Matching pre-orders to subjects

Commerce

Matching subjects to orders will start the process of generating and delivering any digital and direct fulfillment products ordered. Images will be matched according to the following parameters: Pose Selections will be prioritized when deciding which images are used. Last image taken for the Subject will be prioritized if you are not using Pose Selections. Only images that are valid for the Product when Tag Rules are applied will be used. Direct Fulfillment items will be fulfilled using the Original Image. Digital items will be fulfilled using the Original Image. If all subject images are not yet loaded into this session, please defer matching subjects until images are available.

Pre-Orders that do not have subjects assigned, either because they were imported from paper orders or collected in Commerce when no subjects were loaded at the time the order was placed, will need to be manually matched to subjects before fulfillment can occur. 

For pre-orders that are collected within a session in Commerce, we recommend setting up a shopping cart form that has the First and Last Name fields mapped to the Subject First and Last Name data. In doing so, the system will automatically try to match any uploaded subject data to the information provided in the shopping cart form. You would then only need to approve the matches. 

On occasion the subject data and shopping cart form data won't match. This could be due to a typo or a different name used. In this case you will be able to manually match a subject to an order. 

Jump to:

• Manually Matching Subject Data
• Approving automated matches

Manually Matching Subject Data

1. Locate the Session in the Client & Sessions > Sessions area and click on the session name.
2. Click on the $ Orders tab. You can also see this tab indicates the % of orders that are already matched. 
3. Click the grey -> Match to Subjects button to the right of the screen.
4. Select the Subject in the Drop Box and use the green Approve Match button. 

Approving automated matches

1. Locate the Session in the Client & Sessions > Sessions area and click on the session name.
2. Click on the $Orders tab. You can also see this tab indicates the % of orders that are already matched. 
3. Click the grey -> Match to Subjects button to the right of the screen.
4. If you see the correct subjects for the orders in the drop box at the right of the screen, tick the check box and use the Approve Selected Matches button on the bottom. This can be done for multiple orders at the same time.