Printer's Plan Knowledge Base

General / Release Notes / Upgrades

• Release Notes and Downloads
• Printer's Plan Orientation Video
• User Group
• Printers Plan Server Migration.
• Printers Plan Workstation Setup
• Troubleshooting Permission and Printing Issues

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PDF Tutorials

• Printer's Plan PDF page

Quotes & Orders

• Digital Printing and the "Print As" option
• Formula Fields on Email Templates
• Advanced Filter Definitions
• Applying Filters To Order Data In Printer's Plan
• Formatting Views In Printer's Plan

Customers

• Passwords In Printer's Plan
• Managing Old Contacts For Customers In Printer's Plan
• Applying Late Fees In Printer's Plan
• Order Processing In Printer's Plan
• Printer's Plan Settings Guide
• Using, Creating, And Editing HTML Templates

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A/R

• About Accounts Receivable (A/R)
• Posting Orders to History (A/R)
• Receiving Payments (A/R)
• Year-End Closing in Printer's Plan
• Adjusting Payments (A/R)
• Correcting Invoices (A/R)

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Services

• Using Price Tables within Services
• Creating Services To Ask For Information
• Special Functions Of The Ask How Many Field
• Quick Sale Guide
• How To Use The PriceWiz Calculator
• Finishing Services Setup Guide

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Tools (Shipments, Inventory, etc.)

• Printer's Plan Purchase Order Tool
• Using the Find By Item Tool to Filter and Search Items Details
• Using and setting up the Inventory Tool
• Using The Shipments & Labels Tool In Printer's Plan
• OpenOffice Database With Parallels
• Recording Macros For Labels

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Reports

• Overview of Reports
• Posting
• A/R
• Profitability
• Comparison
• Production Reports

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Integrations

• Web2Plan assigning jobs to PlanWeb Customer #20 instead of the Correct Customer
• Printer's Plan - ShipLeap Integration Guide
• Print Reach Pay - Printer's Plan Quick Start Guide
• Printer’s Plan - ShipStation Integration Guide
• Printer's Plan Shipping Workflow API
• QuickBooks Online Invoice Integration

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