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This is a helpful "how-to" page to keep beside your computer as you are learning FrameReady.
Printer Friendly Version (double sided):
http://www.frameready.ca/pdfs/Quick_Ref_WO.pdf
Go to Main Menu > Work Order section > New Work Order button and select the Orientation of the art. If square, select none.
Measure piece of art and enter the Width and Height of the art.
Tip: use the grey up or down arrows to change by 1/8 of an inch. Hold Ctrl to increase or decrease by 1/16 of an inch.
Enter all four Mat Margins by clicking on the grey Mat Margins box.
Click in the field to change individual amounts. If necessary, enter the White Space for a limited edition print (the amount of white paper to appear around the limited edition print; or space around a double-matted float mount).
Enter the moulding number in the Frame1 field, e.g. 379025.LJ and press the Enter or Tab key.
If you are entering stacked frames, click on the stacked frame icon. Note: Frame1 is closest to the art.
Enter the matboard number in the field to the right of Mats, e.g. B8801. Enter mats in order, top to bottom. If entering more than one mat, select the reveal from the grey box to the right of the description. If more than 3 mats are needed, click on Mats to enter up to 7 matboards. If placing a fillet in the mat, click in the Fillet field and in the Fillets screen, enter the fillet in the correct mat.
Select from the pop-up lists for Mat Design, Mount/Stretch, Hardware, Extra, Fitting, Glazing/Fabric or Other. To select more than one item for a group, click on the underlined group name, e.g. Fitting.
To enter any notes about the framing, click on the Notes tab in the lower right area (near measurements).
Click Artwork and select type of art from drop-down list.
Enter the title of the art or Description in field to right of Artwork box.
Note: if you are pulling art from inventory, click the magnifying glass icon and enter the product number, title or description of the art, or the artist’s name to locate the piece and enter it onto the Work Order for framing.
Select the Condition of the art from drop-down menu.
Enter Location - where the framer can find the stored artwork.
Enter other artwork information if necessary: Artist, Limited Edition Number (L.E. #), Value of Art.
Enter a customer by clicking on the Name, Company or Phone button.
FrameReady searches for the customer to see if they have already been entered. If they have not been entered, you are be asked to create a new record for them. The Note field in the top left area is for notes about the customer, e.g. VIP, no checks, etc.
Enter your name in the Order Taken By field and verify the Due Date (beside the word normal).
Click the Estimate button only if the customer is not going with this order.
Click Another Order for this Customer (top right), if they have other orders.
If the customer wishes to proceed with their order, click Print This Customer’s Work Orders button (left side) to print all of their orders or the printer icon at the top of the screen to print only the current order.
Enter the Work Order as you normally would and then click the Estimate button in the Order tab.
Click on the green Activate button in the Order tab after filling in the work order.
Click the Lock icon in the top right corner.
You can change the unit price to any amount or simply click OK to lock in the current amount.
Any items added or removed will not change the price once it is locked.
Lock & unlock the price as often as needed.
Click the closed Lock in top right corner and the price will automatically revert to the correct sum of the components.
You can leave the work order screen at any time, however, you must enter your name in the Order Taken By field.
You may be asked questions if you have unfinished information E.g.. mat margins but no mats. Just confirm you want to leave without making the entry.
Enter width and height dimensions.
Click on the Fit in Readymade sidebar button.
Enter the inside frame size.
Click Center Window or Make Top & Sides Same button.
Click Done.
Choosing a frame moulding but do not enter width and height.
Click the Fit to Outside Dimension sidebar button.
The Fit To Outside Dimensions dialog box appears.
Enter the overall width and height of mirror.
For example, 12 x 20.
Click OK.
If you enter a different moulding, click the Fit to Outside Dimensions button again to refit the frame to the same dimensions.
Hold down the Shift key when clicking the button if you want to change the overall size.
Click on the stacked frames icon to go to the screen where you can enter up to five stacked frames. Frame1 is closest to the art.
Click on the field beside the magnifying glass to enter the frame number.
Click the Insert button to move a frame outward in the design and enter a fillet, liner or additional frame.
Click Done to return to the Work Order.
Enter the stretcher moulding number into the Frame1 field of the Layered Frames screen.
Click the Modify button and change the group from "Wood" to "Extender
The group "Extender" will build the frame downward while "wood", "liner", "fillet", etc. will build it outward.
Enter the rest of the frames into the Frame2 to Frame5 fields (as needed for your design).
Click Done to return to the Work Order.
Click on the Options tab (top right corner).
Click in either the $ field or the % field to enter a discount.
Enter the discount to be given.
Percentage discounts must be entered as a decimal.
Dollar discounts will not appear as "Savings" on the Detailed Summary or the Invoice.
Tax exemptions are entered in the Contacts file on the customer’s record under the Terms/Shipping tab.
See: How to Enter Customer Tax Exemption
If you add the customer to the Work Order before entering their exemption in the Contacts file, you will need to clear their name from the Work Order and enter it again - this action triggers FrameReady to show the new information you have just added.
Note: changes are not retroactive, only future Work Orders show the exemption. This same rule applies to Customers who always receive the same Discount. Enter it under the Terms/Shipping tab.
http://www.frameready.ca/pdfs/Quick_Ref_WO.pdf