Incoming Jobs Checklist

August 21, 2024 version

Step 1 of 4

25%

Customer Information

Salesperson(Required)

Jason Lund

Josh Dirks

Kerry Caba

Marcy Lund

Other

Customer Name(Required)

Customer Type(Required)

New Customer

Returning Customer

Primary Contact Name(Required)

Enter the name of the primary contact for the customer.

Primary Contact Email(Required)

Proofing Contact Name(Required)

Enter the name of the contact who will be responsible for proofing.

Proofing Contact Email(Required)

Customer Number(Required)

Enter the customer number. If this is a new customer and no customer number has been assigned, enter 0000

New Customer Form(Required)

Please attach a PDF of the New Customer Form for this customer.

Accepted file types: pdf, Max. file size: 50 MB.

Payment Terms(Required)

Does the customer have established payment terms?

Yes

50% Down(Required)

Is the customer aware of 50% down on first order?

Yes

Project Information

Quote #(Required)

If the quote is older than 30 days, update prior to sending to PC/Scheduling.

Shipping Quantity(Required)

Enter the total quantity that will be shipped.

Mailing Quantity(Required)

Enter the total quantity that will be mailed. If the job does not mail, you must enter 0.

Total Quantity For Job

This field is calculated automatically.

Proof Type(Required)

Online Only

Epson Only

Online + Epsons

Hybrid Proof Details(Required)

You have selected both Online and Epson proofs for this job. Please detail which pages/sections will need Epson proofs.

File Due At CPC Date(Required)

MM slash DD slash YYYY

Delivery Date(Required)

MM slash DD slash YYYY

Job Type(Required)

Single Job

Recurring Job

Job Frequency(Required)

How often will this job print? Monthly, Quarterly, Yearly, etc.

Scheduling(Required)

Job is not pre-scheduled

Job is pre-scheduled

Mailing Information

In-Home Date For Mailing(Required)

MM slash DD slash YYYY

Type of Mailing(Required)

Direct

Saturation

EDDM

Periodical

Co-Mail

First Class

Address Type(Required)

Inkjet

Label

Polybag with Facing Sheet

Mailing Indicia(Required)

CPC

Customer

Customer Indicia Information(Required)

Please include all required information for use of customer indicia.

Mailing Type(Required)

For Profit

Non-Profit

Non-Profit NPA#(Required)

Enter the customer's NPA# - required for all non-profit mailings.

Tabbing(Required)

Tabbing Required

No Tabbing Required

Shipping Information

# of Shipping Locations(Required)

Ship To Address #1(Required)

Street Address Address Line 2 City State ZIP Code

Loading Dock(Required)

Does this shipping location have a loading dock?

Does Not Have Loading Dock

Has Loading Dock

Lift Gate(Required)

Does this shipping location require a lift gate?

No Lift Gate Required

Lift Gate Required

Inside Delivery(Required)

Does this shipping location require inside delivery to a specific location

No Inside Delivery Required

Inside Delivery Required

Ship To Address #2(Required)

Street Address Address Line 2 City State ZIP Code

Loading Dock(Required)

Does this shipping location have a loading dock?

Does Not Have Loading Dock

Has Loading Dock

Lift Gate(Required)

Does this shipping location require a lift gate?

No Lift Gate Required

Lift Gate Required

Inside Delivery(Required)

Does this shipping location require inside delivery to a specific location

No Inside Delivery Required

Inside Delivery Required

Ship To Address #3(Required)

Street Address Address Line 2 City State ZIP Code

Loading Dock(Required)

Does this shipping location have a loading dock?

Does Not Have Loading Dock

Has Loading Dock

Lift Gate(Required)

Does this shipping location require a lift gate?

No Lift Gate Required

Lift Gate Required

Inside Delivery(Required)

Does this shipping location require inside delivery to a specific location

No Inside Delivery Required

Inside Delivery Required

Ship To Address #4(Required)

Street Address Address Line 2 City State ZIP Code

Loading Dock(Required)

Does this shipping location have a loading dock?

Does Not Have Loading Dock

Has Loading Dock

Lift Gate(Required)

Does this shipping location require a lift gate?

No Lift Gate Required

Lift Gate Required

Inside Delivery(Required)

Does this shipping location require inside delivery to a specific location

No Inside Delivery Required

Inside Delivery Required

Ship To Address #5(Required)

Street Address Address Line 2 City State ZIP Code

Loading Dock(Required)

Does this shipping location have a loading dock?

Does Not Have Loading Dock

Has Loading Dock

Lift Gate(Required)

Does this shipping location require a lift gate?

