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Documentation Index

Fetch the complete documentation index at: https://docs.runsubstrate.com/llms.txt

Use this file to discover all available pages before exploring further.

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Product Options

Admin or Super User role required to create or edit options.
Product options are the building blocks used when pricing work order line items. Navigate to Options in the admin navigation. The page has six tabs:
TabWhat it configures
SubstratesSign materials (vinyl, coroplast, aluminum, etc.)
LaminatesLaminate films and their cost
FinishingsFinishing options (grommets, edge tape, etc.)
ColoursColour options available for items
Pre PressPre-press services and their pricing
ProductionProduction services (installation, etc.)

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Substrates

Substrates are the core pricing unit — each line item on a work order is built around a substrate.

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Creating a Substrate

  1. Click New Substrate.
  2. Enter a Name (e.g. “3M Vinyl”, “6mm Coroplast”).
  3. Select a Pricing Strategy:
    • Roll Material — sold by linear foot or square foot from a roll (enter roll width)
    • Flat Material — sheet goods with fixed dimensions (enter sheet width and height)
    • Fixed Price — flat fee regardless of size
  4. Select a Pricing Type (how the customer is charged):
    • Per square foot
    • Per linear foot
    • Per item
    • Percentage of subtotal
  5. Enter the cost and sale price.
  6. Save.

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Deleting & Restoring Substrates

Substrates are soft-deleted — they’re hidden from new work orders but preserved on existing ones.
  • To delete: click the delete icon on the substrate row.
  • To restore: toggle the Show Deleted filter and click Restore.

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QuickBooks Sync

Substrates can be synced to QuickBooks as service/product items. Click Sync with QuickBooks on the Substrates tab.

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Laminates

  1. Click New Laminate.
  2. Enter a Name and Cost.
  3. Toggle Applies Both Sides if this laminate is applied to both faces of the substrate.
  4. Save.
Laminates are added as a modifier on work order line items — the cost is added on top of the substrate price.

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Finishings

Finishings work the same as laminates — name, cost, and active/inactive toggle. Examples: grommets, edge sealing, rounding corners.

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Colours, Pre Press & Production

These tabs follow the same pattern: name, cost, active/inactive. Add items that match the services and options your shop offers so staff can select them when pricing work orders.

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Deactivating an Option

Any option can be set to Inactive to hide it from new work orders without deleting it. Click the active toggle on the item row to deactivate. Reactivate the same way.