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Presidio Release Notes
Release Notes
1
Presidio Release Notes v 23.3966
Ch 1 Getting Started
Ch 1 Getting Started
3
Advanced List Features
Importing Customers and Vendors from QuickBooks
Navigation
Ch 1.1 Departments, Cost Centers & Operations
2
Departments, Cost Centers & Operations Sample Structure
Operations Setup
Ch 1.2 Calculations
35
Calc 01 General Labor/Material with Unit Cost
Calc 02 General Labor with Time Standard
Calc 03 Material based on cost per square inch
Calc 04 Platemaking Time
Calc 05 Plate Material
View all 35
Ch 1.3 System Settings
11
Ch 01 System Settings: System
Ch 02 System Settings: Estimate
Ch 03 System Settings: Job Control
Ch 04 System Settings: Job Ticket
Ch 05 System Settings: Inventory
View all 11
Ch 1.4 Tools Menu
8
Ch 01 Estimate Tables
Ch 02 Job Control/Shopnet Tables
Ch 03 Shipping Tables
Ch 04 Inventory Tables
Ch 05 Finished Goods Tables
View all 8
Ch 2 Presidio Modules
Ch 2.1 Estimate
4
2.1.1 Estimate Screen: Main
2.1.2 Estimate Screen: Form Detail
2.1.3 Estimate Customer Info Tab
2.1.4 Other Estimate Tabs
Ch 2.1 Estimate FAQs
5
Digital Press (C9) with Multiple Papers
Layout Calculation and Display
Presidio Estimate Spoilage Calculations
Proforma Groups / Templates
Quantities in Parts and Forms
Ch 2.2 Job Control
6
2.2.1 Job Control Screen: Main
2.2.2 Job Control Details Tab
2.2.3 Job Control Shipping Info Tab
2.2.4 Job Control Summary Tab
2.2.5 Job Control Milestones Tab
View all 6
Ch 2.2 Job Control FAQs
4
Deleting a Job
Job Milestone Manager / Schedule
Job Tickets
New Job / Update Job from Estimate
Ch 2.3 Shopnet
8
2.3.1 Shopnet Home Screen
2.3.2 Shopnet Employee Screen
2.3.3 Shopnet Operation Screen
2.3.4 Shopnet Transaction Entry
2.3.5 Shopnet Material Transactions
View all 8
Ch 2.4 Milestone Schedule
3
2.4.1 Milestone Schedule Setup
2.4.2 Operation Milestone Link
2.4.3 Milestone Schedule List
Ch 2.5 PO/Inventory FAQs
3
Inventory withdrawn to a job at the wrong rate
Non-Stock Items vs. Stock Items
Non-Stock or Free Form receipt posted with the wrong details (Job#, rate, UM, AA, HE)
Ch 2.6 CRM (Customer Relationship Management)
6
2.6.1 CRM List
2.6.2 CRM Main
2.6.3 CRM Contacts
2.6.4 CRM Alternate Addresses
2.6.5 CRM Defaults
View all 6
Ch 2.7 Report Generator
2
2.7.1 Report Generator Intro
2.7.2 Report Format
Ch 2.8 General
5
Basic Paper Sizes (BSQ)
Common C1S/C2S Specifications
Glossary
Template Attachments
Vendor Paper Import
Ch 3 Installation
Ch 3 Installation
12
Advanced Deployment: Virtualization, RDP Options for Mac, Linux, & Android
Advanced Technical Services
Establishing Server Access for Installation and Maintenance
Example - ShopNet Workstation Installation Instructions
Existing Customers - Presidio Quick Installation Guide For New PC's
View all 12
Ch 4 Integration
Ch 4.1 FedEx
5
4.1.1 FedEx Integration Overview
4.1.2 Creating an ODBC Connection
4.1.3 Integrate FedEx Ship Manager Import
4.1.4 Integrate FedEx Ship Manager Export
4.1.5 Using the FedEx Integration
Ch 4.2 UPS
5
4.2.1 UPS Integration Overview
4.2.2 Creating an ODBC Connection
4.2.3 Create UPS Import Map
4.2.4 Creating UPS Export Map
4.2.5 Using the UPS Integration
Ch 4.3 QuickBooks
10
4.3.1 QuickBooks Integration Overview
4.3.2 QuickBooks Integration Prep
4.3.3 Presidio Configuration
4.3.4 Initializing the Integration
4.3.5 Renewing the Security Certificate in QuickBooks
View all 10
Ch 4.4 Pressero
4
4.4.1 Pressero Integration Setup
4.4.2 Opening Jobs from Pressero
4.4.3 Associating a Pressero Product to Presidio Estimate
4.4.4 Integration Field Hierarchy
Ch 4.5 Barcodes
1
4.5.1 Barcode Info
Ch 4.6 Microsoft Word
2
4.6.1 Field Switches
4.6.2 Sample Documents
Ch 4.7 Endicia USPS
5
4.7.1 Endicia USPS Integration Overview
4.7.2 Creating an ODBC Connection
4.7.3 Create Endicia Import Map
4.7.4 Create Endicia Export Map
4.7.5 Using the Endicia USPS Integration
Ch 5 Associated Software
Ch 5 Microsoft
1
Microsoft News, Updates & Info
Ch 6 Presidio Websites
Ch 6 Presidio Websites
1
User Account Setup
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