General and Print Queues

This queue lists the orders that are still pending approval by the clearing service.

After the payment is cleared, the order automatically moves to the Pending Prints queue for processing. Administrators can approve or reject orders manually. Orders that use delayed clearing methods are confirmed and an order confirmation message is sent to the customer (if it was previously configured).

 This feature is only available for clearing services supporting delayed payments, such as MultiSafepay.

Lists orders whose fulfillment hasn't yet begun.

This queue contains orders coming only from stores for which the option Allow customers to edit submitted orders has been defined.

As long as orders are in this queue, they can be edited by the customer. Once fulfillment has begun, they can no longer be edited.

You, the operator, may also edit these orders on behalf of the customer, if you have the appropriate permissions. This can be done as follows:

–      Click the Cancel & Edit link.
The order is cancelled and its items enter the customer's shopping cart.

–      The Storefront then opens with login credentials of the customer who made the order.

–      Browse to the cart, make any necessary changes, and then resubmit the order.

Lists all orders which have been previously in the Orders Waiting for Fulfillment queue, and have been cancelled by the customer or by the operator.

Note that products using inventory are returned to stock when an order is cancelled.

Lists orders which have been previously in the Delayed Payment queue, and have been rejected by the clearing service.

This queue lists archived items. Archived items are items that have been prepared and delivered to customers.

This queue includes the following types of ordered items:

–      Items that were received from the Storefront and have not yet been processed via uStore Backoffice.

–      Items that were moved back to the beginning of the processing cycle from the Ready to Produce, Ready for Prepress, Cancelled or Failed Jobs queues.

To add a pending item to the list of items intended for processing, go to the Action list and choose Prepare. You can also choose Cancel to abort the production process of the item. This will take you to the Cancelled queue.

This queue is relevant for documents whose recipient list has been ordered using USADATA services (see Allowing Customers to Use USADATA Services).

After checkout, the order items go into the Pending Recipient List - Prints queue, until uStore gets the recipient list from USADATA.

After the recipient list is received, uStore saves it and the order moves to the Pending Prints queue. Once the order is in the Pending Prints queue, the order is prepared and processed in the uStore Backoffice like any other order.

Important! Unlike when using a regular recipient list, recipient lists from USADATA cannot be downloaded nor replaced in the Backoffice.

This queue lists items intended for processing. From this queue you can select the following actions:

–      Process (1 Copy) - Creates a PDF that includes a single copy per recipient.

§       Sends dynamic documents to the uProduce server for processing.

§       Moves static documents to the Ready for Delivery queue.

–      Process (all copies) - Creates a PDF that includes all copies per recipient included in it.

§       Sends dynamic documents to the uProduce server for processing.

§       Moves static documents to the Ready for Delivery queue.

§       Sends print touchpoint documents (of XM Campaign products) to Circle for processing. The number of copies is defined in Circle.

–      Revert: This action sends selected items back to the Pending Prints queue. Note that when you revert grouped items (aggregated items), the group of items is broken apart and each of the ordered products is sent back to the Pending Prints queue.

–      Archive: Sends the selected items to the Archive queue before being produced.

 Notes

§       Moving an item to the Ready to Produce queue does not imply that the document is actually going to be produced. The purpose of this queue is to enable the administrator to narrow down the processing candidates by filtering out items not relevant to the current processing task.

§       For aggregated print jobs, you can only choose the Process (all copies) action.
For Composite and Static documents, you can only choose the Process (1 copy) action.
For print touchpoint products, the Revert action is unavailable.

This queue includes items that are in the process of being produced.

Successfully produced items are automatically sent to the next queue based on the following conditions:

–      If a prepress workflow is associated with the product, it goes to the Ready for Prepress queue.

–      If no prepress workflow is associated with the product, it goes to the Ready for Delivery queue.

Items whose jobs failed or were deleted are sent automatically to the Failed Jobs queue and a notification email is sent to the Superuser. The email shows the OrderID, OrderProductID, error messages from uProduce and a link to the Order Product Details page (shown in Viewing Ordered Items Information). In the Order Product Details page, the user can move the item to the Pending queue and retry the processing.

