Printers Plan Order Entry
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      1. Enter Orders in Printers Plan
      2. General
      3. Printers Plan Order Entry

      Order Processing Steps for Project Managers

      Order Processing Steps for Project Managers

      1. Order Receipt:
        1. Orders are received via email from log@reiprintmail.com.
      2. Printing Responsibility:
        1. Each project manager is responsible for printing their assigned direct marketing coach’s orders.
        2. Ensure to void any fake ACH transactions.
      3. Order Import:
        1. Orders are automatically imported into Printer’s Plan under ‘Web Orders’.
      4. Order Review:
        1. Review the printed order against the order details in the REIPrintmail Admin Panel.
        2. Pay close attention to special instructions and lists provided by the direct marketing coach or customer.
      5. Clarification:
        1. If any instructions are unclear or unfeasible, contact the direct marketing coach or customer for clarification before proceeding.
      6. Accessing Orders in Printer’s Plan:
        1. Log into Printer’s Plan and navigate to ‘Web Orders’.
        2. Click on ‘Not Reviewed’ to access new web orders.
      7. Finding Your Order:
        1. Locate your order by the Order Number in the ‘Titled’ column.
        2. Be cautious of any caching issues that may cause confusion with previous customer accounts.
      8. Identifying Customer:
        1. To the right of the order number, verify whether it’s associated with a person’s name or labeled as ‘PlanWebCustomer’.

      • Verify Customer Name: Check that the name under the ‘Customer’ column matches the name in the REIPrintmail Admin Panel under ‘Payment Information’.
      • Open WebOrder: If the names match, double-click on the relevant order in Printer’s Plan. This will open the customer’s WebOrder.
      • Copy Job Details: Click on ‘Paste as…’. A box labeled ‘Copy and the Selected Job’ will appear. Click on the checkbox and then select OK to proceed.

      • Check Order Information:
      • Verify if the names match between the order and customer account.
      • If the name shows as "PlanWeb Customer," it may indicate a new customer or a non-logged-in order.
      • Review Customer Account:
      • In the back office, check the payment information and see if the person has a customer account in Printer’s Plan.
      • Open the account to compare the details with the order information.
      • Match Verification:
      • Ensure all details (name, payment info) match the customer account.
      • Access the Order:
      • If everything matches, return to the Web Orders section.
      • Double-click the order, and if it’s a multi-drop campaign, double-click the first mail drop.
      • Billing Verification:
      • Once the job is open, locate ‘Bill to Customer No.20’ at the top left and click it to verify billing details.

      Since we know this customer already has an account created, select ‘Assign this job to an existing customer’ and click OK.

      • Go to the ‘Find Customer’ section.
      • Ensure ‘Customers’ is highlighted under the column ‘Find Customer’s’.
      • Under ‘By this field’, make sure ‘Customer’s Name’ is highlighted.
      • In the ‘If the field’ column, select ‘contains’.
      • Enter either the first or last name of the customer (but not the full name).
      • Click on the ‘Find Now’ button.

      • Single Customer Match:
      • If there’s only one customer with the specified name, a notification will appear: "Assign this Job to: Billy Prospect" with several checkboxes checked.
      • Click OK to automatically populate the job with that customer’s information.
      • Multiple Customers:
      • If there are multiple customers with the same name, a list will be displayed.
      • You’ll need to select the correct customer from this list to fill the job with their account information.
      • Final Steps:
      • Once the job has the correct Bill To and Ordered By information, paste the Web Order into the appropriate Printer’s Plan Job Number.
      • Click OK to finalize the job assignment.

       

      If this is a totally new customer, you are going to have to first set them up with an account in Printer’s Plan. Double click o ‘Bill to Customer No.20’

       

       

      Select ‘Convert this customer to a regular customer’ and click üOK.

      • Convert Customer: Select "Yes" to convert the web customer to a regular customer.
      • Access Customer Setup Page: You’ll be redirected to the customer account setup page.
      • Fill in ‘Bill To’ Information:
      • Go to the order in the back office under Payment Information.
      • Copy the full name and full billing address.
      • Paste this information into the corresponding fields under the ‘Bill To’ area.
      • Update Additional Information:

      Sales Rep (Affiliate): Input the appropriate sales representative's name.

                  *When to Tag a Job for an Affiliate

      Onboarding: When a new affiliate is onboarded by a direct marketing coach, that coach becomes the owner of the affiliate.

      Referral: If the owner of the affiliate refers a client to REIPrintMail and that client places an order, the affiliate should be tagged to ensure the owner receives their percentage of the sale.

      Shared Clients: If the affiliate owner decides to share referred clients with other direct marketing coaches, those clients' orders must also be tagged. This ensures that the original affiliate owner is credited and compensated for the referral, even if another coach is involved in the process.

      Tracking Sales: Each order associated with a tagged affiliate should be tracked to ensure accurate commission payments.

      • CSR (Project Manager): Input the designated project manager’s name.
      • Late Fee: Set this to No.
      • Tax: Set this to Exempt.
      • Terms: Set this to C.O.D..
      • Review: Double-check all entered information to ensure accuracy.
      • Save: Once everything is correct, save the customer account setup.

      When finished filling out, click on üSave & Closed. Box pops up ‘Converted to regular customer: Tester Person (13555)’. Click OK. Another box pops up ‘Customer’s Default Settings vs This Job’. Click üOK. For that new customer web order, it has updated to that person’s information. You will now select ‘Paste as’

      Box pops up ‘Copy and Past the Selected Job’, click üOK.

      This web order has now been converted to a Printer’s Plan job number.

      Mail Piece Name Drop 1 of 1 #1 Order #(ORD-Np3Sk2) Campaign Name

      Just replace "Mail Piece Name" and "Campaign Name" with the appropriate details from your order. If you have multiple drops, adjust the "Drop 1 of 1" accordingly.

      • Job Title: To the right of the web order number, enter:
      • Name of the mail piece
      • "Drop 1 of 1"
      • Current mailing number (increases each time you reuse mailing list #1)
      • Web Order Number
      • Campaign Name
      • Proof Due Date: Select from the drop-down menu (generally 2 business days from the job's convert date).
      • Location and C.S.R.: Scroll down to verify these fields. Update if necessary.
      • Completion: Click on OK when all details are confirmed.

      Got to folder ‘Jobs in Progress’ (JIPS). In the right blank space of this folder, right click, scroll down and click on New, then click on Folder at the top.

      To create a new folder for your job information, follow this naming convention:

      Folder Name: [Mail Piece Name]_[Customer's Name]_[Drop Number]_[Hit Number]

      For example, if you’re working on a mailing piece called "Spring Promotion" for a customer named "ABC Corp," with a drop number of "001" and it’s the 5th hit on the list, the folder name would be: