Yes it is possible to add Job Status levels.
Use the Global menu / Enterprise Settings menu item to open the enterprise settings window.
Select the Lists & Labels tab.
On the left side "Customized Options Lists" select the first item "Job: Status Levels".
Double-click the selected item to open the List Editing window.
Use the Add button to add a new Item to the list.
Enter the label for the new Item.
Move the new Item up the list to an appropriate location (order matters for sorting Jobs by status).
Click Save & Close to close the List Editor and Save & Close to close the Enterprise Settings window.
Check a Job to see if the new Status level shows. (Other users will need to restart P3Source to receive the changes.)
The display size of the P3Source application can be affected by the initial display settings in the Windows operating system. These steps explain how to adjust your Windows Display settings. NOTE This guide is for Windows users only.
Select the "Display" settings and locate the Scale and Resolution controls.
Set the Scaling to 100%, for best results.
Resolution can vary depending on your screen size. For most laptops 1600 x 900 is generally good. NOTE As the resolution numbers get bigger the type/font gets smaller. (So, if you have a large monitor you can go to larger resolution numbers.)
You may need to restart Windows for these changes to take effect.
Please let us know if this problem persists after this fix.
Yes, if you have access to the account, the steps below will guide you through the process. If you do not have access to the account you want to transfer, you will need to contact P3Support.
The other contact details can be modified on that window as well.
Lastly you can use the Global/Change Password menu item to change the password for the account.
The Mac OS Big Sur update has tightened security in general and access to the local hard disc in particular. By default many applications do not get automatic access to the local hard disk. That access has to be explicitly granted to each application.
The result of this new security precaution is that after upgrading to Big Sur users find that they cannot attach files to outgoing P3Source emails.
Use these instructions to grant disk access to "Java Web Start / P3Source".
To turn off the automatic job numbering do the following:
Turn off Use Automatic Job Numbering. You will only be able to do this if you are an Enterprise Administrator. Otherwise ask your administrator to do it for you.
See Also: Automatic Numbering Manager
The quick answer is "YES". The system has several areas where communications generated by the system which can be customized with a buyer's company logo. These areas include:
This Question/Concern came from a Print Broker:
Since we own no capital equipment, our most valuable assets are our clients and our vendors. My concern is uploading our data into your system. How have you overcome this with other print brokers? Do you ever sell your software and allow us to run it on our own server?
Your most valuable assets are NOT the customers and vendors, but the relationships you have established with your suppliers and customers. Those relationships are built on mutual trust and experience developed over years if not decades in business. Those are things which no technology can ever replace or take away.
We are not print brokers, we are technology providers. We do not compete with our customers, we help our customers to beat their competition.
We have many broker customers who have come to trust P3Software as a valuable business partner. We hope you become one.
Normally the data you enter is actually stored on your computer(s). P3Software's server only forwards communications from software that runs on your local system. We do now offer P3Net Plus to those customers that want the added data security of storing data in the first class data center that we use.
The information we handle is probably information you already send by email, which is readable by anyone who wants to try to intercept it. Using the P3 system represents the same security risk as sending information by email. No more no less.
You are far more vulnerable to theft of your customer and supplier information by your employees that interact with them than us. Having your data in one secure database if far more secure than having it in a rolodex file that can walk out the door never to be seen again.
That's a great question.
Like Swiss bankers, we take our security very seriously. We have a strong interest in maintaining the trustworthiness and neutrality of our systems and the confidentiality of our customers' data. Without that, we would be out of business.
Internet e-commerce is simply another form of electronic communication, like the fax and phone and telegraph. E-commerce systems are used in many industries all over the world. Our customers receive tens of thousands of bids from printers through the P3 system every month from thousands of print suppliers. E-commerce is an accepted and growing way of doing business because it is fast, efficient, reliable and probably more secure than other forms of communication.
One way the P3 system adds security is that all responses recorded for a supplier are confirmed back to that supplier. So they know exactly what data was received and can double check it. Fax machines cannot do this and faxes are often lost and garbled in transmission with no feedback to the sender. P3 also eliminates errors and miscommunications by eliminating re-keying of data and ensuring all data is written down.