 The link to the Order Product Details page is displayed only if a friendly URL has been configured for the store in the Store Setup page > General tab > Enable Store Friendly-URL checkbox (see Enabling Store-Friendly URL).

You can also send items manually to the Ready to Produce queue by selecting Resubmit from the Action list.

This queue includes items that were associated with a prepress workflow. From this queue you can perform the following actions:

–      Run: Sends the item to its prepress workflow. Only items that are associated with a prepress workflow can be run.

 If the selected item is a Composite product that is made up of components whose workflows were not merged to one Prepress Setup, then each component will run according to its own workflow.  If you want all the Composite components to run using the same workflow, in the Orders List, in the item row, select View list, and change each component’s workflow.

–      Select Workflow: Enables you to change the workflow defined for an item. When you select this action, a dialog box with the workflow that was defined for this item is displayed. If you want to see additional workflows, click the Show all workflows link.

 For aggregated print jobs, you can select the workflow directly in the Orders List page, in the Workflow name column. All aggregated print jobs run using the same workflow.

–      Prepare for Delivery: Skips the prepress stage and moves the item to Ready for Delivery queue.

–      Resubmit: Sends the selected item to the Ready to Produce queue. Note that moving an item to the Ready to Produce queue does not imply that the document is actually going to be produced. The purpose of this queue is to enable the administrator to narrow down the processing candidates by filtering out items not relevant to the current processing task.

This queue includes items that are in the prepress stage.

Items will automatically move to the next queue when a complete notification is received from the prepress workflow provider. Items that fail or items that wait in this queue for longer than one hour are automatically moved to the Failed Jobs queue.

 If the Auto-run to prepress production option was selected during the product’s Prepress Setup, then the print job will run directly from the Producing File in Progress queue to the Prepress in Progress queue.

This queue lists products that are ready to be delivered.

Until the order reaches this queue, it is managed per product item, that is for each Item ID there will be a different record in the Orders list. However, from the moment the order reaches the Ready for Delivery queue, it is managed per shipping item. This is important for orders with split shipping where the same product is shipped to different addresses. In this case, the Orders list can display two records with the same order ID and item ID but with different shipping parameters.

When viewing the Ready for Delivery queue, you can group the shipping items list by their delivery ability. This way you can cluster shipping items by their delivery provider and addressee, provided that all shipping items are from the same store.

You can click Download Output to download the production output. Note that if your store is GDPR compliant, the output will be available for only 30 days after its creation.

From this queue you can perform the following actions:

–      Create New Delivery: Select the shipping items you want to deliver and then select Create New Delivery.

The popup window that is displayed contains options for delivery depending on the delivery provider.

For Manual shipping, the following pop up window is displayed:

The selected service in the Service list is the service the customer chose in the order. You may change it by selecting a different service. Enter a Shipping Date and a Tracking Number (if required).

 You have the ability to override the shipping price that was defined in the Storefront. This can be done via the AllowOverridingManualShippingPrice key in the Global Configurations table.

For FedEx shipping, the following pop up window is displayed:

Fill in the following information:

Field	Description
Service	The selected service is the service the customer chose in the order; you may change it to a different service.
Drop Off Type	Drop off type.
Ship Date	Shipment schedule.
Residential Delivery	Selected by default if the customer address is a residence.
Packages	·     Package: Estimation of the most suitable package for this shipment. Change it if you are about to ship the order in a different package. ·     Weight: Weight of the package. ·     Insurance: (Optional) Enter the insurance premium for the shipment. The initial price is the total price of the order. ·     Total Weight: Estimation of the total weight of the package. ·     Add Package: (Optional) Click this link to add more packages. A new row is displayed in the Packages section, where you can enter the new package details.
Get Shipping Rate	Click to get shipping rate from FedEx.
Use delivery provider to generate label	Select this option to automatically receive the label from FedEx.
I already have tracking information	Select this option to manually enter the Tracking Number you have already received from FedEx.
Deliver Now	If you chose FedEx as your delivery provider, click to instruct FedEx to deliver the product. The product order will move to the Delivering queue.

