Features of P3Source

The features of P3Source and how they work

P3Source is a comprehensive print procurement and project management system equipped with a variety of features to streamline your workflows. Below is a detailed summary of its core features:


Main Application Window

The central hub of P3Source, where most activities take place. It houses the Job List, Project List, and an array of menus and buttons for seamless navigation and management.

Key Highlights:

  • Accessible menus for Jobs, Projects, and Reports.
  • Integration of shortcuts like the Button Bar for quick access to commonly used tools.

Job List

A powerful tool for managing and viewing all jobs in one place. It provides comprehensive control over job status, filtering, and reporting.

Key Features:

  • Create, copy, and delete jobs efficiently.
  • Sort and filter jobs by various criteria such as status, owner, and activity level.
  • Print job lists in multiple formats: PDF, HTML, or Excel.

Project List

Similar to the Job List, the Project List focuses on organizing and managing multiple projects.

Key Capabilities:

  • Easily associate jobs with projects.
  • Manage project-related job costs and calculate overall profitability.
  • Simplify project tracking with batch management tools.

Job Manager Window

The primary interface for handling individual jobs, allowing you to track, edit, and report on every aspect of a job.

Highlights:

  • Manage job specifications, costs, and supplier interactions.
  • View detailed job history, notes, and schedules.
  • Integrated workflows for bidding and job award processes.

Project Manager Window

A comprehensive tool for overseeing projects, including proposals, invoices, and customer interactions.

Key Tools:

  • Build detailed proposals with flexible pricing options.
  • Manage customer invoicing with integrated templates.
  • Centralize project data for streamlined communication and reporting.

User Settings

Customizable settings to tailor your P3Source experience.

Features:

  • Set preferences for currency, date formats, and units of measurement.
  • Customize default messages and templates.
  • Manage personal information and licensing details.

Enterprise Settings

Advanced administrative tools for configuring enterprise-wide settings.

Administrative Controls:

  • Define default settings for jobs and projects.
  • Create and manage customized option lists and labels.
  • Oversee user rights and system-wide configurations.

Customer List

An organized address book for managing customer relationships.

Key Functions:

  • Add, edit, and manage customer records.
  • Import/export customer data.
  • Assign customers to jobs and projects for streamlined communications.

Suppliers List

A centralized database for managing supplier details and performance.

Features:

  • Add and edit supplier records with ease.
  • Track supplier bids and performance metrics.
  • Import/export supplier data for efficient management.

Items List

A customizable inventory management tool for tracking printed materials.

Capabilities:

  • Create unique identifiers for items, such as SKUs or publication codes.
  • Associate items with jobs for precise tracking.
  • Generate detailed reports based on item data.

P3FileBank

A secure cloud-based file storage system for managing job and project files.

Benefits:

  • Automatically stores files from emails and uploads.
  • Tracks file history and download details.
  • Ensures security with AWS S3 encryption and compliance standards.

Reporting

A robust reporting system that generates detailed insights into jobs, projects, and supplier performance.

Features:

  • Create and save customized reports.
  • Analyze key metrics like cost savings, supplier response times, and project profitability.
  • Export data for further analysis in third-party tools.

QuickBooks Integration

A seamless way of integrating with QuickBooks Online to help streamline your project invoicing process. This feature allows you to synchronize project invoices with QuickBooks, ensuring accuracy and efficiency. QuickBooks integration is available to users with the integration feature activated in their P3Source license.

Benefits:

  • Seamlessly integrating QuickBooks to streamline the project invoicing process.
  • Minimize errors by ensuring data consistency across platforms
  • Automates transfer of data saving time and reducing manual entry

RateCards

A powerful feature for storing supplier pricing and streamlining recurring orders.

Workflow:

  • Collect supplier quotes and save them for future use.
  • Use stored pricing to create job orders or project proposals without repeating the RFQ process.
  • Simplify complex procurement workflows with predefined templates.

Performance Tracking

Track supplier performance in P3Source with as little user intervention as possible.

Features:

  • Bid Response Time
  • Automatic initialization of "Planned" and "Scheduled" order dates
  • Production quality evaluation data collection and storage
  • Budget and Actual cost figure comparison

Each of these features is designed to enhance productivity, ensure seamless collaboration, and provide deep insights into your print procurement and project management processes.