FlexoPilot Documentation

Everything you need to know about the platform β€” modules, workflow, production types and getting started. No technical jargon.

Overview

What is FlexoPilot?

FlexoPilot is a cloud ERP/MES platform built for print shops. It digitizes the entire production workflow β€” from client briefing to delivery β€” in real time.

24
Active jobs
87%
Load
6
Productions
Factory dashboard

Designed by a printer with 30 years of hands-on experience, FlexoPilot natively covers 6 production types with the exact trade formulas β€” plus a cross-cutting unit conversion engine (meters, kg, sheets, rolls).

🏷️ Flexo Flexible

Pouches, films, multi-layer laminates β€” linear meter unit.

πŸ”– Flexo Labels

Adhesive labels on rolls β€” width/advance gaps, die matrix.

πŸ“¦ Flexo Carton

FEFCO boxes β€” auto blank development, flutes, folding/gluing.

πŸ“š Offset Publishing

Books, catalogs β€” multi-element, imposition, signatures.

🎁 Offset Packaging

Folding boxes, POS displays β€” laminating, creasing, die-cutting.

πŸ–¨οΈ Digital

HP Indigo, Xerox β€” multi-product ganging, no wash-up.

Core modules

πŸ“‹ Sales

Clients, products, jobs, quotes, invoices. One-click reprint.

βš™οΈ Imposition calculator

Positions Γ— lanes, optimal cylinder, SVG layout, zero height gap.

πŸ“… Planning

Gantt, job queue, machine load, Job Ticket PDF.

πŸ“± Live Board

Tablet shop-floor interface for machine and finishing operators.

πŸ“¦ Inventory

Rolls, inks, cylinders, plates. Reservations and alerts.

🌐 Client portal

Online proofs, order tracking, downloadable invoices.

🎨 Prepress

Product versioning, proofs, preflight, Esko export (integration available).

βœ… Quality control

Criteria per production type, PDF report, scrap margin impact.

Philosophy: get in and done

Professional, intuitive, no lengthy training. The printer sees the whole factory at a glance β€” from quote to real margin per job.

FlexoPilot is built for SME print shops (5 to 50 employees) running flexo, offset or mixed production. Priority markets: Maghreb, West Africa, then international.

Setup

Quick start

From signup to first job in under a day. The onboarding wizard configures your factory in 7 guided steps.

14d
Trial
7
Steps
No card
Required
Onboarding wizard

14-day free trial

Fill in the form at flexopilot.com/trial with your factory name, country, email and primary need. Full platform access, no credit card.

You receive: a dedicated URL your-factory.flexopilot.com, admin credentials, and a direct link to the wizard.

Onboarding wizard β€” 7 steps

1

Active productions

Select the production types running in your factory (Offset, Flexo Flexible, Flexo Labels, etc.). At least 1 production is required.

2

Finishings

For each production, tick the available finishings: lamination, slitting, rotary die-cutting, folding/gluing, film laminating, and more.

3

Machines

Add your machines with brand, max speed, max colors, max web width. Assign inline or offline finishings.

4

Initial stock

Create your catalog: rolls, cylinders, inks, papers. You can add items without quantities and complete them later.

5

Plate making

In-house or external. If external: main supplier, order email, standard production lead time.

6

Currency

Choose your working currency (MAD, EUR, DZD, XOF…) and exchange rate. This setting is irreversible.

7

Users

Create your team members with their role and assigned productions. Each user receives an invitation email.

πŸ” First login

Change your password and enable two-factor authentication. Automatic redirect to the wizard.

🎯 First job

Wizard complete (7/7) β†’ the sales rep creates the first job: client β†’ product β†’ imposition β†’ quote + proof sent.

Production

Production workflow

11 connected steps from briefing to archive. Every transition is tracked and triggers notifications to the right people.

Briefing→ Quote→ Planning→ Prepress→ Printing→ Finishing→ QC→ Delivery
Job journey
#StatusMain actorKey action
1BriefingSalesJob created, quote + proof sent
2Quote & ProofClientBoth approved at the same time
3PlanningPlannerGantt placement β†’ Job Ticket
4PrepressPrepress leadPlates / cylinders ordered
5PrintingOperatorSetup β†’ Run β†’ Wash
6FinishingOperatorAutomatic sequence
7OutsourcingWarehouseIf applicable β€” otherwise skipped
8QCQC agentCriteria measured, decision made
9DeliveryDelivery agentDelivery note + shipping
10DoneSystemInvoice + real margin
11ArchiveSystemRead-only after 30 days

Job types

πŸ†• New print

First time printing this product. Full prepress, all plates to be made.

