Settings - Presses

How to Setup a Digital Press

How to Setup a Wide Format Press

How to Setup an Offset/Perfector/Web Press

Settings - Department Items

How to setup Department Items

Dept Item Setup Example - Inline Half Fold

Dept Item Setup Example - Wide Format Installation

Dept Item Setup Example - Coil Binding

Dept Item Setup Example - Cartons

Settings - Job Templates

How to Setup a Job Template

Activating and Inactivating Templates

Settings - Integrations

Configuring Hot Folders

Settings - Custom Exports

Customers & Contacts

Orders & Items


How Documents Work

How Canned Emails Work

Point of Sale

POS Overview


Creating Customers

Updating Customers

Creating Contacts

Updating Contacts

Marketing Lists

Marketing Campaigns



Split or Partial Shipments


Proofing Process


Creating and Organizing Production Queues

Inventory - Stock

How to add a Stock

How to do a Price Update

How to a Bulk Update via Export/Import

How to Track Stock Inventory

Inventory - Customer Goods

Customer Goods - Overview

Finished Goods - Prepaid

Finished Goods - Not Prepaid

Shell - Prepaid

Shell - Not Prepaid

Customer Supplied - Prepaid

Customer Supplied - Not Prepaid


How to Make a Payment

How to do a refund

How to Make an Entry

Processing a Credit and Refund

What is a GL?

GL Balancing

Accounting Best Practices

Accounting Reports to Pull


Price Testing Issues

Untracked GL Accounts on Closeout