Basic PrintVis Glossary
 

Bill-To Name – a company we will be sending the bill to.
This can be different from the “Sell-to” name. It appears on the “Invoicing” tab of the case card.

Case holds every piece of information about your project, starting from request for quote all the way to invoicing and archival.
It allows us to track every interaction that happens during quoting or production.  A case contains customer information, billing information, all quote versions, all order revisions,
all live production information (shop floor data collection reports), all costing and invoicing information.
A case automatically receives an ID number the moment it gets started (usually, by a sales person initiating a quote request). At different later stages, a Quote number and an Order number get attached to the case. As the project moves through the production stages, cases get assigned different Status Codes.

Case Card is the first page you see when you open a case.
There are 3 main sections:
- General section (customer and contact info, job name, production workflow information, delivery dates).
- Job section (quantities, size, inks, version numbers, pricing information)
- Invoicing section (bill-to info, address, commission info, currency code)

Capacity Unit - holds all production scheduling-related settings.
Capacity Unit settings determine how a scheduler / planner should work with a particular machine and how it behaves during the scheduling process.

Component Type – a “building block” of a printing job.
Example: a component type COVER-4 describes a 4-page cover, with panels attached at the spine.
A component type COVERS-2-2PP describes front and back cover sheets that are not attached (as in wire-o books). Each component type usually works in combination with conjugate width and height.
We can use multiple components to create job details on the Job Card.

Conjugate Width and Height - Number of connected panels / pages “across” and “up”.
The system uses these numbers in combination with finished size (format size) to figure out the printed image size.
Example: a 4-page brochure is conjugate width “2” and conjugate height “1”.
A 6-page (3-panel) brochure is conjugate with “3” and conjugate height “1”.
Basic conjugate with and height can be pre-set as a part of a template or as a part of component type.
 

Contact – a “prospect”, somebody who is not yet a Customer. Any prospective company you hope to develop a business relationship with. When a new contact is made, we create a record so that communication can continue. By assigning as much data as possible about a specific company ensures efficient communication. For example, assigning the relevant industry group, ensures that specific companies are included in any relevant communication.
We first create a Contact company and then assign at least one Contact person to that company.
 

Cost Center - a process or group of processes in the production of a finished item.
This is a central part of PrintVis setup.
It can be a machine, a function, a workplace or a person with a fixed hourly rate. 
All calculations, planning, job costing and production statistics are all linked to a Cost Center. 
Multiple Cost Centers are linked to a Department.
A Cost Center can only be linked to 1 department and 1 Capacity Unit.

 

Customer – although Quotes can be done for Contacts and Customers, Orders can only be done for Customers. In our system, sales reps create new Customers from existing Contacts, when a Quote is ready to be turned into an Order. Accounting will be automatically notified to complete the Customer setup, while the initial production planning work can proceed uninterrupted.

 

Department – used to group and organize data for financial and production statistics, estimating and job costing.
Departments are also used for grouping various data fields in calculation windows, shop floor pages, job tickets.
 

Discount Group  - a 3rd party mark-up
 

Format – a size. Can either be selected from a pre-defined “format code” dropdown window  or by simply typing by hand. The most common format types are finished size, parent sheet size and press sheet size.
 

Item - Anything we store in the inventory, such as paper, ink, glue or a finished product.
 

Job Card - A part of the PrintVis’s Case (a separate page) that contains the info about the components of the job, inks, substrates, presses and finishing.
 

Order  - an actual “print job”. We can have multiple Order versions within the Case, as the job goes through various revision stages during production. But only 1 Order line should be “active”.
Order Types categorize the kind of work we are doing. These are broad definitions only and they work in combination with Product Groups.

Order Type - used to identify and broadly classify the kinds of jobs a company does. 
For example, if we have Offset / Digital / Wide format presses and we want to gather statistics separately for these, we can setup separate unique Order Types (OFFSET / DIGITAL / WIDEFORMAT).
If we do not wish to be that specific, we can setup a single "PRINTED JOBS" Order Type, but identify our work in some other way (direct orders / orders via brokers / etc.)
 

