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User Manual - PrePress Systems

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1. In the Excel file enter the prices you will charge based on all the different parameters you have set When you are done save the file Then back on the Printerorder com website enter what you want the calculator to be named for example 8 5 x 11 color copies browse to find the file you just saved on your computer then click Save Calculator To use your interactive pricing calculator you must assign it to a product or products which use those parameters to determine price To do that view the Pricing tab in a product s management page In the drop down menu select the pricing calculator you wish to use gO http www printerorder com printer frameset aspx y X Live Search we Joe s Printing QQ Hy me ABC Corporation Product Management All ABC Products Categories New ABC Product ABC Letterhead Edit Pricing Product Image Inventory Assets User Groups To using an interactive pricing calculator for this product select it from the drop down list E 0 Joe s Printing SQ My Profile lt Q Estimates ES Otherwise choose Using Pricing Grid Then click on the pricing information row you Lu Wg Orders would like to edit To add another pricing entry click the Add button Please note that l items contained in kits cannot use interactive pricing calculators 3 Settings E w ite Admin oe AAA rer C website Pricing Method Use Pric
2. Joe s Printing Windows Internet Explore a G http www printerorder com printer frameset aspx w X Live Search YE xi e Joe s Printing Hy e ABC Corporation Product Management All ABC Products Categories New ABC Product ABC Business Card Edit Pricing Product Image Assets User Groups Y Joe s Printing ia 4 My Profile To using an interactive pricing calculator for this product select it from the drop down list d Estimates d Otherwise choose Using Pricing Grid Then click on the pricing information row you we Orders amp would like to edit To add another pricing entry click the Add button Please note that items contained in kits cannot use interactive pricing calculators aa Settings E zzz 1 Website Admin Pricing Method y 2 Tools A Records perPage 22 y O Y S 23 Users pa 3 1 Customers Y create New Customer Unit of Measure Quantity Weight Stock Ink Color Price Is Active 3 ABC Corporation Box 1000 5 00 12pt UV Coated 4 0 35 00 True Estimates Box 1000 8 00 14 pt UV Coated 1 Side Full Color 70 00 True i Box 1000 8 00 16pt UV Coated 4 0 50 00 True W Orders Y Settings mM Record 1 3 of 3 Page 1 of 1 Product Catalog D 23 Users To edit one of these entries click on the Unit of Measure name ABC Corporation Product Management All ABC Products Categories New ABC Product ABC Business Card
3. Creating PDF Files pb POF files stand for Portable Document Format And they sure are handy It s nice f knowing that what you see on your screen is how the document will print out No T frustrating reformatting occurs when printing like it does with word proc DESSOS y But there s a downside to PDF It s hard to guarantees that the PDF file you generate will be work well with our high quality printing equipment This guide will help you make i FOC rate PDF files that are trully print ready Selecting New article lets you write a new article you may also paste from another text editor Be sure to name the article The start date sets the day the article will be available to your clients and the end date optional will automatically remove the article from the Resource manager Article Sort Order refers to the order in which articles appear on the website You may edit an article by selecting 1t from the pull down menu at the top of the page When you are finished entering the content for this page you must click the Save Article button or your changes will not be saved Services You can list the various services your company can offer its clients through the Services tab To update the header information click on Page Headline Content Services Administration To edit the page headline content that website visitors will view when going to the Services section of your site click the
4. Delete button New Gallery Image Y z 3 e HA Ed A z 3 ba A lt gt Font Name Size z Paragraph Style ih alr To add a picture Select New Gallery Image type in an image caption select the file by clicking and choose the sort order You may add any optional text by typing it into the text Please note that your picture will upload when you click Save Sort Order refers to the order in which articles appear on the website You can edit a picture s content by selecting it from the pull down menu When you are finished entering the content for this page you must click the Save button or your changes will not be saved RSS By utilizing RSS feeds you may provide up to date information on your website from external sources RSS 1s a way of providing syndicated content To learn more about RSS we recommend you visit http en wikipedia org wik1 RSS_ protocol Please note that RSS providers may have license restrictions that will prevent you from featuring their feeds on your web site Please review provider s license before adding the RSS feed to your site To update the header information for the RSS page click on Page Headline Content A WYSIWYG What You See Is What You Get editor is displayed on this page It incorporates editing features similar to Microsoft Word which allow you to change fonts font size and font formatting to provide your p
5. To edit the page headline content that website visitors will view when going to the Services section of your site click the Page Headline Content link below To add edit and delete services click the Manage Service List link below To add a service pa Add Service from the drop down box Enter the service name select the i image file from your local computer optional set the Sort Order enter a description and click Save when you are finished To edit an existing equipment entry select the equipment name from the drop down box To delete an existing equipment entry select the listing from the drop down box then click the Delete button To add a new service select Add Service from the drop down menu name the service choose an image to go along with the service optional and enter a description in the text editor You may also choose the Sort Order which refers to the order in which services will appear on your website When you are finished entering the content for this page you must click the Save button or your changes will not be saved News You can add company news articles to keep your visitors to your website informed To update the header content for the News tab click on Page Headline Content Company News Administration To edit the page headline content that website visitors will view when going to the company news section of your site click the
6. o Sard a Pe E ra Gia ry taboo ba Him Aj Shop F Wo Borm E Godt gt En Gp Took hs New Product Wizard Step 3 Additional Information F kreet lo a able inventory necking on Pia produc Entera sterting invemtory amount 10 of Carton 500 hack to make this product available immediately ho Check E you hyse s product mege you would tke to uplosd Glick the ewe Product button below to add this product ko prrterprdear com SAVE PROOUCT If you want to do inventory tracking on this item check the first box You must also enter the starting inventory amount Please note that this inventory is tracked by the Unit of Measure UOM you defined on the previous screen So if you have 1000 items contained in cartons of 100 you will want to set your initial inventory to 10 cartons You may want to create the product but not make it available immediately Use the second check box to toggle this option If this is not checked your clients will not be able to order the print product until you activate it at a later time The third option allows you to upload a product image This is highly recommended See the section on uploading a product image for more information When you are finished click the SAVE PRODUCT button Print Product Categories You may create categories to assign each product to This provides an easy way for you to organize your customer s products for them Click on the Categories
7. tab in the product management area to edit and create categories All categories will show in the list Joe s Printing Windows Internet Explorer G E Stipe ere pin ony nob AH r pn a Apo e EA ee Eds Edi Wen Pirates ok Help YI 7 E wd ach Web D E D Dherr GLa gt Wether T E e de Besa Ebo El met li bos toe ABC Corporation Product Management Al ABS Products Catageoras Mew ABC Product os Printing ro E ty Prolia aCi on the category you would ike to edi To add another category Gick the Aed button ged Into cttw Wo Minera Hera unk Eocho Paren Caleguy rispons Pr a Full Color Briaire Brochure Saks Ta Tiie apps I E Welske bjar n C Tii E Crins hors 2 BD tices Record 1 4 af 4 as PrinterOrder com supports subcategories to better organize your products A subcategory will always have a Parent category To edit a category click on the category name ABC Corporation Product Management All ABC Products Categories New ABC Product a Change the pricing information below and click the Save button when finished You may also click Add to create a new pricing entry or click Close to return to the list of pricing entries Category Name Brochures Parent Category Is Active productCategoryFullDescription gt gt Items 1 of 10 This allows you to edit the category If it will be a subcategory be sure to s
8. Page Headline Content link below To add edit and delete services click the Manage Service List link below Page Headline Content Manage Service List Wisitors to the services section of your website will view the following content before being presented with your list of services offered You may edit the content below When you are finished click the Save button at the bottom FS os Pee e J ri D a e ro ON a amp a A lt FontName Size Paragraph Style ESA F Services Our company is commited to offering our clients as many options as possible for their Ss 8 ii al eg g I A WYSIWYG What You See Is What You Get editor is displayed on this page It incorporates editing features similar to Microsoft Word which allow you to change fonts font size and font formatting to provide your page with a unique and aesthetically pleasing look The editor also allows you to edit the HTML of the page if you wish to do so please click on the lt gt icon in the bottom right For further information on how to use the home page editor click on the question mark located on the left side of the page When you are finished entering the content for this page you must click the Save button or your changes will not be saved Click on Manage Service List to update information on the services you offer Services Administration
9. Page Headline Content link below To create edit and delete news articles click the Manage Company News Articles link below Page Headline Content Manage Company News Artides Visitors to the company news section of your website will view the following content before being presented with a list of your new articles You may edit the content below When vou are finished click the Save button at the bottom gt a HAA o MT eove Tl a e ta Gl Ay oP A r lt a Font Name Size Paragraph Style y Company News Since we are always in the process of expanding and growing we have created this section to keep you updated on some of the exciting things we are doing in our business amp ili al A WYSIWYG What You See Is What You Get editor is displayed on this page It incorporates editing features similar to Microsoft Word which allow you to change fonts font size and font formatting to provide your page with a unique and aesthetically pleasing look The editor also allows you to edit the HTML of the page if you wish to do so please click on the lt gt icon in the bottom right For further information on how to use the home page editor click on the question mark Y located on the left side of the page When you are finished entering the content for this page you must click the Save button or your changes will not be saved To add or ed
10. YT E e sar e CA Gord Gea rere a hy cer we Bashing Eb El om ot Pepe gt Th Te gt File Jockey Check the Ales pou t dd like Lo perra to the rer apert bht ut the respient name and red then dick the al address Provide any insknuctignss raga a bend Files butto dea Printed DON A peed 2 oder par da Pinball OO r roo js rn E 8 prof eg 3 Eita Esport To fica To EF a e Opine B pte Hagan Pan Bl nor Miera Me Tech Spt E Lie Select the file or files you want to send from the And then insert the Recipient Name and Recipient directory listing on the left side of the screen Email You may add any additional instructions in the text box File Manager See the section on File Management in the Orders section Forms Y our order forms are managed via the Forms link under the Tools folder Order forms are available on your website and when a customer places an estimate request E http www caen com printer frameset aspx v o Xx Live Search 2 Ww 8 Joe s Printing a m dh a aanniiasin A Order Form Management Select an OrderForm or New Order Form to edit or add OrderForm details and then click Save y 0 Joe s Printing Q My Profile freen Q Estimates e Orders PO B settings eS e a 3 Tools Select Element Type v vn File Jockey i File Mor E Delete po File
11. check the box next to the target folder Click the Select button to find the file on your computer Next click the Upload button To delete a file click the box next to the file Click the Delete button You can not delete folders Online Retail Store PrinterOrder com allows you to have a publicly accessible store Managing the online store is similar to managing the product catalog for your customers Under Online Store in the navigation area you may choose to manage products orders or users gt Joe s Printing Windows Internet Explorer EJ Y A http iww prinberorder comiprinberiframesst asox Y X Pl y F Ve Abe e s Printing A N am y Page Of Tools 2 Retail Store Settings Catalog Mode Start Page ay Joe s Printing Select the store catalog mode and click Select the store starting page and click My Profile Update Update G Estimates Wa Orders Product Driven w Top Level Category Listing v 3 Settings Ship Date Calendar D 2 Website Admin 3 Tools Check to have customer select a shipping 3 online Store date during checkout Product Catalog Store Pages Top Level Category Content 93 Users B 93 Users You can update the content for the top level category page below When finished click the B customers Save Page button 3 5 Data Export D 5 Other Options 5 y al A ay 2 suas ss TACAN E d A
12. free go to http www paypal com Handling Fee Enter the standard Handling fee you want to apply to all orders If you do not wish to charge a handling fee enter 0 Minimum Shipping Charge Enter the minimum shipping charge your customers should pay If the UPS shipment cost calculated is less than the minimum the minimum amount will be charged The UPS information will be provided by UPS to you when you register for a free account Go to http www ups com Sales Tax You may opt to charge sales tax to your customers To enter the necessary tax information go to the Settings item in the navigation pane underneath your print company name Next click on the Tax tab The tax information entered here is automatically applied to all of your clients However you may override your set tax on an individual basis by editing that customer s settings T Joe s Printing Windows Internet Explorer jeta a o E http www printerorder com printer frameset aspx w 9 X Live Search 2 2 p p p a gt w k Joe s Printing ar v gp v p Page y iG Tools y Joe s Printing Settings General Info Facilities Logo Tax Shipment Methods Link Integration eDocBuilder 3 Joe s Printing Fill out the following information to charge sales tax to your customers Enter tax rates in decimal format For example a 6 75 tax rate would be entered UY My Profile as 0675 For no tax enter O zero Q Estima
13. l Active E E General Information Facility Code Enter the Facility name address city postal code and telephone number You ll need to select the state and country from the drop down menu If the company is outside of the United States select N A from the state drop down menu Enter any other information in the General Information in the large text area box Please note the option called Is Active This flag will enable or disable use of the facility from other screens within PrinterOrder com If a facility is shut down or no longer applicable uncheck the Is Active button Once you re satisfied with all of the information click on the Save button Or click on the Close button to exit the screen without saving any information To edit a facility s information click on the facility name from the list of facilities This will open the form to make the appropriate changes When finished click the Save button Clients can also edit their facilities lists by browsing to the Facility Location List when they login to printerorder com Company General Information Some basic information about each company is required such as name and whether the company is an active client of yours In the navigation area under the company name click the Settings item This will load the Company Settings administration screen in the content area Joe s Printing Windows Internet Explorer o x
14. 6 25 2008 3 51 06 PM 10232 ABC Corporation Sue Jones leyant com 6 26 2008 3 00 56 AM 10233 ABC Corporation Sue Jones mi a om Record 1 9 of 9 3 vee Inventory Usage Repor Facility Order Detail Rey Product Usage Report E 5 Other Options Select the data range and then the View Orders button to generate a list of orders Click the JDF link next to the order to create the JDF file Inventory Usage Report This report shows inventory usage values by facility for a given customer Facility allocation is based on the Bill To address rather than the user that placed the order Choose a customer from the customer drop down menu then a year and month Click on Output to Screen to immediately show the report or Output to Excel to download an excel spreadsheet of the report Inventory Usage Report This report shows inventory usage values by facility for a given customer Facility allocation is based on the the user that placed the order Because of database structural changes to the system this report will not wor November of 2007 Customer 4BC Corporation vi Year 2007 Month 10 y Output To Screen Output to Excel Inventory Usage Report By Bill To Facility 10 2007 Beginning Inventory Value 0 00 Added Inventory Value 0 00 Adjustments amp Destruction 0 00 Ending Inventory Value 0 00 Facility Hame Total Orders Total Items Inventory Cost Other Charges Tot
15. Central Time US amp Canada A dias os Language English US 4 Canada w t 2 7 he eee User Group Managers i ll Orders Can Order w o Approval z i R 5 settings Can rove All Orders E Product Catalog App Ja Can View Inventory DE Y C ABG Real Estate LS E 5 E 5 Awesome People Ll Can Place Estimates E D E Inactive Customers Can Upload Files gt Data Export Receive Notifications 5 Other Options Receive ALL Notifications 2 aa gt Refresh Navigation Can Edit Facilities List pe User Manual A E i Tech Support O i Approval Group Sroup1 tonnes i oga ls Active Fill out the information for the new user Be sure to check the Is Active box if you want the user to immediately have access to the site When you are finished click the Save button It is important to select the correct time zone for each user as dates and times will be adjusted for that individual user when he or she logs in The language setting will change the language and date formatting for the user s interface as well Each user can belong to one User Group which will limit what they can view in their specific store Manage the User Groups through the User Groups tab For more information on User Groups see the section on User Groups and User Access Control Lists below Users have different levels of ordering permission For your customers Can Order w o Approval Allows user can place orders f
16. Description Track Inventory Check this box Is Actwe Danrilar Binint Also enter the Per Piece Value of the item This should be how much per piece it costs you to manufacture the product Keeping this current will ensure accurate invoices for your customers Next click on the Inventory tab above to manage the inventory for this print product The grid on the bottom of the page shows the inventory transactions for the item You can change the sort order of these entries by clicking on the column names You can filter your view of transactions by using the options above the grid Options include a date range and transaction type Click the Refresh button to regenerate the transaction list after changing the filtering options Note that the current inventory level is always displayed directly above the data grid To edit a transaction click on the transaction 7 loas Printing Windows Interes Explorer a IE dez kv blocs H mibe printer irasat aso t X Hir sa bp Search ab e Ed D Silda Die Fahoa doma 7 Shopping T FF fs El e gt mr Inventory Y ou can edit the UOM the number of UOM s the date and the transaction type When you are finished click the Save button To create a new inventory transaction click the Add button and fill out the form Click the Save button when finished To generate a report of all current inventory for the client clic
