Job Guide for New Platform

Introduction

The following documents provide an overview of creating a job/solicitation in PrintLynxx. This document will walk the PrintLynxx user through each step of the process and provide screenshots to assist. If you have any further questions please reach out to our support team through email at: support@elynxx.com or by phone at (717) 709-0990.

Login

The first step to creating a job is logging into PrintLynxx with your credentials using the following link: http://elynxxuat.live1.dev.radixweb.net (temp)

Once logged in, click “Create Job” on the left-hand side of the dashboard.

Creating a Job

In this section you will enter in the Description and Item Number of the print project. This is a unique identifier that will follow the job until completion. 

The checkboxes beneath the description and item number are for invoicing purposes. When a checkbox is clicked it communicates to the printer to provide breakout pricing for the selected choice (e.g. Manufacturing, Paper, etc.) The checkboxes are optional and will not appear on the invoice if left unselected. 

The Product Due is an optional field that provides a rough estimate of the due date of the project.

Custom Fields

These fields are completely customizable based on the needs of each client. The screenshot above is an example of the default custom fields in PrintLynxx. To add custom fields please reach out to the PrintLynxx Support Team.

Production Summary

Add Components, Furnished Materials, or a Task to be able to progress and create a solicitation for this job. 

General Information 

Select the component from the drop down list of component categories or select Add an Existing Component from ones that have been created before.

The Item Identity is a unique number or set of characters used to identify this item. Identity may be alpha and/or numeric. Sometimes referred to as form number, SKU number, product number or ID number.

The Quality Level is a drop-down that allows the user to communicate the quality level expected of the project.

• Quality 1 – Museum

• Quality 2 – Professional Marketing

• Quality 3 – Commercial

• Quality 4 – Duplicating

• Quality 5- Intended Use

Instructions is a text box that is provided for additional instructions not covered in the default fields.

Size Block

Specifications for the size of the project are communicated within this block. 

Stock/ Material Block

The Stock / Material block allows the user to communicate the materials the project requires. A text box is provided for additional instructions not covered in the default fields.

Printing Block

The Printing block allows the user to communicate what printing process is to be used on the project. The text box allows the user to communicate special instructions for ink, ink instructions, and variable imaging.

Finishing Block

This block allows the user to list any special construction requirements for this job that cannot be described in the finishing attributes listed above.

Specification Editor

Once a component has been added to a job the user is able to provide further details to the project using the specification editor. To add a specification, click the blue box with the text you would like to add. Please see below for a screenshot and a brief description of each specification. Please note the “Component” specification uses the same fields covered in the previous section.

Packaging

This specification editor allows the user to specify how the job is to be packaged. Say that the job needs to be shrunk; the user would specify it here.

Versioning

This specification editor allows the user to specify and create multiple versions of a job. The user will enter an item identity and use the text box to provide additional instructions.

Furnished Material

This specification editor allows the user to specify what types of materials will be furnished for the project by your company. A text box is provided for additional instructions not covered in the default fields.

Proof

This specification editor allows the user to communicate the type of proof required. A user can specify the type of proof, quantity, the approver, and dates specific to the proof here. A text box is provided for additional instructions not covered in the default fields.

Task

The task specification editor allows the user to add a custom task for the project that needs to be completed by an assigned user. A text box is provided for additional instructions not covered in the default fields.

Delivery/ Mailing

The delivery specification editor allows the user to add a delivery date and location to a project. Multiple deliveries can be added to a project. A text box is provided for additional instructions not covered in the default fields.

Creating the Schedule

To complete the job creation process the final step is to create the schedule. Before doing this please review all the sections of the job. If any corrections are necessary, use the gray edit box on the right hand to make changes. Once all the sections are correct click the create schedule box that is circled in the screenshot below. 

In the next screen users will select the “Bid Close Date.” This is when the job will no longer be open for bids. The Award Time Frame allows the user to communicate to the printers when the job will be awarded. If the award time frame will be longer than a few hours select a specific date for a longer time frame.

This screen is a final opportunity to review the dates, delivery address, and other sections. Once all the information is confirmed, press the save button and the job creation process is complete.

Job Detail Dashboard

The Job Dashboard provides an overview of all the details related to the respective job. The Timeline provides a view of the steps to each job. The green highlight communicates which step in the process the job is in. The tabs underneath the Product Summary Section allows the user to quickly select and reach crucial elements assigned to the job.

Info/Team Tab

The Info/ Team tab provides an overview for the job. The user can view the Project ID and Description as well as the custom fields that are specific to each company. Below in a sub tab, the user is able to view the team members assigned to this job and their role.

Tasks

The Task tab provides an overview of the tasks that have been completed related to the job. Users can view the tasks they need to complete as well as tasks that need to be completed by other team members.

Files

The Files tab provides an overview of the files that have been attached to the respective job. Users can view, replace, and edit these files all in one place.

Specification

The Specification Tab provides an overview of the specifications of the job as well as the job schedule and delivery dates and address for the job. You can also edit the specifications by using the top right edit button. 

Vendor Pool

The Vendor Pool tab provides a view of the printers in your pool and allows the user to quickly select or restrict the printer from bidding the job.

Messages

The Message Tab allows the user to view every message that has been submitted regarding the respective job as well as the sender and the time the message was sent. Users can create a new message by clicking the new message or new note box on the bottom of the screen.

Financial

The Financial Tab provides a view of the cost of the job. Users can view the price breakdowns selected during the job creation process and the status of shipments.

Audit

The Audit Tab is an electric recording of every event that has occurred in relation to the respective job. Users can easily find messages, files, templates, and much more in this tab.

Vendor Portal

The vendor dashboard is nearly identical to the buyer dashboard. You can see any jobs with action tasks on your home screen. Clicking into the solicitation will take you to the job and allow you to enter pricing. 

Entering Pricing as Vendor

Once you have selected the job assigned to you, scroll down to the bottom of the job to enter pricing. You can see all of the information concerning the job above such as proofs, packaging, versioning, etc. You can also send comments in the comments tab. Under “Bid Entry/Modification”, you may enter pricing and click save on the bottom right. 

Vendor Home Page Tabs

Unlike buyers, the tabs on your homepage will be limited, same as in the older platform. You can manage your vendor profile, and view custom vendor reports if needed. For any other changes in the system, please reach out to support@elynxx.com for changes to your profile. 

Conclusion

The following document is a walkthrough on how to create a job in PrintLynxx. If you have additional questions or would like to schedule a training for more details please reach out to our support team through email at: support@elynxx.com or call us at (717) 709-0990. We are always more than happy to help!