Job - Create/Edit/Copy/Delete

PRINTJOBMANAGER > Knowledge Base Documentation

In this document we will cover how to create, edit, and copy a single Job. PrintJobManager™ allows anyone to create a Job from a computer, smartphone, or tablet by using the product engines you have created.

What is the difference between an Order and a Job?

A Job is a single product or estimate that can be entered and is treated as a single line item with information, whereas an Order can consist of a single job, a single estimate or it can contain multiple jobs and estimates, 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. Here is an example:
    • ​Order # 100 - 4 items
      • ​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

For More information about Editing Orders please see (add order kb article link here)

When creating a Job you will have 3 options once completed.

  1. “Save And Send” - Save the Job and send your customer an acknowledgement.
  2. “Save And Manage” - The details of the Job
  3. “Save” - The Job with no email sent to the customer and view the Edit Order view to add another Job/Estimate to the Order.

 

To Create a Job

All Jobs start in the same way as a “New Order” by clicking on the green “New Order” button.

 
Organization / Customer Information
  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 dropdown
  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

Job Details
  1. Name of Order/Job
  2. Production Notes
  3. Due Date
  4. Select to add production files
Pricing
  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.

 
Once copied to a new order you can make any changes and save.

 

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