For UPS shipping, the following pop up window is displayed:

Fill in the following information:

Field	Description
Service	The selected service is the service the customer chose in the order; you may change it to a different service.
Pickup Type	Type of pickup (for example, Daily Pickup).
Delivery Confirmation	Select if delivery confirmation is required.
Residential Delivery	Selected by default if the customer address is a residence.
Saturday Delivery	Select this checkbox if you wish the package to be delivered on Saturday. This delivery type is normally used for time-critical shipments.
Packages	Estimation of the most suitable package for this shipment. Change it if you are about to ship the order in a different package.
Add Package	(Optional) Click this link to add more packages. A new row is displayed in the Packages section, where you can enter the new package details.
Get Shipping Rate	Click to get a shipping rate from UPS.
Deliver Now	If you chose UPS as your delivery provider, click to instruct UPS to deliver the product. The product order will move to the Delivering queue.

 

–      Resubmit: Sends the selected item to the Ready to Produce queue. Note that moving an item to the Ready to Produce queue does not imply that the document is actually going to be produced. The purpose of this queue is to enable the administrator to narrow down the processing candidates by filtering out items not relevant to the current processing task.

This optional queue enables you to select items that share the same document and product property selections and group them into a single cluster (see Setting Up Global Product Properties and Setting Up Product Properties for Single Products). You can benefit from aggregating items for production by:

–      Sorting your recipient lists and thus reducing mailing costs.

–      Making the production process more efficient by providing stacked print jobs to the printing press.

Aggregating items is possible when all of the following conditions are met:

–      The items are in the Pending queue.

–      The items are based on the same document (for example, have the same design).

–      The items share the same property (or properties).

Documents may be assigned several properties that affect aggregation (as described in Setting Up Global Product Properties and Setting Up Product Properties for Single Products). The properties and the value selected for each property should be identical in all documents that are intended for aggregation. Note that the algorithm that verifies aggregation is case sensitive; for example, ‘Paper Type’ is not equal to ‘paper type’.

 If you plan to group a number of products in a store, you should create Global Pricing Properties (as in Setting Up Global Product Properties) for those products to avoid product mismatching properties.

To aggregate items in the Pending queue:

1.       From the Group By list, select Aggregation ability.
The view will now show the items grouped by their document and product properties.

2.       Select items that share the same aggregation possibilities (i.e., items under the same group).

3.       Select Aggregate from the Action list.

4.       Click Go.

The items you selected will move to the Aggregating queue under a new aggregation group, as shown in the following figure. You can group several corresponding print product items into one group.

Grouped items are automatically added to the list of items intended for processing immediately after their recipient lists were merged (i.e., the Ready to Produce queue).

This queue lists failed jobs. In this queue you can select the following actions:

–      To Pending: Takes the selected item to the Pending queue, to begin the production process.

–      To Prepress: Takes the selected item to the Ready for Prepress queue, to rerun the prepress workflow.

–      Resubmit: Sends the selected item to the Ready to Produce queue. Note that moving an item to the Ready to Produce queue does not imply that the document is actually going to be produced. The purpose of this queue is to enable the administrator to narrow down the processing candidates by filtering out items not relevant to the current processing task.

–      Archive: This actions sends the selected items to the Archive queue.

This queue indicates the fulfillment stage of the delivery.

If you chose an online carrier service, such as FedEx or UPS, a fulfillment request is sent to the respective carrier. When the product is delivered, the product order moves automatically to the Delivered queue. You can also move the order manually to the Delivered queue by selecting the product from the list and choosing Deliver from the Actions menu.

If you chose manual mailing or manual shipping, you are required to manually move the product order to the Delivered queue. To do this, select the product from the list and choose Deliver from the Actions menu.

The product list in the Delivering queue is clustered by the delivery service, store and address.

This queue indicates a product has been delivered. Note that when using FedEx, this transition is automatic based on the delivery confirmation that is submitted by FedEx.

By selecting Archive you can send selected items to the Archive queue before being produced.