11/10/25 Printer's Plan Webinar - Inventory and Stock Prices Follow

Webinar Video Link

Printer’s Plan: Inventory & Adjusting Stock Prices – Q&A Summary

• Q: Is the Scheduler an add-on feature?
  A: No. The Scheduler no longer requires an additional purchase, but if it’s not currently visible in your system, contact Print Reach Support support@printreach.com to have it activated.

• Q: What happens if I run more paper than the job originally accounted for?
  A: If you’re using the Scheduler, it can prompt you to enter the actual quantity used when you check off a task. That way, Printer’s Plan records your true paper usage for more accurate job costing and inventory tracking.

• Q: Do I need to keep separate paper categories for digital and offset stock?
  A: Not necessarily. You can manage both using the three markup columns within each stock record — one for offset, one for digital, and one for blank (over-the-counter) stock. Printer’s Plan recognizes the difference automatically based on whether the printer is designated as digital or offset.

• Q: When should I use the “Multiplier” field in the stock screen?
  A: Use the Multiplier to account for indirect handling costs — such as time spent ordering, receiving, and shelving stock. For example, a multiplier of 1.2 adds 20% to your base cost before markup, covering administrative or labor overhead.

• Q: Can I see vendor codes in the inventory screen for faster ordering?
  A: Vendor numbers and codes are visible in the Vendor List and can be referenced in the More Properties section of each stock item. When exporting inventory, vendor codes are also included in the exported file, which can help with purchase orders and bulk updates.

• Q: What can be exported from the inventory screen?
  A: You can export your complete stock list — including vendor information, item names, costs, and quantities — directly from the Inventory → Setup and Adjust window. Exports save as Excel (.xls) files and can later be used to re-import updated pricing.

• Q: Do I need the Scheduler to password-protect inventory pricing?
  A: No. Password protection is managed in Settings → General Settings → Passwords. You can assign security levels to restrict who can edit services, costs, and inventory pricing.

• Q: Can I disable passwords temporarily while making updates?
  A: Yes. You can turn off password prompts temporarily through the Turn Off Security option in the Printer’s Plan Main Menu. This lets authorized users make multiple updates without re-entering their password each time.

• Q: Why didn’t my modified date update after a bulk edit?
  A: Most likely, the update wasn’t saved. Ensure you click Save and Close after completing the bulk update. Once saved, each affected stock will display the new modified date.

• Q: Is there a way to automate inventory increases, for example using barcodes?
  A: Currently, inventory updates are a manual function. Printer’s Plan does not support barcode-based or automatic inventory adjustments at this time. (You can contact Support for the latest options or to request future enhancements.)

• Q: Can I create and test new stock items before using them in production?
  A: Yes. You can add new stock items (e.g., trial materials) with names like “Trial Q1 2026.” Use them in quotes to gather real usage data, then decide whether to keep or deactivate them later. Label test items clearly to simplify reporting and sorting.

• Q: Does changing stock pricing affect historical jobs?
  A: No. Printer’s Plan maintains separate pricing for historical and current jobs. Updating inventory only affects new or recalculated estimates and orders, ensuring your job history remains accurate.

• Q: Can I sort or filter inventory by vendor for easier editing?
  A: Yes. In the Inventory → Setup and Adjust window, you can sort by vendor name (e.g., Atlantic Paper, Chesapeake). This helps isolate stock from specific suppliers when applying cost changes. You can also use the Find button in the Services – Category window to have one vendor displayed.

• Q: What’s the best way to manage frequent vendor price increases?
  A: Use Bulk Update by Vendor — filter by vendor, apply a percentage increase, and save. It’s the fastest and safest method to keep pricing current without affecting historical data.