No Lift Gate Required

Lift Gate Required

Inside Delivery(Required)

Does this shipping location require inside delivery to a specific location

No Inside Delivery Required

Inside Delivery Required

Ship To Address #6(Required)

Street Address Address Line 2 City State ZIP Code

Loading Dock(Required)

Does this shipping location have a loading dock?

Does Not Have Loading Dock

Has Loading Dock

Lift Gate(Required)

Does this shipping location require a lift gate?

No Lift Gate Required

Lift Gate Required

Inside Delivery(Required)

Does this shipping location require inside delivery to a specific location

No Inside Delivery Required

Inside Delivery Required

Ship To Address #7(Required)

Street Address Address Line 2 City State ZIP Code

Loading Dock(Required)

Does this shipping location have a loading dock?

Does Not Have Loading Dock

Has Loading Dock

Lift Gate(Required)

Does this shipping location require a lift gate?

No Lift Gate Required

Lift Gate Required

Inside Delivery(Required)

Does this shipping location require inside delivery to a specific location

No Inside Delivery Required

Inside Delivery Required

Ship To Address #8(Required)

Street Address Address Line 2 City State ZIP Code

Loading Dock(Required)

Does this shipping location have a loading dock?

Does Not Have Loading Dock

Has Loading Dock

Lift Gate(Required)

Does this shipping location require a lift gate?

No Lift Gate Required

Lift Gate Required

Inside Delivery(Required)

Does this shipping location require inside delivery to a specific location

No Inside Delivery Required

Inside Delivery Required

Ship To Address #9(Required)

Street Address Address Line 2 City State ZIP Code

Loading Dock(Required)

Does this shipping location have a loading dock?

Does Not Have Loading Dock

Has Loading Dock

Lift Gate(Required)

Does this shipping location require a lift gate?

No Lift Gate Required

Lift Gate Required

Inside Delivery(Required)

Does this shipping location require inside delivery to a specific location

No Inside Delivery Required

Inside Delivery Required

Ship To Address #10(Required)

Street Address Address Line 2 City State ZIP Code

Loading Dock(Required)

Does this shipping location have a loading dock?

Does Not Have Loading Dock

Has Loading Dock

Lift Gate(Required)

Does this shipping location require a lift gate?

No Lift Gate Required

Lift Gate Required

Inside Delivery(Required)

Does this shipping location require inside delivery to a specific location

No Inside Delivery Required

Inside Delivery Required

Ship To Address #11(Required)

Street Address Address Line 2 City State ZIP Code

Loading Dock(Required)

Does this shipping location have a loading dock?

Does Not Have Loading Dock

Has Loading Dock

Lift Gate(Required)

Does this shipping location require a lift gate?

No Lift Gate Required

Lift Gate Required

Inside Delivery(Required)

Does this shipping location require inside delivery to a specific location

No Inside Delivery Required

Inside Delivery Required

Ship To Address #12(Required)

Street Address Address Line 2 City State ZIP Code

Loading Dock(Required)

Does this shipping location have a loading dock?

Does Not Have Loading Dock

Has Loading Dock

Lift Gate(Required)

Does this shipping location require a lift gate?

No Lift Gate Required

Lift Gate Required

Inside Delivery(Required)

Does this shipping location require inside delivery to a specific location

No Inside Delivery Required

Inside Delivery Required

Ship To Address #13(Required)

Street Address Address Line 2 City State ZIP Code

Loading Dock(Required)

Does this shipping location have a loading dock?

Does Not Have Loading Dock

Has Loading Dock

Lift Gate(Required)

Does this shipping location require a lift gate?

No Lift Gate Required

Lift Gate Required

Inside Delivery(Required)

Does this shipping location require inside delivery to a specific location

No Inside Delivery Required

Inside Delivery Required

Ship To Address #14(Required)

Street Address Address Line 2 City State ZIP Code

Loading Dock(Required)

Does this shipping location have a loading dock?

Does Not Have Loading Dock

Has Loading Dock

Lift Gate(Required)

Does this shipping location require a lift gate?

No Lift Gate Required

Lift Gate Required

Inside Delivery(Required)

Does this shipping location require inside delivery to a specific location

No Inside Delivery Required

Inside Delivery Required

Ship To Address #15(Required)

Street Address Address Line 2 City State ZIP Code

Loading Dock(Required)

Does this shipping location have a loading dock?

Does Not Have Loading Dock

Has Loading Dock

Lift Gate(Required)

Does this shipping location require a lift gate?

No Lift Gate Required

Lift Gate Required

Inside Delivery(Required)

Does this shipping location require inside delivery to a specific location

No Inside Delivery Required

Inside Delivery Required

Comments

This field is for validation purposes and should be left unchanged.