PrintPoint 6.5 Help > Jobs : Recent Lessons

What can I do in the Job Module?

Thu, 21 Jul 2016 08:23:43 -0700

Converting Linked Estimates to a Job

Tue, 08 Apr 2014 11:34:15 -0700

PrintPoint provides you the option of converting linked estimates to a job. This is beneficial if, for instance, you have a cover estimate and a text estimate and want them to be associated once converted to a job. PrintPoint will give each of the estimates the same job number but will add a sequence character for distinction. For example...

Estimate # Description Job #

20001 Booklet Cover 10001-A or 10001.1

20002 Booklet Text 10001-B or 10001.2

This approach will give you the opportunity to use the CombiJob Ticket and keep both parts on one ticket.

Create two estimates.
Link the two estimates (See the Linking Chapter).
Use one of the two methods described earlier in this chapter to convert one of the estimates to a job. Converting an Estimate To a Job from an Estimate Detail Screen OR Converting an Estimate To a Job from the Estimate List View
PrintPoint Displays the Linked Estimates Ready for Conversion to Jobs dialog.
From this dialog you can choose to unlink parts, choose job quantity, job due date, etc...

Converting an Estimate To a Job from the Estimate List View

Thu, 03 Apr 2014 11:59:05 -0700

NOTE: This method is for converting one estimate at a time. If this is a linked estimate, please refer to the section called Converting Linked Estimates to a Job

Converting an Estimate To a Job from an Estimate Detail Screen

Thu, 03 Apr 2014 10:01:39 -0700

Before You Begin

Thu, 03 Apr 2014 09:39:31 -0700

You should....

Set your Job Preferences - Refer to Preferences chapter
Set your preferences for the Next Job Number - File Menu > Preferences > Sequence Numbering
Turn on Automatic Job Linking - File Menu > Preferences > Jobs

Overview

Thu, 03 Apr 2014 09:35:42 -0700

All jobs in PrintPoint begin as estimates. This is true even if you don’t really estimate the job, but merely use the estimate form to setup the first level of details related to the costing of a job.

When you reach the actual Job phase, all of the estimate information for the chosen quantity is available to the job and additional information can be added for more specific production instructions that do not necessarily affect the pricing.

NOTE: Additional pricing for AAs and Shipping can be added once the job is in production.

This chapter covers the two methods of converting an estimate to a job:

From an estimate form
From the Estimate List View

Before You Begin

Tue, 01 Apr 2014 07:46:34 -0700

You should...

Set your preferences for the default “Display Records Many Days Back” for the Job Review list

File Menu > Preferences > List Views

Set your preferences for the Next Job Number

File Menu > Preferences > Sequence Numbering

Set your Job preferences

File Menu > Preferences > Jobs

Set your preferences for Job Descriptions

File Menu > Preferences > Job Description

Set your preferences for Job Ticket Custom Fields and Tab Labels

File Menu > Custom Fields Editor for job tickets for Offset, Copy, and Large Format Printing

Setup your Sales Categories

Accounting Menu > Sales Categories > Edit Sales Categories
See the Sales Categories chapter in this Manual for additional information

Assign equipment and processes to Sales Categories

See the applicable chapters in this Manual