03/16/26 Printer's Plan Webinar - Settings and System Setup Follow

Q: Why can’t find the Default Customer or a customer with ID 10 in my system?
A: The Default Customer is typically created during the initial system setup and is commonly associated with Customer ID 10. If it was deleted or removed early on, it may no longer exist in the system and cannot easily be recreated. Searching by customer number 10 is the best way to confirm whether it still exists.

Q: How do I delete product types if I have too many?
A: Product types cannot be deleted if they are tied to existing jobs. Best practice is to rename unused or incorrect product types, or request assistance from Print Reach Support. For cloud‑hosted systems, support can remove selected product types directly from the database as long as it does not affect job history.

Q: How do I remove papers or stocks that we no longer use?
A: If a paper is attached to an existing job, it can’t be fully deleted. Instead, it will be marked as discontinued (hidden). You can exclude discontinued services from your view. To completely remove a paper, all jobs using it must be updated to a different stock before deletion.

Q: Why can’t I delete a paper category or department?
A: Categories and departments can only be deleted once everything inside them is removed first. For example, to delete a category like Offset, all papers within that category must be deleted or moved before the department itself can be removed.

Q: Can I move papers between categories instead of deleting them?
A: Yes. Papers and services can be dragged and dropped between categories. This allows you to reorganize your services without deleting and recreating them.

Q: How can I tell who created an estimate once it becomes a job?
A: When a quote is converted into a job, the system records the user who performed the conversion as the CSR on the job. To see who originally created the estimate, open the job, navigate back to the linked quote, and review the CSR assigned to the quote.

Q: Can I mass‑mark old customers as inactive or hidden?
A: Yes. You can multi‑select customers, right‑click, and change their status to inactive. Inactive and hidden customers function the same way and remove them from normal workflows without deleting history.

Q: How do I add custom job statuses like “In Review” or “Ready to Invoice”?
A: Custom job statuses are managed in the Jobs Settings area. You can add new statuses for both quotes and orders and assign custom colors to each status for visual tracking.

Q: Where does the Show/Hide Columns option come from?
A: Show/Hide Columns is contextual and depends on which screen you’re viewing (Jobs, In Progress, Orders, etc.). Each screen has its own available column options.

Q: How do security levels work in Printer’s Plan?
A: Printer’s Plan uses five password levels (1–5). Each level can restrict or allow access to specific areas of the system. Users are assigned a level, and permissions are enforced based on that level.

Q: Where are shipping methods and services configured?
A: Shipping setup is managed under Jobs Settings. Shipping Methods define carriers (Truck, UPS, FedEx, Pickup), while Shipping Services define delivery options like Ground, Next Day, or 2‑Day Air for each carrier.