Item Types are used as the first line of communication between Customer Service and Prepress. Item Types tell the Graphics department where the art file can be found and what type of proof is needed for an order item.
Prepress knows every job is hot so why not tell them exactly what they need to know - "Where are the files and what do you need me to do with them?"
Examples may include:
Files on Server / PDF Proof
Files on Server / Production Proof
Exact Repeat / PDF Proof
Files on FTP / PDF Proof
Files on FTP / Production Proof
Think of all the ways you receive files and the different types of proofs you create, these are your Item Types.
Create a New Item Type
- Navigate to Settings > Dockets > Order Options > Item Type
- Click New
- Enter new Item Type Name
- Click Save
Edit an Item Type
- Navigate to Settings > Dockets > Order Options > Item Type
- Click on the Name of the Item Type you would like to edit.
Make required changes
Click Save
- Navigate to Settings > Dockets > Order Options > Item Type
- Check the box to the left of the Item Type name(s) to be deleted
- Click Delete
- Confirm Deletion by clicking OK
Using Item Types
Order / Quote Item Level
Item Types are used on Quotes and Order Items and can be found on the Item page under Item Description and Name in the top left corner of the screen. A dropdown is provided to make a selection for the item you are editing.
Quote / Order Level
Item Types are also available at the Quote / Order level by checking the box to the left of one or multiple items and then selecting Bulk Actions > Items.
create new ticket
check ticket status