Top Menu Navigation



Breadcrumbs

The top of the page displays the Menu Path - Online Ordering / Products / Product Parent Number each being a navigation link for ease of use.


Item Links

Links to the Products that are within the Parent Product Number in this example 10531 & 10532


+ Icon

The + Icon allows you to create a new Product within this Parent Number using the following methods:

  • Quick Add
  • New From Template
  • From Scratch
  • Insert


View / Edit Mode

Allows you to toggle between the two modes. If the option reads View Mode that indicates you are in Edit Mode and vice versa.


Save Icon

After making edits to the Product page click on the Save icon to save your work.


Actions Menu

The Actions menu includes the following items:

Summary - an onscreen overview of the selected Product.

Create Job Template - allows you to take the selected Product and repurpose it as a Job Template.

Duplicate - creates a copy of the Product within the same parent number.

Sync - a blank action in DocketManager that is available in Zapier integrations.

Activity - tracks any changes made


Hamburger Menu

The Hamburger Menu collapses the right hand side of the page and creates icons for Tasks, Item Files, Thumbnails, etc.


Product Item Page


Each section of the page can be collapsed or displayed by clicking the arrow in the right corner. 

Use the tool tip icons (i) to get more information on a specific field.



Item Name

The Name of the Product that transfers to the name of the Quote or Order Item. This field is also presented on the POS and Web2Print.


Item Description

The Name of the Product that transfers to the name of the Quote or Order Item. This field is also presented on the POS and Web2Print.


Job Template

A job template can be used to pre-fill specifications during setup but it is not necessary. Any changes made directly to the product will override anything that had pre-filled from a template. Once a template has been added to a product item, changes made to the template will not live-up date to the product. This is to ensure that pricing changes are not applied to a product that has already had custom pricing applied to it. 

Learn more about - Job Templates


Item Type

Item Type is traditionally used at the Order level to indicate where the art files are located and what type of proof is needed. This is often the first line of communication between Customer Service and Prepress.

Learn more about - Item Types


Queue

If you would like this Product to skip the Default Workflow Queue when an order is placed you can set the Queue in this dropdown. This works well with fulfillment orders that can be placed in the Fulfillment or Shipping queue instead of To Assign.


Statuses

Any Statuses set in this field will be applied to any quote and order items that are created from the Product.

Learn more about - Statuses


Tags

Any Tags set in this field will be applied to any quote and order items that are created from the Product.

Learn more about - Tags


Online Panel


External Identifier

This field is used when importing quotes and orders through the import order request integration.

Learn more about - Import Order Requests


Meta Description

Meta descriptions are used for search engine optimization and should provide a short summary of the product page. It will be used by search engines to rank your site in search results and the text will be displayed in the results as well. Meta descriptions should be unique, descriptive, and relevant to the page.


Meta Keywords

Meta keywords are used for search engine optimization and should be a list of comma separated keywords that pertain to this product. These will be used by search engines to rank your site in search results however these will not be visible to in search results nor to visitors of the page.


Order Due Selection Options

If no Order Due Selection Option is selected then all of the available options will display if the product is presented online.

Learn more about - Order Due Options


Online Message

The Online Message is an additional field that allows you to present information or selling points specific to a product when it is presented online. The Online Message appears below the item thumbnail on most portal designs.


Variable Template

A Variable Template can be created in Online Ordering > Variable Templates New and then assigned to a Product.

Learn more about -  Variable Templates


Allow File Upload

This toggle will allows the end user to upload their own artwork when placing an order online.


Required

Is an uploaded file required to order this Product online? Y/N.


Primary Thumbnail

Does the uploaded art file become the primary thumbnail on the order item? Y/N. The uploaded art file will only be visible after adding the item to the cart. The Primary Thumbnail is displayed in Production Workflow Queues and Order History as a visual indicator of what the job should look like.


Online Fields

Allows you to present additional fields for Product customization online or on the POS.

Learn more about - Online Fields


Product Attributes

Allows you to offer Stock or Department Item customizations online or on the POS.

Learn more about - Product Attributes


Access

This field works in tandem with the Contacts section below. If Public is set to No then only the Contacts in the list will have access to the Product. If Public is set to Yes then Contacts becomes Excluded Contacts and everyone will have access to the Product except for the contacts in the Excluded list.


Point of Sale

Is this Product available on the POS? Y/N


Portals

A Product can be assigned to one or more Portals for online ordering by selecting those portals here.


Contacts

Contacts can be added to access the Product online by clicking on the + icon. Refer to Access above for information specific to Contacts vs Excluded Contacts.


Pricing Panel



Quantity Selection

Options are available for Dropdown and Text Box


Drop Down 

Displays only the quantities that are available in the Pricing section to the left.


Text Box 

Allows for any desired quantity. When Text Box is selected you will be presented with a Minimum and Maximum field to restrict the entered amount.


Method

Standard Pricing

Freeform system calculated pricing - Quantity x Sets x Version x Sheets


Price Per Version

Pricing is calculated for one finished piece (Quantity x Sheets x Sets) and is then multiplied by the number of versions. 


