split".

Duplicate Order to Another Workflow

You can duplicate an existing order from one workflow to another, while maintaining the link to the original order. The association between the original and duplicated orders will be reflected in the card information.