How to Create a Job – Inksoft

Quickly and easily create and schedule jobs.

What's a job?

A job is a logical grouping of designs, products, and orders that need processing. They consist of two main things:

Production card(s): Production cards are the building blocks of a job. They provide a flexible way to visualize and organize work that needs to get done.
Workflow: A workflow is a series of steps or tasks required to complete a job/production. InkSoft allows you to build custom production workflows that can be assigned when creating a job.

Jobs are created within the Production Manager.

How to Create a New Job

Select Production Cards

The first step is to select the production cards to be included in a job. InkSoft provides two ways to visualize and organize production that needs to be scheduled.

Group By

This feature allows you to easily sort/filter to visualize production cards by design, order, product, or all open. This is useful in creating jobs and scheduling production based on a relationship level.

Filter

Filter results allows the filtering of production cards by Store, Ship/Pickup Date Range, Payment Status, or Manufacturer (Note: These filters stack, depending on the production cards that need to be returned).

Click Create Job

Once all desired production cards are selected, click Create Job from the action menu (Note: The action menu appears only if one or more production cards are selected).

Create Job

Complete the Create Job Form. The job form includes the following:

Workflow: Select the desired production workflow to assign to the job.
Job Name: Assign a name to represent the job.
Schedule Date: Assign a production date to the job.
Due Date: A due date is automatically determined based on the earliest Ship/Pickup date of the production cards selected.
Job Notes: Input any job notes that are useful/relevant. (Note: Job notes are optional and internal. They cannot be seen by the shopper.)

Click Create Job.

Once the Job has been successfully created, it will be accessible from the Jobs tab in the Production Manager.