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Making an editable product 2 page

Business cards have a front and back. In PrintJob we do this via Page 1 and 2. You can have editable stuff on both pages.

Actually you can have editable stuff on much more than 2 pages – the system can handle 30+ pages (maybe more – we haven’t tested – for practical purposes though, the documents you are making available for clients to edit have to be reasonably simple. Anything complicated, and you’re going to have user errors, typos, omissions etc. If you want to allow users to edit complex designs, you’d be better off giving them the doc and letting them edit it offline. (That’s my 2 pence)).

Here’s a picture guide to multi page docs.

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Handy Shortcuts

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How do I edit the emails?

You can only edit the sender, header and footer of PrintJob system emails. This is because the system is published in 10 different languages, and custom emails would add too much work for the translators.

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Purchase Order Numbers & other Accounting Codes

When your client orders, they might need to enter a Purchase Order ID, or a staff id or any other kind of code. Follow this pictorial guide to see how.

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Tax and how it works

Company Tax

As a rule all prices entered by admin are net prices ie price without tax. Tax is always applied afterwards.
You can set whether your clients should see prices inclusive / exclusive of tax.
If you disable tax for a company, those users will not see it anywhere and orders in admin will show tax = 0
You can set different tax rates per company.

Shipping tax

All shipping prices by default should be entered as net price. Tax is applied afterwards.
You can apply tax to shipping but it will require company tax to be enabled for it to show.
If you modify a shipping rate after an order has been made any tax applied will depend on whether company tax was enabled or not at time of order.

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Real time shipping prices and shipping labels – a how to guide.

The PJ System has shipping options, to allow your clients to choose a shipping method during an order. However, these shipping price are either fixed, or tied only to weight (total basket checkout). For most applications this is perfectly OK.

To have REAL TIME or more dynamic shipping prices, we need to actually interact with Fedex or DHL etc. On the PrintJob System we do this with a shipping API called Easypost.

Here are two usage scenarios

  1. You want to allow users, during order checkout, to select a shipping method and get a REAL TIME price thats based on their address and the weight etc. They then add this price to their order

  2. You want to process orders in the back end and get a rate and a [paid for] shipping label for a parcel that’s ready to ship.

 

 

To start doing either of the above, you will need to follow this guide:

Step 1 – sign up with Easypost

Step 2 – copy the API Keys from Easypost into the PrintJob System>Integrations>Easypost page.

 

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Step 3- Go to the Easypost Settings and set up your Couriers. You might have a USPS account and 2 Fedex accounts (1 for you and one for a particular client).

Step 4 – Back in the PJ System you will need to ensure that you have at least one main Pick Up Address

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Step 5 – If you want to allow users to see (and pay for) real time shipping during checkout you will need to create the options for them in the Storefront or Client Settings page. Just create one and choose ‘Easypost Shipping Option’. You can then choose one of your couriers (and a markup price too). Note: if your users cant see any options it might be because the courier system needs a box size (Parcel Force and Royal Mail) or a Pickup Address (UPS). If you think the options should appear and yet they don’t please contact support. Also, a client might choose an option and pay for it, but this does not represent a contract and is not a binding purchase order with the shipping company. Its simply an instruction to you in the Job View page that this is what the client wants. It doesn’t cost you anything.

 

Step 6 – Lastly, as Admin, you’re in the Job View Page. You want to actually send the box off with a courier. Click on the Delivery tab, on the left hand side and the ‘Create Delivery Note’ button. Inside the pop up you can either just press continue, to create a simple delivery note, or you can click on Get Rates. Doing this will generate the same delivery options as your client might have seen. You can choose one, and actually generate a LABEL with a Bar or QS Code. After it’s created you can access it using the buttons on the Delivery tab. Print it out and attach it to the box. The shipping man will be able to scan it when they arrive to pick it up (after you inform them).

Note: generating a label will cost you $0.03, payable to Easypost. You need to make sure that your Easypost account has enough credit for this (ie: login and give them some payment details).

 

 

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How to email a PDF quote to the client.

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On the quotes page click on the ‘Create Quote Request’ button, fill out the form and click save.

You then get taken to the specific quote request page where you can now add an estimate.

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Add your cost price and markup. If you are not splitting the quote into different tasks then you can leave tasks empty.

