PrintPoint allows you to send emails from several areas in the software (e.g., Quotes, Purchase Orders, Invoicing, Shipping).

The following steps are COMMON for all email areas. Subject and Message boxes will have different information auto-entered depending on what area you are in.

Please make sure you have set your Email Preferences and User Settings as described in the previous articles.

Any of your production files, instructions, images, and proofs can be attached to Estimates, Jobs, RFQ's, and Product Orders. Attachments are stored on a common server, and all users (with permission) can have access to actual Job files for production or for historical reference.

Refer to the next articles for set-up details.

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...