Work Order Proposal

The Work Order Proposal provides another document for you to give to a customer, depending on the circumstances. This document gives nothing but the total of the frame job and no design details.

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Print this Customer’s Work Orders

Print this Customer’s Work Orders prints all work orders that contain the same date and customer number (except for those checked as ‘estimate’ or ‘hold’). This is the fourth grey button in a column down the left side of work order

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Work Order Detailed Summary

This printed summary provides the customer with the details of their custom frame job, including any discounts given on individual components.

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Footnotes – Creating & Editing

These disclaimers appear on the printed forms only: Work Order, Blind Estimate, Invoice, Statement, and Gift Certificate documents.

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Edit Notification Email – Main Menu Options Tab

When a work order is completed, an email message can be sent to the customer to notify them.

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Print Documents Side Bar Button – Work Order File

Clicking the Print Documents button gives choices for printing of numerous documents.

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Managing your Call List

When orders are completed, you want to make sure that customers know when they should come in and pickup their framing.

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Work Order Estimate (Blind)

One document you may choose to give to a customer is the blind Estimate. It shows individual prices of each component and total but no details of mat or moulding numbers. It records which employee gave the quote and includes a disclaimer footnote

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Work Order General Summary

Give this document to a customer as a record of what items they have left in your care and how they are to be framed.

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