Department Items

DocketManager pricing can be broken down into three key elements; Stocks, Presses, and Department Items. Department Items encompass everything from static Preflight to Folding charges. When you are creating a Department Item ask yourself two questions; 

1. What rate do you charge?
2. Why do you charge that rate?

Configuration

• Select Settings from the Navigation Menu Panel.
• Under Dockets select Department Items.
• In the table under the Name column Click on Trifold.
  
  

To begin let's keep things simple. 

• Department Item Name - Self explanatory
• Group - A customizable field that allows you to group like charges together to easily find them later.
• Department - A preset dropdown of selections that dictate where this Department Item charge will fall in the pricing table.

Lock To Function

At the top of the Pricing settings you will see the Lock To dropdown. The Lock To function determines which field or set of field the pricing locks to. 

Navigate back to Department Items using the Bread Crumb at the top left of the page.

Then click on the Lock To Formulas tab.

Scroll down and Click on Total Finished Sheets

The Variables section shows us which fields on a quote or an order we are locking the pricing to. In Total Finished Sheets we are multiplying the following variables;

• Multipart - Found at the Stock level indicating how many sheets of stock are in a set i.e. 2, 3, 4 part NCR.
• Quantity - The Quantity of a quote or order.
• Sets - This field is found in the Details of a quote or order to account for sheets in a set.
• Sheets - This field can also be referred to as Originals but is not to be confused with Press Sheets.
• Versions - This field is found in the Details of a quote or order to account for multiple versions.

Click Save and then click on the Quantity Lock To.

The Quantity lock to only takes into account the quantity field of a quote or order. When it comes to bindery department items these are the two most often used Lock To options. 

Total Finished Sheets should be used for bindery operations such as folding, die cutting, scoring, etc. and the Quantity Lock To is usually used for binding operations such as Perfect Binding, Saddle Stitching, and Spiral Binding which utilize the Quantity of an order to drive pricing. 

Static Charge

A charge such as Preflight may not require a Lock To as it would only be charged once on a quote / order. In this case you will leave the Lock To set as "Select an Option" and then to the right enter a 1 in the Quantity field. A Price Per Piece can be entered for the static charge which will charge once. There is an example of this Static Charge in your system under Settings > Dockets > Department Items > Preflight.

Price Per Piece

For the Trifold charge we are charging a Per Piece Rate of 0.006 and we are basing that on the Lock To - Total Finished Sheets. There is also a $15.00 flat Setup Price that will be charged once in addition to the Price Per Piece.

Cost is always the internal cost of goods or labor and Price is what you charge the customer.

Price Per Hour

Department Items can also be based on a Price Per Hour. In order to do this you will need to enter a value in the Pieces Per Hour field which will drive the Price Per Hour. An example of this is the Spiral Binding department item. 

This department item is using a Cost and Price Per Piece to mark up the physical spiral binding and then a Cost and Price per Hour based on 200 Pieces Per Hour to account for the labor in spiral binding the books. 

It is not necessary to use Cost / Price Per Piece with Cost and Price Per Hour but this example shows how they can be used together if n