Your first order, part 2: take it to shipped

In this tutorial you’ll take the order you submitted in part 1 all the way to Shipped. You’ll add shipping and other charges, accept the order, set a ship date, and move it through production.

It takes about ten minutes.

Before you start

Finish part 1 first. You need its order, in Submitted status.

Find the order

1. In the left menu, select Orders.

2. In the filter box, replace the text with lee status:submitted and press Enter.

   

3. Select the order’s number to open it.

The top of the order shows a Submitted status badge. The main button at the top right is the next step: Accept Order.

Add shipping and other charges

1. Select the Line Items tab.

2. In the Order Summary box, type 150 in Shipping, then press Tab.

3. If any other field in the Order Summary is marked with an asterisk (*), your shop requires that charge too. Type 0 in it and press Tab.

   The Total updates to include the charges you entered.

   If Factor appears, leave it unchanged. In this case, Total uses Net Cost (Subtotal × Factor) as its starting amount.

   

Accept the order

You created this order and shared it with your team, so it doesn’t go back to anyone to confirm: you accept it yourself.

1. Check the Total. For a real order, this is when you’d check it with the customer.

   

2. Select Accept Order.

3. When you’re asked to accept the order, select Accept order.

   The status changes to Accepted, and the price is now locked. The main button changes to Release to Production.

Set a ship date and release it

1. Select the Details tab.

2. On the Order & Fulfillment card, select Edit.

3. Choose a date two weeks from today in Estimated ship date, then select Save.

   

4. Select Release to Production.

   The status changes to In Production.

Finish the order

1. Select Mark as Staged. The status changes to Staged.

2. Select Mark as Shipped. The status changes to Shipped.

   

The order is complete.

What you did

You moved an order from submission to shipped:

You selected	The status became
Accept Order	Accepted
Release to Production	In Production
Mark as Staged	Staged
Mark as Shipped	Shipped

Next steps

• When a designer creates an order, you select Confirm with Submitter instead, and the designer accepts it. Learn why in How an order moves from quote to shipped.
• Look up what each status allows in Order statuses.
• When an order needs to change after it’s submitted, see Change an order after submission.