17. Font Name Siz Paragraph S gt F i L lt Shop Online at Joe s Printing Whether you need business cards full color copies or a large run of books A Joe s Printing can take care of your needs Our website is open 24 7 so you a can order at your convenience i O v Done 4 E Internet R 100 Store Settings Allows you to change the store mode and other basic settings e Orders Displays and allows you to edit any orders placed at your online retail store Product Catalog Controls how products and categories appear on the website of your online store Store Pages Create and edit content pages of your online store here Users View create and edit users of your online store To enable visitors to your website to see your online retail store click on the Modules tab under the Website Admin folder in the navigation pane A checkmark in the box next to Online Store means that clients at your website will be able to visit your online store You can also generate an HTML link to your online store by clicking the Link tab under the Settings folder in your navigation panel Visitors to your store may peruse your product catalog When the user initiates the checkout process they will be prompted to login or create an account Store Settings Joe s Printing Windows Internet Explorer BAR EA e ht
18. Options General Printing 8 5x 11 Color Copies Business Card Custom Docs Handwriting Postcard Custom Docs General Printing Letterhead Printing v a E Internet 100 In the product s management page there are two differences between the online store catalog and the regular product catalog The first difference is found under the Edit tab The very last option is a checkbox labeled Product Is Featured Item If this box is checked the product will be displayed in the navigation area of your online store website If more than one product in the catalog is marked as a featured item your visitor s computer will randomly display one of the featured products in the navigation area each time the page 1s loaded or refreshed y Joe s Printing Name Business Card e y My Profile Calegoey i z Estimates So i W Orders a Gd Settings Short Description B E Website Admin Track Inventory 2 5 Tools la Active 2 3 4 Online Store Re Order Point Store Settings Days to Ship In Stock 1 dl balc n Days to Ship Out of Stock 1 a Store Pages ari sug Mf Users eDocBuilder Template a 3 Users Folding El 5 Customers B Data Export E Other Options When you are finished entering the content for this page you must click the Save button or your changes will not be saved Finishing Binding Packaging Url to POF Asset File for Preview Require File Upload 5 Upload
19. PrinterOrder com use this tool to generate a 14 My Profile customized HTML tag Fill out the information below and then click the C Estimates Generate button Your HTML code can be copied from this page and utilized W Ord on your website raers 3 1 Settings Link Text General Info Online Ordering Customers Click Here Facilities E al aunch in New Window Logo how Logo in Login Screen Shipment Methods om Build Link Integration UPS P i Sales Tax HTML to PrinterOrder com Login gt lt a target _blank href http ordering aleyant net login aspx pid 1 gt 0nline eDocBuilder Ordering Customers Click Here lt a gt Brokers Prete Adi You may use this screen to create a link for customers with PrinterOrder com accounts that you have created to be directed to the login screen You may enter the text that you would like to appear as the link Please note you can change the default text Check if you d like the link to cause another web browser window to launch and if you would like your logo to appear on the login screen Then click the Build Link button The resulting HTML code can be copied and pasted into your website Please note you may need to contact your systems administrator or web designer for assistance in doing this Integration You may integrate with UPS to provide real time shipping cost calculations You may also link to PayPal to accept credit card payments from your cu
20. Pw e a http www printerorder com printer frameset aspx v le Gr Go G Bookmarks 10 blocked gt Check y AutoLink v AutoFill Send tor O Settings pa d gt gt mw ow Joe s Printing fp 7 EJ y Page y iG Tools v I LJ Joe s Printing Settings General Info Facilities Logo Tax Shipment Methods Link Integration eDocBuilder SJ O Joe s Printing F 1 My Profile Q You may edit the general information for Joe s Printing below When finshed D Estimates y click the Save button We Orders Company Name Joe s Printing Facilities Logo Shipment Methods Link integration UPS Paypl Sales Tax eDocBuilder Brokers 3 7 Website Admin 9 Tools O Online Store B 83 Users 3 2 Customers 3 5 Data Export 3 2 Other Options Short Name Joe s Website po aleyant net Culture English US amp Canada v Retail Store Mode Product Driven w Site Mode Both Y o Internet Protected Mode On 100 v The Culture drop down box is used to determine language currency and other information formatting throughout the site Please note that some of this information may be determined on the user level as well The Retail Store Mode drop down menu has two options Category Driven and Product Driven Category Driven means that visitors to your online retail store will only see top level categories in the navigation menu of the store websi
21. a kit or is a kit For more information please see the section of this manual about kitting e The Per Piece Value text box logs how much the item costs you to manufacture This price is used in calculating the cost to the customer If your cost to manufacture a product changes update that amount here in order to keep your invoices current e Ifthe product requires a file upload and you want to provide a proof of the files your customer uploaded click the Show Preview of Upload Files option You must enter the trim width and height as well as a bleed value for the preview Files uploaded in pdf jpg tif eps and ps will be previewed Also these files will be wrapped in to a PDF file sized with the specs you have provided Show Preview of Upload Files z Upload Trim Width 6 500 Upload Trim Height 17 000 Upload Bleed 0 000 Preview Units Inches When you are finished making changes click the Save button Print Product Units of Measure UOM amp Pricing You may need to adjust the pricing or the Unit of Measure UOM that a product utilizes To do this click on the Product Catalog item in the navigation pane underneath the appropriate customer This will load the Product Management screen in the content area A list of print products will appear Click on the name of the product that you want to edit Now click on the Pricing tab This will load a list of the UOM s currently in use ATA
22. a new group click the Add button enter the name and then click Save To edit a group name click on the name make your changes and then click Save To limit the ordering of a product to a certain group find the product in the Product Catalog tab under the Online Store folder in the navigation pane Click on the product whose ordering you wish to restrict to a certain group Click the User Groups tab and check the box next to the name of the group s who will be able to order that product The default option is to let everyone have access to the product Be sure to click Apply when you are done if you have changed anything Promotions Using the promotions administrative screen you can create time sensitive promotional discounts for your online store These promotions are dependent on promotional codes which you can share with your customer base Promotions Enter information for a new promotion or use the drop down box to select and existing promotion in order to edit or delete it Percentages must be expressed in decimal form For example a 25 discount should be 3 Joe s Printing entered as 25 My Profile Q Estimates Select Promotion New Promotion w W Orders a Oso Promo Name 3 bate Adnin Promo Code 3 toot Start Date 3 Online Store End Date Store Settings Promo Type Discount From Total W Orders Amount Product Catalog Store Pages 93 Users Promotions
23. button In Step 4 you receive a confirmation that the client has been added to the system Note in the navigation area on the left hand side of the screen that this new client now appears under the Customers folder E hito ocabost 027 Priteni 27ST euvkp boogie Grebo Ss prineri aeset sepa fe X WT O E ia ein net corpo imarch web Fle ie GB Goat A Af Prenons Bes printing New Client Wizard Step 4 Confirmation Your tam Giant han Sear added Uploading thin chants lege ii m ronsly mecomenendad fed Local intranet Y ou will almost certainly want to upload this client s logo Follow the link on the page to do so For more information on uploading the logo see the Company Logo page of this manual Managing Customers To manage a customer s orders estimates product catalog or settings click the plus sign next to the customer name underneath the Customers folder in the navigation pane Clicking on any of the navigation items that appear directly beneath the customer name will allow you to manage that aspect of your customer s account 3 5 Customers EF Create New Customer 3 5 ABC Corporation on amp Estimates WW Orders ae 4 settings s 9 Product Catalog 3 89 Users bens a sue Jones If you set a customer to be inactive the customer will appear only in the Inactive Customers section You can always set an inactive customer back to active by clicking on the customer and checking
24. can be ordered For example in the Sell Sheet set you might want to give the customer the ability to order five of the same type of sell sheet or limit them to only one Be sure to click save To add another product to the current set click on Add To switch to a new set click select next to the set you d like to modify To delete a product from a set select the appropriate set and then click on the product Click Delete to delete the product from the set this does not delete the product from the product catalog Now let s see what the customer sees when they order a kit When they click on Customize Kit a screen with each of the products in the Kit listed on the same page is generated As you can see below each of the sets are divided by a horizontal line with instructions on how many of each product they can select in the set Any additional information that the products need are included in this form For example the letter requires a Database and a Signature in Digital Format hence the two upload boxes are present on this form KitO1 Pocket Folder To customize this kit make selections from the choices below Enter quantities and select quantity units of mesure Upload files where required This tem if mandatory Kit01 Letter Document Letter to be used in Kit 01 Please enter a quantity This product requires thet you upload a file for printing purposes Select the file by clicking on the Select
25. customer This will load the Print Product Management screen in the content area A list of print products will appear les Printing Plndowa Internet Explarar a S E hipicos ATPa de H ebiya bbs lic rmat sa f Po WT E Pues spra componer E H d fior E pS 3 Bes Pri op fey Profe d Es bales A Creen E db e a ABC Corporation Product Management All AST Prod Eoiegonas Mew ABS Product Bp been is a isting of al ABC products Click on the Product Hame to edt the product pa Smed the Product Categary A A w bk a dl bem H Lad deh pa El Leber as Y Oj aebhar Accor n Business Cang kiaw Products that are Daal 4 Tools fe Suprims H E Ging re e 3 Oost DF Creste Kea Custom 3 E480 Coporabon Fredis Hirai e Cogan Di ercien BC Part Manber Jona Pari Hurntar a F C Gw gia MN er Business Card Banned ABC Corpornte Dasivesd Cards Cam d Estiriabis Order 5 sit bra eae aay 3 ain jorg A z 4 Cite Export e lores ra Leda mea ecard 1 2 012 25 TE Sappii BAC capar teed shoe he le ass ee 2118 iSd iii a othe Opiom B Arta arica Pan BA user Maris MM Tech Support You may need to change the category to filter down the list of products You may do this by using the Category drop down list In addition if you want to see products that are inactive click the checkbox next to View Products that are Disabled Click on the name of the product
26. flagged as an order Catalog Style Most customers will feel comfortable using the Tabbed catalog style Others may appreciate a different approach Fly Out is another style you may select Capture Billing Address If this box is checked a separate billing address will be required If not only one address will be requested and used for both billing and shipping Capture Shipping Address If this box is checked a separate shipping address will be required If not only one address will be requested and used from both billing and shipping If neither Capture Billing Address or Capture Shipping Address are checked the billing and shipping address es in the user s profile will be used for the order Only Show Local Address During Checkout Will only show the facility that the user belongs to as an option during check out e Address Mode The Address Mode drop down menu lets you pick between three options e Facility Only Only the predefined list of facilities for that company will be listed e Address Book Only Individual users can each control a separate addresss book e Mixed A combination of Facility Only and Address Book Only e Show Requested Ship Date Calendar If this box is checked your customer will be able to select a requested ship date for the order e Show Broker Logo When users from the company you are currently editing log in you can allow them to see a broker s logo instead of yours From the drop do
27. gh cane mm tae E To update the status of an order click the Bicon This will load the Update Status screen Select the status of the job from the drop down box Add any notes you would like to associate with the status change and then click the Save button LAFite Manager Your customer may upload files for the order Any eDocBuilder Web To Print documents will have a print and proof file associated with it To manage files associated with a job click the icon This will load the File Management screen If there are already files associated with the job you will see the listing of files E 3 Joe s Printing pel 1 My Profile m F Estimates 3 w E 9 settings Website Admin E 5 Tools E 5 Online Store B AJ Users 5 5 Customers C Data Export S 5 Other Options o se Refresh Navigation Pan puro ay User Manual Tech Support KOR 0 Logout File Manager To download a file click on the file name To upload a file check the box next to the folder name select the file and click the upload button To delete a file or folder check the box next to the file folder and click the delete button Upload Here Upload Download and Delete Here E limposed_1601 eDocBuilder pdf E proof000 jpg You may browse through the files in your webspace by clicking the plus signs next to the folder structure To download a file click on the file name To upload a file
28. of Printerorder com The major difference is that in the product catalog of your online store you can add more detailed descriptions of your products These descriptions can be formatted and can include both text and graphics To edit a description of a product in your online store click on the name of that product Joe s Printing Windows Internet Explorer Ge y T E http www printerorder com printer Frameset aspx Y Xx IL e Search Pir a der ne gt ve e se Joe s Printing x wes Printing H am Page Cf Tools S Lette 2 Joe s Printing Product Management All Joe s Products Categories New Joe s Product 3 Joe s Printing To using an interactive pricing calculator for this product select it from the drop down lf My Profile list Otherwise choose Using Pricing Grid Then click on the pricing information row you would like to edit To add another pricing entry click the Add button Please note that Ay Estates items contained in kits cannot use interactive pricing calculators W Orders D 1 Settings D 2 Website Admin 3 Tools F View Products that are Disabled 3 1 Online Store Store Settings Wa Orders Product Name Category Description Store Part Number Joe s Part Number gt ISG Store Pages if Users Meese D 33 users 11 x 17 Color Copies Sener f Printing 3 2 Customers 5 Data Export 3 5 Other
29. only the shaded cells 2 3 4 Quantity O eS ee Le 200 mmm en 300 5 Package Weight MEAN E A ee T aes hee eee arenes 1 6 7 Calculator Parameters 8 ParameterSet Option Per Thousand Weight Sar As Option Billing Type Setup Cost Per Billing Unit M 9 Print Quality E OS ng ALA 5 00 nn 20 12 10 Print Quality LA A OS aai Single rit i man A d eee eter 0 17 MAA A A E A O lerelims ermentant 2 O a 12 Sides A A A tec ME 0 00 E 20 Bond A Y CO 000 Units i 0 00 en 9 80 14 Paper A O Units 0 002 me 7 65 15 Paper A Ultra Bright AB O Units i 0 00 18 78 16 Paper A nde LA O Units in ct ted 21 75 WTA II A C E e a nn 1000 A ee SA o 24 18 E BOF Gloss Cover EOS A IN Ta 29 33 iPaper 00 Gloss Text maa ZT 1000 Units n A 19 66 Pra 100 Gloss Cover e ee ee a POREO 37 03 21 D A OS At Rate OO 0 00 22 Cutting nd CdS mn VCS nnn Single Unit ON 0 04 23 Fokin A A len O L 24 Fag HEr A CA 000 Units 500 ns 7 00 A L CO m YOS henn 1000 Units S500 cc 98 00 26 Ed a E A A a ONE CA SEE oe IES 0 00 27 File TYPE Y POG IPD cfm G OS ng lat Rate l AO aS 0 00 28 File Type Photoshop PSG mG OS nl AAA O OERE ieo eee 0 00 2 EP ee eee A REE E A A ee E ee 2 IA oL d 30 File Type LL CA ee E E 5 NEEE E E S 0 00 31 EAS A AN ee ee Flat Rate SMES N S A A A A Percent of Totali ted 0 00 A Lee ee A LN AAA ee eee ee EA es IE ll SE E 0 00 35 E i Flat Rate 0 00 0 00 y M 4 gt gt I Sheeti KI El
30. the lt gt icon in the bottom right For further information on how to use the home page editor click on the question mark located on the left side of the page Click on Manage Staff Information to add information about your staff members Staff To edit the page header content that website visitors will view when going to the Staff section of your site click the Page Headline Content link below To edit Staff member info click the Manage Staff Information link b low Page Headline Content Manage Staff Information To edit a staff member select the person from the drop down box make the required changes and click the Save button To add a new staff member fill out the information below and click the Save button To Delete a staff member select the staff member from the drop down list and click the Delete button cea io r e Y 7 A EY B 7 U a EE ts m a as e als D S a ili al x it ls To add a new staff member you must do so from the user manager Select the staff member from the pull down menu to edit their content The List on Staff Page box will allow you to hide a staff members information on your website To upload a picture for your staff member click Browse and select the photo you wish to use Please be patient as the file is uploaded Sort Order refers to the order in which staff members appear on the website You may add any other text in
31. the Is Active box To set basic information about the customer click on the Settings link under the customer name ABC Corporation Settings General Info Facilities Logo Tax D You may edit the general information for ABC Corporation below When finshed click the Save button Company Name ABC Corporation Short Name ABC Website www abc com Allow User Self Y e Sign Up Payment Requirement Opinn vi ls Active Order Form Tite Estimate Request Save Order Form as Estimate Catalog Style Tabbed v Capture Billing a Address Capture Shipping z Address Only Show Local Address During Oia member rd There are several options to define e Company Name Enter the Company s name here e Short Name If you often use a shorter name for a company enter it here Website Enter the company Web site here Allow User Self Sign up If you want employees of the customer to be able to create their own accounts click the Allow User Self Sign Up checkbox When this option is checked a link will appear at the bottom of the page You can share this link with your customer to allow their users to create their own accounts Payment Requirement There are four options under the Payment Requirement drop down list e None The user will not be prompted to enter a PO number of make a credit card payment e Require PO Number The user must enter a PO number before saving the order e Require Onl
32. to select and load your Logo and determine whether you want to display it or not The Tag Line shows up at the bottom of your site General Info Please fill out the information below Click the Save button when finished Main Phone Number 999 999 9999 oe Knows Print Be Sure to Click Save after you make your changes 00 NM Site Design The Site Design tab gives you options to change the Layout Color Scheme Background Menu Style and Default Font You can choose the Line Style and the Link Style you d like to see for your website as well as the header Image and Content Blocks We encourage you to try a few different design choices to see what you like To choose a different option for any of the items simply use the pull down menus to select what options you would like to use Site Design Select a layout design color scheme and image s to create a unique look for your website When you are finished click the Save button select Layout Layout 04 eo DS i gt _ EE Seto Fon O 0 A Link Si A ict onto ks ee j so eee Be Sure to Click Save after you make your changes Layout Changes the basic layout of the site Select Color Scheme We have included preset color schemes that work well with all of your site layouts Background This selects the look of the backgrounds on your website Menu Style Selects the style of the navigation menus that will app
