PrintShop Web User Guide
PrintShop Web User Guide Document version: PSW 2.2 R4300 Date: May, 2008 Objectif Lune - Contact Information Objectif Lune Inc. 2030 Pie IX, Suite 500 Montréal, QC Canada H1V 2C8 Tel.: 514-875-5863 Fax: 514-342-5294 www.objectiflune.com To find an Objectif Lune office near you and for more information on our products and services, visit: www.objectiflune.
Table of Contents PrintShop Web...........................................................................................................................................4 In practice.................................................................................................................................................... 5 Login to the system.....................................................................................................................................
PrintShop Web PrintShop 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.
In practice This chapter explains the various ordering workflows of PrintShop Web. The ordering workflow incorporates a shopping cart as seen in common ecommerce Internet sites. The shopping cart 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.
Login to the system In order to access PrintShop Web, direct your browser to the URL provided by your Print Service Provider. Enter your user name and password, select a language and click on Login, the following screen appears: The welcome screen with standard menu Selecting Edit user info next to the name in the menu allows modification of your settings.
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. Step 1: New Document 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.
Create a variable document A variable document requires, the user to provide data. This can be done by uploading a database file or manually input 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.).
Step 1: New Document In order to create and order a variable print job: 1 Click New Document in the Menu bar. An overview of documents is shown from which the document can be selected: The New Document page 2 Select a document from the overview by clicking on the document. The information below each document indicates the type of data that must be supplied. A symbol behind the Publication Type folder name indicates that there are several documents available to that particular Publication Type.
Step 3: Uploading a database file If the selected document requires a database file to be uploaded the following screen will be shown: Select a database file to upload 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. The first row in the database file is solely intended for the column headings and must not contain any information which is to be published.
Step 4: Defining the preview range After mapping the database fields the user can select the range of records to use for the softproof: 1 Clicking Previous or Next allows specific records to be examined 2 Preview range allows you to check specific records. For example: 1 to 10, 50 to 59, 63 to 90 etc. Browse through the file and create a Softproof 3 Clicking the Create Softproof button request a proof of the selected records.
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. Step 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.
Step 2: Shipping Options The Shipping Options page lets the customer edit the shipping address and specify shipping related items like the shipping method (if applicable) and the preferred shipping date. Shipping methods are managed in the Settings section of the system. The calculation of shipping charges can be enable and disabled per company. The Shipping Options page 1 Select the preferred Shipping Method (if available). The printshop can setup shipping methods and accompanying shipping rates.
Step 3: Payment Options The Payment Options page allows customers to edit the billing address and specify payment related items like an internal reference number. The Payment Options page 1 Enter an internal reference in the Reference field (optional). 2 Verify or edit the address information. 3 Click Proceed to continue.
Step 4: Order Summary Once all order information is collected the summary page is shown. This page summarizes the order information and shows the final pricing including shipping charges, rush rates and tax. Based on the customers role the Place Order and Approve buttons are shown. The Order Summary page 1 Click the Place Order or Approve button to create the order. PrintShop Web invokes a workflow specific to the selected payment connector.
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. The following page is shown: The completed orders overview 3 Select one of the predefined queries on the left side of the Order overview to locate the order.
The Job Properties page 6 Click the Re-order item in the action bar to show the softproof. 7 Click Add to Cart to add the document to the checkout. In case of a variable document the Edit Content button is shown on the softproof page allow the customer to change the user input and/or database file of the new job.
Select an Order status overview PrintShop 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.
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.
An order with the status Ordered can be set to the On hold-status by the customer and will be placed in the On hold-folder. Orders with the quote request status are placed in the On hold folder, waiting for a price to be set. If a price is added the customer can accept the print job by ordering or releasing the order or reject the print job by deleting the order. As soon as an order is placed in the Approved folder, your customers can no longer change the status of the order.
Add departments To add a department to a company: 1 Click Companies in the Menu bar. The Companies overview page is shown. 2 Select a company from the overview by clicking on the company name. 3 Select Departments in the side menu. 4 Click Add. The following screen appears: Enter basic information about the new department 5 Enter basic information about the department: • Company Code: This value is a unique code which can be used to link to an administration or ordering system.
Add users To create a new user account for a company: 1 Click Companies in the Menu bar. The Companies overview page is shown. 2 Select a company from the overview by clicking on the company name. 3 Select Users in the side menu. 4 Click Add. The following screen appears: Enter basic information about the user in this screen 5 Enter the required information: • User Name and Password: These fields define the information required to logon to the system and need to be entered in the Login page.
6 Click Save. You have now added a user, which is added directly to the companies’ user overview. When more users need to be added click Add again. Important: When users have been assigned to departments, a department contact person should be selected: click on Departments in the side menu, select a department from the overview and click Edit. This will open the Edit department info page, where the correct contact person can be selected from a pull-down-menu. Click Save to store the changes.
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.
Assign users to a department To assign an user account to a department: 1 Click Companies in the Menu bar. The Companies overview page is shown. 2 Select a company from the overview by clicking its name. 3 Select Departments in the side menu and select a department from the overview. 4 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.
Modify user info Each user can modify his personal account information. To change these parameters: 1 Click Edit User Iinfo in the Menu bar. The following screen appears: Change user information in this screen 2 The following items can be changed: • 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.
ELECTRONIC END USER LICENSE AGREEMENT FOR PRINTSHOP WEB NOTICE TO USER: THIS IS A CONTRACT. BY INSTALLING THIS SOFTWARE YOU ACCEPT ALL THE TERMS AND CONDITIONS OF THIS AGREEMENT. This Objectif Lune End User License Agreement accompanies the PrintShop Web product and related explanatory materials ("Software"). The term "Software" also shall include any upgrades, modified versions or updates of the Software licensed to you by Objectif Lune. Please read this Agreement carefully.
5 Governing Law and General Provisions. This Agreement will be governed by the laws of the Netherlands, excluding the application of its conflicts of law rules. This Agreement will not be governed by the United Nations Convention on Contracts for the International Sale of Goods, the application of which is expressly excluded.
