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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Inventory withdrawn to a job at the wrong rate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
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