Printer's Plan Power Tools

Inventory

Track inventory for paper, customer inventory and other materials in three easy steps:

  1. Check
  2. Order
  3. Receive
Step 1: Check Inventory. See what's needed and how many.
Step 2: Order Inventory. Select what to order and how many.
Step 3: Receive Inventory. Confirm what received and how many.

Scheduler

See what was done, what is to be done, who will do what and when, and much more.

Schedule and update progress by:

  • Job
  • Item
  • Department
  • Center
  • Date
  • Operator
  • Tag
  • Priority
Schedule and update progress by JOB.
Schedule and update progress by ITEM.
Schedule and update progress by SERVICE.
View Summary by Operator.

JobTracker

See where every job is: In Design, Proof, Printing, Finishing, etc.

Easily update the location of a job with a single click.

TimeTracker

Track actual time spent and materials used. Update cost of jobs - in real time.

Track Time and Material
History - Compare Tracked vs Charged

Shipments

Record and save information on multiple shipments for an order, email shipment information to customer, print professional labels for shipment boxes. You can also create re-order forms, delivery tickets, and purchase order forms for individual items.

Multiple Shipments
Labels

Reminder

Attach reminders to orders, quotes, customers, buyers, payers.

Easy to use • Functional • Useful

Export

Export to QuickBooks, Microsoft Excel, Microsoft Word, XML File.

Barcode

Scan barcodes to add and find jobs and to print invoices and work orders. Update progress in Scheduler, TimeTracker, and JobTracker by scanning barcodes. (Scanners not included.)

Save time and improve accuracy

PlanWeb

Online Ordering System.

Let your customers order online from custom catalogs, re-order from history jobs, send files, view reports, view copies of invoices, and more. Your salespeople will also be able to view their customers’ orders, quotes, and history jobs and their reminders, and more.

With PlanWeb, your customers can:

  • Create ready-to-print PDF documents from templates
  • Order from their catalogs
  • Reorder from their past orders
  • Send files and more

With PlanWeb, your sales people can:

  • View their customers’ quotes, current orders, and past orders.
  • Access order status, contact information, reminders, and more.

Seamlessly integrated with Printer’s Plan.

PlanWeb Printer’s Plan



Welcome window. You control what each buyer can do.
Catalog Orders: Let your customers create ready-to-print PDF documents from templates.
Cart

Web2Plan

Web2Plan connects your Web-to-print system with Printer’s Plan.


Web2Plan can:

  • Add online orders from your Web-to-print system to Printer’s Plan
  • Download linked files into a specific art-file folder of each customer
  • Send information back to your Web-to-print system

Link your Web-to-print system with Printer’s Plan.

Your Web-to-print system Web2Plan Printer’s Plan

Quick Sale

Quickly enter cash-and-carry sales and print receipts.