This tutorial provides a comprehensive guide on managing orders and navigating the dashboard.
Please note that the video and article screenshots may appear slightly different due to ongoing DesignO version upgrades. The tutorial video was originally recorded on DesignO Version 2.0, whereas the help article has now been updated to reflect Version 2.5. As a result, certain UI elements, screen layouts, or timestamp references in the screenshots may vary from what is shown in the video. However, the overall functionality, workflow, and process demonstrated in both the video and the article remain the same and accurate. The steps can be followed as demonstrated, irrespective of the minor interface differences caused by version enhancements.
Navigate to the left panel and select Order Management. This section includes Orders, Jobs, and Jobs Calendar. This tutorial focuses on Orders.
Click on Order under the Order Management to view the list of orders.
Use the filter options to view orders from specific days or stores, or search for an order by its ID.
Customize the columns to display the information you need. For example, if you only have one store, you might choose to hide the Store column.
Use the filter options to sort the table by customer name or order status.
Manage the order of the list by sorting in ascending or descending order.
Placing an order:
Start by opening the store. Click on any product.
Navigate to the product detail page and click on the personalize button to reach the design studio.
Personalise the product as per your requirement using the Design Studio.
Proceed to checkout by clicking on add to cart.
Click on Proceed to checkout.
Place the order by entering your details. The order ID will be displayed.
Return to the Order Management tab and click on Orders to view the newly placed order.
Click on the order ID to view the order details.
You will be able to see the order details, including billing and shipping addresses, customer information, and payment details.
Review the order as an admin and set the order due date.
View the order information, including product name, SKU, quantity, price, and any custom options selected.
Review any comments added to the order.
Click Generate Output so that you can later download the order details.
Click on the Check Status button.
You can now click on Download Output to get the outfile file.
Review the CSV file containing the complete order details.
Review any additional files included in the download, such as mask images or SVG files.
For any further assistance, do not hesitate to reach out to our support team.
They are always ready and willing to provide the necessary help.
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