Managing mailing jobs can become complex fast—especially when you’re juggling quantities, discounts, taxes, and customer-specific details. A streamlined mailing order workflow helps print shops stay efficient by automating calculations, reducing errors, and ensuring every order is priced accurately from the start. In this guide, you’ll learn how the system handles order setup, discount logic, tax rules, and editing options, giving your team a smooth and reliable process from initial entry to final approval.
Introduction to Mailing Product Orders
Managing mailing products requires careful handling of quantities, discounts, taxes, and custom fields. By implementing mailing product order management, print shops can automatically calculate totals, track discounts, and manage taxable and discount-exempt items accurately. This not only improves efficiency but also reduces manual errors.
How to Set Up a Mailing Product Order
Setting up a mailing product order correctly is the foundation for accurate workflow management.
Selecting Customers and Master Quantities
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Choose the customer for the order.
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Select the master quantity for the mailing product.
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Fill in any required free-form fields.
When you input quantities, the system automatically calculates totals for each product and updates the overall order total.
Customizing Unit and Total Prices
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Type unit prices or total prices directly.
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The system automatically adjusts the other value to ensure totals are correct.
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Designer hourly rates are pulled from global variables, ensuring consistent calculations.
Custom fields highlight based on customer-specific requests, making it easier to track important data.
Applying Discounts and Managing Exemptions
How Discounts Are Applied
During order setup, the system identifies which products are discount-exempt.
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Select the customer type (Trade, Retail, etc.)
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Enter the discount percentage for eligible products
The system will:
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Ignore discounts on exempt products
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Apply discounts to eligible products automatically
Calculating Subtotals and Taxes
After applying discounts, the system calculates:
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Product subtotal
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Total discount applied
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Taxable subtotal
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Final sales tax
This ensures accurate pricing, proper tax application, and correct discounts for all products.
Editing and Adjusting Orders
After the order is created, you can:
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Open the order in the new interface
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Edit quantities, discounts, or customer selections
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Save changes to automatically update totals, taxes, and discounts
This flexibility allows print shops to correct errors and adjust details before final processing without compromising accuracy.
Printing, Materials, and Cost Management
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Select materials and quantities, with unit costs tied to each material
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Additional lines populate automatically as you adjust materials and quantities
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Invalid lines without values can be removed before submitting
These features streamline printing and production management while maintaining control over costs.
Beta Features and Upcoming Updates
The mailing product order page is currently in beta, featuring:
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Automatic subtotal and total calculations
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Correct discount and tax applications
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Support for discount-exempt products
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Flexible editing of created orders
Further updates will continue to refine usability and enhance workflow efficiency.
Benefits of Using Mailing Product Orders
Implementing mailing product order management provides several benefits:
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Automates subtotal and total calculations
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Applies discounts accurately, respecting exemptions
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Ensures proper tax application based on customer type
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Allows flexible editing without compromising accuracy
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Streamlines daily order management tasks
By adopting these updates, print shops improve workflow efficiency, reduce errors, and ensure accurate pricing for all mailing product orders.
Conclusion
A well-structured mailing order process doesn’t just save time—it creates consistency, accuracy, and confidence in every job your team handles. By automating calculations, managing discount rules, and simplifying edits, your system ensures each order moves smoothly from setup to completion with fewer touchpoints and fewer errors. As the beta features continue to evolve, print shops will gain even more flexibility and precision, making daily operations faster and more dependable. With the right tools in place, your team can focus less on manual tasks and more on delivering exceptional service to your customers.