Links to v42 Knowledge Base Articles
New printIQ Module
The SignOff module will instantly confirm that your driver-sent goods have been received by your customer. By utilising the printIQ smartphone App the receiver can sign off an overall delivery, or individual items, whilst back in printIQ the job will auto update with the date & timed approval along with a signed delivery document.
The LotTrack module allows paper and material inventory to be ‘tracked’ so if there are any quality issues related to a batch they can be traced to confirm a list of jobs produced using individual batches.
New Integration Partner
We have added EasyPost to out range of external freight providers.
Production Module Updates
Stockpicks - Allow split picks to reduce reservation
Via a setting, inventory can be set to reserve. These picks can then be done in 'split' picks and the reservation will reduce in line with the outstanding quantity.
Please contact the customer support team to enable this function.
Press Spoils - Side Specific Option
Update press spoils section of existing article https://desk.zoho.com/support/printiq/ShowHomePage.do#Solutions/dv/241150000028734201/en
By default, printIQ uses the reverse side of the front spoils as makeready spoils for the reverse print.
We have added a checkbox to press spoils called 'Side Specific'.
Checked ON will make the spoils unique to each side, adding the spoils for front and back together to calculate the total press spoils required.
Capacity Planning - Zoom Features in Capacity Planning.
We have added the additional zoom options to 'zoom out' at 25%, 50% and 75% to expand on the existing options.
Set Zoom to 25% to see the full 24 hours.
BOARD FILTERS - Save Filter Options
We have expanded the 'Saved Filters' functionality to now work on the All Jobs Board, Pre & Production Boards, Job Sections Board, Imposition Board, Sales Order Board, Dispatch Board, General Ledger Accounts Board and Invoice Board.
Alphanumeric Postcodes and Postcodes Wildcard
printIQ supports both Numeric and Alphanumeric postcodes in Freight Admin as well as in address modals.
When defining Postcode Sectors in Freight Admin, you can use an asterisk (*) to denote a wildcard matching string.
GL Accounts and Tax Rates on Freight
When shipping products to customers which require interstate or international freight movements, different tax implications and rules may apply.
We have added functionality to apply tax rates to individual delivery types. These can then be split out in various ways on the final invoice.
Please contact your customer support team to know more about this.
Quoting Module Updates
Hide Non Required Products from quote letters.
When printing a quote with multiple products on it, you may wish to produce a quote letter that excludes some of the products.
On screen, when a product is marked as Not Required, the quote totals and freight costs are automatically adjusted to deduct the price of the non-required product.
With the setting enabled, products that are not required will be excluded from the quote letters altogether.
Please contact the customer support team to enable this function.
Added ("Name") column in Simplified CSV upload file
We have added a new column to the CSV upload called name which has the same functionality as the name field on the single product creation page.
We have added a setting called 'Quoting_AlwaysUseCategoryName' which controls if the category name is ALWAYS used rather than the name fields that were added. We
Also we did this feature on v40 since it was really minimal changes.
Addresses and contacts can be added as a ‘single-use’ where it is not saved against the customer record.
The concept of single-use addresses/contacts is to reduce the large amount of address and contact details in the system that is only used as a one-offs. These entries will not appear on the customer admin screen or from customer / contact / address exports.
Invoicing Updates
Tax override at a product level
In some jurisdictions, tax regulations dictate various rates on different product types.
We have added functionality to override the tax applied at a product category level.
IQ can now send QBO "CustomField" values on invoice export
Custom fields are defined with an ID, Name and Type (as per QBO doc).
printIQ can set those custom fields with the value of the Account Manager or Invoice Reference as per customer needs.
This integration needs to be set up by the dev in the database.
Please contact your customer support team to enable this function
General Updates
Single Product Creation
We have expanded the options when creating products using the 'Single Product Creation' function in printIQ.
New functions added to SPC 'Products Creation':
Custom Sizes - These can be created on the custom quote and pulled through into the SPC template screen on conversion
New fields added to SPC ‘Products Creation’ screen:
| Product Definition | Section Definition |
Bleed Override Imposition Orientation Grip Override (Bottom, Top, Left, Right) | Imposition Orientation Nup Override Nup Hard Override Grip Override (Bottom, Top, Left, Right) Roll Width Override Roll Length Override Bleed Override Tiled Checkbox (inc Number Across, Number Down, Overlap, Width, Depth) |
New fields added to "Product CSV" Upload
SectionFinishChild
AutoTile
TileOverlap
Section GripOverrideBottom
Section GripOverrideTop
Section GripOverrideLeft
Section GripOverrideRight
Section ImpositionOrientation
Section BleedOverride
RollWidthOverride
RollLengthOverride
IsTiled
TileWidth
TileDepth
TileWidthNum
TileDepthNum
JobFinishChild
Grip Override Bottom
Grip Override Top
Grip Override Left
Grip Override Right
API - New API Call Available (Soar, PrintCost, DataImage)
1. API call added for customer with IQconnect – Integrate.
Please check swagger or contact your support team for more details.
