Table of Contents

Managing Orders

Create a Sales Quote

1. Open the ‘Sales Quote’ screen.

2. Use the ‘Lookup’ field at the top-left to bring up the customer this quote will be for.

3. Click the green ‘plus’ icon to access your pre-configured product templates

4. Select the desired category and template from the drop-down menu. Move through the steps and select the materials, equipment or equipment modes to be used when prompted.

5. Click ‘Done’ after moving through each line item, make any necessary changes and then click ‘Save’ at the bottom of the screen to produce the sales quote.

Convert a Sales Quote Into an Order

1. Open the ‘Customer Service’ screen.

2. Use the ‘Lookup’ field at the top-left to bring up the customer placing the order

3. If the customer has any existing sales quotes, Printmatics will prompt you to convert it into an order by clicking ‘Yes’

4. You can also bring up the sales quote by searching the quote # in the Lookup field at the top left.

Enter a New Order

1. Open the ‘Customer Service’ screen.

2. Use the ‘Lookup’ field at the top-left to bring up the customer placing the order

3. Click the green ‘plus’ icon to access your pre-configured product templates

4. Select the desired category and template from the drop-down menu. Move through the steps and select the materials, equipment or equipment modes to be used when prompted.

5. Click ‘Done’ after moving through each line item, make any necessary changes and then click ‘Save’ at the bottom of the customer service screen to enter the order, schedule it for production and produce a work order automatically.

View Orders and Order Statuses

There are several ways to view the open orders at your shop with Printmatics. During your setup and training, we will help you determine the best to suit your individual workflow. Below are instructions for using each screen.

Using the Order Monitor

1. Open the Order Monitor Screen

2. Select the department you wish to view the open orders for (choose ‘All’ for an overview of the jobs in each department) and pick your desired date range then click ‘Search’

Note: to view all open orders uncheck the box next to ‘Select Order Due Dates’ and choose ‘All’ from the production node drop-down

Using the Production Screen

1. Select the ‘Tools’ Module at the top of the Printmatics Main Screen -> Click on ‘Production

2. Select ‘Open Orders’ from the sidebar to view your open orders and their progress

Using the Production Calendar View

1. Follow the steps in the previous section ‘Using the Production Screen’

2. Once you are at the ‘Open Orders’ Screen, click on ‘View/Edit Plan’ for a calendar view which can be adjusted on the fly to view the schedule which can be broken down by the department, equipment type, customers, etc.

3. Here is what it will look like:

Move Jobs Through the Workflow

From the Customer Service Screen

1. Barcode scan a work order, or enter an order number in the ‘Lookup’ field of the customer service screen

2. Click the ‘Prepare Order – Individual’ button

3. Choose a Technician from the drop-down menu, and check the boxes under ‘Ready’ for the steps that have been completed. Hit ‘OK’ to save your changes.

From the Production Screen

1. Select the ‘Tools’ Module at the top of the Printmatics Main Screen -> Click on ‘Production

2. Click on ‘Prepare Orders’ in the left sidebar

3. Click the ‘checkmark’ icon next to the production step you wish to mark as complete

Invoice Completed Orders

1. Navigate to the ‘Customer Service’ Screen under the ‘Actions’ Module

2. Lookup the customer you wish to produce an invoice for

3. Click the ‘Pickup’ button at the bottom of the screen to see all of the current jobs associated with that customer

4. You may invoice any of the jobs with a status of ‘Ready’. Tick the checkbox under ‘Pay’ for all the jobs you wish to invoice. Note: You can select multiple jobs and tell Printmatics whether you want them as individual invoices or all together

5. After checking them off, click on ‘Pay’ at the bottom of the screen, input the payment amount and type of payment, then click ‘OK’ to automatically produce an invoice

4. Select the desired category and template from the drop-down menu. Move through the steps and select the materials, equipment or equipment modes to be used when prompted.