Setting Up Basics
Work Orders
Setting up your Package Specials
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Package Special is a feature where any number of predetermined framing configurations can be set up and then auto-filled on a Work Order simply by entering an abbreviation or code name.
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Use for fixed-price special offerings or sales promotions.
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There is no limit to the number of packages that can be stored, however each package special must have its own identifying code. The components that make up a package special can be actual items or they can be generic, e.g., wood up to 16×20.
Tip: Package Special prices are determined at the time of set up. When added to a Work Order, the price is locked at the Package Special price.
Note: to create Work Orders with fixed features but with adjustable measurements and prices, see How to Create a Work Order Template.
Some examples could be:
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BJ = Boston Celtics Basketball Jersey shadow box frame
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PS001 = Poster Special (14″ x 17″) metal frame
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PS002 = Poster Special (20″ x 26″) metal frame
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PS003 = Poster Special (14″ x 17″) wood frame
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ARwood = Artist Special, wood
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ARmetal = Artist Special, metal
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CH001 = Christmas Sale, polysterene frame promotion
How to Set Up Package Specials
To set up a new package special do either:
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Create a Code name, a generic description like “Oak Wood” or a specific moulding # in the Frame1 field.
Caution: Each code must be unique - duplicates may cause problems.
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Fill in each component you desire. The components and the price could both be arbitrary depending on your Reference # or name.
How to Use Package Specials
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Click the grey Package Special button.
A dialog box appears asking "Do you want to apply the package special to a new work order or to the current work order?" -
Choose:
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Click Current to undo the Work Order's pricing and replace it with the Package Special pricing.
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OR
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Click New and a brand new Work Order is created.
The Choose Package Special dialog box appears.
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Select a Package Special code name and click OK.
The Work Order auto-fills with data, but it is still necessary to enter the frame dimensions at this point. -
In addition to auto-filling the Work Order, the Work Order is locked so the price does not change.