Open the Orders list
Sign in to the staff app.
In the left menu open Orders → All orders.
You’ll see a searchable list of jobs for your shop. Use the search box (order # or customer). Filters let you narrow by status, dates, assignee, billing, and more.
Archived jobs are hidden unless you choose that status on purpose.
Create buttons
On the Orders page header, click New Order.
You can also:
Open Orders → Quotes and click New quote (same create form — you decide whether it stays a draft or becomes a quote).
From the Dashboard, start a new order from the orders section / New sheet when your shop shows that shortcut.
What the list is telling you
Each row is one job. Useful columns and cues:
You might notice | Meaning |
|---|---|
Status | Where the job is in its life (Draft, Quote, Approved, In production, …) |
Priority | Normal, high, or urgent — used for rush work and floor sorting |
Customer | Who the job is for |
Assignees | Staff responsible (sales or floor) |
Ship date | When it should leave — feeds schedule urgency and queues |
Tip: production queues also sort by ship date and priority — keep those fields honest.
Quotes vs All orders
Menu | Best for |
|---|---|
All orders | Day-to-day ops across every status |
Quotes | Only jobs still in quote / declined / expired |
Quote pipeline | Sales board — drag quotes through New → Sent → Follow-up → Won → Lost (needs Starter+) |
A quote is the same job, just in a sales status. There isn’t a separate “quote database.”
Also on the Operations menu
Place | Use it when… |
|---|---|
Scan | You’re on the floor with a barcode/QR label |
Production → In Production | You’re moving jobs across stations |
Production → Queues | You’re pulling work by decoration method (screen vs embroidery, …) |
Schedule | You’re booking capacity days/weeks ahead |
Invoices & receipts | You’re chasing or recording money |
Before you create jobs
Turn on PrintShop (setup or Settings → Product modes).
Have a Customer with email if they’ll use the portal or get quote/proof emails (Customers, Customer portal).
Know your plan limits (Free is fine for learning, but caps monthly orders/quotes — Billing).
Work down the order tabs from left to right when you can — quote and proof before production and ship usually avoids rework.