OrderCraft Studio · by iamgsbala

Documentation that keeps the workflow moving.

A practical, screen-by-screen guide for store owners, production teams and customers using OrderCraft Studio for WooCommerce.

← Back to OrderCraft Studio

01 / Quick start

Install the free workflow in four moves.

OrderCraft Studio adds a structured production layer to WooCommerce. The product remains the place where customers order; the Job becomes the place where your team reviews files, sends proofs and moves work into production.

  1. 01
    Check the requirements

    Use a supported WordPress/PHP installation with WooCommerce active. Customers need an account when proof approval is enabled.

  2. 02
    Install OrderCraft Studio

    Install it from WordPress.org, activate it, then open OrderCraft Studio in the WordPress admin menu.

  3. 03
    Configure one product

    Open a WooCommerce product and use the OrderCraft Studio product panel to enable the workflow, artwork upload, proof approval and specification fields.

  4. 04
    Run a complete test order

    Place a test order, upload artwork, open the Job, upload a proof and approve it from My Account. Confirm that the order status follows the Job milestone.

Recommended first test

Use one simple product with one required text field and a small JPG. This verifies the customer form, private file handler, Job creation, proof approval and status synchronization without introducing extra variables.

02 / Global settings

Set the rules once for the whole store.

Open OrderCraft Studio → Settings to control file handling and data retention. Product-level switches still decide which products use the workflow.

Maximum artwork size

Choose 1–100 MB. The default is 25 MB. Keep this close to what your production team really needs so uploads stay reliable.

Allowed extensions

PDF, AI, EPS, PNG, JPG/JPEG, TIF/TIFF and ZIP are available. SVG is not selected by default because it needs sanitization before customer use.

Delete data on uninstall

Leave this off to retain operational history. Enable it only when you explicitly want OrderCraft tables and settings removed during uninstall.

Data retention

Artwork, proofs, Jobs, notes and activity are retained while the plugin is active. This protects historical order context during normal updates.

OrderCraft Studio product setup interface showing workflow switches and specification fields
Interface guide: product workflow controls and specification builder. The screenshot shows the same controls explained in the next section.

03 / Product setup

Turn a normal product into a custom-order product.

The OrderCraft Studio tab appears inside the WooCommerce product editor. Configure these options before publishing the product or accepting a live custom order.

Enable custom order operations

Creates one production Job for each eligible order item. The Job stores the product, WooCommerce order ID, specification snapshot, artwork, proofs, status and activity trail.

Require customer approval

Adds the proof-review step and requires a customer account for approval. Staff can send a current proof, the customer can approve it or request changes, and the approval is recorded against that proof version.

Enable artwork upload

Adds artwork collection to the customer order flow. File type and size are validated against Global Settings, filenames are randomized for storage, and authorized preview/download handlers protect access.

Specification fields

Build the customer brief with Text, Number, Textarea, Select, Radio and Checkbox fields. ID is stable, Label is customer-facing, Required controls validation, Description explains the request, Placeholder guides entry, Default pre-fills a value, and Options uses one value|label pair per line for Select or Radio fields.

  • Stable IDs are copied into the order snapshot, so later label changes do not rewrite historical specifications.
  • For options, enter values like red|Red ink and blue|Blue ink. The value is stored; the label is shown to the customer.
  • Save the product after adding or changing fields. Place a test order after every major form change.

04 / Dashboard

Start every morning from one operational view.

The overview shows the current workload rather than technical setup information. Status cards count Jobs, Recent Jobs gives a fast queue, and the next-step panel tells the operator what needs attention.

Status cards

Use Artwork Review, Waiting Approval, Approved, In Production and Ready counts to spot bottlenecks quickly.

Recent Jobs

Open a Job from its Job number. The linked WooCommerce order ID and current status remain visible in the queue.

Documentation link

Use the in-dashboard documentation link for setup guidance and customer approval instructions.

Pro preview

The Pro card describes planned advanced automation, team operations, reporting and integrations. The free workflow works independently.

OrderCraft Studio dashboard showing status cards, recent Jobs and next steps
Interface guide: dashboard workload view. Counts and queue entries are generated from the Jobs stored by the plugin.

