Manage Status

As the order is being processed, the status of the order in the Order View will correspond with a status in the Operator View and the buyer's order status. Note that the buyer's order status always corresponds with the Order View status (not the Operator View status).

Order View Status	Operator View Status	Buyer's Order Status
Manual Quote Required	Waiting Approval	Order requires manual quote
User Approval Required	Waiting Approval	Order requires approval from customer
User Approved	User Approved	User approved
Approval Required	Waiting Approval	Approval required
Approved	Approved	Approved
Rejected	Rejected	Rejected
In Production	Awaiting Production File	In production
In Production	Production File Received	In production
In Production	Setup	In production
In Production	Transferring	In production
In Production	Transferred	In production
In Production	Printing	In production
In Production	Printed	In production
In Production	Binding	In production
Printed	Completed	Printed
Shipped	Completed	Shipped
Canceled	Canceled	Canceled
Deleted	Deleted	Deleted
Canceled by Buyer	Canceled by Buyer	Canceled by Buyer
On Hold	On Hold	On Hold
Declined	Declined	Declined
Abandoned	Abandoned	Abandoned
Completed and Invoiced	Completed	Completed and Invoiced

The Manage Status tool enables you to effectively manage your shop’s workflow process by controlling the status of jobs in the system. You can:

●        Configure the order and operator statuses and the customer job status in a way that best meets your shop’s workflow

●        Lock jobs in a given status to prevent the status from being changed on the Operator View page

●        Configure the system to send automatic email notifications to customers when orders reach a specified status

●        Set the system to print the job automatically (i.e., if it is a standard job; see “Automated Printing” on page 18 for more details) when a specified status is reached

Warning: This is an advanced option and is rarely needed. It is recommended that you leave the statuses in default condition.

In most cases, you can change the status of a job in the Order View and Operator View. The “final condition” statuses—Canceled, Deleted, Rejected, Shipped—are locked by default. You can unlock the Deleted and Rejected statuses (though this is not recommended) and lock others depending on the needs of your shop. The Canceled and Shipped statuses cannot be changed. Follow the steps below to lock or unlock an order or job status.

1         Go to Administration > Status.

2         On the Manage Status page, click Edit for any status displayed on the Operator or Order view tables that you want to change.

3         To lock a status check its Locked box.

4         Click Update to save your changes, or click Cancel to discard your changes and revert to the previously saved settings.

You can configure the system to automatically send an email notification to a customer when an order reaches a certain Order View status. These change-of-status notifications will be sent to the email address listed in the customer’s user profile and are a good way to keep customers posted on the status of their order and alert them to any action they need to take (approve a quote, pick up a job, etc.). Follow the steps below to set a status to automatically send an email notification.

1         Go to Administration > Status.

2         On the Manage Status page, click Edit for any status displayed on the Order View table that you want to change.

3         Check the Send Email box (to notify customers) and / or the Send Email to Print Shop box (to notify the Print Shop) corresponding to any status listed in the table.

4         Click Update to save your changes, or click Cancel to discard your changes and revert to the previously saved settings.

You can customize the statuses in any language except the default language.  

1         To edit a status, click on the status (a link) to open the Language Management page.

For complete information on customizing language strings, see the topic Language Management-Customize Strings.

2         Once you locate the instance of the word or phrase you want to customize by language (localized version) then click Edit corresponding to it.

3         In the text entry box  that opens in the Overridden Text column, enter the custom status that you want to replace the default status text.

4         Click Update to save your change (or Cancel to disregard it).

Result: Your custom text will be displayed in the Overridden Text column.

5         Repeat the steps above if you want to customize the word or phrase in other localized versions.

For information on customizing email notifications, see Editing Email Messages.

You can configure MarketDirect StoreFront to enable printing (via the Print option for a job on the Operator View) when an order reaches a specified status. For example, you can set the Approved status to enable printing from the Operator View once an order reaches the Approved status.

1         Go to Administration > Status.

2         On the Manage Status page, click Edit for any status displayed on the Operator View table that you want to change.

3         Check the Can Print box.

4         Click Update to save your changes, or click Cancel to discard your changes and revert to the previously saved settings.