Overview

An example of an ideal setup of the Service Manager for a Printing Company.

Navigation: Main Menu > Office > Service Manager > Menu (button) > Edit Categories / Edit Statuses / Edit Responses / Lookup Lists

Categories

Description > Type > Default Response

• Accounts > Customer (Account) > Note

• Customer Query > Customer > Note

• Printing Enquiry > Sales > Printing Enquiry

• Sales > Sales > New Prospect

• Production > Internal > Quotation Accepted

Statuses

Description > Group > Notification

• New > Pending > None

• Prospect > Pending > None

• Re-Order > Pending > None

• Quote Accepted > Pending > None

• Quote Complete > Pending > None

• Awaiting Raws > Pending > None

• Awaiting Customer > Active > Internal

• Awaiting Review > Active > Internal

• Awaiting Us > Active > Internal

• Accounts > Active > Internal

• Qualified > Active > None

• Complete > Complete > All

• Closed (No Response) > Complete > All

• Closed (Not Qualified) > Complete > None

• Cancelled > Cancelled > None

Responses

• Caption: Call

• Input: None

• Type: All

• Set Status: Unchanged

• Assign To: n/a

• Transaction: n/a

• Trans Status: n/a

• Caption: Discovery

• Input: None

• Type: Sales

• Set Status: Qualified

• Assign To: n/a

• Transaction: n/a

• Trans Status: n/a

• Caption: Printing Enquiry

• Input: Printing

• Type: Sales

• Set Status: Awaiting Us

• Assign To: n/a

• Transaction: n/a

• Trans Status: n/a

• Caption: Follow Up

• Input: None

• Type: All

• Set Status: Unchanged

• Assign To: n/a

• Transaction: n/a

• Trans Status: n/a

• Caption: Internal Review

• Input: None

• Type: Internal

• Set Status: Awaiting Review

• Assign To: n/a

• Transaction: n/a

• Trans Status: n/a

• Caption: Meeting

• Input: None

• Type: Sales

• Set Status: Unchanged

• Assign To: n/a

• Transaction: n/a

• Trans Status: n/a

• Caption: Message

• Input: None

• Type: All

• Set Status: Awaiting Customer

• Assign To: n/a

• Transaction: n/a

• Trans Status: n/a

• Caption: New Prospect

• Input: None

• Type: Sales

• Set Status: Prospect

• Assign To: n/a

• Transaction: n/a

• Trans Status: n/a

• Caption: No Responses in 72 Hours 

• Input: None

• Type: All

• Set Status: Closed (No Response) 

• Assign To: n/a

• Transaction: n/a

• Trans Status: n/a

• Caption: Note 

• Input: None

• Type: All

• Set Status: Unchanged

• Assign To: n/a

• Transaction: n/a

• Trans Status: n/a

• Caption: Quotation Complete 

• Input: None

• Type: Sales 

• Set Status: Awaiting Customer 

• Assign To: n/a

• Transaction: Quotations

• Trans Status: Sent

• Caption: Quotation Accepted 

• Input: None

• Type: All

• Set Status: n/a

• Assign To: n/a

• Transaction: Quotations

• Trans Status: Accepted

• Caption: Review Quotation 

• Input: None

• Type: All

• Set Status: Unchanged

• Assign To: Estimator

• Transaction: n/a

• Trans Status: n/a

• Caption: Re-open Ticket 

• Input: None

• Type: All

• Set Status: Awaiting Us

• Assign To: n/a

• Transaction: n/a

• Trans Status: n/a

• Caption: Resolved

• Input: None

• Type: All

• Set Status: Complete

• Assign To: n/a

• Transaction: n/a

• Trans Status: n/a

• Caption: Re-Order

• Input: None

• Type: All

• Set Status: Unchanged

• Assign To: n/a

• Transaction: n/a

• Trans Status: n/a

Lookup List Examples

References

• Digital

• Litho

• Large Format

• Labels

• Prospect Referral

• New Sales Enquiry

Lead Sources

• Referrals

• Website

• Mailers

• Advert

• Cold Calling

Printing Size

• A0 (1188x840mm) Portrait

• A1 (594x841mm) Portrait

• A1 (841x594mm) Landscape

• A2 (420x594mm) Portrait

• A2 (594x420mm) Landscape

• A3 (297x420mm) Portrait

• A3 (420x297mm) Landscape

• A4 (210x297mm) Portrait

• A4 (297x210mm) Landscape

• A5 (148x210mm) Portrait

• A5 (210x148mm) Landscape

• A6 (105x148mm) Portrait

• A6 (148x105mm) Landscape

• DL (99x210mm) Portrait

• DL (210x99mm) Landscape

• A3 folded to DL

• A4 folded to DL

• 845 x 2100mm

• 305x215mm (Max flat size = 400x600mm)

• 90x50mm

• 85x55mm

• 203x240mm

Printing Parts

• Magazine Cover

• Magazine Text

• Leaflets

• Business Cards

• Posters

Printing Ink

• CMYK

• 1 Spot

• 2 Spots

• 3 Spots

Printing Substrate

• Bond, White, 80gsm

• Bond, White, 90gsm

• Bond, Tinted, 80gsm

• Coated Gloss Paper, 115gsm

• Coated Gloss Paper, 135gsm

• Coated Gloss Paper, 150gsm

• Coated Gloss Board, 170gsm

• Coated Gloss Board, 200gsm

• Coated Gloss Board, 250gsm

• Coated Gloss Board, 300gsm

• Coated Gloss Board, 350gsm

• Coated Matt Paper, 115gsm

• Coated Matt Paper, 135gsm

• Coated Matt Paper, 150gsm

• Coated Matt Board, 170gsm

• Coated Matt Board, 200gsm

• Coated Matt Board, 250gsm

• Coated Matt Board, 300gsm

• Coated Matt Board, 350gsm

• NCR, CB, White

• NCR, CFB, White

• NCR, CF, White

• NCR, CB, Tinted

• NCR, CFB, Tinted

• NCR, CF, Tinted

Printing Finishing

• Trim to Size

• Roll Fold

• Saddle Stitch

• Perfect Bind