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Updating Special Paper

 

 

Updating Special Paper

 

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Updating Special Paper

 

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Overview

 

This topic describes how to add or update special paper, the catch-all category of last resort. Easy to save, easy to retrieve, but best served with a question-mark.

Why? Because file maintenance is likely to be casual, not something you're going to spend much time on. And that's Ok. Special paper was never intended to be rock-solid in the price department. More like a template for storing static information - sheet size, grain, basis weight - for paper you use more than once.

Could you take advantage of its informal, free-wheeling nature and make special paper something you can depend on? Absolutely. Data files are like flower gardens. Get rid of the weeds, keep file records up-to-date, and you can treat costs saved in the special paper category like any other.

 

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The Long and Short of it

 

ButtonSaveSpecial Paper is unique in that you rarely add a new paper item using the File Menu, the method shown on the left. Usually what happens is that you're making a quote that calls for a specially ordered paper. Having entered all the paper specs for the quote, you decide you might like to save those specs for future use. You click the save button in the special paper entry window, then continue working.

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Working with Special Paper

 

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1.To quote special paper, click the button to the right of the F3 button.
 

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2.Enter the paper specs and costs.
3.ButtonSaveTo save that paper for future use, click the Save button before you click OK.
4.ButtonRolodexTo retrieve a special paper from the file, click the Import button. The paper color will default to white.
5.To select color pricing, click the Color button. Click the appropriate color bar or drag the blue bullet to it. The position of the bullet decides whether costs will be saved for white or color.
 

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6.Enter the Color, then click OK.
7.Always double-check costs coming from the file. If they need updating, click the Save button to also update the file.

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Here is where the casual nature of special paper comes to the surface. When you click the save button, the costs you're saving are for whatever you're quoting on, white or color, but not both. That's one of the reasons why you should never rely on the file for pricing. Static properties - name, sheet size, grain, basis weight - those you can trust explicitly. But always go to the vendor's price book for up-to-date costs.

 

 

Updating Special Paper

 

Select File > Update Special Paper, then double-click the item you want to update and enter your changes.

 

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See also

 

Paper Categories

Pricing Paper

Paper Markups

Quoting Special Paper