The Create order workflow allows you to enter a new order into the system from the administrative side. You might use this workflow after you receive an order via email or telephone. As part of the Create order workflow, wp2print can perform the following tasks:
- Create new accounts for customers that do not yet have an account
- Send an email to the customer prompting the customer to upload the artwork files for the order
¶ Create new user account
When you create a new order, if your customer does not yet have an account in your website, you can create a new user account. When a new user account is created, the system will send an email to the customer containing their login credentials. You configure the subject and message of the email that will be sent to the customer. You can use the placeholders {USERNAME} and {PASSWORD} in these emails.
The registration email will look something like this
¶ Send upload artwork prompt email
In the case that the customer has not yet sent you the artwork files for the new order you are creating in the system, during the Create order workflow, you will see a checkbox with label "Send file collection email to customer". When this checkbox is checked, the system will send an email to the customer prompting the customer to upload his artwork files for the newly created order.
The email the customer receives contains a button with label "Upload files". When the customer clicks the button, they will be directed to a page where they can upload the artwork files for the order.