πŸ” Reprint

Same product, no changes. Pre-filled form β€” you only enter quantity and date. Plates reused if still valid.

✏️ Modification

File changed (color, text, format…). A new version is created, and a new proof approval is required before production.

Key automations

β†’

Quote approved

Required materials are automatically reserved in stock.

β†’

Printing finished

Finishing starts automatically on the Live Board.

β†’

Finishings complete

QC opens with criteria pre-loaded for the production type.

β†’

QC passed

Delivery note generated automatically, ready for shipping.

β†’

Shipping confirmed

Real margin calculated + invoice notified to the client and finance.

Technologies

Production types

6 native productions with the exact trade formulas. Each type has its own fields, calculations and QC criteria.

C = n Γ— h
L = positions Γ— lanes
Gap = 0
Imposition calculator
1

Flexo Flexible

Pouches, films, multi-layer laminates. Unit: linear meter. Positions Γ— lanes calculation, anilox cylinder selection, lamination up to 5 layers, mandatory wash-up, winding direction C1/D1/A1…

2

Flexo Labels

Adhesive labels on rolls. Mandatory width and advance gaps, tracked die matrix, two cylinders (print + die-cut), labels-per-roll packaging.

3

Flexo Corrugated

FEFCO boxes. Auto blank development, flute types (A, B, C, E, BC…), ECT/BCT tests at QC, folding/gluing, 5% run waste rate.

4

Offset Publishing

Books, catalogs. Multi-element (cover + inner), imposition, pagination, signatures, 4-color CTP plates per element.

5

Offset Packaging

Folding boxes, POS displays. Laminating, creasing, die-cutting, traceable cutting die, optional varnish.

6

Digital

HP Indigo, Xerox. Multi-product ganging on the same sheet, offline cutting, no machine wash-up.

Common flexo rule: height gap = absolute zero

The cylinder circumference must be an exact multiple of the track height (Β±1 mm tolerance). FlexoPilot automatically selects the optimal cylinder from your stock and blocks incompatible jobs.

Planner

Planning & Gantt

The planner's workspace β€” 5 integrated tools to place jobs, anticipate blockers and generate the official Job Tickets.

M1
M2
M3
Machine Gantt

πŸ“Š Machine Gantt

Main view: horizontal axis = time, vertical axis = machines. Jobs = blocks colored by production type. Drag & drop, "now" line, day/week views.

πŸ“‹ Job queue

Approved jobs (quote + proof) not yet scheduled. Sorted by urgency and delivery date. Drag directly onto the Gantt.

⚑ Machine load

Load % per machine with a colored bar. Red alert above 85% β€” anticipate delays before they happen.

⚠️ Alerts & blockers

Winding direction unconfirmed, insufficient stock, plates not received, machine down β€” every alert has a direct action button.

Job Ticket PDF

One drag on the Gantt = a Job Ticket PDF generated and distributed to every actor: Prepress, Operator, QC, Warehouse, Sales, CEO.

🎫 Job Ticket contents

SVG imposition, selected cylinder, reserved materials, sequential finishings, traceability QR code, delivery date, winding direction, special instructions.

Key rule β€” the planner's role

The planner is the only person who can confirm the move to Prepress by generating the Job Ticket. Without a distributed Job Ticket, production does not start.

Warehouse

Inventory management

Rolls, inks, cylinders, plates β€” real-time with automatic reservations and threshold alerts.

142
Rolls
28
Cylinders
3
Alerts
Real-time inventory

Consumable types

🎞️ Rolls

Films, papers, adhesives β€” units: meters, kg, rolls. Traceability by batch and web width.

βš™οΈ Anilox cylinders

LPI, BCM, circumference, compatible heights. Linked to the imposition calculator.

🎨 Inks

Flexo solvent/water/UV, offset, digital. Consumption tracked per color in production.

πŸ”² Plates

Traceability per job, status (ordered, received, on press, archived).

🧰 Other

Glues, laminating films, cutting dies, cores β€” each item with its own configurable alert threshold.

Reservations & consumption

1

Client quote approved

FlexoPilot automatically reserves the required materials. If stock is insufficient, a compatible alternative is suggested.

2

Production in progress

RESERVED status β€” materials locked for the job, visible on the Job Ticket.

