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Fully integrated print mis software that includes: print estimating, order management, art approval, production management, invoice management, payment processing, customer portal, B2B portals, QB Sync and more...
Fully integrated print mis software that includes: print estimating, order management, art approval, production management, invoice management, payment processing, customer portal, B2B portals, QB Sync and more...
Industries We Support:
- Digital Printing
- Commercial Printing
- Screen Printing & Embroidery
- Wide Format Printing
- Offset Printing
- Print Brokers
Streamline Your Workflow
Easily and simply manage your order workflow from new estimate all the way to getting invoices paid.
Estimating & Quoting
Order Processing
Art Approval
Production
Shipping & Delivery
Invoicing & Payment
STEP 1
Estimating & Quoting
Generate estimates & orders ready to be sent to your customer for approval.
STEP 2
Order Processing
The new order is confirmed, a docket is generated and the order is moved to design.
STEP 3
Art Approval
The design is sent to the customer via email/sms for art approval.
STEP 4
Production
STEP 5
Shipping & Delivery
STEP 6
Invoicing & Payment
Integrated Features
All in one platform that does everything for your print shop while saving you time and money.
Quoting & Calculations
Our pricing field can be setup with conditions, variables, formulas, imposition, inventory lookup, price per unit and more. As a result, your products will be setup specific for your shop with all vendor, inventory, production and labor costs included in addition to quantity discounts.
Job Ticket/Docket
When an order is generated, InfoFlo Print will automatically generate a docket which can be edited and printed at any time. All relevant fields will be included such as type of printing, quantity, paper type, colors, finishing options and more. The docket can be fully customized. Private note fields can be added and edited on the fly by specific departments to facilitate communication within the print shop. Designers, production and sales staff can all refer to the docket to understand job requirements.
Design Approvals
Effortlessly send art approval requests via email or SMS, providing customers with a seamless experience. You can send multiple files to customers and you have the flexibility to choose between having them approve only one, all, or a minimum of one art. Upon clicking the link, customers are swiftly directed to their personalized portal, where the PDF art awaits their approval or rejection, complete with the option to include comments and a digital signature.
Production Management
Once sent to production, staff can be automatically updated. All job information including the docket is fully accessible and the job can be added to the production scheduler. When the status of the job is updated, a start and stop time tracker can be triggered. Estimated vs actual time for jobs can be accessed from the reporting section.
Dashboard & Kanban Views
Access our Dashboard to search for all incomplete orders and their status. Kanban views are included at every step for your to quickly see all jobs within a given status. Job number, customer name, due dates and more are all fields that can be sorted, filtered and are all searchable so that all job information is always at your fingertips.
Customer Portal
InfoFlo Print offers an integrated customer portal that streamlines your interactions. Seamlessly send estimates for swift acceptance, share artwork for prompt approval, and provide a secure payment link for hassle-free invoice settlement. Furthermore, our customer-centric approach enables clients to conveniently re-order directly from their order history or order from the included online store, all seamlessly accessible through the portal.
B2B Portals
Create unlimited B2B stores complete with comprehensive branding. Seamlessly connect products to designated storefronts and send them a link for all employees to register. Instantly streamlining the experience for companies to effortlessly log in and exclusively purchase only the products you know they want to buy.
Payment Processing
Send invoices via email or SMS with a secure payment link. Once sent, the customer just needs to click on the link and they are automatically logged into the portal with the invoice loaded and a Pay button. Allow customers to enter a new credit card or select previously used cards. Payment types also include ACH, checks and credit. You can take deposits, partial payments, setup payment terms and more.
Clover POS Integration
InfoFlo Print is fully integrated with Clover Flex and Clover Mini POS's. Simply select the invoice, select Pay with POS and the total amount will be sent to the POS for payment. Once paid, the invoice status will change to Paid in InfoFlo Print and the customer is automatically emailed the invoice.
QuickBooks Sync: Online, Pro & Enterprise
InfoFlo Print provides a comprehensive sync engine. All customers and invoices can be imported from QuickBooks. Once your system is connected, all customers, invoices line items, taxes and payments from InfoFlo Print will sync to your QuickBooks. Customize your sync preferences with the option to exclusively sync paid invoices. Furthermore, any updates made to invoice or customers are automatically reflected in both systems, eliminating manual intervention.
Order History
View and search order history or click on the name of a company or contact to view previous orders linked to them. You can then do a re-order or create a new estimate with all product information pre-populated. You can make any necessary changes before sending it out. Need to do a re-order or create an new estimate from a previous order, but for a different customer? Simply find it in order history, create your new order or estimate and then change the name of the customer. It's just that easy.
User Roles & Notifications
Built-in permission control. Setup user roles for admin, designer, production & sales staff. Create custom roles. Setup automated notifications for both internal users and customers for when estimates are accepted, designs are approved, deliveries are ready, invoices are paid and more. With is automation your co-workers and customers will always receive updated information.
Web-To-Print
Web-to-print allows you to place orders for custom printed products such as business cards, flyers, and brochures. Create meta tags so that fields are automatically populated. For example, create a business card and add it to a B2B Portal. The customers can then select which business card template they would like to use and then their information is auto-populated to the card. Auto-generate layered PDF's ready for print.
More Features
Inventory
Import, update and manage your inventory. Receive alerts when a minimum threshold has been reached.
Reporting & Analytics
Reports include payment details, total sales, profit & cost, commission, inventory, account receivables & more.
Vendors & PO
Add vendor information and link them to products. Automatically generate a PO once the order is created. Send and receive the PO with inventory updated.
Shipping Labels
Generate shipping labels using our Shippo integration. Or use our internal package slip tool.
Built In CRM
Single click access to customer information. Instantly see all estimates, orders, designs, invoices & statements linked.
Sales & Commissions
Create a tiered commission structure based on total sales. Automatically link sales people to orders & customers. Generate reports.
Audit Log
The order audit log shows a full list of who touched an order right from when it was created to until it was paid by the customer.
Kanban Board
The board allows print shops to see the status of all jobs at a glance, making it easy to prioritize jobs and ensure they are completed on time.
B2C Store
If you are looking to update your site or offer a stand-alone online presence, we now offer a fully integrated WordPress template.
RFQ Workflow
Send an RFQ link to all vendors linked to the estimate. Vendor can input their product cost. Select the desired vendor and sent to customer for approval.
E-Commerce
Create a professional looking stand alone e-commerce front end store for guest vistors. It can be fully integrated into your site.
Multi-Store
Add all stores to one InfoFlo Print system. When creating a new estimate or order, select the desired store. Reports showing total sales by store are included.
Print Industries:
InfoFlo Print can work with your print shop as it already includes digital, commercial, screen printing, offset and wide-format products. We'll provide you with only the products you need and work with you to add any additional products. Click on your type of print shop below for more information.
