Internal order intake
Save this order, return to the order list, or archive it out of the active dashboard.
Saved-order database not checked yet.
Find the profile first, then confirm the contact information for this order.
Find an existing profile or enter the contact for this order.
Start typing a customer name to search profiles.
Set the job identity, due date, workflow status, tax, and discount.
Basic job information and where it sits in the workflow.
Track proof status, approval, and production priority before the job hits the shop.
Proof tracking is saved with the order.
Track supplier orders, shipping links, and arrival dates before production starts.
Add trophies, medals, plaques, acrylic, glass, other supplier items, engraving, and apparel to the same order.
Attach internal files, select the customer proof, then send the right portal request.
Upload proof PDFs, logos, purchase orders, reference files, or production artwork.
Save the order before uploading files.
Choose what you need from the customer. The email and portal will match this request.
Mark one PDF as the customer proof before sending a proof approval request.