33. you setting up a shipping method that does not offer integration the minimum charge that you specify will be used as a flat fee for all orders using that shipment method In the Markup field you can specify the percentage of the shipping price you want to add on to the actual cost This must be entered in decimal format For example to markup your shipping cost 25 enter 0 25 In that example 1f your customer s actual shipping cost would be 10 00 the charge would be displayed to them as 12 50 If the box next to Residential 1s checked 1t means the product will be delivered to a residential location This is important if you are using an integrated service because UPS charges vary based on whether the delivery location is residential or commercial To make the shipment method that you have added or edited available to your customers click the Is Active checkbox Then click the Save button when finished Linking to PrinterOrder com If you are not using PrinterOrder com to power your website you may want to add links to your site to your PrinterOrder com portal To create the HTML code necessary for this link go to the Settings item in the navigation pane underneath your print company name Next click on the Link tab Joe s Printing Settings General Info Facilities Logo Tax Shipment Methods Link Integration eDocBuilder 3 Joe s Printing To add a link from your site to
34. 1 492 Sue Jones 7 ABC Y gt i i Corporation l ABC Business ABC Ge 7 ms Y DO 3112008 10186 3Card Jim 3 12 2008 1000 70 00 Sue Jones _ ABC F gt A Corporation Key Concept Each order placed will receive a unique order number Each item within the order will be numbered sequentially beginning with 1 In the example above there is one order containing two items To toggle between orders and estimates click the tabs near the top of the screen There are a number of different search criteria on the Orders page You can select different criteria from the various drop down menus To narrow your search results by date either click on the calender icon next to the dates or enter you re own in a mm dd yyyy format You can also enter keywords in the Search Criteria box When you re done click on Update Status Additionally you can update the Status of an order from this page Simply select the appropiate status from the drop down menu under the Status column for the order that needs to be updated You may query the orders and estimates by selecting the filtering criteria and then clicking the Refresh button Status For orders jobs may be open not shipped completed shipped or canceled Or you may opt to see all three For estimates jobs can be in need of price or in need of clarification Or you may opt to see both e Client You can look at jobs entered by individual client or all orders e Approva
35. Click Save when you are finished To edit an existing employment opportunity select the job opening from the drop down box To delete an existing employment opportunity select the listing from the drop down box then cick the Delete button Ya ir A air x A cm Font Hame Siva Paragraph Style gt ed Name the job in the Job Title text box The start and end dates will set when this job will be listed on your site The Employment Opportunity Sort Order allows you to define the order in which the opportunities display on the website You can then type the job description into the editor or copy and paste it When you are finished entering the content for this page you must click the Save button or your changes will not be saved Equipment You can show your clients the equipment you have to use for them under the Equipment tab To change the header on the equipment page click on Page Headline Content Equipment Administration To edit the page headline content that website visitors will view when going to the Equipment section of your site click the Page Headline Content link below To add edit and delete equipment click the Manage Equipment List link below Page Headine Content Manage Equipment List Visitors to the equipment section of your website will view the following content before being presented with your equipment list You may edit the conten
36. Edit Pricing Product Image Assets User Groups J Otherwise choose Using Pricing Grid Then click on the pricing information row you J would like to edit To add another pricing entry click the Add button Please note that dG using an interactive pricing calculator for this product select it from the drop down list items contained in kits cannot use interactive pricing calculators Pricing Method Use Pricing Grid Unit of Measure Box Quantity 1000 5 00 12pt UV Coated 4 0 35 ls Active Type Can be used independently or in kt v lt Kit Assembly Fee 0 E 1 Record 1 of 3 Make changes to the UOM entry and click the Save button Please be careful when making changes to a UOM quantity if you have inventory tracking enabled You may need to manually adjust inventory amounts Please see the section on Product Inventory for more information To create a new Unit of Measure click the Add button ABC Corporation Product Management l O _ Se All ABC Products Categories New ABC Product ABC Business Card Edit Pricing Product Image Assets User Groups me i To using an interactive pricing calculator for this product select it fram the drop down list Otherwise choose Using Pricing Grid Then click on the pricing information row you would like to edit To add another pricing entry click the Add button Please note that items contained in kits
37. Fields One Per Line Allow Back Ordering Inventory Per Piece Value Product ls Featured tem The second difference between the normal product catalog and the one for the online store 1s the Full Description tab When you click on it you will arrive at an area where you can edit the product description that will appear in the online store You can use both text and graphics gt Joe s Printing Windows Internet Explorer er yv http www printerorder com printer Frameset aspx vts ce ae 88 Joe s Printing x e Joe s Printing t vr Joe s Printing Product Management All Joe s Products Categories New Joe s Product Business Card 3 Joe s Printing Edit Full Description Pricing Product Image Assets User Groups Q My Profile You may create a full graphic description for the product here Click the Save button when Q Estimates finished W Orders meme 8 e 1d AOD we 3 7 Settings 4 2 EB EE si i5AD 2A 0 D CD Website Admin O Verdana Siz Normal E fe B Tools 3 This text only business card is a great way to get started 3 5 Online Store x Store Settings x Hi Stan W Orders iz Product Catalog Store Pages F 3 Users E D 3 Users z a E Customers 3 2 Data Export a 5 Other Options Save Description Done Lg A WYSIWYG What You See Is What You Get editor is displayed on this page
38. IF C FI About Us the about us page is where you can provide ca LALE company history or any other information you want A Y pr ae a a your customers to know Update under About Us tab FP HE Contact a page that allows you to organize your ze 03 contact information Update under Contact tab ja II E OM RSS Feeds have an rss feed on your site Update in als Company News allows you to post any important news from your company Update content under the News tab Be Sure to Click Save after you Gallery the gallery allows you to post pictures to make your changes your website Update content under the Gallery tab Employment Opportunities gives you a place to post job listings Update content under the Employment tab Articles let s you post any informational articles for your clients Update content under the Resource Center tab Web File Upload gives you the option to have clients upload files using your website Online FTP gives you the option to have clients login to an account to upload files Order Forms let s your clients fill out order forms on your website Update content under the Forms tab Online Store 1s only available with the optional retail store function It allows your online store to appear as a module on your website Customer Login allows you to let customers login SEO Search Engine Optimization allows you to modify the Keywords that search engines utilize to prop
39. It incorporates editing features similar to Microsoft Word that allow you to change fonts font size and font formatting to provide your page with a unique and aesthetically pleasing look If you already have content written that you want to use on the product page you may copy and paste directly into the WYSIWYG editor To insert an image into your text click the image manager icon to open a dialog box Please note that if you are including an image the file size and your Internet connection speed may require that you wait a few minutes for the image to upload Be patient The editor also allows you to edit the HTML of the page if you wish to do so please click on the lt gt icon in the bottom right For further information on how to use the page editor click on the question mark Y located on the left side of the page Yoy must click the Save Description button at the bottom of the page to save your changes Store Pages The Store Pages tab under the Online Store folder in the navigation pane brings you to an area where you can create edit and manage the informational pages you can add to increase content at your online store gt Joe s Printing Windows Internet Explorer Go e E http fun printerorder com printer frameset aspx v ts we Ri 88 Joe s Printing x e s Printing How to Creat Lata 7 a Retail Store Content Pages To create a new page fill o
40. Mate ccccccccnccncnnnnoonncnnnnnnnnnnnnnnnnnnnnonononnnnancnnnnnns 59 BAAN aia Ci sha O A O 60 itinerario 61 o 1107 he J 0 100 PR OA CO oo A A Coen Ce OE 62 LOCUS AR gen al aa lde an ana A E E E nat Patient E E AeA sential 64 Product Catalonia 65 Promoted 71 DIEE S POR rep Pep o o Gana ees eta Ue TE 72 E cal elaine 72 NATAL Oey Wa REDOT iia 73 Facility Order Detalla 74 A O ena er arnt 74 AA 5 see A ee 75 A A A 75 AU AAA A O A O A ticle inne 75 O O ned ems ee Send a ean deestes 76 PING Transito ES edad aida id 78 Priene Catral 79 Ms o O RE 0 senses ro sas aan euaee ne ciee oeam 81 Gencral A O A A II mG Mir er Mcere cane este ere ton ty meeen 82 A ee eet ee oe I ne Soe ten A ET AE EMC nt EAE Pen eT OL NRE Re 83 Mods ic 84 A ree Teen en Tree ear eT a TerT Tar Retr SreT Tarn Tem eT Trem vert a tae rere nn tayo 85 A O ASS 86 POOT A o go rca eos tetova peso cca tacos cece ne onic oip E ce ease 87 Ema PC COTA S ooien E E E S E N TOATE 88 REPO a A 91 o a cea taaates ound seas oa te otvag el atnaae E ei aiaa te ieie tebe ic niet ae ee oes 92 COMACE Pa iaa 93 A A A Sena ee eee eee ene ene ee re 94 Si E e e eee mre tne 95 Resource E 97 SSL LC CS e y II E 99 NOS 101 CAMEL Y sists OPE CO aah teccbenesartancbarcaeetess mates ycaneesertancbercasntes banat cauwens arta becaalssaateoncaae 103 o A aes eterna nape ca O eee E aad aloha Geeta E ea etait eae 105 EMPLO MS 107 Ed UI Mita 109 Overview Printerorder com is a tu
41. PRINTERORDER COM User Manual Version 3 5 October 18 2008 ALEYANT SYSTEMS Table of Contents ON dl la dl ca ae 4 Technical UPN A eee 4 Eogsmo Into PACO OA oc 5 Online Ordena A A o 6 eii bos Us AA a o O A 6 A A A mas ne eae eee 8 Company LOCO ea 9 Company Pace O Ii mises 10 Company General toria is 12 Company shipment Medline 13 EEKE OPEC POLS bs comi 16 MAS FIOM ade 17 EN De gt en A II ee en CR ee eg re rere ee ery eer mere E ee 18 Broke ars toe 19 Creamos New Custo Mind ii io oli 21 Manasina CUSTOMS Suna a 24 Print Product Catala 21 cDocBuilder TEMO ii 27 Heating a RAantrro dC 28 Print Product Cave ones a a 31 PEO A A E eases EAT 32 Etne Print Prodiit terronininen a e eee an 33 Print Product Units of Measure UOM amp PTICIN8 ccccccccncccnnnnoonnnnnnnnnononccnnnonanonnnnnnonnnos 36 Prnt Product Hyen ON AO e E 38 Pitti A E T E E canis cetaceans 40 io nio a ecasocishassssketestunociensiinsiasidseicotin daly siaeleanstsvactonitalen tideciassdislentle delysiaaleadusanetne dea E E 4 KG 2 ree ene eee re eg er ee ee eee ne 42 User Erro ot 1 APURE PE sa daneee a dreaecktnoseneeee marca cceauaaas 47 User ACCESS CONTO OTIS ns 50 PRL OW AN GHOULS ata E E es ceo 51 Order amp Estimate Ma as MO ia a a ee Wo A Aa 32 Edin he Order Or E a E eee eet iens 54 Edin an Order em sedione a o 55 Printable Job Summary ICRA diia S6 RECON AO a EGiume Or Provide Pr ae 58 Updating the Status of an Order or EsStim
42. S 23 Users D 5 Customers To create a new promotion enter the information and click save All fields are required You may edit an existing promotion by selecting 1t from the drop down list Currently the only promotion type supported is a percentage discount from the total amount When a customer is in the final checkout screen s he will have the opportunity to enter the promotion code and have the price reduction occur Data Export You may find it helpful to export order data from PrinterOrder com to import into your job management or shipping systems There are four options for exporting data To Excel To export data to Excel click the To Excel link under the Data Export folder in the navigation area Joe s Printing Windows Internet Explorer Loja OU H le http www printerorder com printer frameset aspx d be BE Live Search a gt gt gt gt Ve ge Joe s Printing Ed gt El gt ap v E Page y Q Tools v Data Export to Excel Select a date range and click the Generate button to display the data for export To export to Excel click the Excel icon at the bottom of the data grid 2 Joe s Printing From Date To Date My Profile m G lt PLA Df nerate r 6 25 2008 18 7 2 2008 a W Orders tems per Page 20 v a Settings Order Date Order Item First Name Last Name Email Company Shipment Method PO Ship To Name Ship To Company Ship to Address 1 Ship To Web
43. Transfers Delete om 9 Pricing Calculators 3 Online Store AS e S 93 users Select Element Type v Element Select Element Type v X g BD Customers 3 Data bport B 5 Other Options Select Element Type v C To Create a new order form select New Order Form from the drop down menu at the top Then enter an Order Form Name You will then generate the questions for your new form Fill in the question you need answered in the Question text box Then select the method of response in the drop down menu next to Response Type Radio Buttons only allows your clients to select one option from a number of options Casio Cosy 14 76 What Kind of nk E Cyan T Magenta I Yellow FT Black T pws 201 A Check Boxes allows client to select multiple items from a list Doo Small Text Box will allow your client to type in their own information MN Text Box will allow you client to type in their own information Brochures a Fliers Flyer Business Cards Drop Down List let s them select a response from a drop down menu If you choose Allow Free Text Entry your order form will have a large text box to enter in information Once you have selected the response method you need to fill in their choices in the large Responses text box make sure you only put one option per line If you decide to Allow Free Text Entry your
44. Windows Internet Explorer G Y http www printerorder com printer frameset aspx Live Search va oi Esos Printing T rl Print Brokers To add a new Broker click the Add button To edit or delete an existing broker click on the broker name E O Joe s Printing se 1 My Profile an Q Estimates vo Wi Orders E 5 settings l se Y General Info e Facilities lt a iy MA Brokers RUs integration UPS Paypl W intellipri M intetiprint Solutions l Sales Tax isiulians P the oe eDocBuilder l Mallard P FESS The Malard Press 5 Tools E 3 Online Store E 89 Users Hi m Record 1 3 of 3 B C Customers 8 5 Data Export E 5 Other Options To edit an existing broker click on that broker s name To create a new broker click Add Print Brokers Enter the following information and click the Save button Enter the broker s name phone and email address then click Save As soon as you enter a broker you will probably want to upload the broker s logo so that when the customers login they will see the broker s logo instead of yours To do that go back to the Broker tab under Settings in the navigation pane Click on the name of the broker you just added Click Browse to search your computer for the file containing the broker s logo then click Upload File When you are done click Save In the broker s editing page y
45. age with a unique and aesthetically pleasing look The editor also allows you to edit the HTML of the page 1f you wish to do so please click on the lt gt icon in the bottom right For further information on how to use the home page editor click on the question mark Y located on the left side of the page When you are finished entering the content for this page you must click the Save button or your changes will not be saved Click on Manage RSS Feeds to update your RSS feed content RSS Feeds Administration To edit the page headline content that website visitors will view when going to the RSS Feed section of your site click the Page Headline Content link below To create edit and delete RSS feeds click the Manage RSS Feeds link below To create a new R55 feed select New RSS Feed from the drop down box Next enter the R55 Feed name URL and description Click Save when you are finished To edit an existing RSS feed select the feed from the drop down box To delete an existing RSS feed select the feed from the drop down box then click the Delete button New RSS Feed e BE I U A4 ZE Z BS ees Az dy y Fontame sre z F E e x athe A fa a a The RSS Feed Name will be how it appears on your site and you will need to get the url from the RSS feeds site Checking Primary RSS Feed wi
46. al Cost HQ 1 1 0 00 50 00 100 00 Because of database structural changes to the system this report will not work with orders placed before November of 2007 Facility Order Details This report shows order detail by facility for a grven customer Facility allocation 1s based on the Bill To address rather than the user that placed the order Choose a customer from the customer drop down menu then a year and month Click on Output to Screen to immediately show the report or Output to Excel to download an Excel spreadsheet of the report Order Detail By Facility Report This report shows order detail by facility for a given customer Facility allocation is based on the Bill To ad placed the order Because of database structural changes to the system this report will not work with order 2007 Customer 4BC Corporation vi Year 2007 y Month 10 y Outputto Screen Outputto Excel HQ 10 12 2007 Order 10157 PO 123 1 ABC Letterhead 500 0 10 50 00 50 00 Sub Tota 50 00 Other Charges 0 00 OrderTotal 50 00 Office Order Summary 655 ABC Letterhead 500 0 10 50 00 50 00 Sub Total 50 00 Other Charges 0 00 Total 50 00 Because of database structural changes to the system this report will not work with orders placed before November of 2007 Product Usage Report This report show product usage for a given customer Choose a customer from the customer drop down menu then a date range Clic
47. an error made when counting or managing inventory Destroy Sometimes older inventory must be destroyed when its contents become obsolete This will always decrease the volume of inventory for the given print product Inventory is tracked in terms of the Units of Measure UOM that you assigned for the print product For example if a print product has 100 items per carton and you have 10 cartons Printerorder com will report back to you that you have 10 cartons of 100 items which equals 1000 items Make sure that the product you want to track inventory for has inventory tracking enabled To do this click on the Print Products item in the navigation pane underneath the appropriate customer This will load the Print Product Management screen in the content area A list of print products will appear Click on the name of the product that you want to edit This will load the edit screen The check box by Track Inventory should be checked ABC Corporation Product Management All ABC Products Categories New ABC Product ABC Business Card Edit Pricing Product Image Inventory Assets User Groups also click Add to create a new pricing entry or click Close to return to the list of pricing 7 Change the pricing information below and click the Save button when finished You may entries Product Name ABC Business Card Category Cards Y ot ABC Part Number Joe s Part Number Corporate approved business card
48. ate optional will automatically remove the article from the Resource manager Article Sort Order refers to the order in which articles appear on the website You may edit an article by selecting it from the pull down menu at the top of the page When you are finished entering the content for this page you must click the Save Article button or your changes will not be saved Gallery The Gallery is where you update the photos that appear on your site To update the header information click on Page Headline Content Gallery Administration To edit the page header content that website visitors will view when going to the Gallery section of your site click the Page Headline Content link below To create edit and delete articles click the Manage Gallery Images link below Page Headline Content Manage Gallery Images Visitors to the gallery section of your website will view the following content before being presented with your gallery You may edit the content below When you are finished click the Save button at the bottom ty a tae aJ Ov DO HS la eal m BS ea A lt a Font Name Size Paragraph Style mF Photo Gallery ME I See us at work This ls a photo gallery of some of our staff and examples of products we have printed for other clients a da ea er t A Save A WYSIWYG What You See Is W
