The latest InfoFlo Print text and order management updates bring powerful features designed to enhance workflow efficiency for print shops. From advanced text formatting to accurate invoice and estimate date management, improved design approval workflows, and optimized shipping options, these updates ensure smoother operations, fewer errors, and better control over your print management process.
Enhanced Text Transformation Features in InfoFlo Print
Apply Custom Text Formatting
With the InfoFlo Print text and order management updates, print shops can now define text transformations for web-to-print products. These transformations automatically apply to templates and final PDFs, regardless of what text is entered during order creation. Available options include:
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All caps
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All lowercase
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Capitalize the first letter of each word
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Bold, italic, or strikethrough
New Text Alignment Options
In addition to transformations, print shops can leverage new text alignment options. These ensure consistent, professional output for all print products, improving the overall quality and readability of your materials.
Accurate Invoice and Estimate Date Management
Default Invoice Behavior
Previously, converting estimates to invoices updated only the due date, leaving the create date unchanged. This often caused confusion if approval occurred much later than the original estimate date.
Flexible Date Updates
Thanks to the InfoFlo Print text and order management updates, print shops can now update both invoice create dates and due dates during conversion. To enable this:
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Navigate to Estimate Settings
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Enable the first checkbox for due date updates
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Enable the second checkbox to also update the create date
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Save changes
This ensures invoices reflect accurate production timelines and approval dates, maintaining accounting accuracy and compliance.
Streamlined Design Approval Workflow
Filter Designs by Approval Status
Print shops can now filter design entries based on approval status. This feature is particularly useful for internal users managing partially approved designs. Only approved designs are displayed, making it easier to select items for production.
Preserve Design Proposal Relationships
When splitting orders with multiple design proposals, the system preserves the relationship between line items and their respective designs. This ensures design workflows remain intact even after order modifications.
Optimized Shipping Option Management
Visibility Control for Shipping Options
Print shops can now define which shipping options appear for internal users, customers, or both. This ensures customers see only relevant options while internal staff retain full control.
Mandatory Shipping for Customers
With the InfoFlo Print text and order management updates, you can enforce required shipping selections for customer orders. Internal users are not required to select shipping unless desired, preventing incomplete order submissions.
Task and Reminder Bug Fixes
Previously, tasks with reminders remained active even after an order was canceled or deleted. The new updates automatically remove these tasks, preventing unnecessary notifications and keeping your workflow organized.
Benefits of InfoFlo Print Text and Order Management Updates
By implementing these updates, print shops can:
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Apply text transformations and alignments automatically
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Manage invoice and estimate dates with precision
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Streamline design approvals and maintain proposal integrity
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Control shipping visibility and enforce customer requirements
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Prevent task reminders from triggering on canceled or deleted orders
Overall, the InfoFlo Print text and order management updates simplify daily operations, reduce errors, and provide better visibility and control over all aspects of print management.