Initial settings and options to review

There are a few settings that you will want to review and possibly change when you are getting started with your planroom.

Basic settings

In your Control Center, click on your user initial on the top-right, and select Planroom Settings.

1. Confirm your Company Name and the Admin Email address. The Admin Email is where all planroom notifications go by default.
2. Add your company location(s) with addresses. These will be used later on if opt to use our live sales tax calculation plugin or need customers to select a location for pick-up orders.
3. Head to the Orders page and set a minimum print order amount if desired, and a default (or fallback) sales tax rate.
4. Plan to sell downloads? Set the default (or fallback) tax rate and the minimum credit card charge amount (if selling small, partial set downloads).

Shipping and Payment Methods

If you go to your planroom, add something to your shopping cart and proceed to checkout, you'll see the Shipping Methods and Payment Methods setup by default.

The shipping and payment methods listed on your checkout page can be customized to display whatever options you want. Currently, we have to make those changes for you, so just let us know if you'd like those changed at any time.

Send Us Files fields

It's expected that we will customize parts of the "Send Us Files" form for your use. We can add or remove fields, and configure which fields are required.

If you'd like any customizations just send them over to us, listing what fields you'd like to have, and which fields you want to be required.