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Then select the estimate you have made and click ‘Create Quote’.

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You will now see the following where you can email the client the quote.

The client can then login to order it or tell you directly and you can do it on their behalf.

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Custom/Urgent Development Requests

We like to hear from everyone about how we can improve the PJ Platform, from simple observations to adding new features.

New Ideas

PrintJob is open to suggestions and development requests – however they have to fit our strict criteria – that they will benefit everyone.

All requests we receive are recorded for analysis & discussion. Once they are accepted they go into a prioritised queue. When the time comes, we have to do a specs outline and risk assessment (new stuff breaks old stuff). We currently have over 300 suggestions already in our new development documents! This means that unless its revolutionary or super easy to do, its likely the feature you suggest will have to wait. Please also consider that what’s important to you might not be important to others. Everyone has their own priority list.

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Urgent Work

Of course business is business and quite often something is needed urgently. We therefore offer 2 per day rates.

1. To push a development item forward within the next two/three weeks. £250 per man per day.

2. Where we drop what we’re currently doing and start on your thing immediately. £400 per day.

This isn’t the cost of development (which is much more – all development has long term consequences) – its a prioritisation fee. Note: minimum one day rate applicable. Note also that, in theory, we restrict rush development to 25% of all development, so that no one company can completely control the direction of PrintJob.

If you have an urgent request please let us know via the in app messenger or support@printjob.com

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Who can see what?

Its very hard to make really powerful software easy to use. What follows is an explanation of

How to limit the user experience by using departments.

Its necessary here because using the departments to do this isn’t all that clear, and its not all that clear how to make it clear!

Note: We called them departments, but lots of different clients, in the USA, in Europe, and elsewhere, all call them different things, such as franchise location, offices, depots, divisions, sales reps, etc.

Once you create a department and you put someone in that department, their user experience is immediately changed, unless you then a) add some Product Categories to that department and b) add some Addresses.

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However, you need to remember 2 rules:

  1. if a user isn’t in a department, they will be able to see all categories.
  2. if a product isn’t in a category, it will be always visible to all users.

 

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Note also that Department Managers can see more than normal users, and can see the orders of users in departments in which they are listed as manager.

(Create a Department Manager by simply listing a user as a Manager for a Department – ie: click on the Managers button on the Departments screen.)

Lastly, Senior Managers can see everything.

 

 

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Simple guide to building Editable Products

The following is a step by step example of how to build an editable product. Please note that you can do any of the steps at any time, and follow your own approach. Many of the steps are optional.

Its assumed that you have an example of the design, in PDF format, and that it is suitable for printing.

1. Create an editable product
2. On the Artwork tab, upload a sample PDF (this will create a product thumbnail)
3. On the Template tab, find the option ‘PDF Interpret’
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Using PDF Interpret
PDF Interpret is simply a tool that will create text objects in the correct format and position. This will speed up the build process. Warning: Using PDF Interpret will wipe out any previously created template.

4. Upload the same PDF again. Follow the instructions to upload fonts.
5. Once PDF Interpret is done, review the fields, rename them, change the default content, check ‘labels’ etc.
6. Once positions and size are correct, upload a NEW PDF into the Artwork tab, same as the sample but without the new text or images that the template is adding.

Optional Steps
7. Create objects manually. Either retrieve the XY co-ords from Adobe Illustrator, or position them by trial and error using the original sample as the background artwork (so that you can overlay the text and images and line them up)
8. Create Dataloaders to load default data or to allow users to quickly fill fields.

Troubleshooting

I don’t have a PDF
You don’t need one unless you want to use PDF Interpret. In the artwork tab, select custom size. The background of the artwork will therefore always be white. You can introduce images and text in the template.

When I use PDF Interpret, it doesn’t find any text fields.
When you create/export the PDF in Illustrator (or elsewhere) make sure that the text objects are coherently defined, ie: not converted to paths. Also, ensure that the objects have font definition embedded.

When I use PDF Interpret, it creates loads of image objects.
Just delete them, if they aren’t going to be editable objects.

When I use PDF Interpret, it just hangs.
Make sure that your PDF is as simple as possible. Having lots of text fields is OK, but lots of images made up of hundreds of components is not. The system is trying to make sense of and identify every little image component. If possible, in Illustrator, try to merge/combine all images into a single clean image.

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