GT Operating Hub

Order Workspace

Dashboard Production queue Notifications Customers Admin Users
New order No customer selected No deadline
Unsaved order
More actions

New order. Not saved yet.

1

Customer

Find the profile first, then confirm the contact information for this order.

Customer

Find an existing profile or enter the contact for this order.

Start typing a customer name to search profiles.

Customer Recipients

2

Job Details

Job

Basic job information and where it sits in the workflow.

Billing

Payment and Terms

Payment state, PO terms, and release authorization.

Pricing Options Tax off | no discount

Account credit can cover the full order total, including tax. Save the order to apply changes.

4

Proof / Approval

Track proof status, approval, and production priority before the job hits the shop.

Proof tracking is saved with the order.

5

Inbound Supplies

Track supplier orders, shipping links, and arrival dates before production starts.

3

Line Items

Add trophies, medals, plaques, acrylic, glass, other supplier items, engraving, and apparel to the same order.

6

Files & Customer Requests

Attach internal files, select the customer proof, then send the right portal request.

Internal Files

Upload proof PDFs, logos, purchase orders, reference files, or production artwork.

Save the order before uploading files.

Customer Portal Request

Choose what you need from the customer. The email and portal will match this request.

Recipient No customer email entered
Request Artwork upload
Before Sending

    Attached Files

    Mark one PDF as the customer proof before sending a proof approval request.

    Customer Estimate

    Estimate not created yet.

    Customer approval

    Estimate approval is separate from artwork proof approval and payment. Customer decisions are recorded for the team.

    Save an order to view approval history.

    Sent estimates

    Review house charge

    Compare saved order