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 How's It Button
A How's It button will show you how a value is calculated. For example, if you press the How's 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. 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.
Envelopes
This signifies the number of envelopes of the desired. This can define only one envelope type at a time.
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.
Plate Size
This is the plate size used to print this envelope. This is defined in the envelope 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.
Over Run
This is the number of envelopes that will be wasted in the press setup and during the press run. This number also includes any envelopes wasted in a bindery operation. Over Run How's It button
Total
This is the total of the two fields, "Envelopes" and "Over Run". This is the number of envelopes you will need to start in order to produce the number required.
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.
Stock Type
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
Stock Name
Several factors elsewhere are affected by the selection of the stock name here. Defined in the envelope 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.
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.
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.
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.