PrintShop Mail Web User Guide
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Table of contents 1 PrintShop Mail Web .......................................................................................................................................................................................... 1 2 In practice ........................................................................................................................................................................................................ 2 2.1 Login to the system............................................
1 PrintShop Mail Web PrintShop Mail Web is a modern and versatile software package which integrates workflow processes and enables you to order and/or create your own (variable) print work.
2 In practice This chapter explains the various ordering workflows of PrintShop Mail Web. The ordering workflow incorporates a shopping cart as seen in common ecommerce internet sites. The ordering process step by step: 1. Document Creation: The New Document section is a store front listing the documents available to the customer. Based on the selected document the system invokes a wizard like interface guiding the customer through the steps of the document creation process.
2.1 Login to the system In order to access PrintShop Mail Web, direct your browser to the URL provided by your Print Service Provider. The Login page lets the user log on to the system. Here you can enter your name and password and you can select a language. Also found on the login page is the Remember me option. If the Remember me option checkbox is checked a cookie is created. This cookie stores the user name and password.
In practice - Login to the system Note: Screen dumps are based on the default skin of PrintShop Mail Web. Objectif Lune Inc.
2.2 Lost password The I lost my password option allows you to retrieve a new password for your account and is based on the your e-mail address. An e-mail with the new password is send to the e-mail address of the given user. To get a new password: 1. Click the I lost my password link on the login screen. The following screen appears: Enter e-mail address to receive a new password 2. Enter the e-mail address associated with your account. 3. Confirm the entered e-mail address. 4.
2.3 Modify my account Each user can modify his personal account information: 1. Click My Account in the Menu bar. The following screen appears: Change user information in this screen 2. The following items can be changed: ▪ General: ▪ Username and Password: These fields define the information required to logon to the system. ▪ Person Code: This value is a unique code which can be used to link to an administraton or ordering system. Users with the appropriate privilege (role) can edit this field.
2.4 Create a static document A static document is a document where no data entry is required by the user and no database file is required. PDF documents and PrintShop Mail documents without variables or database upload fields are static documents. In order to create and order a static print job: 1. Click New Document in the Menu bar. An overview of documents is shown from which the document can be selected.
2.5 Create a file upload document A File Upload document requires you to upload a document from your local hard drive to PrintShop Mail Web. The uploaded document is added to the checkout as part of an order. In order to create and order a file upload print job: 1. Click New Document in the Menu bar. An overview of documents is shown from which the document can be selected. The information below each document indicates the type of data that must be supplied.
In practice - Create a file upload document The file upload page 3. Reed the Instructions in the File Upload section from the File Upload page (if available). 4. Check if the file you will upload has a permitted file type and if the file file size not exceeds. In case no file types are specified it is only possible to upload PDF documents. 5. Click Browse to select the file which is located on your computer. 6. Click Upload to upload the file and proceed to the next step.
2.6 Create a variable document A variable document requires, the user to provide data. This can be done by uploading a database file or by manually inputting data. Documents that require user input use a web form to collect information entered by the customer. Such a form consists of one or more modifiable elements called input fields (e.g. text fields, checkboxes, radio buttons, etc.). In order to create and order a variable print job: 1. Click New Document in the Menu bar.
In practice - Create a variable document 2.6.1 Uploading a database file If the selected document requires a database file to be uploaded the following screen will be shown: Upload database file page The list of variable data fields which occur in the document are shown. The database file to be uploaded should contain at least these fields. The database file can be in Excel, DBF or CSV format.
2.7 Create an order The shopping cart allows customers to collect multiple documents in the cart before placing an order. This section describes the steps to create an order for the documents in the cart. 2.7.1 The Shopping Cart The Checkout page shows the documents added to the Shopping Cart. Each item in the cart can have a different pricing setup and quantity entry method. The shopping cart containing multiple documents with different quantity entry methods 1. Define the quantity for each document.