Multi Version Markup  

Standard Pricing with a markup on top based on the number of versions.


Calculate By

Template Option

Pricing is set at the Template level


Press

Freeform system calculated pricing based on Stocks, Department Items, Presses, and Outsourcing.


Product

Product Pricing is an override on Press Pricing that allows you to set custom prices for specific products at certain quantities. See Product Pricing below for more information.


Quantity

These are the default quantities that will pull into a quote or order item when the Product is used for manual entry. For Online and POS these are the quantities that will be available if the Quantity Selection (see above) is set to Drop Down.

The checkbox to the left of the Quantity is the Selected Quantity to switch to another option click the radio button and click save.


+ icon

Allows you to add another quantity.


Price

This field can be overridden but it is highly advised that you utilize Product Pricing to override prices.


Purple Arrow

To the right of the pricing table in the top corner there is a purple arrow that will expand the entire table. This will display fields across the top that can be used to set a global Cost, Markup, and Price.


Grey Arrows

These icons allow you to expand a specific section of the pricing table.


Commission

To add a Commissionable User to this Product, click the + icon on the right and choose the Employee, Type, and Amount. 


Product Pricing

As stated above in Calculate By, Product Pricing is an override on pricing. There are a couple of steps to make sure this is set up correctly.

  • Set Calculate By to Product Pricing
  • Click Save
    The Price of the Product should equal Zero if it doesn't then you will have to toggle Add To Price to No at the Stock and Department Item levels.
  • Once the pricer equals zero proceed to Quantity Calculation Options below.


Quantity Calculation Options

Choose one or more options, these selections will determine the total quantity used for price scale selection.


Scale Selection Type

Step is a hard stop between quantities and prices.

Average creates a curve between quantities and prices.


Example

Quantity Up To 5 - Price Per Piece $2

Quantity Up To 10 - Price Per Piece $1


Step will charge $2 for 1-10 and $1 for 10 and above.

Averaged will charge $2 for 1-4 and then 6 will be charged at $1.66


Pricing Quantities

To add quantities and pricing to the Pricing Quantities table. click on the + icon to the right. You can enter a Total Price or a Price Per Piece and the system will fill in the blank.


Graphics Panel



File Name

Use this field to indicate the name of the file that you are working or going to work on that coincides with this product.


Estimated Time

This field is usually utilized once the product has been used to create a quote or order item.


Bill Estimated Graphic Time

Select if you wish to Bill for the Estimated Amount of Graphic Time. Y/N


Graphic Discount

Set a Graphic Discount for this product if necessary.


Graphic Rates

Choose the Rate that the Graphic Timer will run against.

Learn more about - Timers 


Department Items

These are the Graphic Department Items that are part of the Product.



Stock Panel



Stock

To change the Stock click on the edit pencil icon. 

To indicate a Custom Stock click on the speech bubble.

To Delete the stock from the item click on the X.


Add to Price

This toggle is specific to Product Pricing. If you want to charge for the Stock on top of the Product Price toggle to Yes if not set as No. If you are using Press Pricing this toggle can be set to Yes or No.


Price By Carton

This setting is usually preset at the Stock level and will charge in increments based on the Package Quantity field.


Outsourced

Set to No unless the stock is being supplied to you by your Customer or an Outsourced Vendor.


Blank Stock

If set to Yes the Blank Markup Scales will be used in place of the Printed Markup Scales at the Stock level.


Cost

An auto-calculated field based showing the Cost of the stock based on the specifications of the item.


Price Per

The amount of sheets that the Cost is based on.


Sheets For Cost

How many sheets are needed for the Cost column of the Pricing table. This field can be adjusted at the Order level if more sheets were run due to errors or make ready.


Sheets For Price

How many sheets are needed for the Price column of the Pricing table.


Pre Cut To

This field is not required but can serve as a visual indicator displaying the size tha the Parent Sheets need to be cut to prior to running the job.


Pre Cut Outs

This is the number of press sheets that can be created from a parent sheet.


Run Size

The size of the sheet that will travel through the press.


Flat Size

The Flat Size of the piece prior to and post press processes. Flat Size works directly with Run Size to create an imposition.


Finish Size

The size of the piece after post press processes such as folding. This is an informational field that can be used by prepress and bindery to make sure the finished piece is the correct size.


Overs

This is the number of finished pieces needed in addition to the order quantity.


Waste

This is an auto calculated field that pulls values from Press and Department Item settings.


Up

The number of Flat Size pieces that fit on the Run Size.


On

The number of unique images on a Run Size sheet. This field is only needed when there are more than one Version or Sheets.


Versions

This is the number of different pieces of artwork with the same specs. Example 2 Names of Business Cards = 2 Versions.


Sheets

This is the number of physical sheets required to make one finished item. Do not confuse this field with Press Sheets which is auto calculated in the Press Section.


Pages

An informational field that is not calculation based. Use this field when you are creating a book to indicate how many pages there are.


