PLEASE NOTE:
The majority of the contents in this guide apply to both StudioPlus Spectra AND myStratus Desktop.
In most cases, instructions referring to "Spectra" also apply to myStratus Desktop.
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Home > Production > Production Order Ribbon
Production Order Ribbon

    
NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and myStratus Desktop.

The following tools are available on the production order ribbon.

File Tab

 Icon Name Description
 
Save Save the current PO and leave it open for reference or additional modifications.
  Save & New Save the PO and open a new, blank record to create another production order.
 
Save & Close Save the PO and close the window.
  Delete
Delete the production order.

Home Tab



 Icon Name Description

Save Save the current PO and leave it open for reference or additional modifications.

Save & Close Save the PO and close the window.

Save & New Save the PO and open a new, blank record to create another production order.

 
Delete Delete the open PO. Note: This will delete any associated communications, appointments, sessions, invoices, tasks, or production orders PERMANENTLY.
 



 
Print, Preview, and Export
Print, preview, or export either a work order or a purchase order. A work order is used for your own internal processing of a production order and a purchase order is used to send to your vendor/lab for the ordering of prints or other products. See also: Printing a Work Order and Printing a Purchase Order
  Mailing Label Print a mailing label showing the client's name and address, along with other information as defined in Printing Preferences. See also: Printing Preferences
  Custom Report If you have imported a custom report that can be used from a production order, you can print, preview, or export it to PDF.
  Paste Paste information you've copied or cut from another location or program into a single field.
  Cut Cut from a single field.
  Copy Copy from a single field.
  Special Copy
Copy the text (in label format) that would print onto a mailing label, client label, or account label to paste into another field or program.
  Advance Status
Open the status change window to advance the status of the production order.
  Maximize Form
When viewing the Order Detail tab, click Maximize Form to have more room to use the image editing tools. 
 
View Client
View the client associated with the production order.
View Session View the session associated with the production order.
 
View Invoice
View the invoice associated with the production order.
 
Task Create a new task related to the production order.

Communication Tab



 Icon Name Description
 
New Call Create a new call record will be created with a due date of today and no completed date. You can use the call today or move the due date to a date in the future.
 
Completed Call Create a call record that is both due and completed today.
  Dial Phone
If you have a TAPI-compliant phone system connected to this computer, use this option to have Spectra automatically dial any of the client's phone numbers.
 
New SMS Text Click the SMS icon to create a new blank text message or use the down arrow to choose a predefined form letter. By default, the new text message will contain the first phone number on the client record that is marked for SMS. 
  New Email Click the envelope to create a new blank email or use the down arrow to choose a predefined form letter, HTML email template, or custom report. An email address must be entered for the client and outgoing email must be set up.
 
Completed Email Create a blank email that can be used to record details from a client email you received or sent outside of Spectra/myStratus, attaching the information to the client record for future reference.
  Print Letter Select and print a pre-created form letter. See also: Form Letter Builder
  Preview Letter Preview a form letter to view/modify the text before you print it. See also: Form Letter Builder
  Export Letter Export the letter as an Adobe PDF. You can also choose other electronic formats like text, rich text, Excel file, or even HTML formats.
  Mailing Label
Print a mailing label showing the client's name, address, and other information as defined in Printing Preferences. See also: Printing Preferences
  Account Label Print a file label with the client's name, address, phone number, client number, and other information as defined in Printing Preferences. See also: Printing Preferences
  Special Copy
Copy the text (in label format) that would print onto a mailing label, client label, or account label to paste into another field or program.
  View All Notes Show all notes related to the production order. This consolidated view displays all notes from the client, invoices, sessions, communications, and tasks.

Attachments Tab



 Icon Name Description
 
Attach File
Attach files to the production order (i.e., Word docs, Excel spreadsheets, PDFs, etc.). Set up where the attachments are stored on the Attachments page of Company (Studio) Preferences. See also: Attaching a File and Company (Studio) Preferences - Attachments
 
View Attachments
View the order's attachments.

Action Tab



 Icon Name Description
 
Render Proof Images
Apply any changes you've made to the images during the import process or in sales presentation preparation and create images from those settings. See also: Rendering Images
 
Render/Print Ordered Images
Initiates the render process, automatically selecting the necessary render profiles to produce all the images ordered. Images may be rendered for lab submission, electronic delivery, in-house printing, or a combination. See also: Rendering Images and Printing Workflow  
 
Send Images to Lab
Create a CD/DVD or FTP the order to your lab. See also: Sending Images to a Lab
  Deliver Electronically Select one or more images or a folder of images to be delivered electronically to the client. The software will compress the files into a single zip file and upload it to your Stratus Drive. You can then share the link with the client. See also: Electronic Delivery
 
Archive Images
Create an archive CD/DVD. See also: Archiving Images
 
Delete Images
See also: Deleting Images
  Open Folder
View local image folders.
  Sync Folders See also: Syncing Images to Stratus Drive
  Login to Site
View the client's InSpiredByYou.com site.
  Upload Images Upload images from this production order to InSpiredByYou.com using the InSpired Session Uploader.

Editing Tab

Click the Order Detail tab to see these editing tools.



 Icon Name Description
  Print Current Product Print the currently selected product. Very useful when you need to reprint a single item. See also: Printing Workflow
 
New Composite
Create a new composite from a pre-designed composite template. See also: Designing Composite Templates and Using Composite Templates
 
Open Folder
Open the session image folder.
 
Delete
Delete the selected image(s).
 
Lightroom
Open the Lightroom integration. See also: Lightroom Integration
 
Retouch
Retouch the selected image(s) in your editing software. See also: Retouching Images
  Crop
Crop the selected image(s). See also: Cropping Images
  Rotate and Flip
Rotate or flip the selected image(s).
  Size, Show, and Group
Choose the thumbnail image size and which ratings and/or groups to display.


See also


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