Order Management

View, track, and manage all print shop orders. As an operator, you have access to the complete order list and can update statuses, view details, and monitor the progress of each order.

Prerequisites

• An active Operator or Owner account in DTFPro
• Logged into the admin panel

Step by Step

1. Access the Order List

In the side menu, click Orders. The list displays all print shop orders with:

• Number — unique identifier (e.g., #PH-0042)
• Client — name of the client who placed the order
• Status — current stage of the order
• Total value — order value in R$
• Date — order creation date
• Items — number of items in the order

The list is paginated — use the navigation buttons at the bottom of the page to see more orders.

2. Filtering Orders

Use filters to find orders quickly:

• By status — Submitted, Paid, In Production, Ready, Delivered, Canceled, etc.
• By page — navigate between results pages

To find a specific order, use the order number filter (e.g., PH-0042) or filter by the desired status.

3. Viewing Order Details

Click an order to see all its information:

Client data:

• Full name, email, and phone number

Order items:

• List of each submitted file
• Contracted service (e.g., DTF Transfer Premium)
• Meterage and quantity of each item
• Unit price and subtotal

Financial summary:

• Item subtotal
• Fees (pre-check, rush, if applicable)
• Order total

Payment:

• Payment status (pending / proof submitted / validated)
• Proof submitted by the client (when applicable)

Status history:

• Timeline of all order status changes
• Date, time, and responsible party for each update

4. Understanding the Status Flow

Every order moves through the following stages:

Draft → Submitted → Awaiting Validation → Paid
                                           ↓
                         Awaiting Review (if pre-check is active)
                                           ↓
                                     In Production
                                           ↓
                         In Finishing → Ready → Delivered

Details of each status:

Status	What it means
Draft	Order created by the client but not yet submitted
Submitted	Client finalized and submitted the order, awaiting payment
Awaiting Validation	Pix payment proof submitted, awaiting print shop confirmation
Paid	Payment confirmed, order ready to enter production
Awaiting Review	Files being analyzed in pre-check
Changes Requested	Client needs to correct and resubmit files
In Production	Order being printed
In Finishing	Post-print: cutting, pressing, folding
Ready	Order finished, awaiting pickup or shipment
Delivered	Order delivered to the client
Canceled	Order canceled (any stage before Delivered)

5. Advancing an Order's Status

For orders already in production (from Paid status onward), you can advance the status directly from the order details:

1. Open the order details
2. Find the Advance Status button (it shows which status the order will move to)
3. Click the button to confirm the transition
4. The status history updates automatically

The Kanban is more practical

To advance multiple orders quickly, use the Print Queue with drag and drop. The order list is more useful for checking details and history.

6. Bulk Status Advancement

To advance multiple orders at once (for example, all "In Finishing" orders to "Ready"):

1. In the order list, filter by the current status (e.g., In Finishing)
2. Check the orders you want to advance using the selection checkboxes
3. Click Advance Selected
4. Confirm the action — all selected orders advance to the next status

Alternatively, use the Advance All button that appears in each column header on the Print Queue Kanban board.

7. Canceling an Order

In exceptional situations (client request, technical issue, order error):

1. Open the order details
2. Click Cancel Order
3. Enter the reason for cancellation
4. Confirm the action

After cancellation:

• The order receives Canceled status and cannot be reversed
• The client is automatically notified by email
• The order remains in the history for reference and reporting

Warning

Orders with Delivered status cannot be canceled. Canceled orders cannot be reopened — if needed, instruct the client to create a new order.

Tips

• Use status filters to focus on orders that need your attention
• The order number (#PH-XXXX) is sequential and unique per print shop — use it when communicating with the client
• Check the status history to understand an order's journey and how long it stayed at each stage
• Canceled orders remain in the history for reference — use the "Canceled" status filter to look them up
• For payment details (validating proofs, issuing payment links), consult the owner — those actions are in Finance

Common Issues

"The order has been stuck in 'Awaiting Validation' for a long time"

Finance needs to validate the Pix payment proof. Notify the responsible person or, if you are the owner, access Finance to validate it.

"The client wants to change an already-submitted order"

Submitted orders cannot be edited through the client portal. For changes, cancel the order and ask the client to create a new one.

"I cannot find the order by number"

Check that you are using the correct format (PH-0042 or #PH-0042). The search filter accepts the number with or without the #PH prefix.

"The order is in 'Paid' but is not showing in the Print Queue"

Check whether pre-check is enabled — if it is, the order first goes to "Awaiting Review" before entering the production queue. Access Pre-check to review the files.

"I need to find orders from a specific date range"

At this time, date range filtering is not available in the order list. Use the status filter and navigate through pages to locate older orders.