Changing an Order

 

 

Overview

 

This topic describes how to find and edit an order. If you know its ID number, you can import and edit the order from within the order entry window. Select Enter Order > Enter Print Order, then click the Rolodex button at the bottom of the order entry window.

That won't happen often. You normally have to search for the order before you can edit it. In that case, select Enter Order > Edit Order to open the job sheet selection window.

 

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ButtonChangeThe Update button does what you would expect it to do, it opens the Edit Order window.

ButtonPaperClipThe Paperclip button copies the highlighted job sheet to the Windows clipboard. When you open the New Print Order window and there is a job sheet in the clipboard, an identical button there will let you paste in a copy. Not for editing, but as a template for entering a new order.

ButtonFindTo search for an order for a specific customer, place the highlight bar over that customer in the job sheet selection window, then click the Find button.

Wrong customer? Click the Rolodex button in the upper right corner of the Order Finder window.

Too many orders to look through for the same customer? Click on a specific Product Category to narrow the search to that category.

 

 

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The order finder window comes with its own Find button, one that let's you search for a Keyword. Keywords are a powerful search tool that your customers will appreciate, too. To add a keyword or special instructions for an order, press the F8 button in the order entry window.

ANote

Neither the paperclip button nor the Rolodex button are available when we edit an order. The paperclip button pastes a copy of another order from the Windows clipboard, but that's for entering new orders only. The Rolodex button imports an order for editing. Right, we're already editing!

 

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See also

 

Adding Special Instructions

Printing Job Tickets