If you want to open the window where you can confirm the product with the customer’s design to that customer, you need to enable the “Artwork Proofing” from “PrintXpand (Odoo)”. The customers can design the product using PrintXpand Designer Tool and place the order from the online store.
The orders will be listed under the Sales → Orders in PrintXpand (Magento) backend. By navigating to the order details page, you need to generate the SVG Images and the invoice to sync with PrintXpand (Odoo).
You must have created the Artwork Product Category. So, you can provide the customers with the proofing cycle to approve the artwork (designing of the product). You need to select the Artwork Product Category at the product level. You need to select the Artwork Category from the product detail page.
You must enable the “Artwork Proofing” by navigating to the Settings → Magneto Sync. Authentication where you will find the list of the Magento Domain. By clicking on the Magento Domain, you will redirect to the “Magento Sync Authorization” configuration page.
You will find the Order Proofing Flow under the “PrintXpand Configuration” section. By enabling this option, you are opening the window of designing verification with the customers through Email.
Here, you will see the two options for Artwork Mode: Hard or Soft
– Soft: If you have selected the “Soft” mode, the customers will get the mail of the order with their designed product. Soft means a soft copy of the designed product and this will be done automatically in the background.
– Hard: If you have selected the “Hard” mode, being an admin/sales rep of an online store needs to send a realistic image of the designed product for confirmation. Hard means a realistic image of the designed product after designing on the product. This is the manual process to confirm the designed product with the customers.
Note: When the product order is in bulk, the admin/salesperson needs to send the image of the designed product physically through Email for confirmation.
Now, once you have generated the SVG images and invoice from PrintXpand (Magento), the orders will be synced into the “Artwork Quotation” of PrintXpand (Odoo).
Navigate to the Quote → Artwork Quotation, to proceed with the designing orders to be approved. You will see all the designing orders in the grid view.
Note: All the orders under the “Artwork Quotations” need to be approved by the customers through Email. By clicking on the order, you will redirect to the order details page.
Artwork Mode: Soft
If you have selected the Artwork Mode as Soft, after the order is synced into the PrintXpand, the email of the order will be sent automatically to the customer for confirmation.
Artwork Mode: Hard
If you have selected the Artwork Mode as Hard, you (or admin) need to process manually for the confirmation. You need to send the realistic photo of the designed product manually to the customer.
Now, by clicking on the order, you will redirect to the order detail page where you can change/update the order details if required.
By scrolling down, you will see the product details with its designs in the “Customer Image” column. If the product is designed, you need to upload it under the “Artwork Image” column. Once you upload the image of the designed product, save the order details.
Note: If you have selected the “Artwork Mode” as Soft, the email will be triggered to the customer’s email id for the confirmation of the order. The manual process is only for the hard mode of artwork.
You need to send the email manually for the confirmation of the designed product. You will find the three options on the header of the order detail page: Confirm, Artwork Approval, and Download Print Ready Files. By clicking on the Artwork Approval button, you can send the email to the customer. The customers will get an email with the order confirmation.
By clicking on the ‘order number’ mentioned in the email, the customer will redirect to the order details page. The customer can see the uploaded artwork image (design file), Proofing Cycle, and Proofing Status (Modify and Approve). Here, the customer can see the Proofing Cycle counts which means the customers can modify the product until they are satisfied with the design.
Note: The customers will get the proofing cycle counts as configured from the Artwork Category and select the product category at the product level.
