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Introduction: Production Approval
Production Approval
Approval Options
To make the artwork complete, click on the design number of the artwork on the Invoice:
This will open up the artwork edit screen, click on “Active” in the bottom right corner then select “Complete” – this will change the artwork to completed.
Sending the Production Approval Request
To send a production approval request click on “Send“, then click on “Send Production Approval Request“:
That will open the “Production Approval Request” screen where you can set the Approval’s due date, reminders and other options:
Approval Options
- 1.a) Approve Once: customer can approve the whole order at once
- 1.b) Approve every Imprint: Customer will have to approve every Imprint individually.
- 1.c) Approve Imprint and Product Rows: Customer will have to approve every Imprint and Product individually.
- 2.) Select 'OTP Verification' if you want to send a one time verification pin for extra security
- 3.) Enter the number that the OTP should be sent to
After filling in the Production Approval Request click on “Preview and Send” – this will open up a preview of the email that will be sent to the customer
When you are done click on “Send”
Once the email arrives in your inbox (remember: you are in Demo Mode) click on View Approval to open it, then click on “Approve/Reject” and select “Approve“.
Then click on “Submit“.
The “Request Processed” screen will pop up, click on “Got it“
Now that production is “Approved” you can go back to the invoice and set the order stage to “Scheduled”:
You’re doing great!
Now let’s get the goods we need to complete the order: