Sales Sheet Columns

Owned by Christopher DeAngelus
Last updated: Aug 13, 2017 by Barry Carr
3 min read

The sales sheet columns are a great way to get a a snap shot of your orders and jobs

There are four different symbols that can be present in the far left column,

A Red A which is for Action required,

A green link which means this job is linked or related to another job,

An orange lock which means another admin or the customer is viewing the job and no edits can be made at that time

And a red & white exclamation point which means a high priority note has been left on the job

You may select jobs to perform mass functions, if you click all one, all yellow jobs will be selected a second time all yellow and green jobs will be selected

Yellow jobs indicate jobs that are shipping and green jobs indicate jobs that are local pick-up

You may hover your mouse over the mag glass next to the job to see the product and options selected and if files have been uploaded, thumb nails of those files. 

The TA column is for Turnaround, the number of days for the production time of the order will be displayed here

The EX column is for extras or finishing, either the first letter or the initials of the option will be displayed here

Such as  F for fold, or MS for mailing services,

The files column indicates if files have been uploaded and if they have been pre-flighted,

the number of files uploaded will be displayed here if the files have not yet been prepped

Once the files have been pre-flighted a green check box is present here. 

Order/Job ID is the date the order was placed and random grouping of 4 letters

External Reference Number is an identifier that only admins can see, this can be used to identify what department or vendor a job is being sent to.

Job name is the identifier assigned to the job by the client

Customer will be the contact's account the order is placed through

Here you will see the status of the job

The collected amount on the job will be displayed here

The sales rep or reps for the job will be listed here

The final column will indicate any contact extras that are present, red for high priority, yellow for tax exempt, green for re-seller and blue for free uv coating

Using this data will allow you to be efficient in looking at your jobs, this joined with the filters and mass adjust tools makes for an easy to use work flow and order management tool

  1. Sales Sheet Columns

    1. Symbols (Far Left Column)

      1. Red A-Action Required

      2. Green Link-Job linked to another

      3. Orange Lock-Job is being viewed by someone else and is locked

      4. Red & White Exclamation Point-High priority note Added to Job

    2. Job Selection-The check boxes next to each job allow for you to select a job and perform actions on multiple jobs as once. 

      1. Click All Once-selects all "Yellow Jobs"

      2. Click All Twice-selects all "Yellow & Green Jobs"

    3. Mag Glass-This allows you to get a snap shot of the job specs without clicking into the job. 

    4. TA (Turnaround)-This the number of days or hours that was ordered when job was placed 

    5. Ex (Extras or Finishing)-This is an indicator if a finishing option is present on the job.

      1. F-Fold

      2. S-Score

      3. P-Perforation

      4. RC-Rounded Corners

      5. H-Hardware

      6. MS-Mailing Services

      7. PO-Postage

      8. DC-Die Cutting

    6. Files-This will show how many files have been uploaded to the job

      1. Number-1,2,3 etc indicates how many files are uploaded to the order

      2. Green Check Mark-Indicates files have been pre-flighted

      3. Rainbow icon-This identifies the job as being graphic design. 

    7. Order/Job ID-Date the order was placed and random grouping of 4 letters, for example 04152015.GBQX-01, when multiple jobs are placed within one order, the same date and letter configuration are used and each job is identified by a number, -01, -02, -03 etc. 

      1. Green Jobs-Local Pick-up

      2. Yellow Jobs-Shipping

    8. External Ref # (External Reference Number)-This is an identifier that only admins can see, this can be used to identify which machine the job is being produced on, the facility or vendor that is producing it or any other identifying mark you may need associated with a job.  

    9. Job Name-This is an identifier that is assigned to the job by the client. 

    10. Customer-This is the client that placed the order, clicking their name will jump you to their View Contact page. 

    11. Status-The job status. 

    12. Collected Amount-The amount collected for the job. 

    13. Sale Rep-The sales rep assigned to the client that placed the order. 

    14. Customer Color Codes

      1. Red- High Priority

      2. Yellow- Tax Exempt

      3. Green-Reseller

      4. Blue-Free Coating



You may also want to use visual panels to communicate related information, tips or things users need to be aware of.