Substrate
The Substrate Group, Substrate Type and Substrate Manufacturers and Basis Size records help organizing the types of substrates used by the system and aggregate the necessary information to calculate the consumption and cost of these materials and their impact on the estimate.
Substrate Groups
This record allows the user to store the substrate groups in order to facilitate linking the substrates with the functionalities and raw materials used by the engineering.
The substrate groups recorded here appear as selection options in the Print Industry Settings tab in when adding a component. For more information, see "Add Specification Component Types".
This record must be done so that it is possible to link the group of substrate to the functions:
Substrate type record. For more information, see "Substrate Type" in the Engineering Records.
Printing functionalities:
1000 – Sheetfed Offset Press
1001 – Webfed Offset Press
1052 – Sheetfed Digital Press
1075 – Flexographic Press
1081 – Digital Printer – Web
Functionality 1070 – Plotter Printer (Wide Formats). For more information about this functionality, see "Setting Functionality 1070 – Plotter Printer (Wide Formats)" in the Engineering Records.
Note: For more information on printing functionalities refer to "Setting printing functionalities" in Engineering Records.
To access the substrate groups go to:
Sales > Records > iQuote > Product Specification > Substrate > Substrate group
Tip: For more information on the buttons, adding or editing search features in this toolbar, or how to add other information in columns refer to Introducing iQuote.
Add Substrate Groups
The user is required to have the following access options enabled to be able to add substrate groups:
EPS > SALES > RECORDS > IQUOTE > PRODUCT SPECIFICATIONS > SUBSTRATE > SUBSTRATE GROUPS > ADD SUBSTRATE GROUPS
In the system’s main menu, click Sales > Records > iQuote > Product Specification > Substrate > Substrate Groups or enter "substrate groups" in the Quick Search field.
Click Add. The following screen will open:
Complete the fields in this screen as described below:
|
Field |
Description |
|
Description |
Substrate group’s name to be displayed in other records. |
|
Display types |
It indicates what kind of substrate specification will be used, that can be: Grammage Basis size Thickness Thickness in inches |
|
Active |
It indicates whether the substrate group is available for use. |
|
Observations |
Allows the user to enter information about the substrate group. |
The substrates belonging to that substrate group are displayed in the Associated substrate types tab.
Note: The fields on this tab are not editable. The substrates displayed here were setting as belonging to this group in the substrate type record. For more information refer to "Substrate types" in the Engineering Records.
On the Translation tab, fill in the names used for the substrate group in English, Portuguese, and Spanish as necessary.
When finished, click Save.
Edit Substrate Groups
The user is required to have the following access options enabled to be able to edit the substrate groups:
EPS > SALES > RECORDS > IQUOTE > PRODUCT SPECIFICATIONS > SUBSTRATE > SUBSTRATE GROUPS > EDIT SUBSTRATE GROUPS
In the system’s main menu, click Sales > Records > iQuote > Product Specification > Substrate > Substrate Groups or enter "substrate groups" in the Quick Search field.
Click to select the substrate group to be edited.
Click Edit substrate group.
Edit the substrate group as needed. For more information on the buttons and fields in this screen, refer to "Add substrate groups" in the Engineering Records.
When finished, click Save.
Delete Substrate Groups
The user is required to have the following access options enabled to be able to delete substrate groups:
EPS > SALES > RECORDS > IQUOTE > PRODUCT SPECIFICATIONS > SUBSTRATE > SUBSTRATE GROUPS > DELETE SUBSTRATE GROUPS
In the system’s main menu, click Sales > Records > iQuote > Product Specification > Substrate > Substrate Groups or enter "substrate groups" in the Quick Search field.
Click to select the substrate group to be deleted.
Click Delete.
Click Yes to confirm the action.
Tip: In case the substrate group selected is being use the system will show a message informing it can not be deleted.
Substrate Type
This record allows storing the substrate types used by the system, allowing to inform the groups and standards to which they belong, as well as the cost account and units of measurement.
