Overview

Printer's Plan will organize all services within pre-determined Service Departments & Categories. Departments represent the overall production department while Categories are used to organize specific groupings or types of services. The organization of services is important to establish a preferred workflow as well as the order in which Services are listed on quotes and orders. Each Category that contains a specific type of Service selected. Below is an example that represents best practices when it comes to organization of Services.

How It Works

Creating and Organizing Service Departments and Categories

In the Services section, click Service Settings and select Departments and Categories…

Figure 1 - The Services Tab with the Service Setting Menu and the Departments & Categories option highlighted. 

The “Service Departments and Categories” window appears.

Figure 2 - The Service Departments & Categories Menu

Note: Click the (+) Plus Sign to expand Departments to view Categories. 

Functions of the "Service Departments and Categories" Window

Description	Function
Add Department	Click to add a new Service Department and then enter the name. Keep the name brief to save space on screens and reports where it is used to complement the Service name. Limit: 12 Departments.
Add Category	Highlight a Department and click Add Category. 1. Select the Category type 2. Enter the Category name Limit: 100 Categories per Department
Move to Top / Up / Down / Bottom	Reorder the list of Departments and Categories. Click and drag to move Categories between Departments. NOTE: Click the Department or Category before using a movement button.
Rename	Click after you select the Department or Category you want to rename.
Change Color	Used with Departments only. Click to assign a fixed color to the Department.
Delete	Click after selecting the Department or Category to delete. NOTE: Deleting a Department also deletes all its Categories. You cannot delete a Category with existing Services.
Service Departments and Categories	Click to expand all Departments in the list.

Category Types

Printer’s Plan supports the following eleven Category types:

• Paper
• Offset Press
• Digital Printer
• Large Format Medium
• Large Format Printer
• Carbonless (Unique)
• Envelope (Unique)
• Plate (Unique)
• Proof (Unique)
• Quick Sale (Unique)
• Other

The default Printer’s Plan database includes multiple Envelope categories. These can be removed, but once deleted, you can only re-add one Envelope Category. All default Envelope categories have the same configuration.

Once Departments and Categories are created, you can begin setting up Services. Highlight a Category and click New to open a Service setup window.

Key Points

• Certain Service Category types are unique and can only be used once. 
• Twelve Departments
• Up to 1000 Categories In Each Department
• Departments organization determines order of item services within the Job Window
• Each Category is assigned a Service Type upon creation. 

Demonstration

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