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Approvals & Workflow

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Multiple employee business cards in the uploading page.

A longer scrolling uploading page with multiple cards could look like this. Attachments: Screen Shot 2024-02-20 at 2.43.37 PM.png (101.017578125 KB)
Patrick Pernice 8 months ago in Pressero / Approvals & Workflow 0 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 8 months ago in Pressero / Approvals & Workflow 2 New Idea

Thank You for your order page

This page could be so simple, happy and beautiful. This page and the auto email confirmations page can be clones. - Nice large thumbs ( if your thumbnails are large enough, people might not need to click on them.)- Shipping delivery date and addre...
Patrick Pernice 8 months ago in Pressero / Approvals & Workflow 0 New Idea

Make an upload state / page

This is what the upload page could look like. Everything wide and stackable.upload front and back in the same area and be able to view proofs in popup windows if necessary. Or keep thumbnails large enough to see most detail and be able to edit qua...
Patrick Pernice 8 months ago in Pressero / Approvals & Workflow 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 about 3 years ago in Pressero / Approvals & Workflow / Pending Orders 0 New Idea

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 about 5 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 searc...
Scott Hillbrand almost 5 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 almost 5 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 almost 5 years ago in Pressero / Approvals & Workflow / Budgets & Promotions / General Settings 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 appr...
Antonio Rosania over 4 years ago in Pressero / Approvals & Workflow / Payments & Taxes / Users & User Groups 1 New Idea