Set up your shop

You can quote on day one with the defaults, but five settings decide how much manual work every job costs you afterwards. Set these first.

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Company details

Settings → Company. Trading name, address, tax registration and logo. Everything customer-facing — quotes, proofs, invoices — is generated from this, so a change here reflows all future documents.

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Team and roles

Settings → Team. Invite by email and assign a role. Roles are how you keep pricing away from the floor and production status away from sales. Anyone can be reassigned later without losing their history on jobs.

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Markups

Settings → Markups. A markup rule turns wholesale garment cost into sell price. Rules can be set by quantity band, so a 500-piece order prices differently from a 12-piece order without anyone doing arithmetic on a quote.

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Quote settings

Settings → Quote Settings. Validity period, terms, and the default notes that appear on every quote. This is also where you set what a customer sees when they open the quote link.

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Custom fields and statuses

Settings → Custom fields and Custom statuses. Most shops have one or two things PRINTOOLS does not model out of the box — a rush flag, a press number, a customer PO reference. Add them as custom fields rather than burying them in notes, and they become filterable and reportable. Custom statuses let your production board match the language your floor already uses. A status that an automation rule depends on cannot be deleted until the rule is removed.

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Task templates

Settings → Task templates. If every screen-print job needs the same five production steps, define them once. New jobs then arrive with their task list already built.

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