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
- View orders
- Tracking orders
- Sorting orders
- Next State
- Order options
- Change the state of all orders
- Notifications
- Archived orders
- Hide State
View orders
Orders can be accessed from the request order page, which offers two distinct viewing modes:
Cards View: A visual layout that displays orders as individual cards, providing a more graphical overview.
List View: A detailed, table-like format that lists all orders for easier tracking and management.
Tracking orders
When a design is selected, you can track orders directly from the Export menu based on different references:
- Show My Requests: Users can view all their requests in a single location, listed by last selected request and sort type, by accessing the Export menu and selecting Request Type.
- Show Item Requests: Displays all requests made for the selected design, listed by last selected request and sort type, when accessing the Export menu and selecting Request Type.
Click the (eye) View button next to the order in the list to open the order details. In this view, you can review the order details and send messages by chat. Using the View menu at the bottom, you can add attachments, specify a delivery address, or view the order’s activity history.
Sorting orders
The sorting feature in Requests allows you to efficiently organize your requests, making it easier to prioritize and manage your workload. By default, the sort type is 'Sorted by Code' and the last type selected is remembered for the logged-in user.
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:
Order Chat
The chat feature within the request order interface facilitates communication between team members. It logs messages, state changes, customer assignments, and priority updates, improving collaboration throughout the order process. All interactions and updates are automatically recorded and can be viewed in the Event Log.
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.
The option "Show Hidden" will show the states in the kanban.