User Manual

4.2 Create an Order

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Menu Order > Order List

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Before you can create an Order, you must first create the required Substrate in the Workflow.

The Order List can be accessed by clicking on Order - Order List [1] in the menu bar. The available Orders [2] is displayed in the central display window.

The respective list items in the Job menu item can be expanded [3]. You have already learned how to use expandable lists in the article "Lists". At the top of a list element is the order with the order-specific information [4]. If you expand the order [5], the corresponding order items [6] and their order item-specific information appear. These again contain all loaded designs [7].

To create a new Order, click +New [8] in the action bar. The Create Order dialog consists of three tabs: Order [9], Order Item [10] and Print Item [11].

1. Order tab

The Order tab [9] asks you to enter all Order specific information. This includes the following parameters:

  • Order ID [12]
  • Order Name [13]
  • Customer [14]
  • Order Info [15]

Fields marked with a red asterisk are mandatory* (Order Name and Customer). All other input fields are optional.

Previously created Customer profiles are available in the Customer drop-down field. If you have not yet created a Customer, you can create a new Customer directly by clicking on the + symbol [16]. Find out how to create a new Customer here.

After you have selected the Customer, you will see a previously entered billing address displayed below this field. Select the desired address if it is not already selected.

2. Order Item tab

Each Order Item must be named [17]. In addition to the Contact Person, Delivery Address and Due Date, you must also assign a Substrate Category [18] and a specific Substrate. For this reason, it is recommended that Print Items that are produced on the same Substrate are grouped together in an Order Item.

Print Item-related differences can be defined in the "Ad spec" section below:

The third tab Print Item [11] requires you to enter all Print Item-specific information. You could in theory save your new Order without entering information here. If you choose this option, you must upload the desired Print Items afterward in the Order view. However, it is recommended that you carry out this step immediately.

In the upper area of the tab, there is an area [19] in which you can upload the desired files by dragging and dropping or by clicking and selecting files. Below this, there are several settings options concerning the Print Items.

Print Item Name [20]

You can assign a new name to the file you want to upload. To do this, uncheck the Use File Name [21] check box and select a new definition in the Name field. Otherwise, the name of the uploaded print file will be used [19].

Width and Height [22]

It is advantageous if you specify the correct Print Item size immediately, otherwise, the check-in process may show errors. The check-in process will be completed even if there are Print Item size discrepancies. The Preflight only determines if the file size entered matches/does not match the original file size. If the file size does not match the specified height and width, it will be displayed in the job overview. However, this error can be corrected in the Workflow using the Adjust Dimensions option.

Number of pages [23]

This allows you to specify how many pages your Print Item contains. If the number does not match during the Preflight check, it will be displayed in the Order overview.

Copies [24]

The number of Copies is specified here.

Include Variable Data [25]

This ensures that your Print Item contains Variable Data and that this is also properly uploaded.

Color Policy [26]

We offer the ability to pre-assign and select a Color Policy for your Print Item. Based on your Color Policy selection, you can take decisions, such as selecting your Ink Calculation method. This option can also be changed or specified later in the Workflow as needed.

Use CSV [27]

Bleed required [28]

Calculate Ink Consumption [29]

You have the option to pre-calculate Ink Costs based on the standard profile calculation template during the check-in process. When you created a Substrate, you assigned a standard profile calculation template to the Substrate. In the Order overview area, you can calculate ink consumption under the Statistics tab, where you can then use other Substrate Profile templates to find your optimal composition.

Print Item Info [30]

Optionally, additional information can be specified during check-in, which is displayed in the Order List under the Comment label.

4. Check-in process

After you have filled in all input fields, click on the Save button to create the Order and initiate the Preflight check-in process. Two loading bars are displayed during check-in.

The first bar [31] shows the upload process progress and whether the file is acceptable for printing.

The second bar [32] shows the progress of the Preflight profile. This can take some time, as checking and rendering the thumbnails can be a time-consuming process.

All information about the file is collected and prepared in the background. This information is then displayed in different areas in the request overview. The user can still make changes to the file if necessary. After the successful check-in process, the Preflight progress bar display closes automatically.

Previous Article 4.1 General Overview
Next Article 4.3 Edit and Delete an Order (List View)
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