Organizing 30+ Custom Screen Printing Orders!
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- Опубліковано 28 вер 2024
- Yo, today I want to show a quick overview of how we keep all our custom screenprinting orders organized and how we always know what the most important thing to work on is.
Every order has a lot of moving parts, and a lot of these parts are unique to a screen printing shop, but I think the ideas and concepts here can be applied to any business or process with a workflow that has a couple things going on at once. We mainly use Trello to keep things organized visually.
Also, I just want to note that I'll be skimming over some of the more technical and complex parts of this process, and recording detailed videos for them. So if there's any part of this process that you think could use a deeper dive, please let me know in the comments and I'll build it into this series!
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Floodway Print Company is located in Winnipeg, Canada.
Learn more about our Custom Screen Printing Services: www.floodwaypr...
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Thanks again to everyone tuning in. Just trying to show what is working for us! Is there ANYTHING you'd like a detailed video on? Let me know here in the comments!
thanks Cory, the information you provide are awesome, can't wait to see the video on the automation, keep it up!!!
I've had that idea on the back burner for way too long! I will try to get to that one super soon, I think it'd be a pretty easy one to film and explain.
Cory,
Thank you for taking the time to do this. I am looking forward to some of your other deep dives. Ones that I would be specifically interested in are:
** Zaps for moving your Trello Cards
** Seting up for your Tello base. It's clear you have done a bunch to refine that and harness it's power, but it seems daunting to bring on, not having used Trello Before. I understand the core concepts, but would love to not have to reinvent the wheel to make the work flow mimic what you currently have set up, because it looks awesome.
** Moments where you are triggering Printavo to take actions for both Trello and customer interactions.
Thanks again.
Erik
Thanks Erik! This definitely helps me decide what to focus on. The automation to create cards on Trello will be the next video for sure.
Setting up the base was tricky and we’ve been through a couple iterations, thinking back and we used to have two separate boards! Haha. My advice is to think about what points of the process you want to separate. One way to think about our setup is that each list on the board is kinda like a printavo status. And then the labels are like tasks. So we have a list for purchasing, issues/backorders, pre-press, production, and done. And then labels for the rest.
@@CoryFloodwayPrintCo Did the video on how to set up the automation to create cards on Trello from Printavo ever come to fruition? Curious about how you did this! Seems simple enough, but I'm having some trouble integrating it!
@@birdsbeak96 Sorry, no. I've been really struggling to put time into the channel lately. It all starts with the email though, when printavo sends the notification email I have Zapier pull the order number, and the url.
Would you mind doing a video showing from start to end how to setup printavo along with trello and the automations? I absolutely loved this video.
Thanks for watching! Once I add a couple videos to this series I think it'll start showing the setup from end to end a bit better. Only thing I gotta say is that it's super unlikely that our setup will fit your shop for a buncha reasons, so I want to avoid it being a tutorial and more a why/how we did it here, why it's working, and hopefully that gets your gears turning enough to make a plan of your own!
Great vid! I checked out your site and wanted to know what designer software you're using? And as a prospective client, once select my merch, design it, and select quantities, what happens then? Did you set up an automation to get my info into Printavo? Or are you being notified of a new order on your site and populating all the info manually into Printavo? Thanks!
Thank you. I don't use this setup anymore, we are doing it all in Printavo Power Scheduler now. Using their Tasks for purchasing.
I use Inksoft nowadays and there is a new feature to move everything into Printavo. It works but in typical Printavo fashion it launched pretty broken. Not sure if it will get improved.
@@CoryFloodwayPrintCo Haha! I stopped using Printavo a while ago. I like it but it was missing some functionality for me. Inksoft seems to be the go to for the online designer tool. I've been waiting for a mobile friendly, simple designer app to use. I'm surprised there aren't more apps being developed for the print/embellishment industry. Thanks for the reply and great content!
How are you pulling in details like customer name and maybe order description and due date into trello with zaiper. we have not found a good way to do this it just brings in invoice number
I'm going to cover this in a video that shows the Zap from Printavo to Trello. It all starts with when the 'new quote' is made, we start filling out a spreadsheet at that point which makes it easier to pull data from later using the invoice number. Something for you to consider is that if you're using emails as triggers for the zap then both the invoice number and customer name are in the subject line, so you can use Zapier formatter to pull it from there! I will cover this in that Zapier video for sure.
so printavo>spreadsheet>trello. i think thats the issue i was going direct to trello and it doesnt allow you to pull much data just the invoice number and very basic data. Thanks
That’s the exact problem I had! Putting a spreadsheet in between is the key for sure.
@@CoryFloodwayPrintCo i got the to trello part working great. Any tips on getting the card removed automatically once the job is complete. the issue i have now is marking the job complete in printavo automatically sends an email the customer and you cant cc a burner email. Only solution i came up with is to ad another status in between but i would rather is all just be done with marking the job complete
Is that Dash list you use just set up through a automation or power up on trello? Do those numbers change only when cards are moved around or adding and removing labels trigger that too?? Nice workflow!
Sorry for the delayed reply, the Dash Cards are via Butlerbot - a critical addon for Trello. It can count based on a tonnnn of variables!
Great info, thank you! I'm another one who would be seriously interested in a detailed Trello integration. Sell it as a course - I'd buy it
Thanks Ryan! Lately I have been working to keep things a lot simpler, so I've been moving a lot of it back into Printavo and trying to do it in Power Scheduler. It's working so far!
@@CoryFloodwayPrintCo so your moving away from Trello ,Monday etc…. And leaving all in PowerScheduler ?
@@davidwaldman1725 Yes, power scheduler covers almost everything I need. We haven't touched trello in a couple months now. The biggest challenge so far is still purchasing/receiving. I'm currently doing it with Tasks in Printavo. Keeping track of everything else.
Nice one Cory, I use Printavo but before, I used Trello in a similar fashion to how you move jobs along. I'd be interested in seeing how you zap jobs from printavo to trello. Thanks
Thanks John. I think that automation is gunna be the first/next video!
Thanks for putting this together Cory! You able to share your board template?
I’ll see what I can do, but I think the principles are most important since every shop is so different. I pretty much just have a column for brand new orders to be purchased, a column for waiting, for issues, and ready for production.
I use labels for tasks like ‘needs separations’ and ‘needs ink mix’.
It’s working pretty good! I will try to take a deeper dive on it ASAP.