Manual contents

📦 Orders

In 30 seconds

The heart of your day-to-day: every job, from the moment the customer requests it until they receive it.
An order goes through five production states; cancelled and payment are separate.
New order opens the form: customer, items and dates.
Etsy orders come in on their own: see Marketplace orders.

The life cycle

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From the order's progress line you can jump to any state, backwards too.

State	What it means
Created	New order, pending production start.
In production	Pieces on the printer.
Ready to dispatch	Everything printed, waiting for the customer or the courier.
Dispatched	On its way to the customer.
Completed	Delivered and closed.

Cancelled is separate

Cancelled isn't a sixth state, it's a flag: the order keeps its production state and can be un-cancelled. Payment is another axis too, different from production.

The header figures

Indicator	What it measures
Time pending	Estimated print hours for orders In production (it doesn't count those still in Created).
Pending orders	Those not yet completed or cancelled.
Completed (this month)	Those closed in the current month.

The list

Column	What it shows
ID	Order number.
Lines	Thumbnails of the items (up to 3).
Order	Name or description.
Customer	Link to their profile.
Status	Colour badge.
Payment	When payment was confirmed. A Completed order that isn't paid carries the red UNPAID badge.
Completed	When it was considered finished.
Total	Price, shipping and tax, in the order's currency (see Documents in another currency). Without tax, just the price.

Click a row to open it. Sorting by Total sorts by the price excluding tax. The Production board shows this same total.

Filter	What it does
Search by ID, title, customer	Filters as you type.
Status	A specific state, or Pending orders (not completed), Unpaid (regardless of production) and Cancelled.
Sales channels	Marketplaces (today, Etsy), your Sales channels (including deactivated ones) and Manual / no sales channel.
Deadline	Open orders that are Overdue, Due today or due This week (from tomorrow to seven days from now), based on the day in your workshop's time zone. The Pending orders card on the Home screen opens the list with this filter applied (Overdue or Due today) when you have orders like that.
Creation range	Those created within that period.

Create an order

New order, above the list. It starts with your workshop's tax and currency, and both can be changed on each order. The default tax is set by an administrator in Tax information.

In this section

Order details: the tabs, payment, shipping and the invoice.
Marketplace orders: what comes in on its own from your stores.
Documents in another currency.
To make an offer before the order: Quotes.

Who can manage orders?

Action	Read-only	Worker	Admin	Owner
View orders	✅	✅	✅	✅
Create / edit orders	❌	✅	✅	✅
Delete orders	❌	✅	✅	✅
Create, issue and collect its invoice	❌	✅	✅	✅

To delete an order, cancel it first: on an active order, the three-dot menu only offers Cancel order; once cancelled, it offers Restore order and Delete order. Deleting is permanent; cancelling can be undone.

An invoiced order can't be deleted

With an issued invoice it can't be deleted: it's a legal document that has to keep pointing to its order. It can be cancelled, with the warning that the invoice is still valid: if the sale didn't go ahead, issue a credit note from the Invoices tab (Collecting, correcting and sending).