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    Knowledge Base

  •  Knowledge Base  Knowledge Base

    Knowledge Base

  •  Knowledge Base  Knowledge Base

    Knowledge Base

  •  Knowledge Base  Knowledge Base

    Knowledge Base

  • Midnight Knowledge Base

    Midnight Release Notes

    • New and Updated Midnight Reports - Update 7: May 12, 2025
    • Midnight 10.4.0 (5/3/2025) Release Notes
    • Midnight 10.2.0 (2/22/2025) Release Notes
    • New and Updated Midnight Reports - Update 6: January 27, 2025
    • New and Updated Midnight Reports - Update 5: November 21, 2024
    • Midnight Product Roadmap
    See all 110 articles

    Quick Tips

    • Add a New Credit Card for Payment Processing
    • Add a Quick Links Report
    • Add New Client Stock from an Order
    • Add Pagination to Your Onscreen Postage Details
    • Adding a new Contact while in Estimates or Orders
    • Adding a Widget to a User's Dashboard
    See all 43 articles

    API & Integrations

    • Understanding the Midnight API Authentication Encryption
    • Midnight - LoyaltyLoop Integration Guide
    • Midnight - ShipStation Integration Guide
    • REST & SOAP API Documentation

    Standard Services

    • Standard Service Setup
    • Service Types
    • Service Wizard Setup and Use

    Shop Floor Data Collection

    • Shop Floor Data Collection - Setup
    • Shop Floor Data Collection - Tasks Summary
    • Shop Floor Data Collection - Introduction
    • Shop Floor Data Collection - Reporting

    User Guides

    • Midnight Overview
    • Setting Up a Wide Format Roll Press

    Training Videos

    • Midnight Onesource Nexus Tax Integration Videos
    • Print Reach Pay Training Videos
    • Midnight Wide Format Calculator Training Videos
    • Midnight Print Calculator Training Videos
    • Midnight General Print Setup Videos

    CRM Module

    • Adding Multiple Permits on a Customer
    • Creating Contract Pricing
    • Insertion Sequence
    • Update Quantities on a Version
    • How to Set Up a Default CSR and Sales Rep for a Customer
    • Search for an Order Using a Client's PO Number
    See all 15 articles

    Estimates Module

    • How to Create a Print Template Group
    • How to Set Up Inventory to be Used/Accessible within the Print Calculator
    • Price Match Within Print Calculator
    • Delete a Print Item from an Estimate or Order
    • Convert an Estimate to a New Order Version
    • Decoding Statuses - Estimate Status
    See all 14 articles

    Purchase Orders Module

    • Adding Warehouse Items to Purchase Orders
    • Search for Closed Purchase Orders
    • Purchasing Tab

    Payments Module

    • Set up a Default Payment Account
    • Update a Payment Link

    Postage Module

    • Postage Available Balance
    • Using the Postage Status Field
    • Correcting Postage Usage with Missing Date Information
    • Reset a Postage Inventory Balance
    • Record Postage Purchases in Midnight
    • Remove a Postage Application
    See all 8 articles

    Orders Module

    • Creating an Order from an Estimate
    • Re-Launch a Service Wizard
    • Updating the Order of Your Service Types
    • Decoding Statuses - Order Progress/Job Progress
    • Create a Postage Request
    • Recover and Restore Deleted Orders
    See all 13 articles

    Inventory Module

    • Creating Inventory Lots
    • Warehouse Locations
    • Correct an Inventory Item's On-hand Balance (Adjustment)
    • Making Inventory Item Types Available for the Print Calculator
    • Images on inventory – jpg vs PDF
    • Set a Default Receiving Location
    See all 13 articles

    Job Costing Module

    • Job Costing

    Proofs Module

    • Re-send a Proof Request
    • Proofs

    Data Imports Module

    • Midnight Import Tools

    Reports Module

    • Midnight Reports
    • Default a Report to Display All Pages
    • Renaming Reports
    • Midnight Default System Reports
    • Midnight Reports
    • Deactivating Reports

    DJB Module

    • Multi Site Reporting and Filtering
    • Services Shown in Pink on the Dynamic Job Board (DJB)
    • Dynamic Job Board Detailed Overview
    • Requirements for an Order to Appear on the Dynamic Job Board
    • Service Types Icon Colors
    • Hide a Service Type from the Shop Floor application
    See all 16 articles