49. ated to serving the printing needs of other small companies Although we have expanded our mission is to still provide excellent customer service to all of our clents Your satisfaction is the one thing in our business model that will never change ay alt alr You are our Priority ie We strive to make our customers the number one priority We want to become an extension of your company and not just a service Our website is a valuable tool in this partnership It allows you to see where we work upload your print orders and communicate with us efficiently and effectively We think the quality of your printed media should not be something you have to worry about A WYSIWYG What You See Is What You Get editor is displayed on this page It incorporates editing features similar to Microsoft Word which allow you to change fonts font size and font formatting to provide your page with a unique and aesthetically pleasing look The editor also allows you to edit the HTML of the page if you wish to do so please click on the lt gt icon in the bottom right For further information on how to use the home page editor click on the question mark Y located on the left side of the page When you are finished entering the content for this page you must click the Save button or your changes will not be saved Staff The Staff page will allow your clients to see and learn about your staff You can also provide ind
50. button Database Signature in Digital Format You must choos between 1 and 5 of the following bem After the customer has selected which products to include in the kit and uploaded any files that the products have specified they click on Add to Cart The store will not let them continue until all the information needed is filled in Once everything is uploaded and selected correctly their shopping cart will be loaded KitO01 Sell Sheet 01 Use in Kit 01 Kit0O1 Sell Sheet 2 Sell Sheet 2 Plesse enter a guaenti As you can see each item in the kit is listed below the kit If they need to edit anything before checking out the kit parent the kit itself will need to be edited If later you want to reorganize a kit click on the Product Catalog and select the kit then select the Kitting Tab Use the arrows next to each set in the kit to either move the item up or down Minimum Maximum Description 1 Letter 1 Pocket Folder 1 Select Y 2 Select A Y 3 Select Y 3 Sell Sheet Record 1 3 of 3 Page 1 of 1 If you want to reorder the specific items in the sets click on Select for the set you want to rearrange This will bring up a listing of all the items in the set Choice 3 Client must choose between 1 and 3 of the following ktsetitemblum Product Max Order aty 1AF Sell Sheet 4 IAF Sell Sheet JAY Sell Sheet Bl Record 1 3 of 3 Page 1 of 1 Sort Eltset Products Click o
51. cannot use interactive pricing calculators Pricing Method Use Pricing Grid Unit of Measure Type Can be used independently or in kit w Kit Assembly Fee fe Lal a pa Fill out the form and click the Save button when finished To use an interactive pricing calculator that you have already set up in Printerorder com select it from the drop down menu instead of Use Pricing Grid If you would like the calculator to support a quantity other than the quanties defined in the pricing calculated check the box to allow arbitrary quantities For more information please see the section of this manual about interactive pricing calculators Print Product Inventory Printerorder com has a powerful inventory tracking mechanism that you may use for the print products you offer to your clients Inventory information is recorded on a transactional basis This allows you and your clients to understand exactly how inventory 1s being utilized There are four basic types of inventory transactions New Any new inventory printed This will always increase the volume of inventory for the given print product Use Any inventory sent out to the client This will always decrease the volume of inventory for the given print product Adjust Any manual adjustments made to the inventory count for a given print product This can increase or decrease the volume of inventory An adjustment transaction usually occurs because of hum
52. clients will be allowed to enter any text they want into the responses After you are done you can either add another question or scroll back to the top of the page and click Save File Transfers All file transfers are logged for your convenience To view the movement of files go to to the File Transfers link under the Tools folder Y Printing Windies Interne Explorar p A x O de E hipin 2007 Portada ekibe a piactyall rnb Frames ane wv ty x P YT e ah gt A Ge E God errado Gr o gt rm se E Bere te El mr Skee a ts i E File Transfer Log hal dt a date range bo ries file Erarmbers fen cick the Gererata Report button a Goes rero Bm a co My Profs D Edim ES Wes 7 h sue Type bife bkin d senos ma 2 Sengs Doerr UOR Goen riro jy SEB Dommicas id ul D E dren Io Te anes Jordenn AH merar HD eioi a tos 9 Pw ia Fle chery anor Hagan ang COTE ASE Februay iep Jordan 7 Fleet DOD pg header jay E cresta Mew Gustar HUEECATEMCREA OA BAF pH 3 DAK Corporation neat page te 3 tests Esport To pra 3 Jorden i Gen Fenny 6 oe To OF mar A AS a e Conor ai di Fabes eron que ra Ha Be Aetresh Heaps Pan py DIS EEECIFTPI ACERCA DOM IFOF 1 P2559 pair Piss Maral E Tah Support Lege p Mpio A 18919 1211 infra da ADDE CIO ESA ppal mel P 52000 eater LCA ca preg Aipht 2007 06 15 10 H 359 Jorden 0337 recard_207_eDo Builder pal lorie IN doe por DOO my Jorden 1000 ip n
53. come immediately available to your client Q Editing or Providing a Price Soman To edit or provide a price on an order or estimate click the lt icon next to the order estimate Please note that editing an existing price will change the status of the job to an estimate which will require the approval of your client Enter the price of the item for the listed quantities You may enter information about this pricing in the text box Click the Save button when finished Joe s Printing Windows Internet Explorer Em ix Ge gt http printerorder pi ct tir cs oll en aspx ws X a RoboForm sen Y Ya Logins 2 PE 3 Bob Van Slobig 33 Save o Generate A gt e IO E E gt We de 90 Hearts at Yahoo Games lt p Hearts at Yahoo Games Joe s Printing x does Printing Home fir gt El gt dm E Page gt Tools Pe Provide Estimate LT Request 10026 1 test estimate un Joe s Printing 0 My Profile i Q Estimates Pricing on the following quantities has been requested Please enter the price for each quantity below You should also provide a detailed description of the print services you are offering so your y Orders client fully understands what the pricing entails E O Settings E 5 Website Admin a Tod Quantity 100 B 5 Online Store Quantity 200 a 3 users a fm Customers i kL fe Create New Custom 3 QA ABC Corp
54. d and other important events To edit a user click the last name of the user from this list This will open a form in which you can edit the user Click the save button when finished User Access Control Groups Y ou can choose to limit the availability of a product to specific User Groups For example the Sales department of company ABC uses a sales form specific to their department By placing all the members of the Sales department in a Sales user group you can restrict access to that form and others to only those in the Sales group So when a member of the Customer Service group accesses their online store that particular sales form will not be available or even shown to them Clicking on the the User Groups Tab will allow you to create and edit the different user groups for each of your clients User Groups allow for further customization of a company s online store by limiting which items are displayed to specific groups Edit the user groups by clicking the User Groups on the Users pane ABC Corporation User Management e ABC Users Hew ABC User User Groups User Groups allow you to define which users are able to order certain products E oo Create a new user group by clicking the Add button To edita group name click on the name and make your changes Group Mame Common Folk Record 1 3 of 3 ES 4 Page 1 of 1 To add a group click the add button and enter the name of
55. d from the pull down menu Enter the name you wish to assign the account in the Account Name text box enter the Password set the storage space in MB in the text box next to Storage Space MB and you may optionally specify an email address to send instructions to that explain how to use the FTP account File Transfer Administration To create a new FTP account select Create an Account in the drop down box enter the account information and click the Save button Or you may select an existing account from the drop down box in order to modify or delete tt To provide FTP information about the account you are creating or modifying enter an email address Otherwise leave that field blank Create an Account son E IA A ed a ani sos i Be Sure to Click Save after you make your changes If you need to update an FTP account simply select 1t from the pull down menu and edit 1ts information You may also delete an account by selecting 1t and clicking delete Proofs The Proofs tab is where you can send proofs to clients Once you send a proof to a client they are given the option of approving it or not approving it To ensure the integrity of the proofing process proofs may not be edited Proofs To send a Proof choose New Proof from the drop down box below To see the status of a proof select the proof from the drop down box To close a proof select the proof and click the Close b
56. d to consult the documentation that came with your email software to properly configure it Internet Connection Wizard For Outlook express you will need to E mail Server Names select POP3 and then type mail yourdomain com Po E into both the POP3 server and the SMTP server mall yourdomain com mail pourdomain corn And then type in your full Account Name including yourdomain com and your password Click next to finish your setup Internet Connection Wizard Internet Mail Logon 90 Reports Here you can view statistics about how many people are visiting your site and how many unique visitors have visited your site Reports are generated by month Site Statistics Report Report Type Month Year Generate Report Unique Visitors Per Day Oct 2006 _ a a g i J lh 1 12 15 1E El a Cl 1192 IS A2 A 24 25 db 24 20 29 aU os d T E Fr of Visitors Select the report you want and the month then click Generate Report The report will automatically load on your screen Above is a sample chart for a Unique Visitors report this shows how many different people are generating traffic on your site each month Use Page Views to see a pie chart of where traffic 1s headed on your site Home Page Y our home page 1s the first thing a visitor sees when visiting your website You will want to make sure that the content of this page is helpful and informat
57. ds Link Integration eDocBuilder Joe s Printing Browse to a JPG PNG or GIF file representing the company 1 My Profile logo and click the Upload Logo button The image will be my automatically resized after uploading Estimates haa fo Browse r JUDO eno 3 1 Settings 2 General Info Upload Logo cues Logo Shipment Methods Link e Integration UPS Paypl Sales Tax edocBuilder Brokers 3 3 Website Admin 5 Tools B 5 Online Store 23 Users 3 Customers 3 Data Export 3 2 Other Options Internet Protected Mode Click the Browse button to locate your company logo on your computer or local area network LAN The image should be in TIF JPG or PNG format After you have located your company logo file click the Upload Logo button Depending on the size of your logo and the speed of your internet connection 1t may take a few minutes to upload the file Be patient Printerorder com will automatically resize the logo to fit on the screen Company Facilities Often companies will have multiple facilities In order to make the ordering process as quick and error free as possible it is highly recommended that you enter in all applicable facilities for each company including your printing company In the navigation area under the company name click the Settings item This will load the Company Settings administration screen in the content area Next click
58. e if you create an Alias or List account called HResources DomainName com and then make it into a Catch All account any email sent to your site will go directly to HResources DomainName com Catch All accounts are great to have in case a customer misspells an email address this way it will still get to someone at your company Email Administration Click on appropriate link below to manage the email accout El Joe s Printing EY my Profile Regular Account Alias or List Catch All y Estimates Select an account to edit or Create New Account Enter or edit the information below then click the S Wa Ord Save Account button To delete an account select the account below the click the Delete Account Sus eres button 5 5 Settings a Website Admin Select Account Create New Account og ee mandes po Contact Page O or mwm 0 staf a Pao Password Cd e services Feah Re enter the Password 1101 s Employment po Equipment To create a new Regular email account 1 Select the type of account you want to create For a new email account leave lt New Email Account gt selected Enter your desired Email Address the yourdomain com will automatically be added Enter the First Name and Last Name of the user Enter their password in both the Password box and the Retype Password box Click the Save Account button or ee oe When you create a new Alias or List account the scr
59. ear on your site Default Font There are several standard fonts to select for your default font Line Style This controls how lines will appear on your site Link Style You can select from several options to display any embedded links Select Image Changes the header image that appears on your website Select Content Blocks Content blocks appear on the sides of your site and cycle through information like pictures or news feeds Each of the options will be discussed in their own sections Modules The Modules tab configures the optional pages of your site For example deselecting all of the optional modules would create a website that only included your home page and contact page Many of the modules have their own tabs which will be discussed later The system gives you the ability to name some or all of the modules to fit your design theme choose whether to display them in your vertical or horizontal menu as well as choose the order in which they are to appear Modules Staff is where customers can find information about your staff Update information under the Staff tab Pai pa modules you would ike to appear on your website Click the Save button when nished Equipment lets customers see what equipment you al a own Update information under Equipment tab e 4 ee a Services provides a listing of services you offer to s PO Jee your customers Update information under Services F imi e tab Corte A AA
60. ecifications cannot be implemented The JDF data that PrinterOrder com creates is compliant however it cannot contain all the necessary information to completely populate the job requirements in your print management system We welcome feedback on your experience using the JDF export generated by PrinterOrder com To generate a JDF file for an order click the To JDF link under the Data Export folder in the navigation area Joe s Printing Windows Internet Explorer G Ss http wew printerorder com printer Ttrameset aspx Live Search we ode Esos Printing Data Export to JDF Select a date range and click the View Orders button to display a list of orders Click the IDF a link next to each order to generate a JDF stream for the order E Joe s Printing 14 My Profile From Date To Date Estimates 6 1 2008 7 2 2008 see Wi Orders Settings E 9 Website Admin Tools 33 5 Online Store User 6 4 2008 2 03 38 PM 10225 ABC Corporation Sue Jones 6 41 2008 2 11 53 PM 10226 ABC Corporation Sue Jones 6 4 2008 7 17 21 PM 10227 ABC Corporation Sue Jones esma a 4 Users 6 4 2008 7 41 14 PM 10228 ABC Corporation Sue Jones j aleyant com E E Customers S 5 Data Export To Excel 6 53 39 PM 10229 ABC Corporation Sue Jones j leyant com 6 24 2008 2 43 25 Phl 10230 ABC Corporation Sue Jones j aleyant com 6 25 2008 3 46 14 PM 10231 ABC Corporation Sue Jones leyant com
61. een looks like this A Email Administration Click on appropriate link below to manage the email accout E Joe s Printing T My Profile Regular Account Alias or List Catch all O Estimates Select an alias to edit or Create New Alias Enter or edit the information below then click the Save e Wa Orders Account butotn To delete an alias select the alias below then click the Delete Account button z 9 Settings 3 9 Website Admin ia pero O E de Contact Page joekjoesprinting corm aT about Us billfjoesprinting cord m Staff ve Resource Ctr services Forward To One Per Line 8 Hews ban Gallery pe D pass vee Employment a Equipment 2 see General Info PO che A The Email Address text box creates the email address for the alias account In the Forward To box list each account that should receive the email Finally for a Catch All account simply select the Alias from the pull down menu Please remember to click the Save Account button when you are done Your email can be accessed by typing http webmail YourDomain com into your browser s address bar and hitting return Please remember to substitute your domain name for the YourDomain placeholder Email accounts are POP3 compliant which means that your favorite email client such as Microsoft Outlook or Outlook Express will be able to utilize your email account You will nee
62. ef pg dei denned Db cocida pal adan 004 Aip oo y Record 1 19 of 19 a You may select a data range by setting the dates and click the Generate Report button The Method may be e Web Transfer occurred from web site e FTP Transfer occurred from FTP server e Order Transfer occurred from online ordering Pricing Calculators One of the powerful tools Printerorder com allows you to use is the creation of interactive pricing calculators This enables you to set different prices for items based on different formatting options and quantities to provide immediate price information For a slide show presenting how to use interactive pricing calculators please visit http www printerorder com printer frameset aspx To begin click on Pricing Calculators under the Tools folder of the navigation pane Joe s Printing Windows Internet Explorer ale G X E http www printerorder com printer frameset aspx X Live Search p x we ki Joe s Printing a EJ v Page v iG Tools v i Interactive Pricing Calculators Select Pricing Calculator New Pricing Calculator 7 Enter your information below and click the Generate Excel File button Then use the link that will appear to download your 3 Joe s Printing Excel file My Profil E My Prete Step 1 Enter Your Pricing Grid Parameters a Pl ec IE A M W Orders a O Settings i a j f 4 Website Admin 3 D Tools File Jockey File Ma
63. erly categorize your site Site Description is a short description of your site When you click Save and Submit to Search Engines the site will automatically be submitted to a number of search engines Updating this page does not instantly update the search engines the process can take up to six weeks so think carefully about specific keywords that describe your company and update your Keywords and Site Description all at one time Search Engine Optimization To improve search engine ranking It is important to have accurate informative keywords and an overall description This information ts hidden in the HTML of each of your web pages for search engines to read Please enter or update your keywords and description below To save this information click the Save button To save the information and submit your site to the major search engines click the Save and Submit button Keywords po Site Description Important You must click the Save amp Submit to Search Engine button to submit your changes Clicking Save does not submit your information to the search engines FTP The File Transfer Administration tab allows you to create new FTP accounts for your clients FTP is a commonly used protocol for exchanging files over any network that supports the TCP IP protocol such as the Internet or an Intranet from wikipedia org To set up a new account make sure Create an Account 1s selecte
