Webinar on Print Broker Features in Print Planner Software

Introduction

• Overview of print broker features in Print Planner Software.
• Main menus/modules available in a collapsible left panel.

Dashboard Module

• User-specific dashboard for personalization.
• Information is pulled from various modules.
• Displays stats like worth of jobs, conversion percentage, etc.
• Includes graphical data representation and data tables.
• Widgets can be personalized using MIS settings.

CRM Module

• Manages prospects, customers, and suppliers.
• CRM records can be created manually or through bulk upload.
• Key features when opening a customer:
  • Real-time statistics and customer-specific widgets.
  • Submenus for detailed customer information (quotes, contacts, address book).
  • Default settings for invoices, credit limits, etc.
  • Categorization by business category and company type.
  • Fields for tracking sources and referrals.
• Similar features available for prospects and suppliers.

Quote Module

• Send RFQ requests to suppliers and share quotes with customers.
• Workflow demonstrated from quotes to jobs, purchase orders, deliveries, and invoices.
• Quote management:
  • Draft, active, and archived quotes.
  • Draft quotes for saving incomplete information.
  • Active quotes for customer interaction and supplier pricing.
  • Archived quotes as completed or canceled.
• View pages for quotes customizable per user.

Quote Creation Process

• Add a quote by selecting a customer and filling necessary fields.
• Update quote information, including multiple quantity fields for pricing comparison.
• Supply description fields for outsourcing items.
• Costing types: simple costing and unit-based costing.
• Workflow for RFQ return dates and job completion dates.
• Supplier selection and information sharing via print and email.

Customer and Supplier Approval Links

• Enables suppliers and customers to approve quotes directly through links.
• Suppliers can update pricing and chat via the link.
• Customers can view items and approve or decline quotes.

Purchase Orders, Invoices, and Deliveries

• Creation from jobs once quotes are approved.
• Purchase orders integrate with accounting software.
• Invoices can include payment links and integrate with payment gateways.
• Delivery notes manage shipment addresses and item tracking.

Additional Features

• Artwork approval for real-time customer interaction and design approval.
• Task and call functionalities for reminders and task management.
• Product catalog module for managing supplier pricing lists.
• Printing and emailing templates for quotes and invoices.
• Integration capabilities with accounting and shipping software.

Conclusion

• Boards available for managing quotes and jobs processes.
• Reports module for data viewing and downloading.
• Support available through ticket creation if questions remain.

This webinar provided a comprehensive overview of the print broker features in the Print Planner Software, highlighting key functionalities and workflows for managing customers, quotes, and jobs efficiently.