Open Format  - Flat size. In some cases (presentation folders, for example) the system is unable to correctly calculate flat image size based on the finished size and the number of panels (conjugated width and height). In this case, we enter a flat size (open format size) that will override the system calculations.
 

Pages - When entering printing specs, we look at "pages with print".
That means, if we have a poster that is printed on one side only, we enter “1” into the “pages” column on the Case Card.
There is a direct linkage between pages with print, inks front and back and conjugate width and height!
 

Paper Quality - surface finish (smooth, gloss, silk, dull, etc.)
 

Paper Weight - North American “basis weight”.
Example = 60lb Lynx Offset, where “60” is a “paper weight”.
 

Paper Weight Unit - a North American paper type, such as “Book”, Cover” or “Bond”, etc.
 

Planning - scheduling
 

Product Group - a more detailed definition of product a company produces.
For example, a “Litho Book” order type gets further broken down into “Saddlestitched”, “Perfectbound”, “Casebound”, etc. product groups.
We choose what equipment and materials can be selected in a specific job based on the kind of a product group it has been assigned, thus making sure the estimates are accurate.
We also assign production templates to Product Groups, which speeds-up estimating.
 

Quote - an estimate. We can have multiple quote versions within the same Case. Multiple Quote lines can remain “active” – to be presented on the Quote Letter as options / versions.
 

Residual Sheets - Pages that do not fit on the full sheet. PrintVis automatically splits them out on a separate “residual sheet” - if the field "Automatic Residual Sheet" on the Job item is set to "Yes"
 

Responsible - either a specific person (specific user name), a group of people (anyone who is a coordinator) or a department (offset pre-press) get assigned to be responsible for each Status Code. System notifies people who are responsible through the Role Center
 

Role Center - first page you see when you start PrintVis. Role Centers are customized based on a function a person performs. For example, a sales person’s role center looks different from coordinator’s role center.
 

Sell-To Name - a customer company name. It appears at the top of the Case Card and on all job-related reports and pages.
 

Sheet - a job part. If a job has a cover and 16pp of text, and we are running all text on the same press form, Sheet 1 will be Cover and Sheet 2 will be 16pp text.
If we have 32pp of text and it runs as 2-16’s, both of the 16’s will still belong to Sheet 2.
If our text is 40pp and we are running it as 2-16’s and 1-8pp 2up, 2-16’s will be “Sheet 2” and 1-8pp 2up will be ”Sheet 3”.
 

Status Code - high-level indicator of a project status. Status codes describe the project movement through the plant, from RFQ to Invoicing. Some status codes are “logical” – allowing for semi- and fully-automatic status change. Some status codes are “non-logical”, meaning that we would have to select them manually.
Example of a logical status sequence: QUOTE REQUEST – QUOTE IN PROGRESS - QUOTE COMPLETE – QUOTE WITH CLIENT – ORDER.
Example of “less logical” sequence: QUOTE REQUEST – QUOTE IN PROGRESS QUOTE COMPLETE - QUOTE WITH CLIENT – back to QUOTE REQUEST (quote needs revising).
A Case can only have one Status code at any given time. That means, when the job is both on press and in the bindery, the case will still be in OFFSET PRESS status (the latest status).
For a more precise production data, we need to look at the actual production schedule.
For each status code, we assign a specific person, a group of people or the whole department as “responsible”.
Each status code also has a deadline that is pre-set in the system - but can be adjusted manually.

 

Surcharge = an “additional” configuration that extends the functionality of a cost center in some way or another. Example: an inline drill on the saddlestitcher is a surcharge configuration.
We can add or remove surcharge configurations as necessary for production calculation and planning.
 

Template (product template) = A pre-set workflow that allows for partial or complete estimate. Templates are linked to Product Groups.
 

Unit (List of Units) = on a Job Card page, it signifies a press selection.
 

Units (Calculation Units) = any cost center we setup in our system and use to estimate and plan the jobs. This can be a machine (press, folder, etc.) or a person (manual operation).
 

Unit Quantity (estimating page) =  a typical place where an estimator or a coordinator enter specific numerical values upon system’s request.
Example = “enter the number of locations” = “2”