The right order to set Sign OS up
Do setup in this order so your prices are correct from day one.
What this is for
Sign OS prices your work from real numbers — your labour, your machines, your material costs. If you set those up in the right order, your very first quote is accurate. This is that order.
Before you start
- You are signed in as the shop owner or an admin.
Step by step
- 1
Step 0 — Run the set-up wizard from the card on Home. It asks what you sell, make or buy in, your departments, machines, markup and GST, and builds a starter catalogue priced from your answers. Your logo, business details and team can come after — see 'Set your shop up in three steps'.
- 2
Step 1 — Set up departments and labour rates. List the stations work passes through (design, print, install…) and what an hour of each costs.
- 3
Step 2 — Set up machines and their rates. Tell Sign OS what each machine costs to run so machine time prices itself.
- 4
Step 3 — Add suppliers, materials and items. Load who you buy from and what you buy, with real prices. Use Bulk import to load a lot at once.
- 5
Step 4 — Build a quote. Use ready-made products or build your own recipe, then produce a branded quote.
- 6
Step 5 — Turn the quote into a job once the customer accepts.
- 7
Step 6 — Run it through production. Release the job, watch it on the timeline and floor boards, and finish it.
- 8
Step 7 — Send it out and get paid. Raise the docket on Outbound, then invoice from Invoicing — in full, or a deposit first.
Tips & gotchas
- Work top to bottom. Each step builds on the one before — labour and machine rates feed your material recipes, which feed your quotes.
- You do not have to finish everything before your first quote. Get departments, machines and a few materials in, and you can already quote.