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

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

PrintPoint allows you to maintain a database of Media for your large format devices, with specifications, pricing, sales category, and supplier information.