In practice - Create an order The Shipping Date calendar The system will check if Rush Order Production Time is applicable. In this case the calendar icon shows a 3. 4. 5. 6. notification triangle ( ). Shipping dates that require a rush order are marked in the calendar and are selectable by the customer. The rush rate charges for those documents that require a rush order are added to the final price calculation. Enter a remark in the Comments field. Verify or edit the shipping address information.
2.8 Select an order status overview PrintShop Mail Web can generate detailed order overviews, allowing a user to view all orders at each stage of the production process. Orders with the Approved status are ready for production. Those orders have been approved by the customer and are released for print production. Every order goes through the following stages: • • • • • Ordered Approved In-plant Shipping Completed In addition to this there is the On hold status.
2.9 Change the status of an order To change the status of an order in the Order Manager: 1. Click Order Manager in the Menu bar. The Order Manager page is shown: By clicking on an order in the Order Manager overview, details of the order can be viewed 2. Click the ID of an order. The order properties page is shown. The Order Properties page The Order Properties page consists of a details section and an overview of the jobs belonging to this order.
In practice - Change the status of an order As soon as an order is placed in the Approved folder, customers can no longer change the status of the order. It is possible for customers to track their personal orders via the My orders folder, or (if they have the necessary access rights) via the My departments or My company folder. Note: When the order reaches the Shipping state the customer can set the status of the order to Completed.
2.10 Re-order print jobs Each user can re-order print jobs: 1. Click Order Manager in the Menu bar. The Order Manager overview appears. 2. Select the Completed status folder in the side menu. 3. Select one of the predefined queries on the left side of the Order overview to locate the order.
In practice - Re-order print jobs The Job Properties page 6. Click the Re-order item in the Action bar to add the document to the checkout. In case of a variable document a pencil icon is shown and allows the customer to change the user input and/or database file of the new job. Objectif Lune Inc.
2.11 Add departments To add a department to a company: 1. 2. 3. 4. Click Companies in the Menu bar. The Companies overview page is shown. Select a company from the overview by clicking on the company name. Select Departments in the side menu. Click Add. The following dialog appears: Add a department to a company page 5. Enter the Department name. 6. Click Save to store the changes. Objectif Lune Inc.
2.12 Modify department properties After creating a new department it is possible to modify all department properties. To modify the department properties: 1. 2. 3. 4. Click Companies in the Menu bar. The Companies overview page is shown. Select a company from the overview by clicking on the company name. Click Departments in the side menu. The Departments overview page is shown. Select a department from the overview by clicking on the department name.
2.13 Add or modify address To add the department address in PrintShop Mail Web: 1. 2. 3. 4. Click Companies in the Menu bar. The Companies overview page is shown. Select a company from the overview by clicking the company name. Click Departments in the side menu. Select a department from the overview by clicking the department name. The Department Summary page is shown. On the summary page the basic department information is displayed.
2.14 Add users To create a new user account for a department: 1. 2. 3. 4. 5. 6. Click Companies in the Menu bar. The Companies overview page is shown. Select a company from the overview by clicking on the company name. Click Departments in the side menu. Select a department from the overview by clicking on the department name. Select Users in the side menu. Click Add. The following dialog appears: Enter basic information about the user in this screen 7.
2.15 User roles Each user account has certain privileges assigned to it; therefore assigning a role to users determines not only their level of authority but also the start-up screen they will be able to view when they log in.
2.16 Modify user info To modify the user information: 1. 2. 3. 4. 5. 6. 7. Click Companies in the Menu bar. The Companies overview page is shown. Select a company from the overview by clicking on the company name. Click Departments in the side menu. Select a department from the overview by clicking on the department name. Select Users in the side menu. select a user from the overview by clicking the user name. Click Edit.
2.17 Assign users to a department To assign a user account to a department: 1. 2. 3. 4. Click Companies in the Menu bar. The Companies overview page is shown. Select a company from the overview by clicking its name. Select Departments in the side menu and select a department from the overview. Select Users in the side menu. An overview is shown with the user accounts in that department: With the assign button users can be assigned to a department 5. Click Assign.