64. et the Parent Category drop down list Otherwise be sure the Parent Category is blank To turn off a category uncheck the Is Active box To create a new category click the Add button Click Save when finished editing or adding a category Print Product Images It 1s strongly recommended that you upload an image for the print products you are offering online To do this click on the Product Catalog item in the navigation pane underneath the appropriate customer This will load the Product Management screen in the content area A list of print products will appear Click on the name of the product that you want to upload an image for Next click on the Product Image tab that appears ABC Corporation Product Management All ABC Products Categories New ABC Product ABC Business Card Edit Pricing Product Image Assets User Groups Browse to a JPG PNG or GIF file representing the product A thumbnail will be generated from the image you upload i Ee Upload Image Click the Browse button to find the image on your computer or local area network LAN After you have found the image click the Upload Image button The website will automatically resize your image to fit Editing a Print Product You may need to edit some of the information associated with the print product To do this click on the Product Catalog item in the navigation pane underneath the appropriate
65. g costs to your customers based on the delivery location For certain services integration can also provide you and your customers with tracking information To make this integration available select the specific UPS service s you want to offer from the drop down box Any shipment method with Integration after the name 1s able to be integrated with UPS Please note you must enter your UPS account information in the Integration section in order to activate the integration feature Carrier po o Airborne Express Minimum Charge Customer Pickup Delivery Markup Ye DHL FedEx Residential UPS kE Active UPS 2nd Day Air Integration UPS 2nd Day ir AM Integration UPS 2nd Day Air 4M Integration UPS 3 Day Select Integration UPS Express Saver Integration UPS Ground Integration UPS Next Day Air Integration UPS Next Day Air Early AM Integration UPS Next Day Air Saver Integration UPS Standard US Canada Integration de Expedited Integration UPS Worldwide Express Integration UPS WorkdwideExpress Plus Integration UPS Workdwide Saver Integration USPS These shipment methods can be integrated with UPS The Minimum Charge field allows you to specify a minimum shipping cost If you use UPS integration and the shipping cost to your customer 1s less than the minimum charge you have set UPS will automatically charge your set minimum If
66. gle whether PrinterOrder com should track inventory click the checkbox next to Track Inventory To stop allowing your client to order this product uncheck the Is Active check box To make the print product unavailable to your customer make sure the Is Active box is not checked To enable 1t check the Is Active box Y ou may also enter a reorder point to flag when the product should be reprinted Please note this function 1s only utilized if inventory tracking is enabled You may specify the number of days the item will take to ship 1f it is in stock as well as 1f it is out of stock This number is used in the ordering process when the customer requests a delivery date The site will not allow the user to request a delivery date that 1s not possible For example 1f a user places an order for an item on January 10 that takes 7 days to ship the earliest delivery date the user can request would be January 17 Please note that if inventory tracking is not enabled PrinterOrder com will use the Out of Stock number to perform this calculation You may also restrict the maximum amount a customer can order per order If this value is left blank the user will not have a limit To associate the product with an eDocBuilder template select the template from the drop down list You may export order data in JDF or Excel form To include finishing information in this export enter that information in the fields shown Please
67. hat You Get editor is displayed on this page It incorporates editing features similar to Microsoft Word which allow you to change fonts font size and font formatting to provide your page with a unique and aesthetically pleasing look The editor also allows you to edit the HTML of the page if you wish to do so please click on the lt gt icon in the bottom right For further information on how to use the home page editor click on the question mark Y located on the left side of the page When you are finished entering the content for this page you must click the Save button or your changes will not be saved on Browse editor below To update the Gallery photos click on Manage Gallery Items Gallery Administration To edit the page header content that website visitors will view when going to the Gallery section of your site click the Page Headline Content link below To create edit and delia articles click the Manage Gallery Images link below Page Headline Content Manage Gallery Images To create a new gallery image select New Gallery Image from the drop down box Enter the Image caption select the file from your local computer set the Sort Order enter a description and click Save when you are finished To edit an existing gallery i image select the image from the drop down box To delete an existing image select the listing from the drop down box then click the
68. ies in the navigation menu of the store website Home Shopping Cart Login Create Account How to Create a PDF Shop Online at Joe s Printing Whether you need business cards full color copies or a large run of books Joe s Printing can take care of your needs Our website is open 24 7 so you can order at your convenience Joe chose Category Driven as the Catalog Mode Custom Docs Greeting Cards Personalize amp Proof a template online 3 ee Internet Product Driven means that visitors will also see all your products in the navigation menu of your online store Home Shopping Cart Login Create Account How to Create a PDF Shop Online at Joe s Printing Whether you need business cards full color copies or a large run of books Joe s Printing can take care of your needs Our website is open 24 7 so you can order at your convenience SS Joe chose Product Driven as the Catalog Mode Company y s _ Custom Docs Greeting Cards Personalize Proof a template General Printing 3 e T Be sure to click Update when you are done or your changes will not take effect Start Page The drop down menu for this option will display the pages you ve created for your online store The page you will select will be what visitors see first when they enter your online retail store Be sure to click Update when y
69. ine Payment The user must make a payment via PayPal Please see the Integration section e Optional The user must either enter a PO number or make an online payment Check Out Message The check out message will display on the final checkout screen This is a good way to communicate specific information to your customer Primary Print Facility If you operate more than one print facility you may assign this customer to one of those facilities When an order from that customer 1s placed the order will be automatically flagged for the facility To set the primary print facility choose the facility from the drop down box If you leave the drop down box empty no print facility will be automatically assigned for new incoming orders Is Active If this box 1s checked the customer is able to login to PrinterOrder com and place an order Order Form Title By default the client menu item for placing an estimate request 1s marked as Place An Estimate You can override this by entering in a different title For example your client may want to use this screen for entering ad hoc orders Save Order Form as Estimate By default the client menu item reserved for estimates will save all requests as estimate requests This allows you to respond to the estimate request with a quote In some cases you may want the information your client enters to be immediately marked as an order By unchecking this option any request entered on this form will be
70. information about the company The Short or Abbreviated name is a helpful way to refer to the clients You will notice that this nickname is often used throughout the website rather than the full name After you have filled out the information in Step 1 click the Next button In Step 2 you will enter information about the primary facility associated with the client a lt El hipiai Priteni 25d piloqi bH pineon asia Fe Yl 7 ge groupe aif rest para s po ch Web oP Ed rs Gamal De rabo rem A E o yo gt New Client Wizard Step 2 Facility Information Asasa artar a folesing rfsrmraben Primary Facility Kama Corporate Headquarters Country 20060 ded Sides Note that you may click the Back button to return to the previous screen After you have finished entering information about the primary facility click the Next button In Step 3 you will enter information about one of the users at your client company who will be placing orders including a unique password you assign to that user to enable them to login at Printerorder com E hilo P27 Peinbertecer3 Sleuvkp biagi H Emib ybrinterfiraressetaccn S X YT up ore woth web Ge E GB Goel rro Peron eT bee s Printing E Gre New Client Wizard Step 3 Primary User Asa anther Ha Falcaing rfermaben First Name Last Name After you have finished entering the information about this contact person click the Next
71. ing Grid v a Tools Use Pricing Grid E Online Store Ir 5 x 11 Color Copies color 11x17 B 33 users 11 x 17 BW Copies 3 1 Customers i mee Create New Customer Unit of Measure Quantity Weight Stock Ink Color Price i 8 E ABC Corporation Carton 500 4 00 24 Bond 2 0 50 00 Estimates well all Record 1 of 1 xx Page 1 of 1 i vn W Orders oh Y Settings Product Catalog Website Service Welcome to your new website Our cost effective solution will have you up and running in about thirty minutes so you can focus on running your business rather than managing a website We recommend you open two tabs in your web browser when modifying your site The first tab should be open to the administrator control panel page and the second tab should be open to your home page If you are working with an older version of a browser without tabs you will need to use two separate browser windows open as above After making changes and clicking Save in the control panel window go to the second tab containing the home page and click the refresh or reload button This will allow you to view your changes instantly All website administration 1s done from the Website Admin folder in the navigation area To manage a module within your website click on the link in the navigation area General Info The General Info tab allows you to change your Main Phone Number and your Tag Line It also gives you the ability
72. ion as part of a kit Click save and then click Add Now enter the pricing for the mousepad when it s part of a kit This time select Use in Kit only in the drop down menu Again click save and then click close You ve now defined two different prices one for the product separately and one for the product as part of a kit Feel free to define as many different pricing options as you want After you ve created each of the potential items for the kit you can proceed to tie those products with the Kit Click on your kit and select the Kitting tab All ABC Products Categories New ABC Product Marketing Kit Edit Pricing Product Image Asse Kitting AUser Groups The Kitting Tab will only appear in products that are Kits On this screen you have two Add buttons click on the top one to bring up this screen e Edit Pricing Product Image Assets Kitting User Groups Instructions A kit is composed of one or more sets of choices For example a combo meal could be one sandwich chosen from a list of three one or two sides chosen from a list of eight one drink from a list of five and an optional dessert from a list of four Kit sets Save Close Minimum OQ Maximum 71 Description Add Product Max Order Qty Record 0 of 0 Page 1 of 1 What we re creating now are the different sets that define the types and number of products that are included in the kit Following our example edit
73. ipping cost by 30 enter 3 W Orders 3 sees General Info E Facilities Shipment Method N Logo pana ame Airborne Express Minimum Charge Customer Pickup Shipment Methods Delivery Link Markup DHL FedE integration UPS Paypl Residential UPS i Sales Tax Is Active UPS 2nd Day Air Integration a il UPS 2nd Day Air AM Integration a UPS 2nd Day Air AM Integration O Brokers UPS 3 Day Select Integration Y 5 Website Admin UPS Express Saver Integration UPS Ground Integration z O Tools UPS Next Day Air Integration 33 2 Online Store UPS Next Day Air Early AM Integration UPS Next Day Air Saver Integration gt 33 Users UPS Standard US Canada Integration B Customers UPS Worldwide Expedited Integration gt UPS Worldwide Express Integration Data Export 4 da UPS Worldwide Express Plus Integration B 2 Other Options UPS Worldwide Saver Integration USPS If the carrier for the shipment method you are defining exists in the drop down box select that carrier If not do not make a selection from the drop down box The reason a carrier may be selected 1s to provide integrated tracking services to your clients through PrinterOrder com After selecting a carrier enter the shipment method name For example you could select DHL as the carrier and enter DHL Second Day as the shipment method name PrinterOrder com can directly integrate with UPS to provide real time shippin
74. it articles click on Manage Company News Articles Company News Administration To edit the page headline content that website visitors will view when going to the company news section of your site click the Page Headline Content link below To create edit and delete news articles the Manage Company News Articles link below e Headline Content Manage Company News Artdes To create a new company news article select New Company News Article from the drop down box Set a starting date and an expiration date Please note that the expiration date can be left blank if you want the news article to always appear Next enter the job description Click Save when you are finished To edit an existing company news article select the article from the drop down box To delete an existing news article select the listing from the drop down box then click the Delete button i ll he Ba a B F O A Font Name Size Par 5 Pi Joe s Printing Selects PrinterOrder com as its Website Vendor On October 13 Joe s Printing launched its new website using the PrinterOrder com Website service In about an hour Joe figured out how to use the intuitive control panel to customize his website TEE Selecting New article lets you write a new article Enter the article s name The start date sets the day the article will be available to your clients and the end d
75. ive and that it will grab the attention of your visitors A WYSIWYG What You See Is What You Get editor is displayed on this page It incorporates editing features similar to Microsoft Word that allow you to change fonts font size and font formatting to provide your page with a unique and aesthetically pleasing look If you already have content written that you want to use on your home page you may copy and paste directly into the WYSIWYG editor Home Page Content You may edit the contents of your home page below When finished click the Save button e gt AAA e a DO Ea te E ta G B o A lt A Font Name Size 5 Paragraph Style Ed hd Welcome We have been satisfying our customer s specialized EDAD 2 printing and copying needs for years From brochures to solvers 20 business cards to fliers we handle it all We have the Whenever our o equipment and knowledge to bring your idea from concept to ie ee s product at a competitive price If you need it printed we geod we turn te ss can help Please browse our site to get to know our them Siar take company and open an account with us today Pais Sat Our Mission We value the quality of our products and strive to make client satisfaction our number one priority We beliewe strongly in our ability te bring any sized project from start to finish within your timeframe Do you need a new letterhead N
76. ividual staff contact information on this page You can add and update your staff page header and your staff members information in the Staff tab To update the header information click on Page Headline Content Staff To edit the page header content that website visitors will view when going to the Staff section of your site click the Page Headline Content link below To edit Staff member info click the Manage Staff Information link below Page Headline Content Manage Staff Information Wisitors to the staff section of your website will view the following content before being presented with the list of your staff You may edit the content below When you are finished click the Save button at the bottom i a rae Be o amp Ao a amp Ea e TEA oo H bal o gt Cr gt O ken A dh Font Name Size Paragraph Style EF gt test T TEs LE ed FF lt When you are finished entering the content for this page you must click the Save button or your changes will not be saved A WYSIWYG What You See Is What You Get editor is displayed on this page It incorporates editing features similar to Microsoft Word which allow you to change fonts font size and font formatting to provide your page with a unique and aesthetically pleasing look The editor also allows you to edit the HTML of the page if you wish to do so please click on
77. k on Output to Screen to immediately show the report or Output to Excel to download an Excel spreadsheet of the report Joe s Printing Windows Internet Explorer 1 http www printerorder com printer frameset aspx its X Live Search we Ri Joe s Printing gt Bl y mp y 2 Page vy G Product Usage Report This report shows product usage for a given customer y Joe s Printing B Customer ABC Corporation From 6 25 2008 ro 6 29 2008 Output To Screen Q Estimates Output to Excel W Orders aa Settings A Product Usage Report 3 2 Tools 3 Online Store B M Users Client Code Track gt 008 6 Total AMU Product Name B customers Inventory 3 Data Export x ABC Business Card ome ABC Ens ABC Let Inventory Usage Repor eting Kit ttl O Facility Order Detail Rep a gt Product Usage Report ill Brochure D 5 Other Options olor Copies eting Kit Pocket Folder Racing Card ealty Property Sheet ell Sheet A ell Sheet B ell Sheet C x za pa ra ts Opu a E Ed E a Q A a Tools There are several tools within PrinterOrder com that will assist with both the Online Ordering service as well as the Web site service File Jockey Y ou can use the File Jockey to send files to your clients or other recipients When you navigate to the File Jockey tab you will see a screen that looks like this G A r cere ie ee a ES
78. k on the Report tab This creates a listing of current inventory levels To generate an Excel file click the Jbutton You may change the sort order of the report by clicking on the column headers Print Product Assets You may want to upload various digital assets to PrinterOrder com This 1s helpful for making an asset file available to a customer or to your staff To add and delete asset files for a product click on the Assets tab in the product management area OU http www printerorder com printer frameset aspx sf x Live Search we od Joe s Printing ar Rly abe ABC Corporation Product Management All ABC Products Categories New ABC Product ABC Business Card y e Joe s Printing Edit Pricing Product Image Inventory Assets User Groups My Profile i Here is a list of files associated with this product 4d Estimates WW Orders P1010049 3PG 3 1 Settings D 1 Website Admin 3 E Tools To delete a file check the box next to the file and click the delete button a 2 Online Store l To upload files select the files below and click the Upload button 3 22 Users TEE 3 1 Customers a g Create New Customer Uploa T 3 5 ABC Corporation Q Estimates W Orders Y Settings Product Catalog D 33 Users H 3 ABG Real Estate 3 Awesome People LLC B Maria s Test Inactive Customers 3 5 Data Export 3 5 Other Options To u
79. l Show orders that are approved need approval or both Facility If you are using multiple print facilities you can filter by which orders are assigned to which facilities Please note that orders not assigned to any print facility will always show From Date Only show orders entered after the date To Date Only show orders entered before the date Search Criteria You can enter a key word to search by in this box For example to see all orders of letterhead type Letterhead To manage aspects of each order you will click on the icons to the left of each order W Editing the Order or Estimate You can edit the basic elements of an order or estimate by clicking the yy icon next to the order This screen will allow you to update the information about the order jors Printing Bindoee internet Explorer 4 E A PEET Preda PR A 5 Le inher Me mart ope te A WT e flop ap ret comport Seach ee se be Be O ime My rah ron hop nes 7 A y Edit 1000 Orders Gshmstes Ber Order 51700 Edt Order 1000 7 51000 15 F E di Pio 111 111 1111 TH 7H 7H5 sjonen mwi COTA Sue Jonas ABC Corporation The following information may be edited Shipment method Order Notes Shipping Address Billing Address Financial information such as totals tax shipping and handling VAT Value of Added Tax Enter a client s VAT code here VAT codes are applied on a country level and are used primari
