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.

Request Orders Page

The Requests page has the default workflow selected when opening the Requests tab, that is showing 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 request ID, date of creation, and the assigned request customer name. When hovering over the request card, then 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.

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 is using 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".

Create Requests

You can create Requests from neoCatalog Designs and Colorways View with the 'Export' button. 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.

Else, you can create one empty order from 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 exist, 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.

Manage Requests

For created request orders there is no need to publish them, as they will use from the first beginning of the order creation to the final request code. After the order is present, it will appear on the request page. If you wish to delete the order, open the request by ID name or click on the Edit sub-option via '...' and use the button located at bottom of the opened order page.

Once the order is created it will be placed in the default state defined in the Workflow. From this state, you can edit or move the order in different ways.

NOTE: There is no possibility for multiple selections.

Next State

You can drag&drop the card in the next state. Or, click on the check icon √ on the top-right of the card and it will move the order automatically to the next state column. Going to the previous state is not possible with this option.

Order options

Click on the dots icon '...' on the top-right of the card. It unfolds several options.

Edit: Opens the order to edit or delete.
Move to Workflow: Moves the order to another Workflow created in neoCatalog.
Change the State: Moves the order to a different state in the current Workflow
Print: Generates print document or job with Print option. When working with print presets, then it can be selected in the sublist.
Restart: Moves the order to the default state of the current Workflow.
Download all files: Can download the original design file as compressed ZIP that is used in the order.
Archive: Move the order to the archive column.

Change the state of all orders

Click on the dots icon '...' on the state column to change the state of all orders in the state.

Notifications

Click on the dots icon '...' on the top-right of the card. It unfolds several options.

Notify customer: If the order contains a customer, then you can notify the customer with the option that sends one email.
Notify team: If the order is present in one workflow that uses owner exclusivity, then you can notify the owner with the option that sends one email.

Working with Workflow States that have action rules applied, once this state is reached, then the rules are applied automatically.

One email example for team and customer:

Archived orders

Archived orders are hidden by default but can be shown when enabling the option on the top. Once the order is archived, it can be restarted and managed the same as one non-archived order.