Who's using this?

Your first name goes on what you do here: orders, approvals, payments and scans.

Couldn't deliver

Add a collection

Something to pick up from a customer or supplier: samples, proofs, returned goods, stock.

Client list

Every new order is checked against this list. Account clients go straight into production. Pay first clients are held until an admin confirms payment. Customers not on the list are flagged to check. The list is saved in production's OneDrive, not on the website.

Company name, then Account or Pay first (Non account, Cash and COD also work). An email domain is optional and helps match spelling differences. You can paste straight from Excel.

Import customers from a CSV file

In PrintLogic, export your customer list to CSV or Excel (save as CSV), then upload it here. The first row should be the column headings, for example Customer Name, Address, Suburb, State, Postcode, Contact, Phone, Email, Account. Customers already here are updated, not duplicated.

New order: which customer?

Business details, confirmations & Xero

Shown on order confirmations and used for the Xero export. Saved with the planner's shared data.

How to read the planner

URGENTUrgent job. Set automatically when the job says URGENT, ASAP or RUSH, or by anyone from the job panel. URGENT jobs sit at the top. 2 days overduePast its due date and not yet delivered. Due todayDue today or tomorrow. HP IndigoThe machine on the job sheet. "No machine" means it was left blank. PS DeliveryThe delivery run the job is on.
Every order entered here prints a job sheet with a barcode for each job. Scanning that barcode at a station moves the job on: Prepress → the machine's queue → Printed → Completed at Carlton or Hurstville → Delivered or Collected. Every screen updates within a few seconds.

Settings

This device

Shown next to orders, payments, scans and deliveries made on this device.

Staff & PINs

Stations

Each station runs full screen on its own device. Open it on that device, or copy its link and open it there.

PrintLogic Admin

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Staff Admin

Separate with commas. These are the one-tap names on "Who's using this?".
One per line: name, then usual machine or job, e.g. "Ben - HP Indigo". Used for "Who's on today".

Shop setup Admin

Separate with commas. Changes show on every screen.
Our van: the driver sees it on the Driver screen and takes a photo at each drop-off. Courier: upload a photo once it's handed over.

Customers Admin

The client list decides which orders need payment before production.

Data tools Admin

Marks every scanned-complete job finished before this date as delivered. Use once when you start.