    Admin Settings module

    • Machines
    • Machine Departments
    • Setting up Company Logo for Reports and System Display
    • Display Alternate Company Info on Reports
    • QuickBooks Online Supplement
    • QuickBooks Supplement
    See all 27 articles
  • Printer's Plan Knowledge Base

    Release Notes

    • Printer's Plan Quarterly Product Roadmap
    • Printer's Plan version 2024.08 Service Release Notes
    • Printer's Plan version 2024 Release Notes
    • Printer's Plan version 2023.01 Service Release Notes
    • Printer's Plan version 2023 Release Notes
    • Printer's Plan version 2022.5 Release Notes
    See all 9 articles

    General

    • Cloud-Hosted Printer's Plan Workflow
    • Cloud-Hosted Printer's Plan Web Access Method Features
    • Accessing Data In Cloud-Hosted Printer's Plan
    • Printer's Plan API - SSL Certificate Creation and Renewal using Let's Encrypt
    • Managing Logo Files With Cloud-Hosted Printer's Plan
    • How To Provide Print Reach Software With Your Printer's Plan Database File
    See all 19 articles

    PDF Tutorials

    • Configuring PDF Export Location for Printer's Plan
    • Printer's Plan PDF page

    Quotes & Orders

    • Job Link Configuration Guide
    • Digital Printing and the "Print As" option
    • Formula Fields on Email Templates
    • Applying Filters To Data In Printer's Plan
    • Formatting Views In Printer's Plan

    Customers

    • Using the Printer's Plan 'Customers' Tab
    • Passwords In Printer's Plan
    • Managing Old Contacts For Customers In Printer's Plan
    • Applying Late Fees In Printer's Plan
    • Order Processing In Printer's Plan
    • Printer's Plan Settings Guide
    See all 10 articles

    A/R

    • Managing Payment Methods on File
    • About Accounts Receivable (A/R)
    • Posting Orders to History (A/R)
    • Receiving Payments (A/R)
    • Adjusting Payments (A/R)
    • Correcting Invoices (A/R) - Credit Invoice/Revised Invoice
    See all 18 articles

    Services

    • Using Price Tables within Services
    • Creating Services To Ask For Information
    • Special Functions Of The Ask How Many Field
    • Quick Sale Guide
    • How To Use The PriceWiz Calculator
    • Finishing Services Setup Guide
    See all 24 articles

    Tools (Shipments, Inventory, etc.)

    • Using TimeTracker and how to customize settings.
    • Exporting
    • Update Paper And Other Service Costs
    • Using the Reminders Tool
    • Printer's Plan Purchase Order Tool
    • Microsoft Word Shipping Label Templates with Cloud-Hosted Printer's Plan
    See all 15 articles

    Reports

    • Audit Trail Reports
    • Posting Journal Reports
    • Quick Sales Reports
    • Print Reach Pay Payment Reports
    • Overview of Reports
    • Posting Reports
    See all 12 articles

    Integrations

    • Microsoft Entra Security Updates - Allow Legacy SMTP Features
    • Making a Local Printers Plan Environment with a backup of your Cloud-Hosted Database.
    • Printer's Plan - LoyaltyLoop Integration Guide
    • Setting up the PlanPDFDriver on Cloud-Hosted Printers Plan
    • MacOS RemoteApp Alternative - Microsoft Remote Desktop Step-by-step Configuration
    • Printer's Plan ASI Integration Guide
    See all 27 articles
  • MyOrderDesk Knowledge Base

    MyOrderDesk - 101 - The Basics

    • Logging in 101 - Step-by-Step Login Instructions - Article 1 of 7
    • Setting Up Employees in MyOrderDesk 101 - Article 2 of 7
    • Order Forms 101 - Article 3 of 7
    • The Order Page 101 - Article 4 of 7
    • Setting Up A Test Group And Test User 101 - Article 5 of 7
    • Logging in as an End User & Submitting an Order 101 - Article 6 of 7
    See all 7 articles

    Release Notes

    • MyOrderDesk Quarterly Product Roadmap
    • MyOrderDesk Release Notes - Year 2023
    • MyOrderDesk Release Notes - Year 2022
    • MyOrderDesk Release Notes - Year 2021
    • MyOrderDesk Release Notes - Year 2020