05 / Jobs and activity

A Job is the production record for one order item.

Open OrderCraft Studio → Jobs, then select a Job to see the full context. This is where the team reviews the immutable specification snapshot, artwork revisions, proof versions, status and activity.

Specification snapshot

Shows the values submitted with the order. Historical values remain stable even if the product field label later changes.

Artwork

Review the current file, see previous versions, preview supported images and download authorized files.

Proofs

Upload a new revision, add a customer message and make the current proof available in My Account.

Activity trail

Every important status, upload, approval and change request is recorded with the actor and timestamp.

OrderCraft Studio Job detail screen showing status steps, specifications, files and activity
Interface guide: Job detail and production hand-off. The Job connects the customer request to the action your team takes next.

06 / Customer review

Approval happens in My Account, with the order ID visible.

Customers use My Account → Artwork & Proofs to review the current proof, identify the linked WooCommerce order and tell the team whether to continue or revise.

Approve proof

Approval records the customer, timestamp and proof revision. The Job becomes Approved and the matching WooCommerce order status becomes OrderCraft Studio: Approved.

Request changes

The customer message is saved as a change request. Staff can prepare and upload a new proof revision, then send it back for review.

Order and Job IDs

The customer sees the WooCommerce order ID, the OrderCraft Job ID and the product context so the approval is unambiguous.

OrderCraft Studio customer Artwork and Proofs page showing order ID and approval buttons
Interface guide: customer Artwork & Proofs review. The current proof, order ID, Job ID and activity are kept together on the customer side.

07 / Workflow states

What happens after customer approval?

Approval does not silently start production. It changes the Job to Approved and updates the order. Staff then deliberately move the Job to In Production when payment, scheduling and the production hand-off are ready.

Job milestoneWooCommerce order status
NewOrderCraft Studio: New
Artwork ReceivedOrderCraft Studio: Artwork Received
Artwork ReviewOrderCraft Studio: Artwork Review
Artwork Changes RequiredOrderCraft Studio: Artwork Changes Required
Artwork ApprovedOrderCraft Studio: Artwork Approved
Proof PreparationOrderCraft Studio: Proof Preparation
Waiting Customer ApprovalOrderCraft Studio: Waiting Approval
Changes RequestedOrderCraft Studio: Changes Requested
ApprovedOrderCraft Studio: Approved
In ProductionOrderCraft Studio: In Production
Quality CheckOrderCraft Studio: Quality Check
ReadyOrderCraft Studio: Ready
All Jobs CompletedCompleted

If an order has multiple active Jobs, the order follows the least advanced active Job. Cancelled, refunded and failed orders are not overwritten by synchronization.

08 / Files and security

Designed for sensitive production files.

Private by default

Artwork and proofs are stored outside the public uploads directory when the server permits it. Access is served through authenticated, capability-checked handlers. SVG is disabled by default.

  • Use HTTPS on the live store and keep WordPress, WooCommerce and OrderCraft Studio updated.
  • Give production staff the minimum WordPress capabilities they need. Job and settings screens require the appropriate admin permissions.
  • Test preview and download links while logged out. A protected link should not expose a private file to an anonymous visitor.

09 / FAQ and support

Common questions.

Does customer approval start production automatically?

No. Customer approval changes the Job to Approved and the order to OrderCraft Studio: Approved. Staff then move the Job to In Production when the team is ready.

Why can a customer not see the Artwork & Proofs page?

Check that the customer is logged into the account used for the order, that a proof has been sent for review and that the product has customer approval enabled.

Can I change a field label later?

Yes. New orders use the new label; existing Jobs retain their stable field ID and submitted snapshot so historical specifications remain understandable.

What is included in Pro?

Pro is planned for advanced automation, Kanban/team operations, reporting, integrations and expanded production controls. The free workflow remains useful on its own.

Where can I get help?

Start with this guide and the plugin readme. For product updates and support information, visit iamgsbala.com.

Ready to test?

Give one custom order a clear next step.

Get the free plugin ↗