Service Set Up - Common Fields Follow
This section explains the Service setup properties that are common to Services of all Category
types. As an example, the setup window of a Folding service (Category “Other”) is used. The
properties unique to Services of other Categories and other variations of setup are explained
later in this chapter.
A further explanation of the example window follows.
General Properties
| Field Name | Description | ||
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Service Name |
The Service name is used in Jobs, Work Orders, and reports. Therefore, in this field, enter a name that describes this Service clearly. Limit: 50 characters | ||
| Invoice Name |
The Invoice name is used when the option to print Services on Invoices and Quotes is selected. If no Invoice Name is assigned, then the Service Name will print on these forms.
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| Popup Reminder |
When this field contains text, a reminder window, displaying the reminder, will pop up when this Service is assigned to an Item.
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| Default Note |
The entry in this field will be automatically added to the Note field of this Service when the Service is assigned to an Item.
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| Sales Dept |
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You must assign a Sales Department to each Service for proper reporting. If you do not assign a Sales Department to a Service, the sales for the Service will be reported under Sales Department name “?”.(For more information on the Sales Departments table and how it relates to reports, see the “Settings” chapter.)
Pricing Properties
| Field Name | Description | ||||||||||
| Quantity | A selection in this field is used to calculate the quantity of this Service in a Job. The calculated quantity (original quantity) may further be modified by the numbers assigned in the next three fields - Divide by…, Multiply by, and Round-up to. (Please see the “Quantity Field” section in this chapter for a comprehensive explanation of the options in this field.) |
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Divide by... and
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The original quantity is divided by the value in the Divide By… field. (Please see the “Divide By Field” section in this chapter for a comprehensive explanation of this field.) |
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Multiply by
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The original quantity is multiplied by the value in this field. If the “multiply by” value of this Service varies by job, then leave the Multiply by field
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| Waste... | A selection in this field is used to calculate the paper waste contributed to a job by this Service. If the Service does not contribute to Paper waste, select “---No Paper Waste---“. (For more information about the Waste… field, see the “Paper Waste” section in this chapter.) |
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| Cost | A selection in this field is used to calculate the cost of a Service. (To learn about how to use this field, see the “Pricing Properties > Cost Field” section in this chapter.) |
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| Price |
A selection in this field is used to calculate the price of a Service.
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| Markup... | A value in this field tells Printer’s Plan how to mark up the cost of a Service. (To learn about the markup options, see the “Markup” section in this chapter.) |
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| Adjust... |
Values in the three fields, Bid, Rush, and Special, allow you to adjust an Item price for different market conditions.
Here is a more detailed explanation: The three fields correspond to three selections in the pull-down list of the Price Level field of an Item.
According to the selection in the Price Level field of an Item, Printer’s Plan will use the value in the
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| Minimum Price | If the calculated price of this Service in an Item is less than the price entered in this field (minimum price), the calculated price will be replaced by the minimum price. |
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Modified... and
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When you make a modification to a pricing property of a Service, such as it's unit cost, assign the date of your modification.
If you click the Modified... field name after you assign the date, the following window opens:
If you click OK, the note will be added to the Note field of the Service setup window.
To assign another date next time, click the Modified… button and click OK again.
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Setup and Run Tables and
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(To learn how to use these tables, see the “Setup and Run Tables” section in this chapter.) |
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(To learn about the methods for quantity breaks, see the “Step, Linear, and Sum Methods” section in this chapter.) |
| Note |
Click to add notes about this Service.
If you want the oldest note to show at the top and the newer notes added to the bottom, |
More Service Properties
| Field Name | Description |
| Default Vendor |
In an Item, the default vendor name will display on the specs window of this Service and will be added to the Service name as a note. It will also print on the work order with the Service name.
Vendor tables are set up in Settings | Vendors.
Paper Vendors will show in the Vendor field of Papers (categories #100 – 199). |
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SKU UPC FSC |
Stock-Keeping Unit Universal Product Code Forest Stewardship Council Chain-of-Custody certification These codes will be used: |
| Auto-Add |
Click to select a Service that will also be added to an Item when this Service is added.
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| Wage/Hour... |
Click the field name to open the following window with a brief explanation of this field.
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Service Window Top Section
A.) Service number is assigned by Printer’s Plan for internal use.
You can search a Service by its number. (Use “Services.SerNo” from Advanced Find.)
Services numbered 174, 175, and 193 (named “Cut To RunSz”, “Cut To FinSz”, and “NCR padding”, respectively, in the default Printer’s Plan database) have special properties which are explained when these services are discussed later in this guide.
B.) Category numbers are assigned by Printer’s Plan for internal use.
You can search a Service by its Category number. (Use “Services.CatNo” from Advanced Find.)
C.) Category Name and Type are assigned in the Service Departments and Categories table. (See the “Service Departments and Categories” section in this chapter.)
D.) Reminder tool button. (See “Reminder” in “Power Tools”.)
Left Pane
