Production Overview Screen: Order Status and Workflow Management

The Overview screen in Business Hub provides a centralized view of production activity across your business. By customizing visible columns and filters, you can organize the screen to focus on the information most relevant to your workflow, helping production staff monitor progress, identify bottlenecks, prioritize urgent work, and manage production more efficiently.

Different departments can configure the Production Overview screen differently depending on their operational needs. For example, production managers may focus on artwork approvals and stock availability, while shipping staff may focus on completed jobs ready for dispatch.

In This Article

• Prerequisites
• Why use the Overview screen?
• Access the Production Overview screen
• Review the Production Overview screen
  • Alert Icons
  • Order Status
  • Product Details
• Filter Options
  • Filter Orders Placed on Hold
  • Filter Batch Store Orders
  • Filter Campaign Orders
• Customize visible columns
• Update Production Status from Overview
• Recommended production configurations
• Best Practice Tips
• Troubleshooting
• FAQs
• Additional Resources

Prerequisites

Why use the Overview screen?

The Production Overview screen allows production teams to organize and monitor orders based on operational priorities and production workflows.

Configuring the screen for a specific workflow can help staff:

• Track jobs waiting on artwork approval
• Monitor embroidery or screen print production queues
• Identify rush orders approaching shipping deadlines
• Monitor orders delayed due to stock shortages
• Prepare completed jobs for shipping
• Provide managers with a high-level operational overview

By narrowing the displayed information to a specific operational goal, production teams can identify issues more quickly and improve production efficiency.

Access the Production Overview screen

1. Log in to Business Hub.
2. Browse to Production > Overview.

If you have defined order display colors based on the due date, the orders will be color-coded accordingly. Click here for instructions on how to configure order display colors.

Review the Production Overview screen

Alert Icons

Alert icons that are shown in the # column on the Orders page are also visible on the Production - Overview page.

Click here for an explanation of each of the icons.

Order Status

The order table includes visual indicators for each stage of processing. These appear as columns on the right-hand side of the Overview screen and reflect the current workflow status of each order.

• Deposit/Payment Requirement Met: indicates whether payment requirements for the order has been met.
• Ordered: indicates whether stock needs to be ordered to fulfill the order.
• Received: indicates whether required stock has been received.
• Artwork Approved: indicates whether artwork for the order has been approved.

• Production Status: indicates the current status of the order in the production process.

  This column will only be displayed if you have defined custom production statuses.

  Click here for instructions on how to define custom production statuses.

  You can set production statuses for each order item on the Production page of the order. Click here for instructions on how to set the production status for an order.

  Order items in a single order can be in different stages of production. This is shown by the cell being shaded in multiple colors representing the statuses of all order items. The size of each shade is proportionate to the number of items in that state.

  
• Produced: indicates whether the production of the order has been completed.
• Shipped: indicates whether the order has been shipped.

Product Details

You can expand the row of an individual order to see details of the products ordered by clicking the down arrow at the end of the row. (Click on the arrow again to contract the row).

You can expand all rows at once to reveal the order details by ticking the Expand all Orders checkbox. Un-tick the checkbox to hide the order details.

Filter Options

Filter Orders Placed on Hold

Show or hide orders placed on hold using the Include Orders on Hold checkbox.

This option is useful when you want to decide whether held orders should be included in your production review. For example, you may include held orders when checking upcoming capacity, or exclude them when focusing only on orders currently ready to progress.

Filter Batch Store Orders

Show or hide batch store orders using the Include Batch Store Orders checkbox.

This option is useful when batch store orders are managed separately from standard production orders, or when you want a complete view of all production activity.

Filter Campaign Orders

Show or hide campaign store orders using the Include Campaign Orders checkbox.

This option is useful when campaign orders need to be reviewed separately from regular production orders, especially when campaigns are processed in bulk or managed as part of a specific fulfillment schedule.

Customize visible columns

You can select which columns are displayed in Production Overview table to focus on the information most relevant to your workflow using the Fields filter popup.

1. Click on the gear icon in the last cell of the header row.

   The Fields filter table is displayed.

   
   

2. Tick the checkboxes for the fields you want to be displayed and un-tick the checkboxes for the fields you do not want to be displayed.

