Store Policy in the Message Center

Store Policies and Procedures for your business!

Does you staff know how to handle: returns, refunds, discounts? Do they know the procedure for: closing out the till, power failures, fire alarms? FrameReady can help. Use the Message Center in FrameReady to track store policies and make it easy for all of your staff to know how to do the right thing. It’s easy to change or update when needed and lets your employees search by keywords instead of running through the shop looking for someone to ask. It makes everyone look knowledgeable and feel confident in dealing with the unexpected.

Track Store Policies

You can start by entering in one policy at a time as you encounter them on a day-to-day basis.

Message Center Screen Form View

If you have a old policy book, now could be a good time to review and update them. The information moves with your software each time you upgrade and is stored in your FrameReady backup. A printed copy should be kept on hand for some policies such as the procedure for during a power failure. : )

 

 

Here is a list of policies to consider for your store:

  • Abandoned artwork/framing
  • Cancellation of Order
  • Consignment art
  • Credit/Terms
  • Damaged artwork
  • Deliveries at shop
  • Delivery of framing
  • Deposits
  • Discounts & coupons
  • Donations
  • Employee computer usage
  • Employee discounts
  • End of day – closing till
  • End of day – closing shop
  • Exchanges
  • Final payments
  • Fire alarm
  • Flooding
  • Gift registry
  • Housekeeping
  • Layaways
  • Overdue accounts
  • Oversize framing
  • Packaging
  • Power failure
  • Perusal of Art
  • Privacy
  • Refund for framing
  • Refund for product
  • Return of framing
  • Return of product
  • Returned checks
  • Shipping
  • Shop holidays
  • Shop hours
  • Shoplifting
  • Special Orders
  • Start of day – open shop
  • Start of day – open till
  • Types of Payment

You can copy this list and paste it into the To: field in the Message Center.

Copy the list from the screen and, in FrameReady, click the To: field in the Message Center.Add Policy

Scroll down to the bottom and click on Edit….

You can delete the unused entries and add the list by pasting the text into the field (Ctrl +V on Windows and Cmd + V on Macintosh).

Learn more about store policies here from About.com: Setting Store Policies

If you are familiar with FileMaker Pro, you can even make your own customizations to the screen and change “Action Type” to be “Policy”, “Item” to be “Situation” and “Notes” to be “Solution”.

Remember: customizations you make to the screen will not transfer when you upgrade to a new version. Your data and information will transfer, but not layout modifications.