Paper Material Setup Guide Follow

Overview

This article shows you how to create or update Paper services in Printer’s Plan—from assigning vendors and costs to configuring markup, waste, and price‑break logic—so that every estimate and job ticket reflects true material costs and usage.

• General Properties
• Pricing Properties
• Run Table
• More Properties
• Markup Table

How It Works

Start in Settings ▸ Vendors ▸ Paper Vendors so that every new paper service is linked to a supplier. The vendor assignment is required for saving and reporting.

The screenshots below use that 20# bond example.

The Service window is divided into four tabs; each tab is explained in the sections below.

1. General Properties

These fields identify and classify the stock you are selling.

• Service Name – customer‑facing description shown on quotes and tickets.
• Sales Dept – links revenue to a department for reporting.
• Size – parent sheet size (e.g., 25 × 38).
• Caliper – sheet thickness for cutter lift calculations.
• Invoice Name – optional name printed on invoices.
• Popup Reminder – on‑screen note that appears when the item is selected.
• Default Color – quick visual ID in dialogs and reports.

2. Pricing Properties

Use this tab to decide how much you charge for the paper and why.

• Cost – choose Material Only so labor is handled by the press or finishing equipment.
• Price – usually Cost + Markup for simple margin‑based pricing.
• Markup – enter 1‑19 to pull a row from the global Markup Table, or 20+ for a direct percent.
• Adjust… – set Bid, Rush, and Special multipliers (Markup or Price basis).
• Min. Price – guarantee you never sell below a floor amount.
• Waste – setup sheets and/or run % for paper spoilage.
• Quantity / Number of Part – divide cost for multipart stocks (e.g., 3‑part NCR).
• Quantity / Round‑up To – bill in full carton/skid lots (enter the lot size, such as 500).

3. Run Table

The Run Table converts vendor quotes into usable costs inside Printer’s Plan.

• QtyBreak – enter 1 when costs are per 1,000 sheets.
• Mat. Cost – vendor cost for each QtyBreak.
• Mat. Costs and Run Prices Are – usually set to Per M (1000).
• Between QtyBreaks, Use – leave at Step Method unless you add multiple breaks for sliding costs.

4. More Properties

Fine‑tune inventory handling, scheduling, and vendor defaults.

• Default Status – Done skips Scheduler/Inventory; To Do adds it.
• Default Vendor – choose from your Paper Vendor list.
• Built‑in Vendor Options – special pricing behaviors such as Customer (Charge) (10 % cost + markup) or Customer (No Charge).
• SKU, UPC, FSC – vendor and environmental identifiers.
• Inventory – set to Track if using the optional Inventory module (requires To Do status).
• Auto‑Add – automatically attach related services (e.g., carton packaging).

5. Markup Table

The global Markup Table lets you scale margin as your cost changes.

Enter 1‑19 in the Markup box to pull a row from this table, or 20+ for a straight percentage.

Key Points

• Assign Paper Vendors before creating services—no vendor, no save.
• The Pricing tab controls what the customer pays; the Run Table controls what it costs you.
• Quantity / Round‑up To lets you bill full carton, mill pack, or skid increments.
• Waste on a paper service covers only stock spoilage; press waste is configured on the printer service.
• Markup entries 1‑19 reference the global table; 20 + acts as a direct percent.

Demonstration

If the video doesn’t load, watch on YouTube.

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