Order & Shop Tabs – Work Order File

An overview of the two tabs in the Shop Management section of the Work Order screen which display the order status. 

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Vendor Pricing Update Overview – FR10

If you subscribe to SoftTouch Solutions vendor pricing update service*, then you may automatically update your vendor pricing for moulding, matboard and fabric.

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Proposal Email

Edit Proposal Email – Main Menu Options Tab When you have created an Estimate for a customer, you can send them a PDF of the proposal with a personalized email message containing basic information about the design you have created for

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Navigating in FrameReady – Basic Overview

To understand how FrameReady works, the user may think of a work order sheet, a list of price charts, an invoice form (or cash register) and an address book of customers. Basic Components The Main Menu This is your homebase.

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Price Checker Button

A way to get a frame price without creating a work order.

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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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Quick Find Button – Main Menu

 The Quick Find button allows you to search the corresponding file by simply entering the search criteria in one field.

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Setting Up Basic Business Data – FR10

Set Up Data icon allows you to enter information pertaining to the basics of your business: name, address, taxes, dates open, scheduling, fiscal start date, etc. You must visit this screen upon initial set up of your program.

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Setting up Work Order Options

How to set up certain options which will default on your work orders.

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Blocking Days on Calendar

There may be days on which you do not wish to schedule jobs or on which you would rather not have due dates fall.

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Bypassing the “Order Taken By” Message

I run a single-person operation. I don’t want to have to put my name in every time I create a work order. How do I bypass this prompt? 1. Go to Main Menu > Work Order section > Options Tab

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Order Taken By

Every time I want to leave a work order the Order Taken By dialog box appears. How do I stop that? If you have more than one person taking orders, you can’t. This is a required field. If you are

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Setting Up Basic Business Data in FR9

Set Up Data icon allows you to enter information pertaining to basic areas of your business: name, address, taxes, dates open, scheduling, fiscal start date, etc. You must visit this screen upon initial set up of the program.

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Setting Up Work Order and Invoice Options Video

How to set up my invoice and work order options (7min)

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