Core Concepts

Understanding the fundamental building blocks of Rastr.AI

Company-Centric Model

Each print shop operates as an independent entity with complete control over its resources, settings, and workflows.

Company Resources

  • User management with role-based access
  • Comprehensive customer database
  • Customizable product catalog

Company Settings

  • Customizable workflows
  • Tax rates and shipping methods
  • Integration preferences

Integrations

  • QuickBooks synchronization
  • Payment gateway integration
  • Third-party APIs

Workflow Integration

Our integrated workflow system connects every aspect of your print shop operations seamlessly.

Sales Process

Quote Management

  • Create detailed quotes with custom line items
  • Automatic conversion to sales orders
  • Real-time quote status tracking

Order Processing

  • Streamlined order creation and management
  • Flexible line item configuration
  • Automated quote linking and tracking

Production Management

Interactive Job Board

  • Intuitive drag-and-drop interface
  • Real-time status updates
  • Smart job assignments

Production Tracking

  • Customizable job status workflows
  • Performance metrics and analytics
  • Resource allocation and scheduling

Order Lifecycle

Follow the journey of an order from initial quote to final delivery.

1. Quote Creation

Create detailed quotes with custom line items, pricing, and product specifications. Quotes can be sent to clients for approval.

2. Sales Order Creation

Convert approved quotes into sales orders or create new orders directly. Add line items, select products, and specify requirements.

3. Invoice Generation

Generate invoices from finalized sales orders. Track payments, process receipts, and sync with QuickBooks for financial records.

4. Production Management

Convert line items into job orders. Track progress through custom status workflows on the interactive Job Board.

5. Delivery and Completion

Complete job orders, arrange delivery or pickup, and maintain comprehensive documentation through notes and attachments.

User Roles and Permissions

Our role-based access control system ensures secure and efficient management of your print shop operations.

Admin

Full system access with complete control over all features and settings.

Capabilities

  • Manage user roles and permissions
  • Configure system settings
  • Access all company data
  • Manage integrations

Manager

Operational oversight with team management capabilities.

Capabilities

  • Manage team members
  • View performance metrics
  • Assign job orders
  • Handle customer relations

Member

Standard access for day-to-day operations.

Capabilities

  • Create quotes and orders
  • Process job orders
  • Update job status
  • Record payments

Order Lifecycle

Understanding the progression from quote to completed order:

1 Quote
2 Sales Order
3 Invoice
4 Production

Line Items and Job Orders

Line items serve a dual purpose in the system:

As Order Items

  • Product specifications
  • Quantity and pricing
  • Customer requirements

As Job Orders

  • Production tracking
  • Resource allocation
  • Status management