This is a step-by-step guide for entering your paper materials into Printer's Plan. Each setting listed in this outline will need to be considered for updating.

 

When beginning to enter your paper services into Printer's Plan you need to consider only 2 questions:

• What are your costs? Please have those costs available when setting up these services. 
• How do you calculate your price for paper? Typically this is cost + markup.

Before entering paper services, update your 'Paper Vendors' in the SETTINGS tab under Vendors. 

In Printer's Plan, there are many default departments, categories, and services. These are all customizable in the settings of Printer's Plan. Use the default services to enter your shop's materials costs and pricing.

As an example, open the default for the paper service 20# White 8.5 x 11 in the BOND category.

This service contains default information for the fields that should be filled in. 

1. General Properties
2. Pricing Properties
3. Setup & Run Table
4. More Service Properties. 

 

1. General Properties

• Service Name: Enter the name that will display for this service.
• Sales Dept: Choose the Sales Department that will be applied to this service for reporting purposes. 
• Size: Enter the parent size of the material.
• Caliper: Enter the thickness of a sheet. This will be used for determining lift sizes on cutting services.
• Invoice Name: Enter an alternative name to display on invoices to customers if choosing to display service information on invoices.
• Popup Reminder: Enter a note reminder that will appear when selecting this service for quotes or orders.
• Default Color: Enter the color of this material.

2. Pricing Properties

• Cost: This should be set to 'Material Only' because we are only establishing the cost of the material. 
• Price - Set to 'Cost + Markup' by default allowing simple pricing.
• Markup: Enter 1 - 19 to use values on the Markup Table. 20 and higher are percentages.
  • Clicking where it says 'Markup' will explain further.
    • % or #  - This field is used for offset markup only. 
    • Digital: This field is digital-only
    • Blank: The markup for blank sheets.
• Adjust - Establish various default price levels:
  • Clicking on 'Adjust...' will display more information. There is a drop-down to select 'Multiply Markup or Multiply Price using these values. The following price levels are selectable when creating items on orders.
    • Bid: The price level for quotes. 
    • Rush: The price level for rush orders.
    • Special: The price level for special orders.
• Min. Price: This allows for a minimum to be set when using this service. If below this value, it will be moved up to the value entered here. 
• Waste: Allows for entering waste values for printers to use. See the documentation for Paper Waste.
• Quantity/Number Of Part: This is specifically used for multi-part papers such as carbonless sheets. If '3' is entered here, divide material costs by 3 as well on the price table. 
• Quantity/Round-up To: This is to charge customers for certain amounts of paper. Example: If a value of 500 is entered here and an order has 800 sheets on it, the 800 will be rounded to the nearest 500 increments up to 1000.

3. Run Table

• QtyBreak: When entering costs per 1000 sheets, enter '1' here. 
• Mat. Cost: This is where you enter your cost for 1000 sheets.
• Mat. Costs And Run Prices Are: This field is set to 'Per M (1000)' by default and establishes the QTYBREAK as per thousand.
• Between QtyBreaks, Use: This is set to 'Step Method' by default but isn't used unless multiple QtyBreaks are established for price adjustments. 

4. More Properties:

• Default Status: Done or To Do (Schedule)
  • Done: Will mark as Done and will not be available for use in Scheduler and Inventory
  • To Do (Schedule): Can be marked as Done manually and will be available in Scheduler and Inventory 
• Default Vendor: Select the applicable vendor previously entered in the Settings under Vendors > Paper Vendors. 
• Properties of Built in Vendors: (Selecting one of these vendor options on an item will not impact the inventory of the paper service.)
  • Our Stock: Normal pricing 
  • Our Stock (Scrap): Normal pricing
  • Customer (No Charge): Will result in no charge and will not have a cost/price for the paper.
  • Customer (Charge): Will charge 10% of the cost and all of the markup.
  • Imprint (No Charge): Will result in no charge and will not have a cost/price for the paper. 
• SKU: Enter this material's vendor-specific code
• UPC: Universal Product Code
• FSC: Forestry Certification Code
• Inventory: Select Track to use in the optional Inventory tool (Default Status must me To Do)
• Other Properties: Auto-Add can be used to automatically add an additional service. 

 

Markup Table: Found on the left-hand side of the service window. This table is 'global' or shared across all services. When entering markup on service, if a value of 1 through 19 is selected it will apply a row on the markup table. if 20 or up is entered it will represent a percentage value. 

The markup table allows for markup to change based on cost breaks. For more information regarding the markup table please see the 'Markup Table' documentation.

 

References

Papers 

Markup

Paper Waste