How to manage Request Orders : Inèdit Software

For created request orders there is no need to publish them, as they will be used 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.

Loading request orders in batches of 100, with the ability to expand the next 100 using the 'Show More' button, when dealing with thousands of request orders.

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. 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 the bottom of the opened order page.

There is no possibility for multiple selections.

TABLE OF CONTENTS

Sorting orders
Next State
Order options
Change the state of all orders
Notifications
Archived orders
Hide State

Sorting orders

The sorting function in Requests allows you to organize your orders efficiently, making it easier to prioritize and manage your workload. By default, the sorting type is 'Sorted by Code'.

Next State

You can drag and 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, 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 a 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 send 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 send 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.

Hide State

This feature allows users to customize their experience in the request order kanban by providing an option to hide and show states. Users can personalize their views by choosing to hide specific states. Additionally, the system remembers this selection based on user sessions.