Moving Pre-Orders Across Jobs

Edited

Mistakes happen and sometimes parents place pre-orders on the wrong job — especially if they have multiple children or schools. The good news? You can now move pre-orders quickly and easily to the right job.

Why It Matters

When a pre-order ends up in the wrong job:

  • It’s matched to the wrong subject or school

  • Products may use incorrect data or images

  • Financials get assigned to the wrong place

  • The order might ship to the wrong school

This feature gives you a fast way to correct these mistakes, no reordering or duplicating required.


How It Works

✅ Orders that can be moved

You can move an order if all of these are true:

  • It’s a pre-order (not a full order)

  • The order has no images assigned

  • It is not archived

  • The job is a subject job (not standard)

  • The job is active or inactive (not expired or archived)

📌 Good to know: If the order has a subject assigned, it will be unassigned during the move — that’s normal!

🚫 Orders that can’t be moved

You’ll be blocked from moving any order if:

  • The job is a standard, archived, or expired job

  • The order has images assigned

  • The order is archived

  • It’s a full order, (not a pre-order)

If you select a mix of valid and invalid orders, we’ll show you a warning. You can either:

  • Remove the invalid ones yourself

  • Click “Proceed Without Orders” to automatically remove invalid ones and continue

🔐 Permissions

Only users with the Job Orders: Add/Edit/Delete permission can move orders. If you don’t see the option, check with your admin

🔍 Tip: Finding orders that might need to be moved

To help you spot issues faster, try using filters in the Subjects tab to filter for subjects with more than one order.


Step-by-Step: Moving Orders

Here’s how to move one or more pre-orders to the correct job:

  1. Go to the incorrect job and open the Job Orders or Subject Orders tab.

  2. Select one or more qualifying pre-orders.

  3. Click the context menu (...) and choose “Move Order.”

  1. If any selected orders are invalid, you’ll see a toast warning and the invalid orders will be highlighted. Either fix the selection manually or click “Proceed Without Orders.”

  2. The Job Selector slide-out will appear. You can sort, scroll, or search to find the correct job.

    • Jobs are pre-filtered to exclude archived, expired, and standard jobs.

    • Green Screen jobs can only move to other Green Screen jobs.

  1. Select the destination job. If it isn’t valid, you’ll get a new warning message.

  2. Review the confirmation modal, including:

    • Number of orders

    • Order IDs

    • “From” and “To” job names and IDs

    • Important information

  1. Click “Yes, Move Order” to confirm.

  2. You’ll see a loading indicator while we process the move.

  3. Success! You’ll see a green success message when complete.


What Happens to the Order After It’s Moved?

Moving an order updates everything it needs to work properly in its new job.

What changes

What happens

🖼 Products mapped to job images

Updated to match job images in new job

📄 Text & data fields

Cleared and repopulated from new job/subject

🧠 Auto-applied job image services

Adopted from new job

📦 Fulfillment settings

Adopted from new job

🏫 Pickup shipping address

Updated to new job’s pickup location

💸 Products & pricing

Products and financials stay intact

⚠️ Warning about Job Images

If the new job doesn’t have a job image, you’ll still be able to move orders with products mapped to job image nodes — but the nodes will not render correctly until a job image is added to the new job.