To access the substrate types go to:
Sales > Records > iQuote > Product Specification > Substrate > Substrate Type
Tip: For more information on the buttons, adding or editing search features in this toolbar, or how to add other information in columns refer to Introducing iQuote.
Add Substrate Types
The user is required to have the following access options enabled to be able to add substrate types:
EPS > SALES > RECORDS > IQUOTE > PRODUCT SPECIFICATIONS > SUBSTRATE > SUBSTRATE TYPE > ADD SUBSTRATE TYPE
In the system’s main menu, click Sales > Records > iQuote > Product Specification > Substrate > Substrate Types or enter "substrate types" in the Quick Search field.
Click Add. The following screen will open:
Complete the fields in this screen as described below:
|
Field |
Description |
|
Description |
Substrate’s name to be displayed in other records. |
|
Substrate standards |
Indicates which substrate standard this substrate type belongs to. |
|
Substrate group |
Indicates to which substrate group this substrate type belongs. |
|
Cost account |
Allows the user to specify in which cost account the substrate type will be allocated. |
|
Cost unit |
Allows the user to select the unit of measurement that will be used to calculate this substrate type’s consumption in the cost calculation. |
|
Production unit |
Allows the user to select the unit of measurement that will be used to calculate this substrate type’s consumption in the production. |
|
Active |
Indicates whether the type of substrate is available for use in the substrate register. |
Click Details, the following screen will open.
Complete the Description in English, Description in Portuguese, Description in Spanish and Notes fields as needed and click OK.
When finished, click Save.
Edit Substrate Types
The user is required to have the following access options enabled to be able to edit the substrate types:
EPS > SALES > RECORDS > IQUOTE > PRODUCT SPECIFICATIONS > SUBSTRATE > SUBSTRATE TYPE > EDIT SUBSTRATE TYPE
In the system’s main menu, click Sales > Records > iQuote > Product Specification > Substrate > Substrate Types or enter "substrate types" in the Quick Search field.
Click to select the substrate types to be edited.
Click Edit substrate type.
Edit the substrate type as needed. For more information on the buttons and fields in this screen, refer to "Add substrate types" in the Engineering Records.
When finished, click Save.
Delete Substrate Types
The user is required to have the following access options enabled to be able to delete substrate types:
EPS > SALES > RECORDS > IQUOTE > PRODUCT SPECIFICATIONS > SUBSTRATE > SUBSTRATE TYPE > DELETE SUBSTRATE TYPE
In the system’s main menu, click Sales > Records > iQuote > Product Specification > Substrate > Substrate Types or enter "substrate types" in the Quick Search field.
Click to select the substrate type to be deleted.
Click Delete.
Click Yes to confirm the action.
Tip: In case the substrate type selected is being use the system will show a message informing it can not be deleted.
Substrate Manufacturers
This record allows the user to store Manufacteres data that will be used in the Substrate Record, making it possible to link the manufacturers and FSC certifications.
To access the substrate manufacturer records go to:
Sales > Records > iQuote > Product Specification > Substrate > Manufacturer
Tip: For more information on the buttons, adding or editing search features in this toolbar, or how to add other information in columns refer to Introducing iQuote.
Add Manufacturer
The user is required to have the following access options enabled to be able to add manufacturer:
EPS > SALES > RECORDS > IQUOTE > PRODUCT SPECIFICATIONS > SUBSTRATE > MANUFACTURER > ADD MANUFACTURER
In the system’s main menu, click Sales > Records > iQuote > Product Specification > Substrate > Manufacturer or enter "manufacturer" in the Quick Search field.
Click Add. The following screen will open:
Complete the fields in this screen as described below:
|
Field |
Description |
|
Description |
Description of the manufacturer that will be displayed in other records. |
|
FSC Certification |
It indicates whether the manufacturer is certified by FSC. For products that are FSC certified the engineering selects only the paper manufacturers with this certification in the Estimate and in the Job. |
|
Active |
It indicates whether the manufacturer is available for use in the Substrate Records. |
When finished, click Save.
Edit Manufacturer
The user is required to have the following access options enabled to be able to edit the manufacturers:
EPS > SALES > RECORDS > IQUOTE > PRODUCT SPECIFICATIONS > SUBSTRATE > MANUFACTURER > EDIT MANUFACTURER
In the system’s main menu, click Sales > Records > iQuote > Product Specification > Substrate > Manufacturer or enter "manufacturer" in the Quick Search field.
Click to select the glue type to be edited.
Click Edit manufacturer.
Edit the glue type as needed. For more information on the buttons and fields in this screen, refer to "Add manufacturer."
When finished, click Save.
Delete Manufacturer
The user is required to have the following access options enabled to be able to delete manufacturer:
EPS > SALES > RECORDS > IQUOTE > PRODUCT SPECIFICATIONS > SUBSTRATE > MANUFACTURER > DELETE MANUFACTURERS
In the system’s main menu, click Sales > Records > iQuote > Product Specification > Substrate > Manufacturer or enter "manufacturer" in the Quick Search field.
Click to select the manufacturer to be deleted.
Click Delete.
Click Yes to confirm the action.
Tip: In case the manufacturer selected is being use the system will show a message informing it can not be deleted.
Basis Sizes
This Record allows the user to store basis size data that will be used in the substrate records.The link between the basis size and the substrate may be created through the Substrate Groups Record. For more information on the Substrate Groups Record, refer to “Substrate Groups” in the Engineering Records.
Everytime a substrate uses a substrate group that has a locked basis size it will be possible to define the basis weight instead of he grammage in the Estimate’s or the Job’s Product Specification. In the substrate record will also be possible to define each substrate’s basis weight. For more information on the Substrate Groups Record, refer to “Substrate Record.”
To access the basis size records go to:
Sales > Records > iQuote > Product Specification > Substrate > Basis sizes Records
Tip: For more information on the buttons, adding or editing search features in this toolbar, or how to add other information in columns refer to Introducing iQuote.
Add Basis Sizes
The user is required to have the following access options enabled to be able to add basis sizes:
EPS > SALES > RECORDS > IQUOTE > PRODUCT SPECIFICATIONS > BASIS SIZE > ADD BASIS SIZE
In the system’s main menu, click Sales > Records > iQuote > Product Specification > Substrate > Basis size Record or enter "glue type" in the Quick Search field.
Click Add. The following screen will open:
Complete the fields in this screen as described below:
|
Field |
Description |
|
Description |
Description of the basis size to be displayed in other records. |
|
Width |
Paper width. The unit of measurement alters according to the unit defined in the company’s Record. For more information, refer to "Business". |
|
Height |
Paper height. The unit of measurement alters according to the unit defined in the company’s Record. For more information, refer to "Business". |
|
Number of pages |
Number of sheets to be considered for the basis weight calculation. |
|
External reference |
Basis size identification code for integration with other systems. |
|
Active |
It indicates whether the basis size is available for use in the Substrate Record. |
When finished, click Save.
Edit Basis Sizes
The user is required to have the following access options enabled to be able to edit the basis sizes:
EPS > SALES > RECORDS > IQUOTE > PRODUCT SPECIFICATIONS > SUBSTRATE > BASIS SIZE > EDIT BASIS SIZE
In the system’s main menu, click Sales > Records > iQuote > Product Specification > Substrate > Basis size Record or enter "basis size" in the Quick Search field.
Click to select the glue type to be edited.
Click Edit basis size.
Edit the basis size as needed. For more information on the buttons and fields in this screen, refer to "Add basis size."
When finished, click Save.
Delete Basis Sizes
The user is required to have the following access options enabled to be able to delete basis size:
EPS > SALES > RECORDS > IQUOTE > PRODUCT SPECIFICATIONS > SUBSTRATE > BASIS SIZE > DELETE BASIS SIZE
In the system’s main menu, click Sales > Records > iQuote > Product Specification > Substrate Basis size record or enter "basis size" in the Quick Search field.
Click to select the basis size to be deleted.
Click Delete.
Click Yes to confirm the action.
Tip: In case the basis size selected is being use the system will show a message informing it can not be deleted.