How to use :

I-1 Login

Note: Only Director Access Level or Authorized Personnel can upload Basic Information

Step 1:
Click on Basic Information button

a) Uploading Basic Information

Step 1.1:
You will be notifying by this following message, whenever there are Basic Information available for download. And, it is MUST to download to ensure that your cost setting in Printelli Estimator is updated to your server setting.

Step 1.2:
You have to click 璽?玳pload璽?玲? once you have change/edit the setting in Printelli Estimator
(For example: Paper rate, Press Machine, UV vanish rate, and etc.)

Step 1.3:
Click Yes to upload

Step 1.4:
Uploading the Basic Information

Step1. 5:
Click OK

b) Download Basic Information

Step 1.6:
Click Download

Step 1.7:
Click Yes to download

Step 1.8:
Downloading the Basic Information

Step 1.9:
Click OK. You have success download the change of cost setting to your Printelli Estimator.

Step 1.10:
Click Standard Settings to ensure that you have selected all the basic information that you want to upload to Server from your Printelli Estimator. (for example: Paper rate, Press Machine, UV vanish rate, and etc.)

Step 1.11:
Basic Information
Tick All and Click Apply

Step 1.12:
System Setting

Step 1.13:
Database Settings

d) State

Step 1.14:
Click Statebutton

Step 1.15:
View the User Download Status

Note:
0 = the user has not download yet
1 = the user has download already

e) Update Quotation

Step 1.16:
Click Update Quotation button

Step 1.17:
Select date from the calendar for Update From

Step 1.18:
Select date from the calendar for Update To Date

Step 1.19:
Updating the History Quotation Data

Step 1.20:
Click OK

I-3. Project Management

Step 2:
Click Project Management button

a) Uploading Pending / Confirm Project(s)

Step 2.1:
Uploading Pending / Confirm project(s) from Printelli Estimator to Server

1. To upload single project - Click to the project, click Upload This button to uploading project.
   
   
2. To upload few projects - select the projects, tick Upload then Upload selected button.
   
   
3. WARNING: tick Upload All, 璽?玳nly璽?玲?/em> when necessary, to upload entire projects from Printelli Estimator to server.? ? 

b) Downloading Pending / Confirm Project(s)

Step 2.2:
Downloading project(s) from Server? ? 

1. To download single project - select the project, tick Download and Download This button.
   
   
2. To download few projects - select the projects then tick Download and Download Selected button.
   
   
3. WARNING: Please do not tick Download All, if not, all the projects will downloading
   from Server to your Pending Projects in Printelli Estimator.

c) Sharing Project(s)

Step 2.3:
Sharing Project(s).
In Download section, Select Project, tick Share To and Select the name from list to share your project with others then click Apply.

** Whenever the user goes to Download spreadsheet, she/he will be able to see your project(s). You can also send a message to inform the person by tick the Message. **

Step 2.4:
A Message wills pop-up while the sales person connects to the server and downloads the project

d) View Report

Step 2.5:
Click Report button, you will be able to view and print out the reports of the selected project(s).

Step 2.6:
Choose from Report Type then click Report button to view or print out the report.

Step 2.6-1 :
Review Quotation of the project

Note:

1. You may have to select Name, if the project contains more than 1 product;
   
   
2. To select Qty, if there are more than 1 Qty;
   
   
3. To select Job Type, if there are more than 1 part (Cover or Book pages);
   
   
4. To select Product, if there are more than 1 production (Production 1 of 2, Production 2 of 2).

Step 2.6-2 :
Review Cost Analysis of this project

Step 2.6-3 :
Review Master Job Sheet of the project

Step 2.6-4 :
Review Pre-press Sheet of the project.

I-4. Grant or Edit User Access

Note: Director Access Level, Managerial Access Level, Sales Personnel & Sales Coordinator Access Level only.

Step 3: Click User Management button

I-4.1 Add user to access the project(s)

Create a new user and password;
Fill-in ID, Name, Phone, Mobile no and Password; Select User Type then click Save.

Step 3.1:
Click Add button

Step 3.2:
Click OK button

I-4.2 Search/Edit button

Example? : A staff is being promoted recently;
Select Jeff, click Name box then type name. Select User Type then change title, and click Save.

Step 3.3: Click Search/Edit button

Step 3.4: Click OK button

I-4.3 User Type

Create a new User Type called 璽?玳oordinator璽?玲?
Step 3.5: Click User Type button
Step 3.6: Type 璽?玳ales Executive璽?玲?br> Step 3.7: Click Add button

Step 3.8: Click OK button

* notice that 璽?玳ales Executive璽?玲?is added in the list

• Add button - to add a new title access level; Update button - to update title information;
• Delete button - to remove a title.

I-4.4 User Level Set

Step 3.9: Choose Allow or Deny or Share from the list

I-5. Standard Setting

Step 4: Click 璽?玳ettings璽?玲? button

I-5.1 Basic Information

General view of items璽?砂 selected as information to keep in server. You can un-tick whichever item not needed as information and click Apply button.

I-5.2 System Settings

WARNING: These are settings done during installation. Please do not change the settings otherwise it may cause an error.

I-5.3 Database Settings

WARNING: These are settings done during installation. Please do not change the settings otherwise it may cause an error.