Most suppliers like this system. Partly because it is quick and efficient. And partly because they know that it puts them on a level playing field with their competition where they are quoting on the same specifications and will be judged on their merits.
There are also some suppliers who may mistakenly think that the P3 system has them competing with hundreds of unqualified suppliers from all over the world. These fears can easily be eliminated by reassuring those suppliers that only YOU control who quotes on YOUR jobs not some mindless computer. The reality is that our customers receive on average 2.75 quotes per job, from suppliers they trust and respect.
Lastly, some printers may suggest that you are judging them on price alone. You might want to assure them that your decision is also based on how flexible, innovative and easy they are to do business with, and on how willing they are to conform with your desired way of conducting business.
YES, with Flexi-Spec you can get quotes on any type of product or service you desire. For custom job work like: design, mailing, photography and large format printing, P3Source is an excellent tool for collecting job information and prices and managing your production schedule.
See also: Flexi-Specs
You can write them the way you like with Flexi-Spec. We created Flexi-Spec for several purposes.
It allows users to:
See also: Flexi-Specs
Easy, use the Copy Job function (under the Jobs menu from the Job List tab on the Home Page) to create and modify versions of a job. This keeps each version separate and ensures consistent well-organized supplier responses. Suppliers have to quote each version exactly and will appreciate a precise definition of each version. Of course highlighting the differences in each version in the general comments area will help too.
Special Note: If you use P3Source's automatic job numbering system, the Copy Job window will allow you to turn the auto numbering off for the copy and allow you to number the job manually. This allows you to keep the same basic job number on the copy of the job and add a suffix to the number to indicate the alternate version.
See Also: Copying Jobs
NO, but it is faster for everyone if they do. Suppliers can email, fax or deliver the prices back to you by pony express. When you get the prices, you can then manually enter them on the job. If they post the prices on our site, you simply download the prices with a couple of clicks. Now what do you think your client focused suppliers will do?
After the supplier posts their prices on our web server, you get an email containing their prices, comments and any file attachments with further details.
To get the prices into your local P3Source database you have two options:
Yes, but at a price. P3Source is an affordable productivity tool for print buyers. It is inexpensive and built to stay that way. Integration with any of the myriad accounting systems out there is a complex (read expensive) undertaking. Each organization must decide the value of system integration. If appropriate, we'd be happy to review your specific needs and develop an integration proposal, contact P3Software sales for more information.
They love it after they see the benefits it gives them. At first, many suppliers are concerned and anxious. But when they realize that P3 only speeds up the process and does not cut them out, they appreciate the efficiency and consistency P3 adds to the process. That leaves them more time to give you their expertise or sell more printing to other clients.
Tell them you still love them. Seriously, reassure them that you will continue to do business with them as you have in the past. They are still allowed to call on you and add the technical input you value so much.
Explain that P3Source is an organizational tool that will save you and them time and money by organizing and tracking the hundreds of job details you must stay on top of every day. This will benefit you and them by reducing miscommunications and saving everyone time.
The "default email messages" are stored under Global / My Settings / User Messages. You can edit the messages from there.
Please Note: the "default email messages" are specific to each user. So each person will need to edit their own messages. So, the best way to standardize is sending an email with the desired text blocks to each person and have them install them.
The relevant help page is: User Messages
It depends. Generally, we recommend leaving the account in place until the new person is ready to take over.
Access P3Source on the new user's computer.
Change the email address on the license.
Change the Account Password
Please Note: Jobs and Projects owned by the old user will still be listed under the old user's email address. Ownership may be transferred separately or left as is for the historical record.
P3Source licenses are issued from the P3Software license server. The P3Source software has a built in function that connects to the P3Software license server and downloads the license information.
This license updating function can be run manually from the P3Source Global Menu and selecting "Update License."
The same function can be run from the P3Source "My Settings" Window, "License" Menu and selecting "Update My License."
P3Source also attempts to update the license by itself from time to time when running. So your license may get installed automatically.
Email Address and Password
Each P3Source license is issued to a specific email address and has an associated password. Your P3Source license password combined with your email address are used to authenticate communications between P3Source and the P3Software Server.
Once licensed your email address can be changed through the "My Settings" dialog. After the email text field is modified a synchronization function will be triggered that updates the license record on the P3Software license server.
