DocMart Help and Training 101 - MKB 0117

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    Explanation:

    Docmart is a tool that will allow your customers’ to easily order non-variable items as well as act as an inventory management tool. See example image below.

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    Structure:

    -DocMart Items - Individual Items such as a flyer, an envelope, a pen, or a brochure.
    Before Docmart items can be used on Order Forms they must be added to a DocMart list.

    -DocMart Lists - Organizational tool for Docmart items

     

    If you’re not using a branded site for the customer, we recommend including the customer’s business name in the DocMart List name and Item name for organizational purposes (see example below). If you are using a Branded Site for a specific customer, the company name is not as important.

     

    “ABC Hospital Flyers” (DocMart List Name)

    “ABC Hospital - XRay Flyer 8.5 x 11” (DocMart Item Name)
    “ABC Hospital - Cardiac Flyer  8.5 x 11” (DocMart Item Name)
    “ABC Hospital - Dental Flyer  8.5 x 11” (Docmart Item Name)

     

    Creating a DocMart list:

    The process of creating DocMart lists is straight forward. From the Administration Menu, click on DocMart. Then click on the “Click the Create, Copy, Delete, or Rename a DocMart list” link.

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    Adding Items to DocMart:

    There are 2 ways to upload items into DocMart. You can use our Microsoft Excel Spreadsheet template and upload items into DocMart, or you can add items one at a time. Before using the spreadsheet, we recommend adding at least one item manually to understand the process. Click the Add new Item button to add an item.

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    Inventory Items:

    “Inventory” vs “Print On Demand” Items: By default, MyOrderDesk will inventory and track the item that you’re adding. If you do not need to inventory the item, click the Print on Demand check box in the upper left hand corner.

     

    Every DocMart item has the following attributes, and the only required attribute is the Item Name.

    Item Name: What is this item called? Be descriptive! The name you enter will be used by your customer to make selections on the Ordering Form.
    Sell Price: If you’d like to display the price to the customer, enter it in this box. NOTE: if the item uses a pricing table with discounts for higher quantities, leave this field blank. We will be discussing pricing tables later in this article.
    Cost: If you’d like to track costs in MyOrderDesk, enter the cost of the item in the text box.
    Inventory on Hand (Inventory Items only): Enter the starting quantity of the item (e.g., 1000, 500, or 5100, etc.). As orders are placed, the inventory system will keep track of your inventory balance. After the item has been added to DocMart, you can go back into the item to correct inventory balance for lost inventory, found inventory, added inventory etc.
    Description: The description should answer questions such as “What is this item?”, “What are its specifications?”, “How is it used?” “What is special about it?”, “What is the turnaround time?”, etc. If you know HTML, you can use it in the Description. The first 255 characters of the description (spaces and html count) will display on the order form. Any more than 255 characters will be replaced with a "..." link which customers can click on to view the rest of the description. There is a 2000 character limit.
    Shop ID: The number your shop has assigned to this item. Your customer will not see this number.
    Customer ID: The number your customer has assigned to this item. Your customer will see this number displayed with the item Name.
    Quantities (Min Order, Max Order, Increments): Although it is not required, we highly recommend setting up pricing tables for of your DocMart items. Pricing tables are quicker to set up, are shareable among multiple items, and allow for the most flexibility when pricing changes occur. Later in this article we will explain pricing tables in depth.
    Taxable: If checked, the item is taxable. This can be used to determine sales tax on an order form when combined with QwikPrice.
    Weight: Only enter a weight if you do not plan on using Pricing tables (see “Quantities” above). Enter the item weight. 1.5 could be 1.5 pounds, 1.5 ounces, or 1.5 grams. Just make sure you are consistent within a list of items. Do not use pounds for some items and grams for others. This weight can be automatically multiplied by the quantity within an Order Form to to produce a total weight. The result can be used with QwikPrice to calculate shipping costs.
    Reorder Pt: Only applies to inventory items. It does not display or apply to items check marked “Print on Demand”. Enter the amount of inventory that will trigger a "DocMart Low Inventory Notice" email alert to your shop. If you set the Reorder Point is set to zero, an email will not be sent.
    Shop Notes 1: - Enter any shop specific notes about this item. These notes are visible within the printable job ticket and your new job notification. They are not visible by your customers. If applicable, this is a great place for a hyperlink to the PDF on your local server or computer.
    Shop Notes 2: - See above. More of the same.
    Location 1: (Pick and Pack) - Enter the storage location of the item (e.g. Aisle 3, Shelf 20, or Bin 53, or Archive CD 12, etc.). These locations are visible within the printable job ticket and your new job notification. They are not visible by your customers.
    Location 2: (Pick and Pack) - If needed, enter another storage location or pick & pack notes for the item (e.g. Step ladder needed).

     

    Adding Images to DocMart items:

    We recommend that you upload both a Thumbnail and a Proof for every DocMart item.
    The thumbnail image is what appears to the customer first, when the thumbnail is clicked, the proof (larger version) will appear to the customer.

