Jobs/Orders - Create/Edit/Copy/Delete

PRINTJOBMANAGER > Knowledge Base Documentation
In this document we will cover how to create, edit, and copy Orders/Jobs. PrintJobManager uses the product engines that you have created allowing anybody to create and send an estimate from a computer, smartphone, or tablet.
 
What is the difference between an Order and a Job? An order can consist of a single job, or it can contain multiple jobs, we have taken this approach for a couple of reasons...
  • When creating an order that may have multiple parts in PrintJobManger, it will hold the organization settings so all you need to do is select a new product engine and answer the prompts
  • Most online storefront solutions use a checkout cart that can contain multiple items and each item may have different production workflow.
    • ​Order # 100 - 4
      • ​100-1 May be for 500 Pocket Folder
      • 100-2 May be for 500 Business Cards
      • 100-3 May be for 500 Brochures
      • 100-4 May be for 2 Banner
 
When creating an Order you will have 3 options...
  1. Save the order and send your customer an order acknowledgement.
  2. Save and edit the order including adding another job to the order
  3. Save the order as is with no email being sent to the customer.
 
 
Create an Order
Fig.1
Navigation: Select Jobs > Select Create Job
 
Organization / Customer
  1. Organization (*Required)
  2. Person (*Required)
  3. Billing Address
  4. Shipping Address
  5. CSR
  6. Sales Rep
  7. PO Number
  8. Name
Job Details
  1. Name of Order/Job
  2. Description
  3. Due Date
  4. Select to add production files
 
C Pricing
Using drop-down select the product engine you would like to use (*Required)
  1. Answer prompts (*Required)
  2. Calculate Price (*Required)
  3. Quantity and Price Basis (No Markup)
  4. Override Markup/Down (Price Group)
  5. Breakdown of Markups
  6. Shipping Method
  7. Shipping Charges
  8. Tax
  9. Sell Price
  10. Estimate Notes
  11. Expiration Date of Estimate
  12. Save options
    • Save the order as is with no email being sent to the customer.
    • Save and edit the order including adding another job to the order
    • Save the order and send your customer an order acknowledgement.
 
Edit Order
Fig.2
  1. Select Jobs
  2. Select List Estimates/Jobs
  3. Select Edit Order
Edit Order information
Fig.3
In this console you can make changes to the Shipping and Billing addresses, change the CSR and Sales Rep and add a Purchase order number.
  1. You can NOT change the Customer as you are editing an active order
  2. #'s 2, 3, 5, 6, 7 can be changed
  3. #4 is for future development
  4. #8 you can Save or cancel
Edit, Add Job(s) within an Order
Fig.4
In this console you can add a New Job to the Order, Edit a Job in the Order, Open the Job Ticket and Change the Job Status.
  1. Select to add a new job to the order.
  2. Select to edit the job
  3. Select to download, view or print the job ticket
  4. Using the dropdown menu you can change the status of the job.
Add Job to Order Form
Fig.5
This is the same process as creating a new order
Job Details
  1. Name of Order/Job
  2. Description
  3. Due Date
  4. Select to add production files
 
C Pricing
  1. Using drop-down select the product engine you would like to use (*Required)
  2. Answer prompts (*Required)
  3. Change mark up/down
  4. Select a shipping method (*Required)
  5. Manually add shipping costs
  6. Assigned tax rate will be applied and show the dollar amount of tax(es)
  7. PO Number
  8. Save options
    • Save the order as is with no email being sent to the customer.
    • Save and edit the order including adding another job to the order
    • Save the order and send your customer an order acknowledgement.
Order Payment Options
Fig.6
In this console you can, View, Add, and Request a Payment
 
Add Payment 
Fig.7
  1. Add the Amount that has been received for this order
  2. Select a payment method that the customer used to process their payment
  3. Using the calendar select the date of the payment
 
Request Payment 
Fig.8
  1. Add the amount that you would like to charge for this order
  2. Select a payment method that the customer will use, via secure link to process their payment
  3. Using the calendar select the due date for the payment
 
Shipping Add
Fig.9
  1. Select Add Shipment
  2. Select the Job(s) that will be included in this shipment 
  3. Select the Shipping Method that will be used
  4. Select the date that you are shipping the items
  5. You can enter the tracking number provided by the vendor.
  6. Add any notes for this shipment
  7. Select Save, to exit select "X" on the top right hand side of the console
 
Shipping Edit
 
  1. Select Edit Shipment
  2. Select to edit the Job(s) that will be included in this shipment 
  3. Select  to edit the Shipping Method that will be used
  4. Select  to edit the date that you are shipping the items
  5. You can enter the tracking number provided by the vendor.
  6. Add any additional notes for this shipment
  7. Select Save, to exit select "X" on the top right hand side of the console
 
 
 
Copy Jobs
To make a copy of a Job, select "Copy Job" from wheel icon, see below.
 
Once copied you can make any changes and save.
 
If you have questions or need help, please open a support ticket by selecting this link Aleyant Support