By updating an order with the latest information about production or shipping, you can eliminate a lot of back-and-forth with clients.
After you receive proof approval, you're ready to start production! It's best practice to update the Estimated ship date and Estimated delivery date fields on an order's page when you have an idea of when production will be ready and the order will be ready for shipping or pickup.
To update these fields, Go to the Orders view and click on the Request # of the order you want to view. You'll see these editable fields at the top of the page:
When production is complete, you'll fulfill the order by creating shipments and the customer will get an update about the order. In this process, you'll indicate final quantities which will prompt auto-invoicing. For customers with payment terms, this will be the only invoice they receive. For customers without payment terms, this will be the second invoice they receive to account for overs.
Tip: At any point in the order flow, if you have a question or more general update, you can message the customer directly in Lumi.