80. ll make this your default RSS feed You may optionally enter a description of the feed in the editor When you are finished entering the content for this page you must click the Save button or your changes will not be saved Employment You may list any openings you have at your company using the Employment tab Click on Page Header Content to update your Employment Opportunities header Employment Opportunities Administration To edit the page header content that website visitors will view when going to the employment opportunities section of your site click the Page Header Content link below To create edit and delete articles click the Manage Employment Opportunities link below Page Header Content Manage Employment Opportunities Visitors to the employment opportunities section of your website will wew the following content before being presented with a list of your current job openings You may edit the content below When you are finished click the Save button at the bottom amp pass al AO ee amp ki da es m A T A Font Name Size Paragraph Style F Employment Opportunities i amp ilf al As jobs become available we will list them here We are always accepting applications from motivated knowledgeable customer service oriented individuals Please email us with your resume and desired position in the subject line or se
81. load a file when ordering the product select the Require File Upload checkbox Click the Next button when you are ready to proceed In Step 2 you are prompted to select or create a category for this product Categories are utilized to organize products for your customers For example you may want to create a category called Brochures and another called Sell Sheets The various brochures or sell sheets that you print for your client would be assigned to either of these two categories If this is the first product you are creating your only option is to create a new category If you have already created a product you will see a drop down box allowing you to select an existing category to assign to the new product you are creating Or you may create a new category das Pr inting Pinos internal Explorar E E itpitocshos 27 Printereder 2 Haedo printer ramass ssr i X YT 5 Fil J uns sep nel component os Snares ads Fd Eye Do Eta Dri Yahoo 7 Af Prah E WEE i 7 di nera CA o A dE New Product Wizard Step 2 Product Category and Pricing saya anier a Cao for ip mew podut ds you add rew ardua you may Suu them under this nes category or crests anoiher category Sales Cabagory Or Creada a Meee Calegory H Ivete Adar Ofca Supplies H Trate dl E grine Shore Pease enber prera infermalion bioa Tou will seed to define Pa Unk of Heare H 8 cers much a Finca Garten Sox ate 1 Quaniey Per UOH acd fhe
82. ly in Europe your client may not have a VAT code Print Facility The printing facility of your company that will handle the order Ship to Facility Y our client s facility to which the order will be shipped for example an outpost location Bill to Facility Your client s facility to which the order will be billed for example HQ Amount Paid If you have integrated your Printerorder com account with your PayPal business account and a customer has paid using a credit card through PayPal the amount they have paid will be automatically updated in this field If another method of payment 1s used you may manually enter the amount paid After editing this information click the Save button roy 4 Editing an Order Item Y ou can edit an item within an order by click the ES link This will allow you to update information about the item Jas Printing Tata Interno Explorer O E E a e EAS Ta ee i fia E YT Es ua aap rel component sas A Ga e A Goad Grado recone Sj Secor gh Gare A Eri ri i Edit 1000 2 Grdera Esirrates EF Trier 2100 Edi Order SLOD 2 1009 2 5hipmenis E Pa a My Fryt a F Epia bel Eb El gt mm e E T gt Y You may mate changes to the job ndormation below Click the Seve button when fineshed aaa T Di ABD Busirasa Card Samp 0 Eampk Seite 500 Eze dE Jib urie Poch Derery Data inm Hip Cardaiok hi db Sect Calle Coin Mone Tam io J ba H
83. m displayed on the page you are creating or editing select the form you wish you use from the drop down menu If you do not want to include a form select None To edit the content of the page use the WYSIWYG What You See Is What You Get editor displayed on the editing page It incorporates editing features similar to Microsoft Word that allow you to change fonts font size and font formatting to provide your page with a unique and aesthetically pleasing look If you already have content written that you want to use you may copy and paste directly into the WYSIWYG editor To insert an image into your text click the image manager icon aa to open a dialog box Please note that if you are including an image the file size and your Internet connection speed may require that you wait a few minutes for the image to upload Be patient The editor also allows you to edit the HTML of the page if you wish to do so please click on the lt gt icon in the bottom right For further information on how to use the page editor click on the question mark located on the left side of the page Vou must click the Save button at the bottom of the page to save any changes made to the content page Users The Users tab under the Online Store folder of the navigation pane allows you to view add and edit the information of people who can order from your online store This area works very much like the Users area unde
84. ment click the Manage Equipment List link below To add a piece of equipment select Add Equipment from the drop down box Enter the equipment name select the i Image file from your local computer set the Sort Order enter a description optional and click Save when you are finished To edit an existing equipment entry select the equipment name from the drop down box To delete an existing equipment entry select the listing from the drop down box then click the Delete button A d O a A Y PontName e Paragraph Style ME 4 T LE Bn B To add a new piece of equipment select Add Equipment from the drop down list Name the piece of equipment and select the image file you wish to use You may set the Sort Order which determines how the equipment appears on the website Finally you may describe the piece of equipment in the editor Note the equipment picture will be uploaded when you click on Save When you are finished entering the content for this page you must click the Save button or your changes will not be saved
85. ment option click the Add button To edit a shipment 4 My Profile s option click on the shipment option Markup percentages should be entered in decimal form For example to markup the shipping cost by 30 enter 3 g Estimates W Orders 3 1 Settings O General Info Shipment Method Name Minimum Charge Markup Residential ls Active 0 Facilities 0 00 False Logo 5 00 0 25 False 2 Shipment Methods rni 10 00 False O Link UPS Worldwide Express Plus 20 00 0 False Integration UPS Paypl Record 1 4 of 4 Page 1 of 1 Sales Tax eDocBuilder Brokers D Website Admin 3 5 Tools a Online Store S 93 Users D 2 Customers a Data Export D 5 Other Options The shipment methods you currently offer your customers are listed To add a new shipping method click the Add button To edit an existing shipment method click on the shipment method name Joe s Printing Windows Internet Explorer er ay e http jiw printerorder com printer frameset aspx a ww es Printing Joe s Printing Settings General Info Facilities Logo Tax Shipment Methods Link Integration eDocBuilder 3 Joe s Printi f Y ay pa _ To add a new shipment option click the Add button To edit a shipment o option click on the shipment option Markup percentages should be entered in Q Estimates decimal form For example to markup the sh
86. n sd a Can be used independently or in kit Per Piece Value Use in Kit only Do NOT use in Kit This is a kit A few notes about this menu by default all products are set to be used in kits or independently To allow an item to be included in a kit you can select Can be used independently or in a kit or Use in Kit only If you have products that you never want to be able to be used in kits select the Do NOT use in Kit option However since we re creating a kit we want to select the option This is a kit Make sure to save your changes and go back to the product catalog Next you ll want to create all the potential products that can be included in a kit For our example we created products for a form letter seven sell sheets and three promotional items The price of a product can also vary depending on whether or not it s included in a kit After you ve created the product go to the pricing tab All ABC Products Categories New ABC Product ABC Business Card Pricing Product Image Inventory Assets User Groups This tab shows the various pricing options for an item In this example we ll define a price for a mousepad as a part of a kit and as a separate item First click on the current price Modify this one to reflect the price if the item was bought outside of a kit Make sure the Type drop down menu is set to Do NOT use in Kit this will prevent a customer from selecting that pricing opt
87. n the arrows to rearrange the items manually or click on Sort Kitset Products to automatically organize the items alphabetically If we were to click Sort Kitset Products with the above example it would reorganize them to this Choice 3 Client must choose between 1 and 3 of the follovying kitsetitemblum Product Max Order aty 1AF sell Sheet 4 JAT Sell Sheet B 34 V Sell Sheet Record 1 3 of 3 Page 1 of 1 User Management You may add modify or disable users within your printing company or your clients To do this click the Users 1tem in the navigation pane under the appropriate company This will show a list of users in the content area To add a new user click the New ABC User tab os Coud e gt E W Orders ABC Corporation User Management E Settings e General Info gt E Edit Sue Jones ABC Users New ABC User User Groups Approval Groups Facilities ee Ss Sees e 9 Logo Please make changes below and click the Save button If this user is current Y Shipment Methods w logged in please note that some changes will not become effective until the user Link logs out and logs back in 2 vee Integration UPS P il Sales Tax eDocBuilder sjones aleyant com 5 i Brokers Sue Y Website Admin 3 i Jones B Tools HQ a 5 online Store bi 93 Users 123 123 1234 3 5 Customers F Create New Custom GMT 06 00
88. name below to send them an email A WYSIWYG What You See Is What You Get editor is displayed on this page It incorporates editing features similar to Microsoft Word which allow you to change fonts font size and font formatting to provide your page with a unique and aesthetically pleasing look When entering your company s contact information you may want to consider including the following information Phone Number Toll Free Phone Number Fax Number Mailing Address Office Address Email Address The editor also allows you to edit the HTML of the page if you wish to do so please click on the lt gt icon in the bottom right For further information on how to use the page editor click on the question mark located on the left side of the page When you are finished entering the content for this page you must click the Save button or your changes will not be saved About Us The About Us page of your website 1s a great place to tell your company s history or to give your clients a taste of how you do business When you click on the About Us tab you ll see a page that looks like this About Us Page Content You may edit the contents of your About Us page below When finished click the Save button AL aran adoo Ja ta u 3 E A P Q Font Name Size Paragraph Style F ia With just a few basic printers and an enthusiastic staff we started our business as a company dedic
89. nd it to our corporate office at Susan Donnahue 123 Fake Street Detroit MI 48201 E lt gt 4 A WYSIWYG What You See Is What You Get editor is displayed on this page It incorporates editing features similar to Microsoft Word which allow you to change fonts font size and font formatting to provide your page with a unique and aesthetically pleasing look The editor also allows you to edit the HTML of the page 1f you wish to do so please click on the lt gt icon in the bottom right For further information on how to use the home page editor click on the question mark located on the left side of the page When you are finished entering the content for this page you must click the Save button or your changes will not be saved Click on Manage Employment Opportunities to update your employment opportunities information Employment Opportunities Administration To edit the page header content that website visitors will view when going to the employment opportunities section of your site click the Page Header Content link below To create edit and delete articles click the Manage Employment Opportunities link below Page To create a new id ocios select New Employment Opportunity from the drop down box Set a starting date and an expiration date Please note that the expiration date can be left blank if you want the job opening to always appear Next enter the job description
90. ne store Users By clicking on the plus sign a list of employees with access to the printerorder com site will show Customers A list of your clients will appear under the Customer folder Clicking on the plus sign next to each customer name will show administration options for that company Note that each customer will have the same four areas as are listed under your printing company Estimates Orders Settings Users in addition to a few more options Data Export Features under this folder allow you to put data into Excel and JDF formats You can also get detailed order and usage reports Other Options Contains technical support information as well as refresh and logout options My Profile You can update your personal information by clicking on the My Profile link in the navigation pane Joe s Printing Windows Internet Explorer G v hito focahost 2827 Prnterdeder 2N Sinipa HS printer frameset ampe Y e Xx YI 2 wH Search web gt 2 Cir Or Goat gt Qu vatoo KR esite My Profile Profie password Please update your information below and click the Save button when finished Time zone and culture changes wil not occur until you logout and log back in Email Address jdoe aleyant com 56 789 7890 GMT O6 00 Central Tire US amp Canada Engish US amp Canada Y Primary Facility 30 tes Y Fill out the information and click the Save button Please note that some cha
91. nges such as language and time zone may not take effect until you logout and log back in To update your password click the Password tab kee Printing Wiis Internet Explorer E hipocresia veran iaa MAR A A E Ona e G ee Eb El gt mw jee gt E too gt My Profile i Profa amorr Pesse Ender vor EMBA Password ami yoa MESA pierra Click the Linda Fassad ha buien when inahen tumanga i nies Stee P A d O Customers Gi crease 1 ea hem Clee ea Eager 3 j ohe Optra F Ape sey gita Ph E Liner Ler Tedi tippi Enter your existing password and your new password Click the Save Password button when finished Company Logo One of the first things you will want to do when getting started 1s to upload a company logo This logo will appear when your customers log in giving Printerorder com a personalized appearance In the navigation area under the company name click the Settings item This will load the Company Settings administration screen in the content area Next click on the Logo tab in the Company Settings screen gt Joe s Printing Windows Internet Explorer e a http www printerorder com printer frameset aspx v Searc Google Gr Go p 5 O E YY Bookmarksw S 10 blocked S Check Y y Autolink AutoFill ep S ww Joe s Printing DD Joe s Printing Settings General Info Facilities Logo Tax Shipment Metho
92. not your PrinterOrder email and password and click Update to automatically move your templates Creating a Print Product To add a print product for a customer click the plus sign next to the customer name in the navigation pane underneath the Customers folder Click on the Product Catalog item underneath that customer Next click the New lt Company gt Product tab in the content area This will bring up the New Product Wizard T Jors Printing Mindo internet Explorer DBR E ka m hip Liege DEST Pel ak Moo mando ab AS Lie ite e See Sete 7 p A e E hd 7 gt J unt asp rel componer Search Seb o e Cri gt D LE My Yahoo r Pronk Oj stomping Y de d Eesi i El deb pags Ed Too A New Product Wizard Step 1 Product Information Pigg amier the lic rg riemen ABC corporate letcechesd showing the logo and in dad gt Pegar Fibs Uplsad E r Am LAT E In Step 1 enter the product name If your client has a part or inventory number associated with this product you may enter that in the second box As a printer you may have a separate number associated with this item You may enter that in the third box Note that this number will not appear to your client Product Folding Finishing Binding and Packaging are for your information only and will be returned to you in any data exports You may also enter a description of the product if you wish If you need your customer to up
93. note that your customer will not see this information e You can force a client to upload a file with their order by checking the Require File Upload checkbox To force the client to upload multiple files enter the name of each file on a new line Client Link to External File Client Link to Asset File Require File Upload e Database de Signa ture File Letter Upload Prompts One Per Line E Allow Back Ordering Product Kitting Option Can be used independently or ink This will provide the user with multiple upload boxes when they order the product e In some cases you may want to make a viewable file such as a PDF available to the customer when they are viewing the product For example you have a multi page brochure in the catalog and want to make a low resolution PDF available to the customer to view before ordering You have two options to make this available The first 1s through an external link This link should be a URL and start with http You may also upload the file to PrinterOrder com via the Product Assets tab and then select the file from the Assets e For items being tracked through inventory you may not want to allow your customers to place back orders You can toggle this functionality by checking the Allow Back Ordering box e The Product Kitting Option allows you to specify if a product can be used both independently or in a kit can be used only in a kit can t be used in
94. nt com Email sjones aleyant com Shipping Information Shipments and Deliveries Shipment Method UPS Overnight No shipments or deliveries have been made Special Instructions None Requested Ship Date 6 27 2008 Projected Delivery Date Not yet determined Detail and Status ABC Letterhead Quantity 1500 WB recording sni Recording Shipments You can record shipments made on any items by clicking on the gag icon next to the item Joe s Printing Windows Internet Explorer a E http wowprinterordercom printerframesetaspx HX Live Search ooo o Ye ow Joe s Printing Ed GY gt am y iy Page v G Shipments for 10231 1 Orders Estimates Edit Order 10231 Edit Order 10231 1 10231 1 Shipments There are currently no recorded shipments for this order Please enter a shipment or delivery below Click the Save button when finished a a Joe s Printing 1 My Profile por Q Estimates W Orders 8 1 Settings 3 3 Website Admin 5 Tools 3 5 Online Store 93 Users 3 5 Customers ae Create New Customer 8 2 ABC Corporation GY Asc Real Estate E Awesome People LLC a mas 2 Shipment Date 7 1 2008 Shipping Method Cheapest Enter the date the shipment method the tracking number optional the shipment cost and any additional notes optional Click on the Save button when finished This shipment information will be
95. nter the group name in the New Group area and click the Create Group button Next you will need to assign users to this group Check or uncheck the box next to each user who will belong to the group When finished click Save After you have defined groups it 1s important to tell the system which users will require approval by this group Make this selection by editing the user Order amp Estimate Management To manage your orders amp estimates click on the Orders or Estimates link underneath the appropriate customer Or to view all customers for all orders click on the Orders or Estimates link directly underneath your company name This will load the order management screen in the content area Joe s Printing Orders Orders Estimates Vuz Please select the following criteria and click the Refresh button Click the column headers to sort by particular columns Status Client Approval Print Facilit Open Orders From Date To Date Search Criteria 2 23 2008 E Ee A Include Fields W Print Facility PO Number C Ship To Name Y Ship To Company Cl Job Number tems per Page Request Date Order tem tem Name Requested Quantity Price Requested By Ship To Company Status Facility Approved Paid Ship Date Company Ge Ye WE 3111 2008 10186 10 3 12 2008 1500 150 00 Sue Jones BC ABC Shipping Letterhead Corporation a eS OBL 3112008 10186 2 Marketing Kt 3412 2008
