New Features in the 2024 Update of Printer's Plan
- Job Link Easy Button
- Service Search
- Program Fee
- Customer Level Program Fee
- QuickBooks Payment Integration
- Program Fee Reports
- Ship To Email Address
- API Changes
- Email Template Merge Fields
- Fixes and Improvements
Job Link Easy Button:
In the Job window for an Order, Quote, or History job there is a new Email Job Link button:
When this button is clicked, a pre-defined email message is automatically generated. This email can optionally include a PDF copy of the Invoice/Quote:
When the end-user receives the email message, clicking on the Job Link Button will take them to an interactive version of the Printer's Plan job:
To configure the Email message conneted to the Email Job Link button go to the Settings tab, open the Print Reach Pay folder and select Job Link. The following window will appear:
This window has the following fields and options:
- Email Template/Select a File: Clicking the Select a File button will open the ‘Select email template file’ window. The selected template will automatically be used when generating a Job Link email for the specified job type.
- Email Recipient: This field has three options:
- Job's Buyer = The buyer assigned to the job.
- Default Buyer = The default buyer assigned to the customer account.
- Default Payer = The default payer assigned to the customer account.
If the email is set to go to the Default Buyer, or Default Payer, and the customer account does not have a default buyer or payer assigned, Printer's Plan will use the email address of the buyer assigned to the job.
- Attach PDF:
- Yes = A PDF copy of the invoice/quote will automatically be attached to the email. The default print options for the Quote/Invoice will be applied to this document.
- No = A PDF is not attached to the email.
This feature requires Job Link. For additional information about Job Link please review the following page: Job Link
When adding a new service to an item, the service selection window now includes a service search bar:
In this field type in the search criteria text and press enter (or click the Search button). The program will then list all services that contain this text as part of their Service Name.
Throughout Printer's Plan, the term Surcharge has been renamed to Program Fee:
Customer Level Program Fee:
In the Settings>Print Reach Pay>Payment Processing window you can set a Program Fee rate. The program fee is an optional charge that can be applied when a customer is paying with a credit card (or via ACH) when processing a payment through Print Reach Pay.
Previously, this was a universal setting that applied to all customers. As part of the 2024 update, each customer can have their own Program Fee rate.
In the properties window of a customer account there is a new Program Fee button:
Clicking on this button opens up the Program Fee Setting window for that customer:
In this window, in the Program Fee Settings field, there are two options:
- System Default = With this selection, the Program Fee for this customer will be calculated using the rates established in the Settings.
- Custom = With this selection, the Program Fee for this customer will be calculated using the rates set in this window.
QuickBooks Payment Integration:
Payment data entered in Printer's Plan can now be exported/imported into QuickBooks Desktop. For details on how to integrate this data please refer to the following article: QuickBooks Payment Integration
The following vendor reports have been added to the program:
And Reports/Comparison Vendors:
Program Fee Reports:
In the Payments Received section of the Posting Accounting report, the report will now capture all Program Fee payments received during the selected time period.
Ship To Email Address:
In the Shipt To Address record, there is a new Email address field:
This address is included as part of the integration data sent to ShipStation and ShipLeap. Additionally, when generating an email message for a shipment, in the template the following merge field can now be used <ShipToEmail>.
As part of the LoyaltyLoop integration, the following data elements are now included in the response to LoayltyLoop:
- Customer Default Buyer.
- Customer Default Payer.
- Job Type
- From Job Number.
Additionally, data requests can now be made using a job type filter (Orders, Quotes, and History Jobs). When requests are made for quotes using a date range filter, the API will return Quotes created during the selected time period (By Job Date In). For Order and History job requests, the API will return jobs that were shipped during the selected time period (By Job Date Shipped).
As part of the ShipLeap integration, the following data elements are now included in the response to ShipLeap:
- Order Sales Rep Name
- Order Sales Rep Email
- Order CSR Name
- Order CSR Email
Print Reach Central
As part of the integration with Print Reach Central, a new API Method was created to return all payments captured in Printer's Plan.
Email Template Merge Fields
On the email templates the Cc and Bcc fields can now configured as a merge field.
To set the Cc field, on the email template use the following format:
Example: Cc: <CSREmail>
To set the Bcc field, on the email template use the following format:
Example: Bcc: <SRepEmail>
Fixes and Improvements:
Improvement: The following option has been added to the Scheduler>Scheduler Settings>Item Options window:
When this option is checked, in the Schedule Job window, after marking a service as Done the status of the Job will change to In Progress. The only exception is that when all services on the job are marked as done, in this scenario the status of the Job will automatically change to Ready to Ship.
If this option is not checked, the status of the Job will not change when marking a service as Done in the Schedule Job window. The only exception is that when all services on the job are marked as done the status of the Job will automatically change to Ready to Ship. This option was added to accommodate custom job statuses.
Improvement: To improve the performance of the program the following fields in the Jobs table are now indexed: Guid, ToJobGuid, FromJobGuid.