3

Printing closed

Rolls and inks deducted automatically. Reservations move to USED status.

4

Threshold alerts

The warehouse manager is notified when stock drops below the threshold configured per item.

B2B

Client portal

Self-service clients β€” fewer calls, more professionalism. Online proofs, order tracking, downloadable invoices.

Proof #2847 β€” Organic labels
Awaiting approval
βœ“ Approveβœ— Reject
Order #1204
Printing β€” delivery 06/12
Client area

πŸ”“ Activation

When creating the client record, tick "Enable portal access". The system automatically creates a client account and sends an email with the credentials.

What the client sees

SectionContents
My ordersJob list with workflow status + delivery date
Pending proofsInline PDF, Approve / Reject buttons + comment
My quotesDownloadable PDF, online approval
My productsCatalog with thumbnail + history
My invoicesDownloadable PDFs
Delivery trackingDelivery note + carrier tracking

Access rules

πŸ”’ Full isolation

Clients only see their own data β€” no cross-account access whatsoever.

πŸ‘οΈ Read-only

No job creation on the client side. Viewing and approving only.

⚑ Online approval

Proof and quote approval online β€” the workflow advances automatically without sales intervention.

Shop floor

Operator Live Board

The shop-floor interface β€” built for tablets, zero training. The operator only sees today's jobs assigned to their machine.

JOB-2847 Β· Flexo Labels
Running Β· M3 Β· 68%
JOB-2851 Β· Flexo Flexible
Setup Β· M1 Β· Waiting for roll
JOB-2855 Β· Offset Packaging
Scheduled Β· 2:30 PM
Live Board

Setup & access

1

Tablet setup

Connect a tablet or touchscreen to the Live Board URL. Login by operator badge or PIN. Automatic machine assignment.

2

Today's jobs

The operator sees the jobs scheduled for their machine, in Gantt order. Clean interface, large buttons.

Print cycle: Setup β†’ Run β†’ Wash

🎯 Setup

Make-ready, color adjustments, visual check. Timer starts. Stop reporting available (1 click).

πŸƒ Run

Production in progress. Real-time progress bar. Meters produced counted automatically.

🧼 Wash

Mandatory in flexo. Duration tracked. Automatic hand-off to the next finishing if configured inline.

βœ… Close-out

Actual meters + ink consumption per color (pre-filled, editable). Stock updated instantly.

Reporting a stop

One click on "Report stop" β†’ pick the reason: roll change, color adjustment, machine breakdown, waiting for consumables, operator break. The impact on real margin is calculated automatically.

Shop-floor philosophy

1 click = 1 intention. The operator never hunts for their job β€” it appears automatically when it's their turn on the scheduled machine.

Organization

Roles & permissions

3 hierarchy levels β€” fits both small and large print shops. Each role only sees what it needs.

Admin→ Sales→ Planner→ Operator→ Client
Value chain

πŸ‘‘ Administrator

Factory setup, users, productions, machines, stock. Full access + executive KPIs. Override on approvals.

πŸ’Ό Sales

Client, product and job creation. Quotes, proofs, order tracking. One-click reprint. Client portal access.

πŸ“… Planner

Gantt, job queue, machine load. Job Ticket generation β€” the only actor allowed to launch prepress.

πŸ“± Operator

Live Board only. Setup, run, wash, finishings. Stop reporting. Consumption close-out.

🎨 Prepress

File versioning, proofs, preflight, plate/cylinder orders. Esko export (integration available).

🌐 Client (portal)

Online quote and proof approval. Order tracking, invoices, deliveries. Read-only, isolated data.

Full hierarchy

Level 1 β€” Management

Administrator, CEO, Operations Director. Global view, KPIs, final approval.

Level 2 β€” Leads

Sales, Manufacturing, Prepress, Production, Delivery, Stock and Finance leads.

Level 3 β€” Agents

Sales rep, Estimator, Planner, Designer, Operator, QC agent, Delivery agent, Finance agent. They run the daily tasks.

Key actions per role

ActionResponsible role
Job creationSales
Planning + Job TicketPlanner
Plate / cylinder ordersPrepress
Printing / FinishingsOperator
Quality controlQC agent
ShippingDelivery agent
Client invoiceFinance agent
System configurationAdministrator

Small print shop

One user can hold several roles (e.g. CEO + Sales + Estimator). The system allows approval without dual control β€” it knows it's a small structure.