Step 1: Create a Quote

• From the side navigation menu click on Quotes.
• Click on the New button to the right of Search.
• A New Quote window will open up, enter "Trifold Brochure" in the Quote Name field,.
• Select Sample Customer and Sample Contact from the drop downs.
• Click Save in the bottom right of the window.
  
  

We will come back to the additional fields that are presented on this page when discussing Customers but for now let's keep it simple.

Step 2: Create a Quote Item

• Under Items click on New then Quick Add.

Quick Add Modal Window

In the Quick Add modal window enter the following information.

• Name - Trifold Brochure
• Number of Sides - 2
• Press Group - Digital
• Press - Sample - Digital Color 
• Double Sided Color Sheets - 1

Stock

Next we will add a Stock and create the imposition.

• Click the + sign to the right of Stock.
• From the Stock list choose 100# Gloss Text - 13x19 - White - Gloss
• This will autofill the Run Size dimensions.
• Flat Size dimensions - 8.5x11
• Finish Size dimensions - 8.5x3.6

*Note that the imposition is generated from the Run Size and Flat Size dimensions and the Finish Size is strictly informational for bindery.

Department Items

Department Items are any charges that are not Presses or Stocks in DocketManager.

• Click the + icon below Department Items.
• Choose Prefilght and Trifold from the Department Item list.
• Click Add at the bottom right corner of the page.

Quantities

Quantities for this quote item can be added at the bottom of the Quick Add window.

• Enter 1000 in the Quantity field.
• Leave the Price and Discount fields blank.
• Click Save.

Step 3: Option 1 - Print Quote

• From the Actions dropdown at the top center of the page click Print Quote.
• Select a Document style.
• In the right corner you can select to Download the Quote as a pdf file or Print the Quote.

Step 3: Option 2 - Email Quote

• From the Actions dropdown at the top center of the page click Email Quote.
• Select a Document style.
• An Email modal window will open allowing you to customize the email before it is sent.

Step 4: Convert to Order

• From the Actions dropdown at the Quote level click Convert to Order.
• The screen will update to the Order view.
• Check the box next to the Order Item.
• Click the Workorder button to generate a workorder document.
• Choose a Workorder document style.

Step 4: Track through Production

• With the Order Item still checked now click Move.
• This feature allows you to move items through your Production Workflow.

The Production Workflow is completely customizable to suit your shop's needs.

Step 5: Create a Shipment

• From the Order level screen, navigate to Shipments and click the + icon.
• A Shipment modal window will appear.

Fill out the following fields to create a shipment.

• Name - Internal Name
• Cost - The Cost from your Shipping Carrier
• Default Handling Fee - Your Markup % which will drive the Price to the Customer.
• Click Save.

The Price of the Shipment will be automatically added to the Shipping field at the order level.

Step 6: Send an Invoice

• In the Details section of the Order page enter in the Approved Total to match the Total.
• Click Save.
• From the Actions dropdown click Post.
• From the Actions menu select Print Invoice or Email Invoice.

Step 7: Create a Payment

• From the Order level screen, navigate to Payments and click the + icon.
• A Payment modal window will appear.
• To the right of Deposit click New.
• Choose a Deposit Type and click Save.
• Choose a Payment Type from the dropdown.
• Click Save.