Convert a Quote to an Order

  • Choose Quotes from the Side Navigation Menu Panel.
  • Click on the Quote number that you would like to convert to an order.
  • Click on the Actions Menu and then Convert to Order.

The screen will update when the quote is converted to an order. The quote is left intact and there is a link to the quote on the left side of the order window under Customer Details > Previous Quote #. You can also navigate back to the Quotes table at anytime to view active and converted quotes.

Print a Work Order

  • Check the box next to the Order Items that you would like to print a Work Order for.
  • In the Order menu click Workorder.
  • Choose a Work order document style.
  • In the top right corner of the Work Order preview screen click on the Print icon.
  • Close the Print Preview window.
  • With the Order Item still checked click on Move in the Order screen menu.
  • From the dropdown choose Graphics.

The work order would then be physically moved to the Graphics / Prepress Department.

Moving Order Items through Production

  • Choose Production from the Side Navigation Panel.
  • Check the box next to an order item.
  • Select Move from the Production Workflow menu.

Each department in your company will be responsible for one or multiple queues. The Graphics department will be responsible for Graphics, Proof Out, and Hold. Where as your Customer Service department will be responsible for To Assign. If the work order is on your department the item should also be in the corresponding queue in Production Workflow.


The Production Workflow queues are completely customizable to fit your shops needs. You can edit the Production Workflow tabs by going to Settings > Dockets > Production.

Create a Shipment

Once an order item makes it's way to the Shipping queue a shipment can be created.

  • From the Order view click on the + icon to the right of Shipments.
  • Give the Shipment a Name (required).
  • The Ship Date defaults today.
  • Paste in the Tracking Number (not required).
  • The Origin, Billing, and Destination pull from the order data, revise if necessary.
  • Add any Shipment Notes (not required).
  • Parcels can be created for Shippo integration or for item allocation (not required).
  • Toggle Shipping is Taxable to your preference.
  • Apply a Tax Rate.
  • Enter a Cost and a Default Markup to generate a Price.
  • Click Save.

The pricing from the Shipments will appear in the Details section of the Order view. This pricing will be broken out on the invoice below the Subtotal. If you would like to hide the Shipping charges for certain situations you can create a Department Item and apply it to an order item. The Shipments functionality can still be utilized but the Price would need to be zeroed out.

Option 1: Print an Invoice

  • From the Order view Click Actions > Print Invoice.
  • Choose a document style.
  • From the print preview screen Click on the Print icon in the top right corner. 
  • There is an option to Download the invoice to the left of the Print icon as well.

Option 2: Email an Invoice

  • From the Order view Click Actions > Email Invoice.
  • Choose a document style.
  • Click Send.

Before sending the email you have the ability to cc and Bcc multiple recipients by clicking the down arrow on the right of the To field.