Release Notes 1

• Presidio Release Notes v 23.3966

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

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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

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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

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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

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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

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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• Inventory withdrawn to a job at the wrong rate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

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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 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

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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

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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 Microsoft 1

• Microsoft News, Updates & Info

Ch 6 Presidio Websites 1

• User Account Setup