Order - Update (example: poster)
Goal
This article shows how to update an existing order. You will learn how to change quantity, format, print material, and ink settings. You will also learn how to customize the Product View (choose columns and save your own views).
Procedure
Step 1: Find the order
Go to orders. Use the search field and type any attribute (for example: name, customer, number). Press Enter.
Step 2: Open the order
Double-click the order you want to change.
Step 3: Confirm you are in the Product View
The Product View opens for the selected order.
Step 4: Update the quantity
Click the Quantity field, type the new value, then press Tab (or click outside the field) to apply.
Step 5: Update the format
Click or press Tab into the Format field. A pop-up opens. Choose a standard format from the drop-down. Double-click the format or press Tab to confirm.
Step 6: Update the print material (overview of methods)
You can select print material in different ways:
• If you know the Resource Number: type it directly, and the material is selected.
• Quick search: type part of the material name or format to see suggestions, then double-click to select.
• Full list: click the Gear icon to open the material list. Use quick search and double-click the desired material.
Step 7: Open the full list of print materials
Click the Gear icon to open the complete print material list.
Step 8: Search within the print material list
Type a material property (name or part of the format). A list of suggestions appears.
Step 9: Select the print material
Double-click your material. The selection is applied and you return to the Product View.
Step 10: Open ink settings
Click or press Tab into the Ink Settings field. A pop-up opens.
Step 11: Edit ink settings
Enter the number of colors and the color specifications. Confirm to apply.
Step 12: Confirm the update
Your order is updated and all changes are saved.
Step 13: Open the column menu
Click the three dots in any column header.
Step 14: Choose Columns
Click the "Columns" option in the small pop-up.
Step 15: Show or hide columns
In the pop-up, mark or unmark columns. Only marked columns will appear in the Product View. Click Save.
Step 16: Save your view
Click the + to save this set of columns as a view.
Step 17: Name the view
Enter a name for the view and click Save.
Step 18: Use your saved view
Your view is saved and can be selected later. You can save several views.
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