01/26/26 Printer's Plan Webinar - Integrations (MOD and ASI) Follow

Q: What does the MOD integration do?
A: MyOrderDesk (MOD) is an online print/apparel ordering portal. Customers place orders on MOD, and those orders transfer directly into Printer’s Plan using preconfigured product templates. The templates in Printer’s Plan define services and specs, so jobs arrive pre-structured—less typing, fewer errors.

Q: What does the ASI integration do?
A: ASI supports quoting and ordering advertising specialties. You can pull item/vendor data and pricing into Printer’s Plan. When the order is placed, the integration transfers into Printer’s Plan and can notify estimators or order entry so nothing falls through the cracks.

Q: What do we need before turning these on?

• Printer’s Plan admin access
• Active MyOrderDesk account (with product setup privileges)
• Active ASI access (catalog/data permissions)
• A list of your top products/SKUs and their Printer’s Plan product templates
• Service account(s) or credentials with the correct permissions for each integration

Q: Who should own the setup?
A: Assign an Integration Owner (admin or power user) and a Business Owner (CSR/Estimator lead). That pairing keeps both the technical mapping and the real-world workflow aligned.

Q: Which fields should I capture on the MOD form?
A: Start with required fields only (quantity, size, stock, colors, finishing, due date). You can add “nice-to-haves” after transfer accuracy is solid. Map each form field to the correct template in Printer’s Plan.

Q: Can artwork/notes pass through?
A: Yes—configure MOD to include notes/attachments.

Q: How does ASI data appear in Printer’s Plan?
A: In an estimate, select an ASI-sourced item and pull item details (description/SKU/options) and pricing. Configure options (colors/imprint/quantities) and let the integration calculate the totals. On order, the integration transfers the job into Printer’s Plan and notifies the right role(s).

Q: How do we keep ASI pricing accurate?
A: Align on trusted vendors/catalogs and define a refresh cadence (e.g., weekly validation of key items, plus spot checks when vendors push changes). Document quantity breaks and option presets to minimize ad‑hoc overrides.

Q: Can we standardize common promo items?
A: Absolutely. Create “good/better/best” presets for high‑velocity items (popular apparel, drinkware, pens, etc.). Less variability = faster quoting and fewer errors.