The new manage orders section introduces a refreshed interface with enhanced functionality for managing your orders in GelatoConnect. This updated version provides more detailed order information, improved filtering options, and new features for enhanced troubleshooting.
Getting Started
You can access Manage Orders from the Order Intake menu in GelatoConnect. The new interface displays all orders you receive into the platform with enhanced visibility and control options.
Orders List Page
The Orders List page is your central hub for viewing and managing all your orders. Here's what you can do:
Default View and Columns
By default, the orders list displays:
Customer Order ID
Gelato Order ID
Date the order was placed
Shipping destination
Order status
Enhanced Filtering Options
Search by Multiple Customer Order IDs
Enter multiple customer order IDs using comma-separated strings
Example:
ORDER123, ORDER456, ORDER789
Multiple Customer and Status Filters
Select multiple customers simultaneously
Filter by multiple order statuses at once
Combine filters for more precise results
Additional Filter Options
Filter by date range
Filter by Gelato Order ID
Filter by print job status (e.g., "Prepared", "Delivered")
Filter by workflow status
Filter by print plate status
Customizable Columns
You can personalize your view by:
Adding or removing columns from the display
Choosing from options like:
Workflow status
Print job status
Print plate status
Your column selections are automatically saved for future visits
Status Display Logic
When orders contain multiple print jobs, workflows or print plates:
A count of the total number of print jobs, workflows or print plates used for the order is displayed next to the status
The earliest status is always displayed as the primary status in the manage orders list view
This helps you quickly identify orders that need attention
Bulk Actions
Select multiple orders to perform bulk operations:
Cancel Orders: Cancel multiple orders simultaneously
Reprocess Orders: Reprocess failed or problematic orders
Generate EDI: Create EDI files for multiple orders
Change Shipment Method: Update shipping methods across multiple orders
Update Order Statuses: Change the status of multiple orders at once
Video Tutorial: Orders List Page
Order Details Page
The Order Details page provides comprehensive information about individual orders:
Order Items Overview
Each order displays all order items with expandable sections showing:
Customer product variant details (for customer products)
Design previews of items being printed
Print job information and status
Workflow details (if workflows are being used)
Enhanced Item Information
Item Metadata Management
View existing order item metadata
Edit item metadata as needed
Search through item metadata for quickly finding specific items in an order
Print Job and Workflow Status
Check workflow status per order item
View print plate status for each item
Monitor the progress of individual items through the production process
Item History and Tracking
Access comprehensive history for each item:
View all status changes and updates
Track item progression through workflows
Shipping Information
Shipment Details
View tracking codes for each package
Access shipping labels when available
Monitor delivery status and information
Shipment Management
Change shipping methods
Download EDI files
Update delivery addresses
Edit return address details
Order Management Features
Order Metadata
View and edit order-level metadata
Search through order metadata
Update order information as needed
Postbacks and Requests
Review all postbacks fired for the order
Access all API requests related to the order
Useful for troubleshooting integration issues
Additional Actions
Duplicate orders for easy reordering
Edit order item retail prices
Update order statuses
Modify order details
Video Tutorial: Order Details Page
Key improvements since the original manage orders interface
The new manage orders interface includes significant enhancements over the previous version:
Orders List Page Improvements:
Multi-ID search capabilities
Advanced filtering with multiple selections
Customizable and saveable column layouts
Enhanced status visibility for print jobs and workflows
Comprehensive bulk action options
Order Details Page Improvements:
Customer product attribute visibility
Expanded metadata editing capabilities
Improved workflow and print plate status tracking
Enhanced item history and search functionality
Better shipment information access
Postback and request monitoring
Return address editing capabilities
Getting Help
If you encounter any issues or have questions about the manage orders interface, please don't hesitate to reach out to our support team. Your feedback helps us continue improving the platform.