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Midnight Knowledge Base
Midnight Release Notes
- All New and Updated Reports - Update 4
- Midnight v9.8.0 (8/24/2024) Release Notes
- Limited Release - Password Requirement Changes - July 15, 2024
- Midnight v9.6.0 (6/22/2024) Release Notes
- All New and Updated Reports - Update 2 (6/7/24)
- Midnight v9.4.0 (5/11/24) Release Notes
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
API & Integrations
Standard Services
Shop Floor Data Collection
User Guides
Training 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
Estimates Module
- 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
- Lock Line Item Pricing
Purchase Orders Module
Payments Module
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
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
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
Job Costing Module
Proofs Module
Data Imports Module
Reports Module
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
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
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Printer's Plan Knowledge Base
Release Notes
- 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
General
- 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
- Cloud-Hosted Printer's Plan Conversion - Onboarding Guide
PDF Tutorials
Quotes & Orders
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
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
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
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
Reports
- Audit Trail Reports
- Posting Journal Reports
- Quick Sales Reports
- Print Reach Pay Payment Reports
- Overview of Reports
- Posting Reports
Integrations
- Making a Local Printers Plan Environment with a backup of your Cloud-Hosted Database.
- Printer's Plan QuickBooks Payment Integration
- 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
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MyOrderDesk Knowledge Base
MyOrderDesk - 101 - The Basics
- Logging In 101 - Article 1 of 7
- Setting up Employees 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
Release Notes
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
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
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
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
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
Integrations
- Assign a Printer's Plan Customer Number to a MyOrderDesk Account.
- DocMart Inventory integration with Midnight MIS
- Embed / Iframe MyOrderDesk into your website
- Fulfillment Settings for Integration with MyOrderDesk
- How to use the TEC Mailing Solutions Integration
- MyOrderDesk - Customer's Canvas Online Editor Integration Setup
Training Videos
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
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Print Reach Central