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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Customer Information Entry – Work Order Video

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Entering a Referral – Contacts File

One of the features in FrameReady is the ability to track referrals.

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Keywords – Contacts File

Keywords (or Customer Preferences) provide an excellent way to track certain mailing lists, advertising campaigns, group discount members, coupons, and other important marketing information. Keywords can be of great statistical help when used in conjunction with the Find feature.

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Customer Sales Tax Exemption

If a customer qualifies for any type of retail sales tax exemption, then you must enter their certificate number into the Terms tab at the bottom of the Contacts file.

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Receive Payment – Contacts File Tab

This tab is located at the bottom right of the Contacts file. Do NOT use this tab to issue Refunds or Store Credits*; it is only designed to receive payments from the customer. Enter the amounts to be paid by any of

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Group Details – Contacts File Tab

The Group/Details tab, located at the middle bottom of the Contacts file, is used to store pertinent customer information. 

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Date / Notes – Contacts File Tab

The Date/Notes tab is located at the bottom of the Contact file screen. This green tab allows you to record: the types of art work a customer collects (i.e. civil war art), any correspondence with this contact, marketing campaigns, redeemed coupons, etc. Each time you

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Entering Contacts

If you have an existing printed customer list, you can enter it one record at a time in the Contacts file.

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Sales Report by Customer

Know exactly who your best customers are for any time period; an excellent way to thank or reward your best customers for their patronage.

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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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Applying Discounts on Work Orders – Overview

When taking discounts into account on work orders you can approach it from a few different angles.

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Customer Discounts

I want to set up a permanent discount for an artist for whom I do framing. Where do I do this?

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Shipping Address – Invoice File

This button allows you to enter an address to ship to if it is different than contact’s address.

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Customer ID Number

The Work Order file is related to the Contacts file via the ID Number field. An ID or customer number must be present in order to enter or edit any customer information on the work order. Also, any changes made

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