Setting up your organization
Your organization is your shop. Every customer, quote, invoice, job, and team member lives inside it, walled off from every other shop on ManagePrint.
Setup runs as a four-step wizard: Organization, Suppliers, Pricing, then Payments. Only the first step is required. Skip anything you’re not ready for and pick it up later. Your progress is saved, so closing the tab doesn’t lose your place.
Only the person who creates the shop sees the wizard. Anyone joining by invite goes straight to their workspace.
Create the organization
Give your shop a name. ManagePrint derives a URL slug from it, which you can edit. The name and slug identify your shop across the app, on invite links, and on any storefronts you open.
Connect a supplier
Enter your S&S Activewear account number and API key, then use Test connection to check them on the spot. Once connected, catalog search works from your very first quote.
Skippable, and available on every plan.
Build a price matrix
Set up a decoration price grid so quotes price themselves instead of being typed by hand. It’s the same editor you’ll find later in Settings. See Price matrices.
Skippable. Price matrices are a Professional feature.
Connect Stripe
Start Stripe Connect without leaving setup. Stripe takes over for your business details and bank account, then returns you to Settings.
You can do this during your trial. Collecting money is what needs a paid plan. See Stripe Connect.
After the wizard
Add your company profile
In Settings → Company profile, fill in your address, phone, email, and website. These print on your quotes and invoices, so the documents you send customers look like they came from your shop, not from software.
Invite your team
Open Team from the sidebar and add the people who work in your shop:
- Admins run the whole shop, including billing and team management.
- Managers see most screens, minus pricing and revenue. They can’t build quotes. (Professional plan.)
- Workers run jobs on the floor. They sign in with a username and password you set and only see jobs assigned to them.
Admins and managers join by email invite. Workers are provisioned directly. Both count toward your plan’s member limit, and so does a pending invite. Full detail in Team & roles.
Coming from Printavo? Importing your customers by CSV and pulling live product data from S&S Activewear both work on any plan. The Professional tier adds the live Printavo API sync. See Integrations.
Next
With your shop set up and your team in place, run something through it: Your first job.