    Job Management & Site Settings

    • Allow Users to Login to your Website via Google
    • Assign Jobs to Outside Vendors using MyOrderDesk Vendor Routing - MKB0134
    • Assign Permissions to Print Reach Pay's MerchantTrack Site Using Role Based Access Control
    • Bulk OrderForm Controls for Copying and Deleting Fields.
    • Catalogs, Order Forms, and DocMart Items/List Sort Orders.
    • Changing and Resetting webmail passwords - MKB 0063
    See all 56 articles

    Order Forms & Catalogs

    • Add a tool tip to your field caption - MKB 0102
    • Add a YouTube Video to a webpage or Order Form - MKB 0118
    • Adding a line break when using Advanced Autofill - MKB 0107
    • Advanced Auto-Fill Builder Tool MKB - 0077
    • Advanced Customization of the "Changed" Indicator.
    • Converting to and Setting up Catalogs - MKB 0108
    See all 19 articles

    EzMerge

    • Adding a Prefix to EzMerge File Names.
    • Advanced ezMerge Formatting and Bullet Examples MKB - 0069
    • Applying Super scripting or Sub scripting to ezMerge Templates - MKB0122
    • Can my customer download the ezMerge Production file (Digital Download)?
    • Change Color Behind Advanced ezMerge Preview - MKB 0101
    • Checkboxes in Advanced ezMerge - MKB 0057
    See all 28 articles

    DocMart

    • Docmart Catalog Layout Options - MKB0125
    • DocMart Catalogs - MKB 0119
    • DocMart Catalogs with Drop-down Menus.
    • DocMart Help and Training 101 - MKB 0117
    • DocMart Kitting Integration with Printer's Plan Template
    • Filter Docmart Items to Show Items That Need Reordering - MKB 0115
    See all 11 articles

    Customers Canvas (Designer & Preflight Tool)

    • Icons or InLine Graphics Missing after Import
    • Using Customers Canvas DEMO's as Templates
    • Working with text in the Customer's Canvas design editor
    • Working with images in the Customer's Canvas design editor
    • Customers Canvas Designer - Remove TEXT/SHAPE OPTIONS in the Toolbar
    • Customer Canvas Designer - Turn OFF (Toolbox)

    Shipping & Billing

    • Adding Comments to QwikPrice fields - MKB 0058
    • Adding Tracking Links to your Jobs using the Status and Categories - MKB0142
    • Authorize.net Checkout Error Codes - MKB 0056
    • Basic QwikPrice Calculations MKB - 0068
    • Creating Order Discounts and Promotions
    • Displaying Items names in cart during checkout MKB - 0071
    See all 20 articles

    Integrations

    • Assign a Printer's Plan Customer Number to a MyOrderDesk Account.
    • Embed / Iframe MyOrderDesk into your website
    • Fulfillment Settings for Integration with MyOrderDesk
    • How to Convert Your FTP Server to Use SFTP
    • How to use the TEC Mailing Solutions Integration
    • MyOrderDesk - Customer's Canvas Online Editor Integration Setup
    See all 20 articles

    Training Videos

    • End-user Placing an Order Training Video
    • View our Training Playlist on Youtube.
    • Order Forms (Layouts) Training Video
    • Clearing Cookies and Temporary Internet Files Training Video
    • Printer's Plan Integration Training Video

    Script Library

    • Move an Autofill Menu into the Body of your ezMerge Template.
    • Hiding Duplicates in MyOrderDesk Website Search Area
    • Hiding DocMart elements on an Order Form or Catalog
    • Moving DocMart Quantity to another section of the Order Form
    • Allowing a contact / phone number to have multiple forced formatting options.
    • IFrame Messaging from Top level to Order Form
    See all 17 articles
  • Print Reach Central

    Payments

    • Job Link User Guide
    • Print Reach Pay and PCI Compliance and AOC
    • Print Reach Pay Batch Time
    • Print Reach Pay Funding Timeline
    • Processing a Payment with Print Reach Central

    Internal

    • Utilizing PrintReachPay with a 3rd-Party Provider (Authorize.net)

    Release Notes

    • Print Reach Central 5.4.0 (05/03/2025)Release Notes
    • Print Reach Central 5.2.0 (2/22/2025)Release Notes
    • Print Reach Central 4.12.0 Release Notes
    • Print Reach Central v4.10.0 Release Notes
    • Print Reach Central v4.8.0 Release Notes
    • Print Reach Central v4.6.0 Release Notes
    See all 38 articles

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