   • #: Displays the order number assigned to the order or job.
   • Priority Order: Indicates whether the order has been marked as a priority for production or fulfillment.
   • Source: Shows where the order originated from, such as an online store, fundraiser, campaign store, or manual entry.
   • Job Name: Displays the job or project name associated with the order.
   • Customer: Shows the name of the customer who placed the order.
   • Company: Displays the company associated with the customer account or order.
   • Email: Shows the customer’s email address linked to the order.
   • Phone: Displays the customer’s contact phone number.
   • Customer PO: Shows the customer purchase order number associated with the order.
   • Process: Displays the decoration or production process assigned to the order, such as DTG, embroidery, screen printing, or sublimation.
   • Status: Shows the current order or production status.
   • Production: Displays the production progress or production-related state of the order.
   • Value: Shows the total monetary value of the order.
   • Outstanding: Displays the remaining unpaid balance for the order.
   • Order Date: Shows the date the order was created or submitted.
   • Due Date: Displays the scheduled completion or required delivery date for the order.
   • Created By: Shows the staff member or user who created the order.
   • Store: Displays the storefront or affiliate store the order originated from.
   • Sales Assign: Shows the sales representative assigned to the order.

   The # and Customer fields cannot be removed.

3. Click OK.

Recommended production configurations

Different production workflows benefit from different Production Overview configurations.

Screen print production queue

Screen print production teams often configure the screen to focus on:

• Jobs grouped by decoration process
• Orders waiting on artwork approval
• Orders approaching production deadlines

Recommended columns:

• Order #
• Customer
• Process
• Artwork Approval Status
• Production Status
• Due Date
• Quantity

Embroidery production view

Embroidery teams may configure the screen to prioritize active jobs based on shipping deadlines and production progress.

Recommended columns:

• Order #
• Product
• Process
• Quantity
• Ship Date
• Production Status

Rush orders dashboard

Production managers can configure the screen to highlight urgent jobs approaching shipping deadlines.

Recommended columns:

• Order #
• Customer
• Ship Date
• Production Status
• Payment Status

Shipping readiness view

Shipping staff may configure the Production Overview screen to identify completed orders ready for dispatch.

Recommended columns:

• Order #
• Customer
• Produced Status
• Shipping Status
• Carrier
• Tracking

Best Practice Tips

• Review the Overview screen regularly to stay ahead of delays
• Avoid displaying every available column at once
• Keep production statuses up to date for accurate tracking
• Configure the screen around specific operational goals
• Focus on identifying production bottlenecks (payment, stock, and artwork requirements) and exceptions quickly
• Create different views for different departments or workflows
• Use filters to reduce screen clutter and improve visibility
• Use the Process column when managing multiple decoration methods
• Review and adjust configurations as your workflow evolves

Troubleshooting

Too much information is displayed on the screen

Reduce the number of visible columns and apply filters to focus on the most relevant production information for your workflow.

Unable to update production status:

• Check that you have the required permissions
• Ensure prerequisite steps (e.g., payment or artwork approval) are completed

Status indicators not reflecting updates:

• Refresh the page to load the latest data
• Confirm related workflow actions have been completed

Orders are difficult to prioritize

Apply filters based on ship dates, production status, or decoration process to create more focused production views.

Production staff cannot find important orders quickly

Create dedicated configurations for different operational workflows, such as rush orders, shipping readiness, or artwork approvals.

FAQs

Can I manage all workflow stages from the Overview screen?

The Overview screen provides visibility across all stages, but some actions may require opening the order for detailed management.

Why can’t I see the Production Status column?

The Production Status column is only visible if custom production statuses have been configured.

What do the colors in the status columns mean?

Colors indicate completion and progress. For example, green typically indicates completion, while other colors or blank states indicate pending actions.

Should every available column be displayed?

No. Displaying only the columns relevant to a specific workflow makes the screen easier to read and improves operational visibility.

Can different staff members use different Overview layouts?

Yes. Staff members may all configure the Overview screen differently depending on their responsibilities.

What is the best way to identify rush orders?

Use ship date and production status filters to highlight orders approaching shipping deadlines that have not yet been completed.

Additional Resources

• Managing Orders in Business Hub
• Set Production Status for an Order