Preparation

The Preparation report lists the orders that need prep work, ready to print, export or send as a docket.

Where to find it

Left-hand navigation → Operations → Preparation.

Filters

• Date range — the period to report on.
• Order status — the Pending / Confirmed tabs.
• Prep team — optionally filter by the prep team handling the job.
• Search — find a row by order number, customer, and so on.

The list

Each row shows the order number, preparation date, customer, payment status, address and prep team.

Actions

• Print — open the report as a PDF to print.
• Export — download the report as an Excel file.
• Docket — generate a docket for the job.
• Clear Filters — reset all filters to the default view.