Creating a Pre-Order job in Workflow is a great way to let customers place orders before images or subject data are available—perfect for events like Picture Day!
Before You Begin
Make sure you have:
A price sheet ready
A shopping cart template
A custom form (required for pre-order jobs to collect key info like student names, grades, etc.)
Steps to Create a Pre-Order Job
Go to Jobs and click the green + New button to create a new job.
Fill out the Job Setup form:
Job Title: Use something clear and consistent, like
2025 Spring ABC Elementary Pre-Order
Job Type: Choose the appropriate type (e.g., Underclass Spring, Event, Sports, etc.)
Subject Configuration: Leave this checked if you’ll be matching orders to specific students later.
Pre-Order: Check this box to enable pre-ordering. This allows customers to place an order without images or subject galleries being available.
Attach a Custom Form: Make sure to attach a custom form so you can collect key info from customers at checkout.
Configure additional settings:
Green Screen: Only check this if you're uploading PNGs and using background options later.
Image Format: Leave as Large Format unless you want faster uploads with lower resolution.
Disable Face Detection: Optional — disables auto head-sizing but speeds up image upload.
Assign your pricing and cart:
Select the Price Sheet for the job
Choose your Cart Settings template
Click Create to finish.
You’ll land on the Subjects tab, where you can later import subject data when available.
Helpful Tips
Once the job is created and orders start coming in, you can match orders to subjects once image galleries are uploaded.
You can turn Pre-Order on/off after creation.
Pre-order jobs don’t require subject images at first, but you’ll want to have them ready before delivering products.