     

    If you’re going to be adding multiple items to Docmart, we recommend adding all your images and/or PDFs into the file library before starting because assigning the thumbnail and proof file is part of adding Docmart items.

     

    Thumbnails:
    We recommend thumbnail images be .PNG image files that are roughly 300 x 300 pixels. .JPEG and .GIF images are also accepted.

    Proof Files:
    Proof Files are most commonly PDF Files (be sure to watermark them) and the web browser will automatically adjust the Proof to fit inside the browser. MyOrderDesk supports multi-page PDF files. Other image types, such as .PNG, .JPEG, and .GIF are also accepted and we recommend you size them roughly 800 x 800 pixels.



    Assign your DocMart Items to Docmart Lists:

    The last step in adding a DocMart item is to assign it to a DocMart list. Use the checkboxes at the bottom of the page to add items to Docmart lists.

     

    Pricing Tables:

    As stated above, we highly recommend assigning a pricing table for all your DocMart Items.
    Here is an example of a basic pricing table:

    Select One…
    250 = $25
    500 = $42
    1000 = $70
    2000 = $120
    5000 = $200

     

    Adding Pricing Tables:

    Navigate to DocMart from the Administration Menu and click “Edit Pricing Templates”.

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    This screen will display all pricing tables. Use the pull down menu to create a new table. If you’d like your customer to define, and then force your customer to select a preset quantity such as 250, 500, or 1000, choose “Preset Quantity Pricing”. If you’d like specify ranges and allow your customer to type in a custom quantity such as 3, 50, or 3856, choose “Custom Quantity Pricing”

     

    Upon selecting the table type, a new template will be added to the list.
    Click the pencil icon next to the item name to modify the tables name. Click the disc image to save the new name.

     

    Editing Pricing Tables:

    To edit a pricing table, click the table name.

     

    Example of Selling Letterhead or Envelopes (Preset Quantity Table)

    In this first example we’re going to explain how to setup a DocMart item that typically has discounts for larger quantities such as letterhead or envelopes. Your end user will be selecting a value from a menu, not typing in a custom quantity. See below for an example of the pricing table.

     

    Select One…
    100 = $15
    250 = $25
    500 = $42
    1000 = $70
    2000 = $120
    5000 = $200


     Example of how the item appears on the Order Form:
    dm006.png

     

    Open the table by clicking on the table’s name, then click Add New Row.

    Description: Use numbers, letters, and/or special characters to describe the quantity. We suggested that the first items always be Select One… with a quantity of 0 and a price of 0.
    Quantity: This field only allows numbers, and the customer will not see this field. This is the number that will display in the shopping cart during checkout.
    Price: Enter the price for the item. For your convenience, the $ sign will be added automatically when you save the template.
    UOM: Stands for “Unit of Measure”. Use this field to display units of measure such as Bundles, Packs, Boxes, Cartons, etc. It is not used in calculations and only displays for a better explanation to the customer.
    Bundle Qty: Your MyOrderDesk website will intelligently package items into multiple boxes. Only fill in the Bundle Qty, Length, Width, Height and Weight if you’re going to be calculating shipping and packing for the Orders. When calculating shipping, the quantity is divided by the bundle qty to determine how many “items” are to be packed. When your customer selects a quantity of 2000, it is not wise to pass the number 2000 to the shipping calculations that go on behind the scenes. Rather, specify how the items are bundled. Below is an example of Letterhead. See Example below.
    Length, Width, Height, Weight: See Bundle Qty above.

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    Click Save once you are done filling out the pricing table.

     

    Example of Selling Note Pads (Custom Quantity Table)

    For items where the customer types in a custom quantity, you’ll use a Custom Quantity Table and then setup quantity ranges and tie them to a price. See below for an example of the Customer Quantity Table.

     

    1-10 Note Pads = $0.29
    11-50 Note Pads  = $0.27
    51-100 Note Pads = $0.25
    101-500 Note Pads = $0.19
    1000 Note Pads = $0.12
    2000 Note Pads = $0.10


    Example of how the item appears on the Order Form:
    dm007.png


    Open the table by clicking on the table’s name, then click Add New Row.

    From: This is beginning number for the range
    To: This is the ending number for the range
    Price: Price is the amount per item between the From and To fields. For your convenience, the $ sign will be added automatically when you save the template.
    UOM: Stands for “Unit of Measure”. Use this field to display units of measure such as Bundles, Packs, Boxes, Cartons, etc.
    Bundle Qty: Your MyOrderDesk website will intelligently package items into multiple boxes. Only fill in the Bundle Qty, Length, Width, Height and Weight if you’re going to be calculating shipping and packing for the Orders. When calculating shipping, the quantity is divided by the bundle qty to determine how many “items” are to be packed. When your customer types in a custom quantity such as 425, it is not wise to pass the number 425 to the shipping calculations that go on behind the scenes. Rather, specify how the items are typically bundled. For example, mouse pads might be sold in bundles of 10.
    Length, Width, Height, Weight: See Bundle Qty above.

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     If you need additional help please start a support ticket using the Help! link in your MyOrderDesk website, or call 866-770-7561 opt. 2



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