Printer's Plan Implementation Series - Session 2: Daily Workflow - Part 2: General Workflow Follow

Overview

This article walks through the standard daily workflow in Printer’s Plan, from creating a quote to completing and archiving an order. It also covers key tools in the Jobs window that help streamline your process.

Jobs Window Tools (Top Right Icons)

Understanding these tools can significantly speed up daily tasks:

• Email – Opens job-specific templates (must include “job” in the file name).
• Compare – Review differences between quotes, orders, and history versions.
• Quick Sale – Fast entry for simple walk-in transactions.
• Price Book – Generate quick pricing using templates and quantity breaks.
• Cutting Layout – Save and reuse preferred cutting setups.
• Job Documents – View and manage attached files.
• Shipments & Labels – Create shipping labels for one or multiple jobs.

Additional controls:

• Columns – Customize job list views by status
• Refresh (F5) – Reload the job list
• Search – Filter jobs quickly

Recommended Workflow

1. Start with a Quote

Always begin with a quote to maintain a reusable baseline for future orders.

2. Build the Job

Define:

• Product type
• Description (becomes job title)
• Quantity

Then add services:

• Select printing method first (digital/offset)
• Choose paper and sizing
• Add finishing services (folding, stitching, etc.)

💡 Tip: Cutting is automatically added if needed based on sizing.

3. Price and Save

Review pricing and save the quote. 
You can either:

• Update pricing dynamically
• Or preserve a previously quoted price

4. Send the Quote

Options include:

• Print
• Email (PDF)
• JobLink (recommended)

With JobLink, customers can:

• Approve instantly
• Request changes
• Add notes

5. Order Approval

Approved quotes automatically convert into orders.

Next steps:

• Review in “Ready to Review”
• Update due dates
• Apply customer notes
• Move status to “In Progress”

6. Production & Scheduling

Use the Scheduler to:

• Auto-assign timelines
• Adjust service dates
• Assign operators

💡 Best Practice: Set default operators on services for faster scheduling.

7. Complete and Invoice

When the job is finished:

• Print or email invoice
• Offer online payment (PrintReach Pay)
• Mark job as shipped

8. Post and Archive

Once shipped:

• Job moves to Ready to Post
• Appears in Accounts Receivable
• After posting, it is stored in History

Why This Workflow Matters

Following this process ensures:

• Consistent job tracking
• Accurate pricing history
• Faster reorders
• Cleaner reporting
• Better customer communication

Final Takeaway

If you remember nothing else, keep it simple:

Quote → Build → Send → Approve → Produce → Invoice → Post → Archive

“If you start with a quote every time, you’ll never lose your place in the story.”