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The Frame Order report is a list you can print and send to your vendor to order supplies. This is the simplest way to create your vendor shopping list.
Tip: The Frame Order may be printed as a PDF and emailed as an attachment.
On the Main Menu, in the Work Orders section, click the Find Work Order
button.
The Work Order Find screen appears.
Click the Select for Frame Order checkbox.
Click Perform Find.
A list of all the Work Orders currently
tagged for ordering appears.
Review the list.
To exclude a Work Order from the Frame Order, click the Work Order number and, in the form view, click the Cancel Frame Order sidebar button.
To add a Work Order to the Frame Order, find it and then click the Select for Frame Order sidebar button.
On the Main Menu, in the Work Orders section, click the Create Frame Order
button
or
Click Purchase
Orders > Auto-create Frame Order button.
The Frame
Order screen appears.
Leave the Date fields
blank to select all Work Orders since the last time you placed a Frame
Order.
or
Select a range of dates in either Work Order Date or Due
Date. The proper date format to use is:
MM/DD/YYYY
To enter a range of dates use: MM/DD/YYY...MM/DD/YYYY
Choose which groups to include by selecting the Include
in Frame Order checkboxes on the left, e.g. Mat Design, Mounting,
Hardware, Extra, Glazing, and/or Fitting.
If you do your own fabric-wrapped
mats or liners, then we recommend that you select Mounting
and Glazing.
Select your preferred page break; Print with Page Breaks prints each supplier on a separate sheet.
Select the Create Purchase Order checkbox if you wish to have items posted to a Purchase Order (items will be grouped by vendor and new Purchase Order records will be added to the Purchase Order file).
Note: POs can only be created if a vendor is selected in the Order From field in the Price Codes file. If items appear to be missing, check the the item's "Order From" field in the Price Codes file.
Select the Print Frame Labels checkbox if you wish to have labels printed (for your back room to apply to sets of chops).
Choose whether or not you would like to preview before printing and/or pause on preview.
Click Proceed.
It takes a moment to compile the
data: FrameReady locates Work Orders (which have not been previously
ordered) and generates the list. You can tell if a Work Order has
been added to the list by the Select/Cancel Frame Order sidebar button
(on the Work Order screen).
If the message “No work orders match…”
appears, then it means the list has already been created and no new
Work Orders have been created since that time.
Important: The Restore Last Order button is great for those ‘oops’ times, for example, when you didn’t have the printer turned on or when you didn’t really mean to click the Proceed button and want to start over. To use it, the Restore Last Order button must be clicked before creating any new Work Orders (otherwise, the new Work Order is now the ‘last order’ which will be restored).
When the data has been compiled, the Moulding
Cut List is displayed first (it is included at this point to
show any layered frames). This information may be necessary to get
a correct fit when ordering chopped or joined frames.
Click Save as PDF or Print; then click Continue
to proceed.
The Matboard Cut List
appears.
The Matboard Cut List can be used as a pull sheet for small pieces
of matboard you have in stock. Those pulled mats should then be deleted
from the Purchase Order before it is Consolidated.
Click Save as PDF or Print; then click Continue
to proceed.
If selected earlier, Labels
appear.
Labels can be applied to joined frames to quickly identify the correct
frame for the order. They can also be divided and distributed to the
person doing the joining. Another option is to place the labels on
the sticks of moulding. Labels left on the sheet easily tell you which
frames have either not arrived or have not been joined.
Click Save as PDF or Print; then click Continue
to proceed.
The compiled Frame Order
with materials sorted by Supplier field in the Price Codes file, sub-sorted
by Group appears.
Use the Frame Order as a double-check against your first several Purchase
Orders to ensure that all items on the Frame Order have been assigned
an "Order From" company and therefore appear on a Purchase
Order.
Click Save as PDF or Print; then click Continue
to proceed.
