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Approvals & Workflow

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Workflow Status by Color

Need a progress bar color to be associated with a status meaning. Right now they are all grey except for a solid red option when an order is canceled. For example, a Canceled order = red bar, holding for PO or payment = yellow bar, Order Received ...
Kelly Mellert over 4 years ago in Pressero / Admin / Approvals & Workflow / User Interface 5 New Idea

Order Queue Check Box Function

We need check box system that allows us to select multiple items (or "select all" items on the page) in the order queue so that we can change the job status in a group. For instance, if I have an order with 18 items, I'd love to be able to sea...
Scott Hillbrand over 4 years ago in Pressero / Admin / Approvals & Workflow / Orders - Orders List View 0 New Idea

Custom "Order Completed" notification based on Shipping Method - Example: "Order Ready for Pickup"

Alter "Order Completed" notification based on Shipping Methods. Particularly helpful to allow "Order Ready for Pickup" notifictaions with pickup instructions or address.
Olivia MacLachlan over 4 years ago in Pressero / Approvals & Workflow / Email Notifications / Users & User Groups 1 New Idea

Stop User from Ordering if they Exceed Budget

We have a print and merchandise storefront that allows our users to purchase via a corporate budget amount OR personal credit card. Based on all of the rules in place in the permissions if we allow budget and credit cards there is a major problem ...
Guest over 4 years ago in Pressero / Approvals & Workflow / Budgets & Promotions / General Settings 0 New Idea

Add search function to Pending Orders screen

The new pending orders screen lacks a search capability. I have customers who regularly use that function in Order History when approving jobs. They do not use the link from the individual email, but perform a search to find the job that they need...
Jim Riddles over 2 years ago in Pressero / Approvals & Workflow / Pending Orders 0 New Idea

Approval Plan Rule based on Payment Methods

The main idea is to approve those payments that are made through a MISC such as 30, 45, 60, or 90 days payments of those made by Credit Card or PayPal accounts. All payments received on a site that goes through a MISC Payment Method will need app...
Antonio Rosania about 4 years ago in Pressero / Approvals & Workflow / Payments & Taxes / Users & User Groups 1 New Idea

Snapshot to avoid complaints from dishonest users

We know Pressero is a safe platform and there's no chance of incorrect data is being placed in a product unless the user types it. But we already had situations involving dishonest users that said they didn't type some information that was printed...
Alisson Salles over 4 years ago in Pressero / Approvals & Workflow / General Settings / Misc / Products / User Interface 2 New Idea

Payment Method Specific Approval Plans

Allow creating approval plans that are based on the type of payment method chosen (i.e: only orders purchased with Open Terms/PO# require approval).
Katelyn Fletcher over 3 years ago in Pressero / Approvals & Workflow 0 New Idea

approvals on accounts page or other page/tab on user side

It would be nice to be able to view my approvals in one place without needing to search for them in History. Some users may get a lot of approval requests and don't want to click links in all the individual emails. Having a list of the pending app...
Guest over 4 years ago in Pressero / Approvals & Workflow / Products 5 New Idea

Add Proofs to the Order History page VIEW

The E-Doc builder shows these proofs in the order history section after you click VIEW. It would be nice if the NON E-Doc version we had did the same.
Patrick Pernice about 2 months ago in Pressero / Approvals & Workflow 2 New Idea