Mail and quotes
Understand every mail status
Tell preparation, printer handoff and mailing apart.
Before you start
Use the same property when comparing screens.
Follow these steps
Ready to mail means the piece currently meets the release checks and can join a run. It is not yet proof of mailing.
Held means a requirement is missing. Read the reason and use its fix button.
Waiting for your release means a deliberate company decision is still needed, often for a house pinned during setup.
In a print run being prepared means the piece is assigned to preparation. With the printer or Sent to printer means it has progressed to the printer stage.
In the mail or Mailed means the system has recorded mailing. Use Mailed for history; do not infer a household delivery date from it.
You can describe the actual next action instead of assuming every queued piece is on its way.
If something looks wrong
- Counts disagree? Refresh both screens and check whether you are comparing the same scope, user and period.
- A piece stays held after a save? Reopen its reason. There may be more than one requirement.
RELATED WALKTHROUGH
Review, fix and release mail
A narrated overview of this workflow using actual app screens and demo data. The written steps above cover this article’s specific task.
Synthetic voice narration. Captions are included in the video; an English caption track is also available.
Read the video transcript
Read the piece status
Review orders shows each house and its current mailing state. Ready to mail, Held, Waiting for your release and Sent to printer each mean something different.
Fix the named hold
Open Queue and Batches. Read the hold reason and follow its fix button. Paying for credits will not fix a missing logo or a design awaiting review.
Release deliberately
Houses pinned during setup wait for your say-so. Select only the houses you intend to mail, review the count and account cost, then confirm the release.
Check what actually happened
Mailed is the history of recorded mailing. It is not proof of delivery to a particular mailbox. Self-print customers must print and post their pieces themselves.