96. on such as name address and telephone numbers and then immediately view a proof of the document Your customer can approve the proof and you are able to easily generate an imposed print ready file Features and benefits include Significant cost savings The entire process bypasses the prepress department Reduced error rate Your customer is directly entering information into the document Adherence to Design Standards Text can be automatically reformatted to match the template requirements Faster turn around Eliminates time consuming steps such as data entry or sign offs Increased customer satisfaction Your customers will appreciate the ease of use offered by the eDocBuilder technology If you already use eDocBuilder you can upload all of your existing templates to PrinterOrder rather easily In the Settings folder click on General Info Then click on the eDocBuilder tab to bring up this screen General Info Facilities Logo Tax Shipment Methods Link Integration eDocBuilder a ii Here is the list of eDocBuilder templates on file To pull new templates from the eDocBuilder creator site enter the email address and password associated sar with the account and click the Update button Email Address Password 48 Signs Business Card ABC Business Card Test business card for the ABC Corporation A mF mir A re Misses Enter your eDocBuilder email address and password
97. on the Facilities tab in the Company Settings screen gt Joe s Printing Windows Internet Explorer A Y El http www printerorder com printer Frameset aspx Y be e s Printing 3 SB Joe s Printing MY My Profile i ey Estimates Orders 3 2 Settings 1 GeneralInfo O Zim Y Logo i Shipment Methods 2 i Link Integration UPS Paypk ii Sales Tax i i eDocBuilder i ia Brokers 3 2 Website Admin 33 3 Tools 3 5 Online Store H 93 Users 3 2 Customers 3 2 Data Export 3 5 Other Options Add Headquarters Outpost Spain Facility Name Address Line 1 Address Line 2 City el gt dar EJ de y Pag Gp Tools Joe s Printing Settings 335 Eisenhower Lombard IL 60148 Lane 123 Main Street Yadaville NJ 12345 ci 123 n 3A Sevilla NULL41001 General Info Facilities Logo Tax Shipment Methods Link Integration eDocBuilder al Click on the facility you would like to edit To add another facility click the Add button RecordsperPage 20 v State Postal Code Country Telephone Fax IsActive General Facility Code Information Internet E 110 You will see a list of the facilities associated with the company To add another facility click on the Add button This will load a form to enter information Facility Mame Address Line 1 Address Line 2 City state NA Postal Code Country Telephone Fax
98. ont ad Macia Ss src When finished click the Save button Printable Job Summary Ticket To generate a printable job summary ticket click the Eg icon next to the order This will open up a detailed summary containing nearly all the information about the job To print the summary click the Click to Print link in the upper right hand of the screen de de 4 http www printerorder com printer frameset aspx Live Search 2 y 9 Joe s Printing jee 9 My Profile 3 Customers MES e Create New Customer i a 5 Asc Corporation B ABGReal Estate 3 Awesome People LLC E a Maria s Test 8 E Inactive Customers a 35 Data Export 3 3 Other Options iB Refresh Navigation Pan User Manual Tech Support 0 Logout mi E A Request 10231 1 ABC ABC y Letterhead CORPORATION Purchase Order Number 345 2 Click to Print Request 10231 1 was requested with 1 other item s e Request 10231 2 ABC Business Card Dean Quantity 1000 Requested By Ship To Bill To Sue Jones Sue Jones Sue Jones ABC Corporation ABC Corporation ABC Corporation 123 Main Street 123 Main Street 123 Main Street Chicago IL 60610 XXXX XXXX United States Chicago IL 60610 Chicago IL 60610 United States United States Phone 123 123 1234 Fax Telephone 123 123 1234 Telephone 123 123 1234 Email sjones aleyant com Fax XXXX Fax XXXX Email sjones aleya
99. oration z Q Estimates oe at Orders E Y amp iy x x Ea IS Il ME Be IM ie W ij ON 1 iS th val El CLs rh q 1 3 g Alr a J 99 Users S ED xyz 3 3 xvzZ Corp lt lt ME ea W Orders T m Settings ds E Product Catalog 2 a 3 Users Data Export 3 3 Other Options bea Refresh Navigation me User Manual 4 Tech Support o A Prs 8 Logout A upaating the Status of an Order or Estimate As the order moves through the various stages of production you will need to update the job status of the order There are many stages to choose from and you will need to decide how much information you want to provide to your client At the very least you will want to indicate when the job has been completed Also the status of an order can be quickly updated on the main Orders page E hueca rd Si a Peet ite 3 Guiran 3 460 Corporation 3 Diiia Esport a ther Spare fees Hram Pan BB ee Pars D Tech Supper B Logcul ta x E Search ie TE Update Status Request 1000 2 ABC Business Card Sample Q sample The current phatus ter tha fem m Gupte arenas de o ATOE L Fleane changa tha statu hi anar afip Prades bee Clack tha Tava butten at the bottom of the paga ban iras bad ao 7 ADA BoA EXDO O REPRE rh Soe ES We are porting tha very carefully x Ata gt Ele e QD Gel Grao rere Sp Re
100. ot only can our expert design team help you with layout and paper choices but we ll print package and ship them too om lt gt 3 If you want to insert an image into your text click on the image manager icon the sun over the mountains to open a dialog box Please note that 1f you are including an image the file size and your Internet connection speed may require that you wait a few minutes for the image to upload Be patient The editor also allows you to edit the HTML of the page 1f you wish to do so please click on the lt gt icon in the bottom right For further information on how to use the home page editor click on the question mark located on the left side of the page Y 94 must click the Save button at the bottom of the page to save your changes Contact Page A visitor to your website may wish to contact you by phone email or mail To provide this information to your customers a contact page 1s provided Contact Page Content You may edit the contents of your contact page below When finished click the Save button y Y e RRRBAX C A ECEE A tel Ae ha H A F k lt amp Font Name Size Paragraph Style E Contact Us i We check our email quite frequently but for questions that need to be answered right away we suggest calling us Ea Our main office number is 800 555 3599 a Staff For our individual staff information please see our staff page or click a
101. ou are done or your changes will not take effect Ship Date Calendar If there is a checkmark in this box your customer will be required to choose a shipping date during the checkout process Be sure to click Update when you are done or your changes will not take effect Top Level Category Content In this area you can enter the text visitors will see when they enter your online store A WYSIWYG What You See Is What You Get editor is displayed in this area It incorporates editing features similar to Microsoft Word which allow you to change fonts font size and font formatting to provide your page with a unique and aesthetically pleasing look The editor also allows you to edit the HTML of the page if you wish to do so please click on the lt gt icon in the bottom right For further information on how to use the page editor click on the question mark Y located on the left side of the page When you are finished entering the content for this page you must click the Save button or your changes will not be saved Orders The only difference between the content and functionality of the Orders tab in the Online Store section of the navigation pane and the main Orders tab underneath your business name is that these orders were placed through your online retail store See the Orders section of this manual for instructions on how to use this feature Joe s Printing Windows Internet Ex
102. ou can also find the Login URL that will take customers directly to a login page that uses the broker s logo To associate a broker with a specific company click on the company s name under Customers in the navigation pane then click Settings The last option on that page 1s Show Broker Logo To associate that customer with a broker whose information you have entered select the name of that broker from the drop down menu Show Broker Logo Please use thi HERE ser https orderin Intelliprint Solutions a4ca b32ba 18 Horu am Press When you have chosen a broker click Save Creating a New Customer One of the first things you will want to do is provide the ability for your key customers to login and utilize the PrinterOrder com website To start the process go to the Customers item in the navigation pane underneath your print company name Next click on the Create New Customer tab This will launch a wizard walking you through the steps of adding the new customer EBR i hipio 2627 Printenteder i kp biag H ob priteni osse spa H th K ee mpr oponer seschWweb e Cr e D Gad Gir vahou Persona A pining gt E gt ab Seem Gp tink New Client Wizard Step 1 Client Information As a anbar Pa folosi mhomabon Ful Cempany Parni jE Corporation e or Aberaviatad Mama E Sha Webmbe itd AL a a e no iTi Wi Local ntrenst In Step 1 enter the basic
103. p x e dx oe Y Hearts ot Yan lore rn AL E Joe s Print S ATAT World i El e Joe s Printing User Management Edit Saly CSR Jon s Users Hew Joe s User a G kesi 3 E a i Please make changes below amd dick the Save button IF this user is current mat Hy Profle logged in please note that same changes wil not become effective until the user G Esbrea bes loge out ard kegs back Fi H Orders B 0 Settings Website Admin coflaleyant com B Tools Saly B iire Stare 23 o A Man CSR a Etuna rr Dalipaj W i Gr Crese keu Custom Aphos 423 123 1233 a ABC Corporabon Estates a Orders Y Settings gt Product Catalog 4 gius B sue tones B wendy Smit a Orr comp 8 cata Export 5 other options De Retrech Navigation Bl User manual ik Tech Support D Logout GT 08 001 Caria Tine US Canada English LS A Caneda W u For users within your printing company Manage Customers Allows user to add and edit customer information such as facilities logo etc Manage Users Allows user to add new users for customer companies not for the printing company e Manage Orders Allows user to edit order information such as status pricing shipping information etc e Manage Products Allows user to create and update customer product catalogs Printer Admin Allows the user to add edit printing company settings and users Receive Notifications User will receive notifications when new orders are place
104. pice for that LGR ag For exemple e Box WOM of 33 Quantty per VOM may be 50 price IF you a Bios reed more than ree prior entres pou mes add Prem haber by edig the Dec mate Kew pic product W this product iz felled ae an tal printing rather then whan being A erdarta amar O aa Bt Brice SS ABC Copornsbon LIC Quartity Weight Stock rik Price Carton 500 5 ho Js PY E 1 1 JH 14 SA A A A E E After creating or assigning a category for this product you must now enter the Unit of Measures UOM that this product will be available in You are given the flexibility to enter a UOM name and how many items are associated with that UOM For example if your customer can only order cartons which contain 100 printed pieces each then you will enter in Carton as the UOM and 100 as the Quantity The Weight should be entered if you need to retrieve real time shipping costs Stock and Ink are also provided for you to provide more options with this product For each UOM you have the ability to enter a price as well Depending on your arrangement with your client you may not want to show a price when your customer places an order If this is the case you may enter a zero When you are finished click the Next button In Step 3 you need to tell PrinterOrder com a bit more about the product les Pr inting Windows interned Explorar gt E Ait ocelot IPren ehe He piya H bbios Frermaset ser X YI 7 E J us pued component
105. pload files click the Browse button select the file then click the Upload Files button To remove a file check the box next to the file and click Delete button You may upload as many asset files as required however please keep in mind that additional storage or bandwidth charges may apply Any product assets will appear in the printable order item summary for easy downloading User Groups Setting the User Group of a product will allow you to restrict access to the product to specific groups ABC Corporation Product Management All ABC Products Categories New ABC Product ABC Business Card Edit Pricing ProductImage Inventory Assets User Groups E j Instructions To enable a particular group to order this product check the box for that group below Be sure to click Apply Changes if you change anything Note that if no boxes are checked the product will be orderable by Everyone every user inthe company You cannot change the Everyone checkbox directly Enabled Common Folk Manager Supervisor Everyone The above product can only be viewed and ordered by those in the Manager and Supervisors groups If nothing 1s checked the product will be available to everyone Note that the Everyone checkbox cannot be directly changed Kitting One of the powerful features at your disposal is the ability to create customized kits We ll be walking thro
106. plorer his E http www printerorder com printer frameset aspx Ys Xx Live Search Pir w e 88 3 Joe s Printing E ved 1 my Profile oe Q Estimates S7 Orders 3 1 Settings 3 CQ Website Admin D 2 Tools 3 3 Online Store ve Store Settings B 23 Users 33 1 Customers 4 DB Data Export 3 2 Other Options start X Joe s Printing E 2008 06 24 PrinterOr x Ee Joe s Printing R D deb y i Page Cf Tools si Joe s Printing Orders Orders Estimates Yu Please select the following criteria and click the Refresh button Click the column headers to sort by particular columns Status Client Open Orders v Online Store v From Date 23 2008 E Include Fields To Date o E Approval Print Facility All v All v Search Criteria print Facility I fpo Number F ship To Name ship To Company ob Number Request Date Order Y item Item Name Requested Quantity Price Requested By Ship To Company Status Joe s Printing Windo Ship Date 8 5x 11 10204 1 Color 5 4 2008 untitled Paint 50 529 82 Caleb Salzman Company Online Store Order Received Page 1 of 1 3 ee Internet 100 9 50 AM Product Catalog Using the product catalog feature for your online retail store is very similar to managing the product catalogs in other areas
107. proval rint Faci 2 e Open Orders lt a 7o J Al 3 Navigation Pane A From Date To Date Search Criteria 2 roots 2 23 2008 sal 6 24 2008 33 3 5 Online Store B Musers Include Fields B customers print Facility Pipo Number IT ship To Name ship To Company ob Number 3 DH Data Export D 2 other Options Items per Page 50 v Request Date Order Y Item item Name Requested Quantity Price Requested By Ship To Company Status Faci Ship Date Company Agfa Demo P Card o Sw Y 6 24 2008 10230 1 MARIA 6 26 2008 250 50 00 Sue Jones Pa a ABC Press y FABE ENGLISH TS MARIA ENGLISH Sw 2 Y ng 6 24 2008 10230 2 pe 6 26 2008 1500 150 00 Sue Jones ABC Prepress y eu Letterhead Corporation a 7 Agfa Sw Y ce 6 23 2008 10229 to 6 24 2008 250 50 00 Sue Jones as _ ABC Order Received v Q wd G Card Corporation TEST The navigation pane is set up in a tree structure Under your company name are various options m b Your company name will be at the top of the tree My Profile Your personal information and password Estimates Requests for estimates or quotes submitted by your clients Orders Live jobs submitted by your clients Settings Information about your company such as facilities and your logo Website Admin Allows you to edit your company website Tools Forms pricing calculators and file managers e Online Store Allows you to customize your onli
108. r File Transfers Forms Step 2 Enter Calculator Parameters gt Pricing Calaulators E M E M 3 5 Online Store A p a D 23 Users 3 5 Customers 3 5 Data Export D 2 Other Options m Step 3 Enter Quantities Each Additional quantity increment pb Step 4 Generate Excel Template Generate Excel File z 4 ii p To edit an existing pricing calculator select it from the drop down menu If you are creating one select New Pricing Calculator Next enter your pricing grid parameters For instance you might want to specify the different package weights After that enter your calculator parameters In this set you specify a category like Print Quality then in the text box underneath where you entered that category name enter all the options for Print Quality that you would have for this product for example Standard and Premium Enter each option on a separate line within the text box In step three enter one per line in the text box the different quantities in which the product can be ordered Click Generate Excel File to create the Excel spreadsheet then click the link that appears to download that file and edit it on your computer EN File Edit View Insert Format Tools Data Window Help Type a question for help 0 X De ESBe GAY Blo A E e 7 Aria 10 B7U HBH 8 E H A gt C14 fe 11 8 A B e D E F G 1 V1 1 G0C5 Fill in
109. r your company name in the navigation pane Joe s Printing Windows Internet Explorer Oe So E http ww printerorder cam printer Frameset aspx wt j Joe s Printing How to Creat Online Store Users All Store Users New Store User User Grou ps do les E Joe s Frinting x El RO Joe s Printing E an ae ian ea ES i 3 My Profile 22 Below is a listing of all users Click on the Last Name to edit the user ven LJ Estimates eH We Orders IF view users that are not active Settings 2 1 Website Admin E Tools First Name Last Name Email Phone 3 Online Store Caleb Salzman caleb aleyant com 123 123 1234 i a Store Se ttings Lexi Salzman lexigsalzmantamily org 123 123 1234 i E W Orders Billy shopper shopper aleyant com 123 123 1234 a Shopper shopper4 aleyant com 123123 1534 2 Product Catalog minin smith bob abc com 339 845 1223 Store Pages Store shopper2 aleyant com 123 123 1234 13 a Mu Pm gt O E C Customers 3 5 Data Export 8 C Other Options All Store Users This tab in the Online Store Users area enables you to see the names of all people who can use your online store Click the last name of the person to edit their information New Store User This tab allows you to add the name and information of a new user of your online store User Groups This feature allows you to define which users are able to order certain products To create
110. reely on PrinterOrder com If it is not checked any order the user places will be entered as needing approval and require the approval of another user with the Can Approve Orders permission enabled Can Approve All Orders Allows user to approve estimates and other orders placed by users that do not have the ability to order without approval This will override any approval group settings for the user Can View Inventory User may look at inventory levels and transactions Can View Other Orders Can see order history of other users with the same company Can Place Estimates Can request an estimate from you Can Upload Files Allows a user to upload files to you Can Receive Notifications User will receive email notifications at critical events such as when an order is placed Can Receive ALL Notifications User will receive a copy of all notifications for all users within the company Generally this option will not be used Public Account Means this account will be used by multiple people This account will have limited permissions Approval Group A list of groups you have defined in the Approval Groups tab will appear here By selecting a group you are signifying that the members of the group must approve orders for this user Please not that in order for this to work the Can order w o Approval must be unchecked a Joss Printing Windows Internet Explorer G E E itp siprintarercer aayan nta Lydnad horar raren
111. rn key brandable solution that allows you an immediate web presence Printerorder com runs on our servers so you don t need to worry about server administration security bandwidth uptime or software updates You can focus on serving your customers rather than managing a website We strongly recommend you invest the time to read this manual as you walk through the system Every attempt has been made to make the user interface as intuitive as possible however Printerorder com is a powerful tool that will take some time and effort to master Technical Support We are here to help you You may contact us for support at Email support printerorder com Phone 800 571 2138 Logging Into Printerorder com A pre defined email address and password are required to log into Printerorder com To enter the site go to http www printerorder com login aspx or https www printerorder com Please note the s after the http This tells your browser to use a secure connection to our servers We utilize 128 bit encryption which is the same level of encryption that most banks utilize for their consumer websites FE htipMoca host 202 DP rimtesth der AS tordo 360930034 Sted bd 5 Mlogin aspe Windows Internet Explorer E E hits deca 2 Primero rrpp borda logar pe te Xx YT e ve ose web rl m e rl ho personas Oj shopping cores Aus gt A hipika Priroda kakpi a E i E PRINTERORDER COM Please Login Your Email Addre
