Overview
This article covers the end-to-end ordering experience: how your customers place orders on the Web-to-Print storefront, and how the order approval workflow operates. You’ll learn how customers personalise products, complete checkout, and how admins can review and approve orders before they go to production.
Part 1: Placing an order (customer experience)
Step 1: Select and personalise a product
The customer navigates to the storefront and selects a product (e.g. a business card).
They can edit the personalisable fields defined during product setup (e.g. name, email address, or other custom text).
Once satisfied with the design, they click Add to Cart.
Step 2: Checkout
From the cart, the customer clicks Proceed to Checkout.
They enter their delivery address and contact details.
They continue to shipping and select a shipping method from the available options.
On the review page, they can optionally add a PO (purchase order) number for their records.
They click Submit Order to place the order.
Part 2: Managing order approvals (admin experience)
How order approval works
When order approval is enabled, submitted orders are held in a pending state and must be approved before being sent to production. This gives admins or the PSP the ability to review orders before they are fulfilled.
Configuring order approval
In the storefront admin, navigate to the order approval settings.
Choose your approval mode:
Approve all orders — every order requires manual approval regardless of value.
Threshold-based approval — only orders above a specified value require approval. Orders below the threshold are sent to production automatically.
Tip: Threshold-based approval is useful if you want to streamline small routine orders while maintaining oversight on larger purchases. |
Approving an order
Go to Orders in the storefront admin.
You’ll see pending orders listed with their details, including PO number (if provided).
Click on an order to review it.
Click Approve to send the order through to production.
What happens after approval?
Once approved, the order is automatically created in Gelato Connect and enters the production and fulfilment workflow. You can track the order status from within Gelato Connect.
Note: Ensure that delivery addresses are valid before approving. Invalid addresses (e.g. incorrect postcodes) may cause fulfilment errors in Gelato Connect. |
Summary
The Store Link: Web to Print ordering workflow provides a streamlined experience for your customers while giving you full control over order approvals. Combined with personalisation and self-service access, it simplifies the print ordering process for everyone involved.