Job - Create/Edit/Copy/Delete

1. Organization (*Required) - Select Organization from drop down or start typing the name from the filter
2. Person (*Required) - Select Person from drop down or start typing the name from the filter. You can also add a new person by clicking the green “+” button.
3. Billing Address - Will populate when organization is chosen and can be selected from either Organization or Person
4. Shipping Address - Will populate when organization is chosen and can be selected from either Organization or Person.
5. CSR - Will populate when organization is chosen and reflect the user that is chosen for that Organization.
6. Sales Rep - Will populate when organization is chosen and reflect the user that is chosen for that Organization
7. PO Number - Enter if needed
8. “Save And Start Job” button. Select this button to save the order information you have entered and then you will move to the “Job details” view below

Job Details

1. Name of Job
2. Internal Production Notes
3. Due Date
4. Select to add production files **If PrintJobManager account is connected to Amazon S3 server. If not connected then this feature will be unavailable. For more information please see (link amazon KB here)***

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
4. Price Group using the drop down
5. Breakdown of Markups/Markdown %’s
6. Shipping Method
7. Shipping Charges
8. Pre-Tax Sell Price
9. Tax
10. Sell Price
11. Customer Job Notes (These are external notes that a customer can see via email acknowledgment)
12. Save options
13. “Save And Send” - Save the Job and send your customer an acknowledgement.
14. “Save And Manage” the details of the Job
15. “Save” the Job with no email being sent to the customer and view the Edit Order view to add another Job/Estimate to the Order.

Edit Job

After a job has been created a user has the ability to come back and edit any of the fields available for that Job. Those fields include the Job Name, Production Notes, Due Date, Product Engine, Product Engine Options, Pricing, Shipping, etc.

1. Select Jobs
2. Select List Estimates/Jobs
3. Select Edit Job

Edit Job information

This is the same process as creating a new job.

1. Name of Order/Job
2. Production Notes
3. Due Date
4. Select to upload production files
5. Select to upload support files

1. Using drop-down select the product engine you would like to use (*Required)
2. Answer prompts (*Required)
3. Change Price Group
4. Select a shipping method (*Required)
5. Manually add shipping costs or change shipping method
6. Assigned tax rate will be applied and show the dollar amount of tax(es)
7. PO Number
8. Customer Job notes, these are external facing notes for your customers. Or have been pulled in from Pressero as “additional instructions”
9. Save options are the same as with a new job.
10. “Save And Send” - Save the Job and send your customer an acknowledgement.
11. “Save And Manage” the details of the Job
12. “Save” the Job with no email being sent to the customer and view the Edit Order view to add another Job/Estimate to the Order.

Copy Job to a New Order

To make a copy of a Job, select "Copy Job To New Order" from the action menu.

If you have questions or need help, please open a support ticket with Aleyant Support.