Your password rarely changes and you'll only need to remember it if you switch computers. When that time comes, if you forgot your password, it can be obtained by using the "email password" function in the My Settings Window. You can select "Email Password to Me" in the User Info Tab or under hte License Menu. This will send your password by email to your email address.
Your email address is perhaps the most important piece of personal information you enter into the P3Source system. It tells P3Source where to send messages and is the key P3Software uses to license P3Source. Since email addresses change and sometimes the person using P3Source changes, we have made provisions for changing email addresses in the P3Source system.
Changing your registered email address for P3Source is very easy, just follow these instructions:
Is your job list getting too long?
Here's a quick tip for P3Source users. When you have finished working on a particular job and no longer need it on your daily Job List, deactivate it. The job information will still be accessible, but you will not have to look at it every time you open your Job List.
To deactivate or reactivate a job, simply open the job up. On the Job Master screen just to the right of the Status combobox, there is a check box labeled "Active". When checked, the job will appear on your active job list. When unchecked, the job will only appear on the Job List when both active and inactive jobs are selected.
To see both active and inactive jobs on the Job List, simply uncheck the box labeled "Show Active Jobs Only" near the top of the Job List window. This will cause both the inactive old jobs and active new jobs to show.
You can also deactivate jobs from the Job List. Simply highlight the job you wish to deactivate then look at the Summary panel at the bottom of the Job List. On the Summary panel you can unclick the "Active" checkbox on the righthand side, and the job will be deactivated.
So, if you have a lot of old jobs sitting on your Job List you can clean them up quickly. You'll thank yourself the next time you open your job list and your key jobs are sitting right there.
Job Status - This indicates the stage or status of the production process that a job has reached. In many cases the job status will automatically be updated by running certain functions. The status can also be manually changed, by choosing a status from the drop list on the Job Master screen.
Planning – This is the initial status for all jobs. Jobs should remain in this state until bids are requested, the job is canceled or the job is awarded without bidding.
When an RFQ is sent out P3Source asks the user if they want to change the Job status to “Bids Requested”.
Bids Requested – This status indicates that price quotes have been requested from suppliers and the user is waiting for them to be submitted. Once all bids are in the status may be changed to “Reviewing Prices”. If a proposal is sent out for the job P3Source will suggest changing the status to “Reviewing Prices”. When a job award is made the P3Source suggests changing the status to “Awarded”.
Reviewing Prices – This status should be used for jobs, which have received all their price quotes and/or have had a proposal generated and sent to the customer for review.
The “Award Job” function designates a single supplier as the primary supplier for a job and triggers an option to change the status to ordered.
Awarded – The awarded status should be used to indicate that a primary supplier has been selected for the job, but a production order has not been issued.
After a job is awarded the user may create an “Order” for the job using the Order Job function and dialog. When closed the Order Job dialog will ask the user about changing the job status to “Ordered”.
When the status on a job shifts from “Awarded” to “Ordered” Several changes occur:
Ordered – Once a production order has been issued to the supplier the status should be changed to “Ordered”. This indicates the job is a live order. The job should remain at the “Ordered” status until it is completed, canceled or put on hold.
The “Complete Job” function changes the job status to complete and reminds the user to evaluate the supplier’s performance on the job.
Complete – Once an order has been shipped by the supplier and received as desired, the job status should be changed to complete. A buyer may still be waiting for an invoice and other paperwork, but the complete status indicates that the production work is complete.
Once all paperwork is done for a “Complete” job the user may want to remove it from their daily job list by un-checking the “Active” check box.
Canceled – Jobs that have been canceled should be set to a status of “canceled”. In most cases canceled jobs should also be deactivated, so they will not appear on the users active job list.
On Hold – The “On Hold” status should be used for jobs that have for some reason been delayed for an indefinite period of time. Eventually these jobs should be canceled or returned to one of the other production status settings.
The Active Checkbox – The Active checkbox indicates if the job is still being processed. The job list and calendar display only Active jobs. Jobs that are not active may be viewed from the job list by turning the “Show Active Jobs Only” checkbox off. When you are done with a job the Active check box should be unchecked, to separate the job from your “live” work.