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.
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. It should though 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.
Images
The term "Images" refers to the number of items the customer wants copied, printed or changed in some way.
Prints per Image
The term "Prints per Image" refers to the number of prints, per image, the customer will carry away when the job is done. If the customer wants one print per image of 5 images the number of prints per image is one.
Printers
The drop down "Printers" refers to the which printer will be used for the job.
Paper Source
This term refers to whether you or the customer provides the stock. If the customer supplies the paper, then an equivalent stock must be selected if there are any bindery options selected.
Sides
If you want to copy one side of one page to one side of one page, then select One -> One. If you want to copy two sides of one page to two sides of one page, then select Two -> Two.
Per Side
The term "Per Side" refers to the cost per click, that is when the image is generated.
Handling
The manually entered cost per click for extra requirements in handling the paper.
Other
Charge per click for extra requirements overall.
Color Coverage
If the cost per copy does not include heavy toner usage, then include it in this field. This field refers to the percentage of coverage to charge for. In the printer setup table there is a field named "Charge per copy for 100% color" on which the cost would be based.
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.
Sheets
The number of stock size sheets necessary to produce the originals times the copies given the number of finished size up on the stock size. If the customer wants 2000 copies of 10 originals which are 8.5"x11", and the stock being used on the press is 8.5"x11"; the number up would be 1 (one piece of stock yields one finished sheet); the number of cuts would be 0; the number of sheets would be (2000 x 10 =) 20,000. If the finished size in the above example was 5.5"x8.5", there would be 2 up (one piece of stock yields two finished sheets) and 1 cut and the number of sheets would be 10,000.
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 Hows It button
Total
This is the total of the two fields, "Sheets" and "Over Run". This is the number of sheets you will need to start in order to produce the number of copies of originals.
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, minus the cost of 20# Bond.
Stock Type
The stock type drop down list comes from the types of stock you have defined in the stock tables. They can be text weight, cover weight, index, NCR, bond etc. To add a type to the list, go to stock tables, then select the Sheets Form. The paper you use is divided into the stock types. There is a Special selection in stock type that will allow you to define the stock you will be using if it is not one of your standard stocks. Special Paper
The default stock type can be changed in the System Options of the PSM Setup Table.
Stock Name
The type chosen in the stock type drop down list, will determine the choices that you have in the stock name drop down list. Several factors elsewhere are affected by the selection of the stock name here. Defined in the stock tables are the relationships between the press and the bindery equipment and this stock in its various sizes.
Stock Color
The stock color comes from the stock tables. If you have defined one color there and manually put in another color in the stock color field, the color factor will come into affect when the price for the stock is calculated. For example, if the default for 20# Bond is White, and you enter Robins Egg Blue into the color field, the color factor will be multiplied times the price to give the final price. However, if the color factor is 0.00 the program will refuse to accept any color other than the defined color.
Printer Price
Printer Price displays the price calculated for running the printer.
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.