Unit of Measure

This drop down allows you to apply a label to the Sets field below.


Sets

This is the number of times artwork repeats itself in one item. Example pads of 50 would require 50 Sets and the Quantity field would be the number of pads of 50 being ordered.


Multipart

The number of parts the stock is comprised of. Example 2part NCR = Multipart 2.



Press Panel



Group

The Group dropdown filters the results for the Press dropdown.


Press

You can change the Press in the dropdown or refresh the press settings by using the icon to the right.


Press Sheets

In Digital and Offset this is the number of Run Size Sheets needed. In Wide Format this value is specific to the Square Feet needed.


Total Time

The total amount of time needed to setup and run the job.


Rate Per Hour

The Rate Per  Hour is set at the Press level and can be scaled if necessary.

Learn more about - Presses


Number of Sides



Finishing Panel



Pre Cuts

The number of cuts needed to cut the Parent Sheet size down to the Run Size.


Pre Cuts Price

This value is set at the Stock level in the Cut Price field.


Post Cuts

The number of cuts needed to cut the Run Size down to the Flat Size.


Post Cuts Price

This value is set at the Stock level in the Cut Price field.


Numbering

If an item requires numbering you can set the Prefix value, Color, and Range. Reorders will automatically pull the next sequence of numbers based on the quantity of the order item.



ShippingPanel



Choose Box Dynamically

Set to No - The amount of product will be determined by capacity.

Set to Yes - The amount of product is determined by flat size variables and capacity.


Capacity Unit

Linear Feet, Pieces, or Weight can be chosen as the maximum capacity for a box.


Box Name / Quantity Per

To add a box click on the + icon to the right. You will be prompted to select a box and the Maximum amount of pieces that can fit in that box.

Learn more about - Boxes


Weight

The Weight of the Product.


Mass Units

Choose Grams, Kilograms, Ounces, or Pounds.


Per

The Per field is directly tied to the Weight and Mass Units fields.


Units

Linear, Pieces, or Area options are available.


Exclude From Shipping

If you would like exclude this product from shipping calculations toggle to Yes otherwise leave set as No.


Outsourced Panel



Vendor Name

This is the Company that will be performing the Outsourced work for you.

Learn more about - Vendors


Vendor Contact Name

This is not a required field but if you plan on emailing the Outsourced PO this is where the email address will pull from.


Quote Number

If the Vendor provided you with a Quote Number you can log it here. By default the Quote Number will appear on the Outsourced PO document for your Vendor.


PO Number

By default the Order Item Number is set as the PO Number on your Outsourced PO documents. This field can be left blank.


Docket Number

An additional field that can be used internally or displayed on the Outsourced PO document.


Type

Outsourced Types allow you to track how much work was outsourced by Type. Each type is assigned a GL Account for revenue tracking. 

Learn more about - Outsourced Types


Scale Selection Type

Step is a hard stop between quantities and prices.

Average creates a curve between quantities and prices.


Chosen

If you are getting multiple quotes from different Vendors you can add a line for each one and then mark the preferred option as Chosen. The other options will be stored in the Outsourced section in case the preferred Vendor cannot get the job done in time. If you are only getting one outsourced quote it is still necessary ot mark that Vendor as Chosen. This selection can be defaulted to Yes in Settings > Dockets > General > Item Defaults > Outsourced Chosen.


Description

A Description of the work to be performed by the Vendor should be entered into this field. This field is not Customer facing.


Pricing

To add a Cost scale click the + icon to the right. The quantity should match the quantity in the pricing table and the cost should be the total cost specific to that quantity. You can enter a Markup or a Price and the system will auto calculate the other field.


Right Side Navigation


Tasks

Tasks are a great replacement for inner-office email, post it notes, and shouting across the pressroom 

Learn more about - Tasks


Item Files
To add an item file to your product, click on the + sign to the right. You will be prompted with options to select a Type File or URL and then a File Group. Some of the File Groups that are regularly used with Products are listed below.


Print File should be used for a Product that has static artwork. When an order is placed the item file will be attached to the order item listed as the Print File.


Thumbnails display online and on the POS as a representation of the product. This file could be the artwork or a generic image if the end user is supplying artwork using the File Upload option.


Previews should be used for Die Lines or Design Specifications for artwork that will be supplied to you online using the File Upload option.

Learn more about - Item Files


Thumbnails

Thumbnails are automatically generated based on file group settings.

Learn more about - File Groups


Preview Files

When a file is uploaded using the Preview - File Group the file will appear in the Preview section.


Product Catalogs

Product Catalogs are used to organize like products on the POS and Web2Print

Learn more about - Product Catalogs


Notes

Any Notes that are added to a Product will carry over to the quote / order item level when the Product is used. Item Notes can be specific to a Department which can display on Production Queues and Documents or Generic which by default does not display anywhere else in the system.

Learn more about - Notes


Department Items

The graphic and bindery charges on a Product are driven by Department Items.

Learn more about - Department Items