Buttons:
After the job form is completed, click the SAVE button to save the job to a new quote, work order or invoice or an existing quote, work order or invoice. The first action to occur when you click the SAVE button is a recalculation of the prices.
After you have saved the job to a quote, work order or invoice, you can click the VIEW button for a thumbnail quick view of all the jobs that are on the order.
During the entry of job requirements or after you have completed entering the job requirements, click the ReCALC button to initiate calculations of the total price.
The Green Lock Button
A lock button is used to lock a value into a calculated field. If you would like to over rule a calculated value in a field (any price field or over run), simply enter the value you want and press the lock button. The button will turn red when it is locked. When the job is recalled the value will still be locked and the button will still be red.
The Yellow Hows It Button
A Hows It button will show you how a value is calculated. For example, if you press the Hows It button beside the Stock Price field you will see an explanation of the value in the stock price. You will see the price per thousand of the chosen stock, times the quantity, times the quantity factor, times a color factor.
(For an explanation of these terms read the "Stock Price" field definition)
The Black and White Multiple Quantities Buttons
Click the heading or button on the form for a more in-depth explanation. These buttons allow you to setup to view and quote multiple quantities at once.
The Orange Pricing Tables Expose Button
Clicking the large orange button will change it to say On and will cause small orange buttons to appear on the form. The small buttons are your direct entry into the pricing tables. The small orange button will call the pricing table or form related to the field it is close to.
Add Parts
Clicking this button opens the Part Colors form.
This allows you to change the color sequence used in the carbonless form parts. Double click on a color to add it to the job or select it and click the add button.
Fields:
Description
The description placed here will be the description shown on the quote, work order and invoice. The description can be longer than the line shown on the job sheet. If the description is longer than the line it will wrap as many times as necessary to fit onto the quote, work order or invoice. It is the line searched when using the search engine to find archived jobs. However, it should be concise and if possible it should fit on this line.
It can contain names and quantities if necessary, although the quantity fields also appear on the printed orders and reports.
Parts
The number of parts per carbonless form.
Sets
The number of sets of carbonless forms the customer wants made.
Press Rates
The drop down "Press Rates" refers to the rates defined for the presses used in your business. A press can have more than one set of rates but that would be unusual. If you use three presses in your business they would each have their own set of rates. The name of the press is usually the name appearing in the drop down list. Each selection is associated with a set of press setup tables.
Back Side Press Factor
Factor defining how much longer it takes the press to run on the back side of a given job.
Press Difficulty Factor
Factor defining how much longer it takes the press to run a given job.
Finished Size
This is the size of the sheet the customer wants when the job is complete.
Stock Size
This is the size of the paper used on the press. It can be later cut into smaller pieces or trimmed to produce the finished size.
Up
This refers to the number of finished size pieces that will be printed on one stock size sheet.
Cuts
This is the number of cuts necessary to convert the stock size to the finished size.
Color Sequence
The sequence of colors in which the carbonless form parts are printed. The default sequence is the standard sequence used worldwide. Double Click a color to remove it. Right Click to expand the field.
Sheets
The number of stock size sheets necessary to produce the sets.
Over Run
This is the number of sheets that will be wasted in the press setup and during the press run. This number also includes any sheets wasted in a pre-press or a bindery operation. Over Run
Total Sets
The number of sheets plus the number of over run divided by the number of parts.
Stock Price
The stock price is calculated using the price per thousand (customers price), times the value in the total field, times the quantity factor, times the color factor. The number of sheets plus the number of over run divided by the number of parts.
Press Price
Press Price displays the price calculated for running the press. This is based on the press setup tables and the relationships existing between the press, stock and stock size.
All Parts
This is a drop down list that allows you to add ink colors to all part of the carbonless form, or you can select a single part to add ink colors to.
and
By clicking on the buttons or the words the ink selection form is opened. If you click on the front ink icon the form defaults to selections for the front of the stock. If you click on the back ink icon the form defaults to selections for the back of the stock. On the ink selection form you can choose to select ink for front or back or both. The charges indicated in the ink list boxes are for ink setup, which includes clean up. To remove a selection, double click on it in the selection in the ink list box. Right-clicking on the ink fields will show which parts have which inks.
Ink Price
The value in ink price is the total of all the ink setup charges.
By clicking on the bindery button or the words the bindery selection form is opened. To remove a selection, double click on it in the selection in the bindery list box.
Bindery Price
The total bindery price is calculated when the ReCALC button is pressed
By clicking the pre-press button or the words the pre-press selection form is opened. To remove a selection, double click on it in the selection in the pre-press list box.
Pre Press Price
The total pre-press price is calculated when the ReCALC button is pressed
Note : If you right click on an ink, bindery, or pre-press window, a box will show all options selected if they are not all visible.
Notes
The notes field will hold several pages of special instructions or notes. Simply start typing to enter notes. The field will automatically wrap sentences or you can hit Enter to change lines.
The program will insert automatically notes about special stock selections into the notes field.
Salesman
Select the name of the person entering the job from the drop down list. The Salesman table is available for adding or removing sales people, under the Maintenance menu selection, under Table Browser.
Set Priority
Use this field to set the priority of the job: 1 being lowest and 8 being highest priority
Price Adjustment
The total of the items on the job can be adjusted up or down by entering a value into this field. For example if the customers job is going to be easier over all than the systems indicated price, you can enter a negative number in the price adjustment field to lower the total price by the percent entered. Or if the job, for some reason, will be more difficult than the description you can enter a positive number to increase the price of the job. The price adjustment does show on the quote in detail view.
Total Price
The total price for the job. This field is changed to 0.00 every time something is change on the form. It is recalculated when the ReCALC button is clicked.
Messages:
NCR Paper is a special order stock: