Production Overview Screen: Order Status and Workflow Management

The Overview screen in Business Hub provides a centralized view of all active orders and their progress through each stage of the workflow. From this screen, you can quickly assess order status, identify bottlenecks, and take action – without needing to open each order individually.

On this page, you can see all your orders listed in a table. By default, the order number, customer name, order date, due date, and the status of the order for each stage of the order process are shown. Other information can be made visible using the Fields filter. Click here for instructions.

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.

In This Article

• Prerequisites
• Why use the Overview screen?
• Alert Icons
• Order Status
• Update Production Status from Overview
• Product Details
• Filter Orders Placed on Hold
• Filter Batch Store Orders
• Filter Campaign Orders
• Fields Filter
• Best Practice Tips
• Troubleshooting
• FAQs
• Additional Resources

Prerequisites

Why use the Overview screen?

The Overview screen helps you stay in control of your production workflow by providing visibility and quick access to key actions.

• Save time by managing orders without opening each one individually
• Spot bottlenecks instantly across payment, stock, artwork, and production
• Take action faster by updating production statuses directly from the list
• Improve workflow accuracy by keeping statuses current across all orders

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 a visual indicator of each stage of processing each order has fulfilled:

• Paid: indicates whether an order has been fully paid.
• Ordered: indicates whether a purchase order has been raised for the stock required to fulfill the order.
• Received: indicates whether stock required to fulfill the order has been received.
• Artwork: 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. Do this by clicking on 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 Orders Placed on Hold

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

Filter Batch Store Orders

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

Filter Campaign Orders

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

Fields Filter

You can customize the information displayed in the table 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.

   Note that you cannot un-tick the checkboxes for the # and Customer fields.

3. Click okay.

Best Practice Tips

• Review the Overview screen regularly to stay ahead of delays
• Prioritize orders with incomplete workflow stages
• Keep production statuses up to date for accurate tracking
• Resolve payment, stock, and artwork requirements early to prevent production bottlenecks

Troubleshooting

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

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.

Additional Resources

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