Case Management in PrintVis is designed to be the daily home base of administration for all employees involved with orders. Providing a full view of the details of production, delivery dates, customer information, etc., the Case acts as a repository for all the information on each individual order, from quote to invoice. With Case Management you control and follow the flow of jobs throughout your company, with a complete overview of outstanding quotes, confirmed orders and jobs in progress.
For PrintVis 18 we have made a series of enhancements to actions available within the Case, including expanded pricing, combined shipments and detailed invoicing – further demonstrating that the Case continues to be your home base for all things PrintVis.
Combined Shipments: Put all your orders in one Case
Combined Shipments functionality in PrintVis allows you to ship multiple products in a single shipment from either a single PrintVis Case, or from multiple different Cases. These products could be produced under different work orders – or they may not need to be produced at all (i.e., stock inventory).
For example, a company prints multiple display components for a trade show exhibition, such as large header banners, tabletop signage, brochures and business cards, but also includes promotional gifts, t-shirts and pens which are produced separately by a 3rd-party vendor. Every item in this order can now be combined under a single shipment to a single destination.
PrintVis lets you combine shipments from:
- Jobs (of the type Order/Production Order) within the same Case
- Different Cases
Two scenarios for combining shipments
- Your customer service department prepares planned shipments during the order creation stage from the Case Card. The functions for combining shipments are available on the PrintVis Shipment List.
- Your shipping department prepares a shipment and looks to include other jobs for the same customer and shipping address. These functions for combining shipments are available on the PrintVis Shipment Overview page.
Note: Combined shipments require the same Customer/Sell-to No. and shipping address.
Price Method: Price List & Unit Price
We’ve added two new options to the Price Method field on the Jobs section of the Case Card: Price List and Unit Price.
PrintVis lets you pull from different standing price lists, agreed customer pricing and more, for Items on PrintVis jobs. This allows an Item and its price to be added to the Job line without any calculation from the PrintVis estimating side.
This is a setup option which allows pricing to be pulled from the Item Card or a Business Central special price list – and like Combined Shipments, this functionality resides entirely within the PrintVis Case, letting you include off-the-shelf items which are only sold, not produced.
Invoicing per Line
Build invoices from the PrintVis Case with detailed breakdowns of the individual Items, quantities and prices, as well as the grand total. Invoices are then easily emailed as PDF attachments.
Next week we’ll explore the many new features of the PrintVis Planning Board, a graphical scheduling tool similar to a Gantt chart, which comes out-of-the-box in PV18.
Print-specific software is an essential part of your digital transformation toolkit
We’re always emphasizing here that the print industry is unique among manufacturers. What “digital transformation” looks like to the old copy shop on the corner will be quite different from modern packaging plant running all digital presses with JDF integration. Want to learn more about what to look for in an MIS/ERP software? There are crucial differences when it comes to the needs of the print industry. Go here to download our free PDF quick guide.
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