112. s similar to Microsoft Word which allow you to change fonts font size and font formatting to provide your page with a unique and aesthetically pleasing look The editor also allows you to edit the HTML of the page 1f you wish to do so please click on the lt gt icon in the bottom right For further information on how to use the home page editor click on the question mark located on the left side of the page When you are finished entering the content for this page you must click the Save button or your changes will not be saved To update the articles click on Manage Resource Center Articles Resource Center Administration To edit the page header content that website visitors will view when going to the Resource Center section of your site click the Page Header Content link below To create edit and delete articles click the Manage Articles link below To create a new article select New Article from the drop down box Set a starting date and an expiration date Please note that the expiration date can be left blank if you want the article to always appear Next enter the contents of the article Click Save when you are finished To edit an existing article select the article from the drop down box To delete an existing article select the article from the drop down box then click the Delete button e the oa B a E A o Font Name z
113. site Admin 6 25 2008 i ABC 3 To ii es 10231 1 Sue Jones sjones aleyant com Corporation UPS Overnight 345 SueJones ABC Corporation 123 Main Street XXXX 33 2 Online Store 6 25 2008 ABC D 33 users 10 48 14 10231 2 Sue Jones sjones aleyant com UPS Overnight 345 SueJones ABC Corporation 123 Main Street XXXX i Corporation 3 2 Customers AM 3 Data Export 6 25 2008 ABC Pa as 10232 1 Sue Jones sjones aleyant com Corporation Sue Jones ABC Corporation 123 Main Street To IDF 6125 2008 pra Inventory Usage Repor 10 00 56 10233 1 Sue Jones sjones aleyant com Corporation Cheapest Sue Jones ABC Corporation 123 Main Street XXXX O Facility Order Detail Rep PM Product Usage Report m Record 1 4 of 4 D 5 Other Options Select the data range for the data you want to export then click the Generate button When you have generated the data you want to export click the Excel icon at the bottom of the data grid To JDF JDF is a format that print management systems will increasingly accept as a means of communicating print job information between devices and software Please see http www cip4 org for more information One of the challenges in developing a JDF export capability from PrinterOrder com is the granularity of information required to accurately generate a detailed JDF data structure Capturing all this information is far outside the scope and purpose of PrinterOrder com To that end the full JDF sp
114. ss Password Login Lost Password ied Local intranet Enter your email address and password Then click the Log In button to enter the site If you printer are logging into the site you will see the control panel from which you can manage your users customers orders estimates inventory and much more If one of your clients 1s logging in an easy to use control panel will load If you have forgotten your password click the Lost Password link This will prompt you for your email address A new password will be generated and sent to your email account Online Ordering Printer Control Panel The printer control panel 1s divided into two areas The navigation pane 1s on the left This allows you to quickly find what you are looking for Clicking on one of the items in the navigation pane loads an administrative page in the content area on the right side of the screen Joe s Printing Windows Internet Explorer Google G we we Joe s Printing Orders Estimates y Joe s Printing Go OQ O Es y 12 Bookmarks 10 blocked Y Check y y AutoLink y AutoFill ep Send tov Setting A EJ y 1 Page y O Tools y Joe s Printing Orders 1 my Profile Please select the following criteria and click the Refresh button Click the column headers to sort by f particular columns Jj Estimates 2 Statu Client A l Print Facility l atus ient p
115. stomers To enter the necessary integration information go to the Settings item in the navigation pane underneath your print company name Next click on the Integration tab Joe s Printing Windows Internet Explorer G y Y A http www printerorder com printer frameset aspx pl led EAT w k Joe s Printing fy My Joe s Printing Settings General Info Facilities Logo Tax Shipment Methods Link Integration eDocBuilder y a Joe s Printing a M my Profile Q To integrate with UPS shipping costs and Paypal online payments please fill I Estimates out the following information When finished click the Save button W Orders 30 Settings General Info Shi Postal Code 60185 Facilities Paypal D Email Address MIMI Logo Shipment Methods Handling Fee 0 0000 Link Minimum Shipping Charge 0 0000 O GS urs access License MM Sales Tax DocBuilder UPS D AAA UPS Password AAA Brokers 3 Website Admin lt lt Record 1 of 1 a 5 Tools 3 Onine Store ia aieeaa A O A A TA 19 438d 2 4 9831 26ce741a8209 a C Customers 3 Data Export 3 5 Other Options Enter the following information into this form and click the Save button when finished Shipment Postal Code Enter the postal zip code you will ship from Paypal ID Enter the email address associated with your PayPal account To sign up for a business PayPal account
116. t below When you are finished dick the Save button at the bottom Ria AX e Bia MO ww eB Ya i 4 BE 7 U A ZS 23 SBS BS fe 1S i El gi AmA A O A gt Font Name Size Paragraph Style pF x Equipment y Since the look of your product ts confined by the quality of our equipment we try to stay abreast of current technological advancements We currently have a wide range of _ the best printing and bindery machinery available 47 D ew A WYSIWYG What You See Is What You Get editor is displayed on this page It incorporates editing features similar to Microsoft Word which allow you to change fonts font size and font formatting to provide your page with a unique and aesthetically pleasing look The editor also allows you to edit the HTML of the page if you wish to do so please click on the lt gt icon in the bottom right For further information on how to use the home page editor click on the question mark located on the left side of the page When you are finished entering the content for this page you must click the Save button or your changes will not be saved To add equipment to your list click on Manage Equipment List Equipment Administration To edit the page headline content that website visitors will view when going to the Equipment section of your site click the Page Headline Content link below To add edit and delete eguip
117. te Product Driven means that visitors will also see all your products in the navigation menu of your online store in addition to their parent categories For more information on these options see the part of this manual about the Online Retail Store The Site Mode drop down menu has three options Standard Retail Store and Both If you choose Standard visitors to your website will see only your website not your online store The Retail Store option means that visitors to your website will only see your online store not any general content pages Choosing Both will enable visitors to see both content pages and your online retail store Make any changes that are required and then click the Save button Company Shipment Methods When your customers place orders they will need to select a shipment method to receive their printed goods In order for this to happen you need to stipulate which shipping methods you utilize To do this go to the Settings item in the navigation pane underneath your print company name Next click on the Shipment Methods tab gt Joe s Printing Windows Internet Explorer G Ga y E http www printerorder com printer Frameset aspx v VE aby Joe s Printing Joe s Printing Settings General Info Facilities Logo Tax Shipment Methods Link Integration eDocBuilder 3 Joe s Printi 2 D TARR To add a new ship
118. tes W Orders Sales Tax Options 3 Settings g aie a Include Handling Fees in Taxes Base tax calculations on General Info Bi 5 Shipping A I lindude Shipping Fees in Taxes e O Facilities y Logo Postal Zip Code Tax Rate Shipment Methods 60185 0 19 Link Priority 1 Highest v integration UPS Paypl M Jonty calculate if higher priority tax is gt SalesTax zero eDocBuilder In the box to the left enter the postal zip Brokers code followed by a comma and the tax i rate Only one ent er line is allowed B Website Admin For pres E E 3 Tools D 2 Online Store 01982 0825 T Musers 60185 0675 B Customers 3 Data Export st i D Other Options ate Province Tax Rate Priority 2 v Joniy calculate if higher priority tax is zero N A lo Alabama lo Alaska lo Arizona lo Internet Protected Mode On 100 v The country tax will apply to the country you select Typically this will not be used in the US The State Province tax applies to the state or province you select The Global tax rate 1s a tax that 1s applied to all purchases regardless of where the buyer 1s geographically located When finished click the Save button Brokers Printerorder com allows you to create accounts for customers brought in by brokers To edit broker information click on the Broker tab under the Settings folder in the navigation pane Joe s Printing
119. that you want to edit This will load the edit screen Joe s Printing Windows Internet Explorer G x B http www printerorder com printer frameset aspx si 4 x Live Search we we Joe s Printing Dr Dal ABC Corporation Product Management All ABC Products Categories New ABC Product ABC Business Card Edit Pricing Product Image Assets User Groups y e Joe s Printing T My Profile Change the pricing information below and click the Save button when finished You may also click Add to create a new pricing entry or click Close to return to the list of pricing 2 entries Q Estimates W Orders D O Settings 3 7 Website Admin 3 9 Tools 3 2 Online Store D 23 Users 3 3 Customers G Create New Custom Product Name ABC Business Card 3 2 ABC Corporation Q Estimates W Orders Settings Product Catalog 3 33 Users 3 Bob Jones 3 Sue Jones Description 3 Solomon Thi Track Inventory 3 ABG Real Estate ls Active gt 3 Awesome People LI ciar Poll 20 Days to Ship if In Stock 1 5 Inactive Customers 3 5 Data Export 1 A nal Mt Max Quantity Per Order Category Cards y o ABC Part Number Joe s Part Number Corporate approved business card Days to Ship if Out of Stock 1 AA ls Ph rm ARC Rueinace Card Manarir Tamniatas Nwmar Ina s Internet Protected Mode On Many of the fields are self explanatory however please note the following information To tog
120. the WYSIWYG editor at the bottom of the page When you are finished entering the content for this page you must click the Save button or your changes will not be saved Resource CTR The Resource Center is where you can post informational articles For company news we suggest you use the News tab To update the header content that your clients see click on Page Headline Content Resource Center Administration To edit the page header content that website visitors will view when going to the Resource Center section of your site click the Page Header Content link below To create edit and delete articles click the Manage Articles link below Page Header Content Visitors to the articles section of your website will view the following content before being presented with a list of your articles You may edit the content below When you are finished click the Save button at the bottom 7 CA MI MEMOS gt el g o am B ea A lt amp Font Name Size Paragraph Style Ea Resource Center ll Since we want you to stay informed about what is happening in the world of our company we have catalogued and posted some interesting documents for you here Es Please click on the document s title to open it E LE de e lt gt Gy Save A WYSIWYG What You See Is What You Get editor is displayed on this page It incorporates editing feature
121. the description of the set to Sell Sheets which will include all of the possible Sell Sheets that can be included in the kit The Minimum text box defines the lowest number of sell sheets that can be selected and the maximum obviously defines the maximum number of sell sheets that can be selected If you want to give the customer the option to not include an item in the kit set the minimum to 0 After you re satisfied with the set click on the save button and click close Define the rest of your sets For our example we have three categories Add a Letter Sell Sheets and Promotional Items Now we can begin adding the products to the kit Click on Select next to one of the sets and then click on the lower Add button to bring up this screen Instructions A kit is composed of one or more sets of choices For example a combo _ meal could be one sandwich chosen from a list of three one or two sides chosen from a list of eight one drink from a list of five and an optional dessert from a list of four Minimum Maximum Description 1 Add a Letter 5 Sell Sheets 1 Promotional tems 4 4 Record 1 3 of 3 Page 1 of 1 Product Letterhead E Max Order Oty Select the product you want to add to the set from the drop down menu next to Product This will list all products in the Product Catalog that are available for kitting Set the Max Order Qty to the maximum number of the Product that
122. the group then click save To return to the main list click on the close button To edit the name of a group click on the name and make your changes be sure to click save Now that you ve created the groups you can assign each User to a group by selecting a group from the User Group drop down menu on each User s Edit screen See the section on User Groups under the Print Product Catalogs for information on how to assign groups to products Approval Groups Y ou can define multiple groups of users for your customer that have the ability to approve orders for other users This approach can support several scenarios depending on your customer s needs To define approval groups click on the Approval Groups tab in the User management area ABC Corporation User Management Edit Bobby Hunt ABC Users New ABC User User Groups Approval Groups 3 Joe s Printing Y My Profile 22 Your changes have been saved Q Estimates W Orders a Settings Select Approval Group New Group Save Changes l ge l Purchasing Department v Enter Group Name SAVE D Website Admin Purchasing Department O Tools Create Group 3 5 Online Store D 83 Users Email First Name Last Name 3 Customers bjones aleyant com Jones g Create New Customer 3 5 ABC Corporation sjones aleyant com Jones az wmith aleyant com Smith Estimates Wore Y Settings Product Catalog 3 22 To create a new group e
123. tp www printerorder com printer frameset aspx v s Xx Pir E gt n A gt we de Exe Printing tar El db y Page G Tools Lerten i k Retail Store Settings Catalog Mode Start Page ay a Printing Select the store catalog mode and click Select the store starting page and click Q my Profile Update Update Q Estimates W Orders Product Driven M Top Level Category Listing v B Ci Settings Ship Date Calendar 8 Website Admin S D Tools Check to have customer select a shipping 3 online Store date during checkout O MEE E E Iv Update 3 nese Product Catalog Store Pages Top Level Category Content 93 Users S 3 Users You can update the content for the top level category page below When finished click the 3 E customers Save Page button 3 Data Export i 3 Other Options 3 V ee oe eee easo e aiaDO das gl A Se MeO a a O 3 A FontName Siz ParagraphS gt J x Shop Online at Joe s Printing x L Whether you need business cards full color copies or a large run of books Joe s Printing can take care of your needs Our website is open 24 7 so you a can order at your convenience i a 2 Mi Done CE Internet E 100 e Catalog Mode This option allows you to choose the basic way in which products are displayed when users visit your online retail store There are two choices in the drop down menu Category Driven means that visitors to your store will only see top level categor
124. ugh the entire kitting process from creation to what your customers will see when they order a kit Each kit 1s essentially a single product that contains a number of other products grouped into different sets The Sets that organize the different products can have parameters like You must have between 1 and 5 brochures or This Kit must include a promotional pen Here s a hierarchical example of a kit Kit Basic Pocket Folder Set 1 Formal Letter Kit must include letter Product 1 Printed Letter with database of names for a merge Set 2 Sell Sheets Kit can include between 1 and 4 Sell Sheets Product 2 Sell Sheet 1 Glossy Product 3 Sell Sheet 2 Matte Product 4 Sell Sheet 3 Trifold brochure Product 5 Sell Sheet 4 Flyer Set 3 Promotional items Kit must include 1 Product 7 Pen Product 8 Mousepad Of course kits can be more or less complicated than this example To begin let s create the kit itself You need to create a new product in the customer s store and enter all of the kit s information then click next You ll need to set a UOM Quantity and price Click next and then Save Product At this point the kit 1s still considered a product by your customer s store To change this click on the product to bring up the edit screen Under the Product Kitting Option drop down menu you ll have the option to set the product as a kit A Can be used independently or in kit pe Product Kitting Optio
125. ut the information below and click the Save button To edit an existing page please select it from the drop down box z O Joe s Printing Cy Estimates Page Name i W Orders D 1 Settings 4 2 Website Admin 3 2 Tools 3 3 Online Store 5 Store Settings W Orders 5 Product Catalog az 23 Users a 23 Users D Customers 3 5 Data Export D 5 Other Options Done Select Page This drop down menu allows you to choose an existing page that you want to edit or to create a new page Page Name Type the name you want to appear as the title of your page It will be displayed on the top of the page If you choose to have this page listed as a link on your online store s website the name will also show up as a link in the heading area of your store Show In Menu If this box is checked the page name will be displayed as a link on your online store s website and will show up as a link in the heading area of your store Menu Sort Order If you have selected more than one page to be shown in the menu you can sort them in the order you want them to be listed by assigning each page a sort order number For example entering 1 as the menu sort order would make that page be listed first Include Order Form You may choose to include an order form on a page of your online store See the Forms tab under the Tools folder in the navigation pane to create a form If you want a for
126. utton Please note that to help ensure the integrity of the proofing process proofs may not be edited Select Proof New Proofs Proof e File select Save Proof To create a new proof select New Proof from the drop down menu Enter the name you want to give to the proof the recipient s name and their email address Click Select to find the proof file and then add any additional information in the large text box When you click Save Proof an email will be sent with a link to your website for their approval When you and your client are satisfied with a proof you may close it to stop editing To close a proof select it from the drop down menu and click the Close Proof button Proofs will be removed from the list after 30 days Email Accounts Y ou are given the option of having email accounts with your website There are three account types Regular acts as a standard email address Alias or list allows you to specify a list of people to receive an email from a single account For example 1f you were to create an alias account named Sales domainname com You could then list Bob domainname com Susan domanname com and Anne domainname com as the recipients Then whenever an email is sent to Sales domainname com Bob Susan and Anne will receive it Catch All will collect any email sent to your site A Catch All account uses an Alias account to send all email to one account For exampl
127. wn menu choose the logo of the broker associated with this particular client If there is no broker involved with this customer do not select anything For more information about setting up broker information please see the Broker section of this manual e Alternate PO Text On the check screen the user will be prompted to enter a PO number You can change this text to anything else you want For example Please enter your funding code e eDocBuilder Special Instructions Your customer may need some unique instructions when using an eDocBuilder template Instructions you enter here will appear at the top of the screen when the customer goes to use the template Click the Save button when finished entering information Print Product Catalogs Creating a catalog of print products for your customers will speed up the ordering process A print product may be a printed item you print warehouse and ship on demand Or it may be a job that you run multiple times throughout the year You may utilize this functionality in many ways Please note that a print product is geared towards a single client rather than being a general service you offer to multiple clients eDocBuilder Technology The eDocBuilder technology allows you to offer template based print applications in your ordering interface A basic example of this is a business card A business card template geared towards your customer allows your customer to enter in informati

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