Skyline Installation

Viewing Live Orders

Viewing Live Orders

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Viewing Live Orders

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To view live orders:

1.Log in with Manager rights and go to Management.
2.In the Orders section click Icon-LiveOrders Live Orders.
3.You can use the shortcut LiveOrders-LoadAll to load all the orders.  If you want to only see orders that have been printed click the shortcut LiveOrders-SCPrinted. If you click the shortcut LiveOrders-SCPrintedMany you will see orders that have been printed more than once.
Example of the Live Orders web page

Example of the Live Orders web page

Use the fields a the top of the page to select a range of orders to view by specifying a date range and order status. When the requirements have been entered click Icon-Load. Dates refer to the date that the order was submitted.

Example of the different statuses available

Example of the different statuses available

 

You can search for a specific order by selecting a search field and entering a value. If you are searching for an order number you must enter the whole order number and not just part of it e.g. 0002446 and not 2446. Make sure that you select the correct date range remembering that the date refers to the date that the order was placed. Click Icon-Load to list all the orders that match your requirements. Search is not case sensitive.

Example of a search result.

Example of a search result.

 

To view the original job ticket click Icon-JobTicket associated with an order.

If an order has Icon-GreyPrinter showing it means that the order has been printed. A Icon-RedPrinter means that the order has been printed more than one. Hover your mouse over the icon and an indicator will show the number of times that the order had been printed.

Click Button-OrderDetails associated with an order to view further details. Details regarding the order are shown at the bottom of the page.

Example of the details of an order

Example of the details of an order

If the portal configuration Managers Can View Live Job PDFs is true the PDF associated with the job can be viewed.

To enable Managers to view the PDF for a live jobs:

1.Log in with Administrator rights and go to Admin.
2.In the Portals section click Portal Configuration.
Portals-PortalConfiguration
3.Find Managers Can View Live Job PDFs in the list.
If the option is set as True Mangers can view the PDF associated with the job from the Live Orders web page.
Managers are unable to view PDF's if the setting is False.
4.To amend this option click Icon-Pencil.
5.Click Icon-Save to save the setting.

To configure Managers Can Edit Live Job Details for all portals associated with Skyline use the default configuration option. These options are only available when you are logged in with Host privileges. Any changes to the default configuration will affect ALL portals associated with Skyline.go

Specific details of the order can be viewed on the Details tab. If any Custom Document Option fields are used in the product they are shown in the lower half of the table. For more information see the section on creating a product.

Example of the Details tab information.

Example of the Details tab information.

The customer details are shown on the Customer Details tab.  The field names are the default field names used when creating the Address Form in ProductManager. If fields are not displaying the expected details please review the Address Form configuration.

Example of the Customer Details tab information.

Example of the Customer Details tab information.

The history of the order is shown on the History tab.

Example of the History tab information.

Example of the History tab information.

Printing details are shown in the Printing tab.

Example of the Printing tab information.

Example of the Printing tab information.

The notes tab will contain any user notes that are part of the Product. There is also a section where you can enter any notes regarding the order. The person who placed the order will not see these notes.

Example of the Notes tab information.

Example of the Notes tab information.