Tip: You can click the flip book on the status bar (top left) to see the pages and view the list of materials. This may help in deciding if a PO can be ‘omitted’ and held until there are more materials to order from the vendor.
If a Special Order was used in a Work Order, then the Artwork to be ordered list appears.
A Purchase Order will not be created for the Artwork here. You must
use "Create Product Order" on the Main Menu to generate
a Purchase Order for art and retail products.
Click Save as PDF or Print; then click Continue
to proceed.
If selected earlier, then FrameReady shows a list of the vendors it is prepared to create Purchase Orders for.
At this point you may click Omit
for any vendors from whom you do not wish to order materials at this
time (e.g. you order from vendors on different days of the week or
there is not enough volume for free shipping).
The data for any omitted vendor is stored in a temporary file until
the next time you process the frame order.
Note: If you Omit a vendor and then go back and change the Work Order containing the omitted vendor, the changes will not be updated in the temporary file. To have the changes appear on the next purchase order, duplicate the work order, make your change, and then delete the original work order.
Click Continue (you
can also Show All or Cancel).
If you select Show All, any Omitted Suppliers will not appear on the
list. If you select Cancel, all orders on this list will be held you
create the next Purchase Order.
The newly created Purchase Order
records appear, one for each vendor.
Click on each vendor name to see the list of items to be ordered.
The default status of all new Purchase Orders is NotPlaced. When the order is sent to the company, you should mark the radio button Placed to indicate that it has been dealt with. Mark as Received when the order arrives.
Items can also be manually entered onto the Purchase Order, e.g. a Bainbridge mat. Type in B4106 then Tab : the Description, Dimensions and Unit Price populate. Enter the quantity to order.
Tip: Items can also be added to an 'open' Purchase Order directly from the Price Codes file by going to the item needed and clicking on the Post to Purchase Order button. The amount in the ReOrder field will be added to the Purchase Order.
Some items may appear more than once. These items can be totaled automatically using the Consolidate button.
Several things need to be kept in mind when using this feature:
Only moulding, fillets and liners identified in the Unit field as Foot will be consolidated.
Items ordered by Chop or Join will not be consolidated. Dimensions are shown in Width x Height fields and Qty identifies number of frames to be ordered.
The Consolidate feature cannot be undone.
The Work Order numbers will also be consolidated in the WO# field. Only the first number appears on screen (but clicking in the box will reveal all Work Order numbers that included the item).
After clicking Consolidate Order, the button text changes to read Order Consolidated. All length moulding and matboard is totalled.
Modify the Purchase Order by clicking in the Qty or Footage field to change the amount to be ordered. If you have any footage or matboard in stock, it appears in Qty OnHand.
If you do not need to order an item, click Delete to remove it from the list.
Any notes for this order may be included in the Notes field and will display on the document.
The PO for each vendor can be printed, or emailed as a PDF file. You can print any order at any time, as often as you like, as many copies as you like.
You can exclude a vendor from the current PO by clicking the associated Omit button. Then, the next time you generate a Frame Order (provided there are new Work Orders), the previously omitted vendor appears in the list.
NOTE: If you Omit a vendor and then go back and change the work order containing the omitted vendor, the changes will not be updated in the temporary file. To have the changes appear on the next purchase order, duplicate the work order, make your change, and then delete the original work order.
Click Cancel to skip generating the Purchase Orders (the Frame Order, however, has already been created).
Click Show All to add any omitted vendors back onto the list.
The PO defaults to NotPlaced. When the order is sent to the company, you should set the radio button to Placed. Mark it as Received when the order arrives.
When the order is Received, check the list against the packing slip. Use the Accept button to identify items that have arrived and can be added to inventory.
The button text changes to show that inventory has been Updated. If a different amount arrived, change the number in Qty or Footage before accepting the item into inventory.
Alternatively, tick the Back Order checkbox and the item is flagged to be automatically added to the next PO (and when it is added to the new PO, it will be removed from the current PO).