Create a new order

On behalf of a customer, you can create a new order.

1. Click [New order].

2. Assign the order to the correct customer in the correct web shop:

   1. Select the web shop.

      The selected web shop will charge the customer for the order.

   2. Select the web server that contains the web shop.

   3. Select either an LDAP server or the local database of PRISMAdirect to find the customer. The local database is called [Local users].

   4. Select the customer.

   5. Click [Confirm].

3. Fill out the order ticket.

   At order level, the items define the commercial information. For example the order name, the delivery address, the billing information, etc.

   Mandatory ticket items are marked with a dot. You must fill in these mandatory items.

   Click outside the pane that shows the ticket items to save your changes.

4. Add one or more jobs to the order.

   1. Click [Add job].

      The products available to the operator appear in the right-hand pane.

   2. Select a product to create the job. The selected product determines the available file options and ticket items for the job.

   3. The [Files] section either contains a [Browse] button or a [Select file] button.

      • Browse: you can add one or more files.

      • Select file: you can add only one file from a dedicated folder.

      You cannot always add a file when the product contains a fixed document. The fixed document is added to the product by the system administrator. However, the system administrator can enable option [Allow the operator to change the files of jobs] in the [Configuration] workspace. Then, you can add or change the content of a product that contains a fixed document.

      Type of file	Actions
      [Digital file]	Browse to the file and click [Open]. You can also drag and drop files into the [Files] area. You can add different kinds of files to your job. The system administrator defines which kinds of files you can add and which file sources you can browse to in order to add files. For each allowed file type, an application must be available to the operator that can open the file type. An error message will appear when you select a non-supported file type. For each PDF file: The automatic color detection calculates the number of color pages, and the number of black and white pages. The icon appears when you hover the mouse pointer over the file. For each non-PDF file: Click the icon displayed below to manually set the number of color pages, and the number of black and white pages. The icon appears when you hover the mouse pointer over the file. The application can estimate the cost of the job based on the number of color pages, the number of B&W pages, and the information from the job ticket.
      [Paper original]	Type a name for the file. You can submit a job without an attached file. Only a job ticket is submitted. The customer can send the paper original to the print room, for example via the internal mail. Option [Paper original] is also used for copy jobs. For accounting reasons such copy jobs can be added to a print job.
      [Other digital file]	Type a name for the file. You can submit a job without an attached file. Only a job ticket is submitted. This option can be used when the digital file cannot be added to the job yet. For example, a digital file on a CD. The customer can send the other digital file to the print room, for example via the internal mail.

      NOTE

      You can click the pencil icon to edit a file. The file is opened in the appropriate application. You cannot edit the file if no application is associated with the file type.

5. Fill out the job ticket.

   You can define the values for the available job ticket items. The job ticket contains the output settings, the number of copies, etc. The output settings determine how the job is produced. For example, you can define the required media, copies, etc.

   The mandatory settings are visually marked.

6. Click [Submit].

   The application automatically converts every non-PDF file into a PDF file.

   If the job contains multiple files, the PDF files are automatically merged into a single document. The order of the files determines how the files are merged. You can drag a file to the correct position.

   The order and its jobs are created with [Communication state] = [New].