Purchase Order with Cut Lists

Access > Price Codes file > Auto-Create Purchase Order button The Auto-Create Purchase Order button compiles the PO and cut lists. The PO can be adjusted on-screen before printing. Items ordered by length which are the same can be consolidated

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Deleting Invoice Line Entries

How to adjust Line Items on an Invoice Locate the Invoice Click the Data Entry button. The Line Item Entry screen appears. Determine if the item is: A) a retail item from your Product file B) a retail item is

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Entering Discounts on an Invoice

There are several ways for you to enter discounts directly onto an invoice.

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How to Issue a Refund on an old Deposit Invoice & Reclaim the Taxes

A customer comes in to cancel a work order, or return a product, for which they have made a partial payment (deposit) on an invoice. The following steps will allow you to zero out the old invoice, issue a refund,

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Entering Hand Wrapped Mat on Work Order

There are two ways to enter fabric hand-wrapped matboard onto a work order but it depends on how you have priced the substrate. If you always use the same substrate, then look at option B. However, if the substrate varies

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Redeeming a Store Credit

A customer would like to use their Store Credit to make a purchase or pay for a deposit on a custom frame. Here is the procedure: Create an Invoice. Make sure Customer information is entered. Click Enter a Payment. FrameReady searches

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Fit to Outside Dimensions Side Bar Button

Fit to Outside Dimensions allows you to enter the outside dimensions to which your finished frame must conform. 

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Sale of Items by Category Work Order Report

This report will give a list of all work orders which were posted to an invoice for sale.

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Pricing Moulding – Linear Foot

This is an explanation of how the retail price of a frame is derived.

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Glass Pricer Screen

Use this feature to help you to create a new Code Table or update an existing one to accurately price your glass.

Retail Pricing Tab – Price Codes File

Sometimes you want to sell lengths of moulding, sheets of matboard, and mount board stock as a retail item, instead of part of a frame job. In other words, selling directly from your inventory without going through a work order. The

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Entering Payments / Deposits

How to enter a deposit or a payment on an invoice? Directly from a Work Order If you are taking a deposit or any payment, full or partial, on a work order: Click the grey Post to Invoice side bar

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Inventory Reports – Overview

FrameReady tracks framing and retail product inventory.

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Entering Special Notes – Contacts File

The Note field on the Contact File information entry screen may be used for special notations which you want to be able to see when creating a work order or invoice for your customer. (Located below the customer’s address). 

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Invoice Data Entry – Overview

Creating a new invoice or clicking on the Data Entry button will take you to the Line Item Entry screen. 

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