Edit Customer Data in Production

Modified on Fri, Jan 6, 2023 at 4:32 PM

Edit Item in Form:

Editing Item in Form allows you to correct a product that was ordered that may have had an error in it. It also allows you to preview the product so you can see exactly what the customer approved.

To edit an Item:

  1. Go the backend job details page.
  2. Click the Update Job in Form button located at the top right corner of the job details page. 


 3. Edit the fields you want to change and click Preview.



 4. After you  preview you will be required to click “I accept the proof” then click update.


Note you will have to re-process the print ready file in production to get the new file.


To process a file in production.


1. Go to the job details page either from the jobs queue or from within an order.

2. Scroll down to the bottom of the page and click the Create button (Blocks) or the Process button (XMPie).



Edit Customer Data Directly

Occasionally customers data for a product needds changing.  This happens when either the information the customer entered is not correct or perhaps a change was made to the blocks file that requires the information be changed in the code in the data and adding a function. For example perhaps a command was missing from the original file, it was corrected in the product which will fix the future orders however existing orders will still need the command added. You can also check how the Blocks logic was saved in the database within a paragraph.


To edit customer data:

Go to the job details page.

Click on the Edit Customer Data button.

  

 

 On the edit data page, click on the pencil edit icon for the line you want to edit.



 Add or change the text or function.


Click on the checkmark to update.



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