List of new API Call:
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Create Invoice
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Reject Quote
We add new parameters on these 3 API call.
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CreateQuoteWithDelivery
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GetPriceForProduct
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AcceptQuote
Those 3 calls above will have CreateInvoice, CreateInvoiceAsPaid, and CreateInvoiceAsInternallyInvoiced in the JSON return object payload
2. We customised GetPriceAPI payload. Changes made are related to FinishSize Object.
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printIQ v42 below GetPriceAPI snippet sample
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printIQ v42 onwards GetPriceAPI snippet sample
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Please reach out to the customer regarding this prior to release. It will break their current API call if they use GetPriceAPI
Webhook - New Webhook Available (Data Image)
New Webhook available for customer with IQconnect - Punch Out.
We add a new object in the "Customers" and "CustomersByCode" Webhook call:
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Default Currency
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Company No.
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Update "BillingAddressState" and "DeliveryAddressState" to allow free-text for countries without defined state.
XML (Data Image)
New fields to the Job XML. Please contact your support team for more details.
We add below fields in the Job XML
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<StockCode>
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<Bleed>
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<PrintableSheetWidth>
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<PrintableSheetDepth>
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<NumberDown>
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<NumberAcross>
v41 Release Notes
Admin
The address field labels can be renamed from inside the ‘Admin > Configuration > Terminology’ screen.
The aim is to allow address fields to be clearly named to remove ambiguity so that the addresses entered will be uniform to specific company requirements and to validate with any Integrated Freight solutions. The values entered are reflected throughout the application wherever there is an address shown.
Assigning user responsibilities
Users can be assigned responsibilities via both customer records and on individual boards. The All Jobs, Pre-Production and Production Boards can then be used as a ‘work to’ list by the user.
You can set specific responsibilities on new jobs to be Auto Assigned to a user on Job Creation for a particular customer record.
The ability to assign user responsibilities is a setting that can be implemented via specific user roles,
i.e. someone with the role of ‘scheduler’ could be given the ability to assign responsibilities to other users. On the All Jobs, Pre-Production and Production boards, any user can assign themselves to jobs by clicking the icon to the left of the row.
Extended Options to Manage Kits
Options have been added to kits to enable grouping to separate items within a kit. You can also use the ‘arrow’ buttons to reorder the items within the kit.
Pre-defined Note Templates can be configured for the different note types in printIQ. Predefined notes exist for things like fast delivery or packing instructions. Pre-defined templates can be edited, and more templates can be added.
The creation time and date of tasks added to quotes and jobs is now logged in the history records.
Quoting
It is now possible to reduce the section count for high page books when quoting. printIQ calculates as many sections as required to produce the number of pages specified.
There is a new system setting that allows you to create ‘consolidated’ Sections, grouped on the fold catalogues, greatly speeding up the quote calculation process.
When the setting is enabled, any products with multiple signatures using the same fold catalogue will be shown as one section with however many runs as required to produce the page count set.
Some quotes are too complex to be created as a simplified products. When quoting complex products that will be ordered multiple times, you can create one quote for the product. This quote can then be locked, preventing it from being changed, printed, emailed, or accepted. This basically makes the quote a ‘template’.
The locked quote can be either versioned or copied and then edited as required to provide a new quote to your customer.
The ability to calculate Spine Width has been added into the Fold Catalogue entries. The Spine Width details can be added to the Quote Description Template to show when the Spine Width Calculator is used.
Add Additional Vendors to Outsource Request
New workflow functionality allows you to add additional suppliers to an outsource request at any time. This enables you to see who has already been sent the “Outsource Request” email and allows you to select who to send new emails to.
printIQ can be configured to auto-generate the outsource purchase order on job creation in the following situations:
- Full outsource job with a single operation or a single product creation
- Full outsource job But also contains preproduction operations
Jobs
Setting turnaround time against a product
There is now the ability to set the turnaround time (TAT) days against a ‘Product Category’. This is applied in the ‘Manage Product Categories’ in Factory Capabilities. When quoting on the ‘Product Category’ TAT rules are set for different specifications such as quantity, kinds, or dimensions. If the product falls under the specified rules, then those TAT days are applied.
Category TAT’s will override the globally applied “printIQ_Default_Turnaround_Days” setting.
Setting global and default user filters on boards
On the All Jobs Board, Production Board and Job Sections Board, filters can be created and made available to all users.
Users with the Admin role have the option to share saved filters with all staff and set it as the staff default filter.
A default filter will be applied every time the board is opened.
Invoicing
Invoicing can be configured to prompt the user to choose the way the invoice is to be structured.
With this configured you get a confirmation modal before creating an invoice which asks how you would like to invoice. You can set different invoice modes for different items that you are invoicing.
Contact support for further details and implementation.
Freight
Two notes fields are now attached to delivery addresses. Internal Notes and External Notes. These notes display on job details and dispatch boards and can also be added to delivery dockets.
Related Articles
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