Author: Ron Woodruff

A new way to import a logo into your documents

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They have added a few new buttons in 8.1.X, so it looks a little different now, you can actually import jpegs from the Shared Images folder.

The NEW way looks much easier (assuming you are 8.1.x): On your master, drop a jpeg file into the shared images folder. On your MASTER, Go to Admin > Document Preferences Choose the Format document from the Dropdown menu (You can use the default, as the image will be available for any document later)

Click on the Customize Form button Click on the Images tab On the right side, Choose the “Shared Image” radio button Choose the Browse button The Select A Shared Image window appears Select the logo you want (You may need to hit the refresh button)

Now your logo will be available to all documents, and you need to update the pricing folders. I imagine there is file size limit, but I’m not sure what that is at the moment.

Enhancement Request: Add Bin Location to the Stock Picker

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I don’t know about you, but managing paper can be a pretty daunting task considering that we over 700 Stock Definitions and that over 150 of those are Inventory Items that we keep on the floor (and/or the shelves etc.) We have about 20,000 square feet to manage with lots of shelf space and floor space, so paper tends to be difficult to find if you don’t know where it is. We solved that problem with the Bin Location field in the Stock Definition under the Inventory tab.

We have indicated where each stock is located using the Bin Location field and printed out a list. However, even this list is only a snapshot at where the paper is at any given time. Paper moves quickly in and out of the production area so the printed list isn’t valid for long. Unfortunately, the Bin Location field isn’t viewable in the Stock Picker list view so you can only view the location if you open the definitions one at a time, which is a real pain.

So please join me in requesting PrintSmith to add the Bin Location field to the Stock Picker!

If you would like the reports I use for reporting on the stock inventory, shoot me an email from the “Contact” tab above.

Wait for PrintSmith 8.1.7 ……

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Wait for PrintSmith version 8.1.7 if you still haven’t updated to 8.1.6. There is a serious pricing error with the “sets” function typically used for carbonless sets. If you haven’t upgraded from 8.0.x I would wait also.

EFI Connect is only 2 months away (April 18th) and it doesn’t look like we are going to the release of the next major upgrade before then. I believe the plan was to have version 8.2 released by the end of the 1st quarter 2010. Perhaps that is why the bug fixes have been taking 6 weeks when they used to take 2 weeks?

HarmonyForPrinters.com Poll on SurveyMonkey.com

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Informal Poll to see if anyone is interested in the integration with WebsitesFor Printers.com called HarmonyForPrinters.com


http://www.surveymonkey.com/s.aspx?sm=JjntJ_2b04UOx5c7_2badL_2bK7w_3d_3d

Harmony is a communications tool designed to allow software providers to connect their products with our websites in near real time.
With Harmony, customers can place orders or request estimates on your WebsitesForPrinters.com website and have that information transferred directly to your integrated MIS system. Similarly, any changes you make to the order in your MIS system (such as job status changes) will then automatically update the same job on your website and notify the customer.

This two-way, integrated approach signifies an important milestone in software development for our industry. The tools are there for others to join suit, if they wish. (A gentle nudge from a few well-meaning WS4P customers might help.)

Information is also available online at HarmonyForPrinters.com.

Fiscal Year End Closeout Procedures

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Fiscal Year End Closeout Procedures

(Hint: Make a folder called PrintSmith Year End 20XX to store the PDF’s & Backup you will be making.)

Here is the short list “cheat sheet”:

  1. Closeout
  2. Monthly Closeout
  3. Sales Summary (last 12 months, PDF)
  4. Aging Report (PDF)
  5. Sales Ranking Report (PDF)
  6. Backup, Label & Store (in a cool dry place, off site)
  7. Add’l Reports, if desired

Here is the detailed list:

On your last business day, perform a Closeout.

Once complete, perform a Monthly Closeout.

Then, Go to Reports > Monthly Sales.

Perform a year end composite report of every monthly closeout for 20XX by highlighting the months from January – December, (Or, the months of your Fiscal Year.) Choose the Sales Summary from the pull down menu and click Select.

Print the report. This is your Year End report. (Make a PDF)

Then run an AR Report (Aging Report) and be sure to print it and SAVE it. (Make a PDF too!) (The saved file will be stored in your archives folder for reference should you need it later.)

Then, Run the Ranking Report by going to Reports > Customer List.

Report Format > Sales Rank Year, Sort by > Sales Rank Year.

Save the Ranking list. (Make a PDF)

(Tip: The Ranking Report includes Postage so it is NOT completely

accurate!!)

In addition, with versions 7.2 & beyond you can now run Add’l Ranking reports. Go to Reports > Account Ranking to run reports like: Number of Orders, Sales by Sales Category, and Balance.

Quit out of PrintSmith and perform a Backup of the entire PrintSmith Folder.

Label and store this Backup separate from any backups done during the normal year. Especially since version 8.0 & beyond has a built in Backup Manager.

A good idea is to backup to a CD and label it 20XX PrintSmith Year End.

This also a good time to run Sales Analysis Report Writer reports for the year. (Make PDF’s)

Don’t Upgrade to 8.0.18 Yet!

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There is a bug with a new feature on the Estimator Note Pad. In the past, you could always open the Estimator’s Note Pad, even if the invoice had been picked up, or “locked”. This latest version 8.0.18 does not allow this.  You can open it, but it is grayed out, and unusable.

Apparently, a few users wanted the Note Pad locked on voided invoices, and that new feature also grayed out, or locked, the Note Pad on picked-up invoices.

PrintSmith says it will be available again in the next release in about 30 days!

PrintSmith Release 8.0.18 is Now Available.

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PrintSmith Release 8.0.18 is Now Available.

http://www.efi.com/support/print-mis/efi-printsmith/updates/

*Admin
Changed: Data entered in the user fields in Accounts and Contacts under the Marketing Tags are now automatically added to the table.

Changed: Notes on Note Pad will now remain on invoice even if invoice is voided.

Fixed: Creating customer account from document did not check to make sure address field was populated.

* Estimator
Fixed: Ink charges would not calculate correctly on 2 sided jobs when the quantity field used was Number of Sets.

Fixed: The Product ID search field in the Stock Picker window was not working correctly.

Fixed: Filter for search stock by price in Stock Picker window was not working.

Fixed: When estimating a large format job the run size was allowed to exceed the roll width.

Fixed: When estimating a copy job using the Flat Rate method, the data in the production window of the job was not calculating correctly.

Fixed: When using pricing methods for Outside Services, the data would not show up correctly on the Estimator Checklist.

*PrintSmith Site
Fixed: Credit card information coming in would add an additional number to the credit card number and customer name.

*Reports
Fixed: The date on the Accounting Links report was showing today’s date rather than the date of the closeout.

*Tracker
Fixed: PrintSmith would crash when an invoice only charge changed locations in the Stop Tracker Step window.

Fixed: The actual time in the Stop Tracker Step window would not be correct if there was a minimum time associated to the charge.

*Scheduler
Fixed: When using Tracker from the My Workcenter window, the estimated time in the Stop Tracker Step window would not show up.