Orders

Operate, then Orders. An order is a committed job. It has a stage, a due date, a stage history, artwork, lines with cost snapshots, and eventually an invoice.

The order screen

Panel	What it holds
Stage strip	The five stages, with the current one highlighted
Customer	Who it is for, and the contact
Details	Due date, substage such as "Press 2, 60%", carrier
Line items	Garment, decoration, colours, placement, quantity, unit, total, and the tax breakdown
Stage history	Every move, with timestamp and who did it. Append-only
Artwork	The current version and its approval state

The header actions

Action	What it does
Advance to [next stage]	Moves the job on, and fires everything that stage triggers
Cancel order	Cancels with a reason. Frees the open-order slot
Upload artwork version	Adds a proof: file, size in mm, print colours, designer note
Send for approval	Emails the customer a signed one-click approval link
Generate shipping label	Creates a label and tracking through your shipping integration
Print	Work order, worksheet, or packing slip
Edit	Change dates, carrier, sales rep, notes and lines

What a stage change actually does

This is the part worth knowing, because one drag does a lot:

Move	Side effects
Into Print queue	Customer notified that the job is starting
Into In production	Stock deducted for the order's SKUs, writing to the movement ledger
Into Dispatched	Dispatch email and SMS with tracking, invoice issued and emailed, order closed
Any stage change	Stage history row written, webhook subscribers notified, board updated for everyone

Because dispatch issues the invoice, dispatching a job you have not finished creates an invoice you then have to credit. Advance when the thing has actually happened.

The three printouts

Printout	For
Work order	The office copy: customer, dates, lines, notes
Worksheet	The floor copy, carrying the barcode used to advance stages by scan
Packing slip	Goes in the box

Printing the worksheet for every job is what makes barcode advancing work. It is the single cheapest process improvement in the product.

Sales rep and commission

An order can carry a sales rep and a commission rate in basis points. The rate is frozen onto the order when the rep is assigned, calculated on the ex-tax order value, and earned when the order dispatches. Totals per rep appear in reports.

Editing an order

Dates, carrier, rep, notes and lines are all editable. Two cautions:

• Changing lines after production has started does not un-deduct stock that has already been consumed. Adjust stock separately if you need to.
• Cost snapshots do not move when you change a supplier price elsewhere. That is deliberate: it keeps historical margin honest.

Cancelling

Cancel order asks for a reason, which is recorded. Cancelling frees the open-order slot against your plan limit and stops automations. If an invoice has already been issued, credit it through returns rather than deleting it.

Finding an order

• Global search at the top takes an order number from anywhere.
• The list filters by stage, customer and date.
• The production board is faster when you are thinking "what is in QC" rather than "where is ORD-2026-0001".