Booklet with BOM Product Setup and Usage Guide

Aaron Aldrich Updated by Aaron Aldrich

Introduction The Booklet with BOM product allows you to accurately configure and price booklet jobs using multiple components like paper, click charges, and binding. This setup ensures precise cost calculations and efficient production planning. This article is designed to supplement the video below, with terminology and steps aligned directly to the walkthrough demonstrated.

Booklet - with BOM ‒ shopVOX Golden Product

Steps

Step 1 – Configure Click Charges

  1. Navigate to the Booklet Product Setup section.
  2. Locate the Click Charge section.
  3. Click the pencil icon to edit an existing rate or the copy button to duplicate and create a new one.
  4. Define pricing variations such as Black & White or Color.
Step 2 – Set Up Inside and Outside Pages
  1. Locate the Inside Pages section.
  2. Click Edit to rename or adjust pricing for page options.
  3. Ensure the paper size matches the product name, as this impacts layout calculations.
  4. Repeat the process in the Outside Cover Pages section.
  5. Use the checkboxes to include selected options in the product.
Step 3 – Configure Binding Options
  1. Navigate to the Binding Type section.
  2. Edit existing binding options using the pencil icon.
  3. Add new binding types (e.g., Perforated, Saddle Stitch) as needed.
  4. Ensure all required binding types are enabled for selection.
Step 4 – Define Default and Additional Cost Items
  1. Scroll to the Default Items section.
  2. Review items tied to system checkboxes (e.g., Collate, Laminate).
  3. Set up the Additional Cost item with a $1 price and $1 cost for one-to-one cost entry.
  4. Adjust pricing or set values to $0.00 to effectively disable charges without removing them.
Step 5 – Use the Check Pricing Interface
  1. Open Check Pricing on a quote or transaction.
  2. Enter the booklet size and number of inside pages.
  3. Adjust the following fields as needed:
    • Bleed
    • Overage Percentage
    • Additional Costs
    • Bindery Costs
    • Laminating Costs
    • Packaging Costs
  4. Select the appropriate:
    • Click Charge Type (B&W or Color)
    • Inside Page Paper
    • Outside Cover Paper
    • Binding Type
Step 6 – Optimize Layout and Efficiency
  1. Review paper selection to ensure compatibility with booklet size.
  2. Check for zero pricing, which indicates an incompatible paper size.
  3. Use the Rotate 90 option to improve sheet efficiency.
  4. Compare sheet usage before and after rotation to minimize waste.
Step 7 – Finalize Production Inputs
  1. Add optional selections such as:
    • Collating
    • Folding
    • Special Colors
    • Guillotine Cutting
  2. Enter any special instructions if required.
  3. Confirm the quantity field reflects the total number of booklets (separate from page count).
Notes & Tips

🔹 Tip: Use Rotate 90 to reduce sheet usage and improve cost efficiency.

🔹 Tip: Set required cost fields to $0.00 in setup if you do not want them to impact pricing.

⚠️ Warning: If a paper option results in $0 pricing, it likely does not fit the selected booklet size.

⚠️ Warning: Paper size naming is critical—incorrect sizes can lead to incorrect cost calculations.

Outcome / Summary

After following these steps, you should be able to:

• Configure a complete Booklet with BOM product with accurate pricing components

• Efficiently generate booklet quotes using optimized layouts and cost structures

How did we do?

Golden Product: Business Cards - with BOM - shopVOX Pro

Golden Product: Booklet - with BOM - shopVOX Pro

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