Improvement: On the Capture Payment window, the width of the Payment Method on File field has been increased.
Improvement: On the Deposit window the Save buttons are only enabled when the Tendered amount is not equal to zero:
Improvement: As part of the Job Link feature set, the Printer's Plan API now prevents the creation of invalid job types. The following job types can be created via the API:
- History Jobs
- Web Orders
- Web Quotes
Improvement: Updated the Printer's Plan API to handle a complex <URL> when capturing a file download on a Web Order Request.
Improvement: In the Jobs section, the Orders/With Tags list did not show the job status name. This column has been added to the list.
Fix: In the Print dialog window if the Company Logo option was unchecked when creating an Email PDF via the Email PDF button, the PDF document still included the company logo. This is now fixed and the logo will not be included on the document.
Fix: There was an issue with the Shipping Configuration file (used for ShipStation and ShipLeap integrations) related to the sort order that was configured in the Settings>Jobs>Shipping Methods table. This is now fixed, and the configuration file will now correctly interperet the sort order.
Fix: In the Vendor selection window, the built-in Printer's Plan vendor types (Our Stock | Our Stock Scrap | Customer Stock Charge | Customer Stock No Charge | Imprint No Charge) were modifiable. This has been fixed and these built-in vendors can no longer be changed.
Fix: When sending an email message, under specific conditions, the "Success" message appeared immediately after selecting the email template but before the email message appeared on the screen. When this occured the email was not actually sent. This is now fixed.
Fix: Using Job Link, when converting a quote to an order if multiple items were selected from the quote, and on one of the items if the default quantity was not selected the order may have had a pricing discrepancy. The Printer's Plan API has been fixed to correct this scenario.
Fix: From the A/R section, in the payment window for a customer there is an option to Email Open Invoices. This option will generate an email with attached PDF copies of the invoice. When creating the PDF invoice, Printer's Plan uses the first Invoice option in the Settings>Printing>Document options window. Previously, if the first invoice option had a document title that was renamed to something other than "Invoice" the PDF files were not created. This is now fixed and any name can be used for the first invoice option.
Fix: As part of the ShipStation integration in some cases, dates returned to ShipStation were in the yyyy/mm/dd format, this has been changed so that the format of these dates will always be in the mm/dd/yyyy format.
Fix: When using Job Link, if a Quote is converted to an Order, each service on the new order will be set with the service's default Status, Tag, and Operator.
Fix: In Job Link, when a Quote was converted to an Order, the Item and Service notes from the quote were not copied to the new order. This is now fixed and the Item and Service notes are now included with the new order.
Fix: The performance of lists generated in the Jobs section has been improved.
Fix: From a Job list, exporting the list on the screen now exports the correct columns and data.
Fix: From a Job list, when you right-clicked on a list option the Group By menu was unable to group by Job Status, this is now fixed.
Fix: After generating a list of jobs in the Jobs section, if you were to right-click on the list and select Add Address Fields the program returned a query error, this is now fixed.
Fix: Sorting a list of jobs list by the Job Tag column previously did not work, this is now fixed.
Fix: Attempting to Print, or Print Preview the 'list on the screen' option from the Jobs section did not work. This is now fixed.
Fix: After running an initial search using the Find window, if you immediately ran another search using the Find window the following sequence did not work as expected:
- During the second search, if a value in the 'By The Field' column was not clicked then after entering criteria, the 'Job Type' in this Find window reverted to Orders. This is now fixed and the window will maintain the selected Job Type.
Fix: If a processed payment for a Quick Sale initially failed, and then on the second attempt succeeded the surcharge amount was doubled on the successful payment.
Fix: In some scenarios, clicking the Web Orders button did not list the Web Orders with a status of not reviewed, this is now fixed.
Fix: If a template job for a walk-in customer was assigned a custom job status, then the items on this template were not available when creating a new Order/Quote. This is now fixed. The items on templates where the template has a custom job status are now available when adding a new item to a Quote/Invoice.
Fix: If a Shipping integration (Shipstation/ShipLeap) updates the shipping charge of a job and if that job is in history, this transaction is now captured in the Audit Trail.
Fix: When a document was attached to a job, if the file name included the % character the file failed to attach. This is now fixed.
Fix: When a payment link was generated on an email template, if a data field from a job contained a special, or invalid character, the link became truncated producing an incomplete URL. This has been fixed and protections have been added to handle special characters.
Fix: While in a job, if the tax field of the Ship To record assigned to the job gets updated, after closing the Ship To window the Job will recalculate the tax. Previously this calculation was made when first creating a job, or when selecting a different Ship To address on the job.
Fix: When a web order was created from a Web2Print site, in specific scenarios the Print As method on an item generated from a template was reset to the default value. This is now fixed and the web order will maintain the Print As method as selected on the template.
Fix: In the Jobs section, running a basic search by the WebID field produced a query error (running an advanced search using this field worked as expected). This is now fixed.
Fix: The unit price of the first item of a multi-part item is now properly displayed in Job Link.