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© 2019 Adatasol Inc. |
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Tip: If Auto Inventory is enabled, then some buttons are only available after you click the Modify Work Order button.
When Auto Inventory is active, this button is only available after clicking the Modify Work Order button.
New Customer presents a dialog box. It will search the Contacts file to make sure there are no duplicates and create a new record and ID #.
Tip: This is a good opportunity to collect as much information as possible from the new customer.
New Keywords can be added to the Customer Preferences list directly from this screen, a useful marketing tool when compiling mailing lists and tracking.
Print for a useful production tool.
See also: How to Find Incomplete Work Orders
A shortcut button to print various Work Order documents related to the current on-screen Work Order.
See also: Work Orders Print Documents Screen
Prints only those Work Orders with the same date and customer number as the current Work Order on-screen. Work Orders marked as ‘estimate’ or ‘hold’ are not included.
To include other Work Orders, manually group them together using the Job Number. See also: How to Group Work Orders Together
If more than one Work Order is printed, then each page includes the label 1 of # , where # is the total number of Work Orders in the group.
See also: How to Print Work Orders
Generates a list of all Work Orders for all customers with the radio button marked as Incomplete on the Shop tab.
Tip: Print this list for a useful production tool.
For printing of numerous documents, see also: Work Orders Print Documents Screen
Prints only those Work Orders with the same date and customer number (except for those checked as ‘estimate’ or ‘hold’) as the current Work Order.
>To include other Work Orders, manually group them together using the same Job Number.
See also How to Group Work Orders Together
When multiple Work Orders are printed using this feature, then the label 1 of # is added to each printed page.
See also: How to Print Work Orders
This button may read Posted or Reference Only instead.
Post to Invoice is to create an Invoice so that you may take a payment from the customer.
For multiple orders, do not click until you have entered all of the Work Order(s) for the current customer.
When a Work Order has been posted to an invoice, the Post To Invoice button changes to reads Posted.
This is a visual reference indicating that an Invoice already exists for this Work Order. Hover your mouse over this button and a tool-tip will indicate the Invoice # and Date/Time it was posted. If you click on Posted, then you are asked if you want to re-post the same Work Order: this is handy if you make changes which you wish reflected on the Invoice.
For multiple orders: If a customer has, for example, four pieces to be framed on the same day, use the Post to Invoice button after the last (fourth) Work Order. FrameReady then automatically finds those four Work Orders (except for those that are marked as Estimate or Hold ) and posts them to a single Invoice. You will be given the option to omit any of those Work Orders from the Invoice.
This is useful if the customer only wished to pay for one of the orders today and you do not wish to create a receivable for the others just yet. However, if another Work Order is created after the Invoice has been posted, then it must be manually entered onto the Invoice, as a new Line Item, using the Search Item magnifying glass icon button.
If the Work Order has been converted to a product, using the Convert/Update sidebar button, then the Post to Invoice button changes to read Reference Only.
"Reference Only" means the Work Order has been converted to a Product; cannot be changed or updated again or posted to an Invoice. The Work Order number appears in the Products file > Artwork tab > Related WO field.
Searches the Invoice file for a match with the current Work Order.
If the Invoice is unpaid, then FrameReady goes directly to the Line Item Entry screen so that a payment can be made.
If the Invoice is paid in full, then FrameReady goes directly to the Invoice display screen.
An error message will occur if the Invoice has been voided or deleted or it has not been posted. In this case, you may need to create a new Invoice and manually enter the Work Order number directly onto a line item.
This button is especially helpful if you are using the Work Order or Art ID tag bar code to find the order on the screen and see if it has been paid.
Print Invoice searches the Invoice file for a match with the current Work Order.
Not available in FrameReady Lite.
If a match is found, then the Invoice will appear in preview mode. You may then choose to print it.
If no match is found, then the Work Order has not been posted to an Invoice.
Convert/Update attaches Work Orders to the Products file.
Use to select artwork from your inventory, frame it, and send it back to inventory or to create your own readymade frames and add them to your Products file.
Convert - Takes the frame you created in the Work Order file and converts it into a retail item. A new record is created in the Products file with the size of the frame as the description and the work order is deleted. Print a label for your readymade frame using the side bar on the Products file.
Update - Frame a print for gallery display and sale. If a L/E print is selected, then it will update the original record in the Productsfile to a framed print containing the pricing of the print and the frame. If an open edition print is selected, then a new record, with a new item number, will be created in the Products file and the inventory of the original record will be reduced by one. In both cases the word “Framed” is added to the Category field in the Products file (e.g. “Framed L/E Print”).
If the Work Order has been converted to a Product (using the Convert/Update sidebar button) then the Post to Invoice sidebar button changes to read Reference Only.
Reference Only means that the Work Order cannot be changed, or updated again, or posted to an Invoice.
The Work Order number appears in the Products file (product pricing section) in the Related WO field.
Allows you to change the ordering status to manually include the current Work Order from your next frame order.
Allows you to change the ordering status to manually exclude the current Work Order from your next frame order.
The Work Order is on Hold or is an Estimate; therefore the materials required for this order will not be added to the Create Frame Order.
When Auto Inventory is active, this control will be available after clicking Modify Work Order.
Fit in Readymade allows you to enter a readymade frame size, e.g. 16×20, and a mat window/opening size to determine the required mat margins.
This feature is particularly helpful when a customer brings in their artwork with their own frame and you need to cut a mat to fit. Image and white space measurements can be entered on the Work Order screen first or entered on the Fit to Readymade screen itself.
See also: How to Fit to a Readymade Frame
When Auto Inventory is active, this control will be available after clicking Modify Work Order.
You can specify the outside dimensions of a piece and have FrameReady calculate the inside opening. This is very helpful when framing mirrors or framed items which cannot exceed a specified dimension.
See also: How to Fit to Outside Dimensions
Duplicate Work Order creates a new Work Order identical to the current record but with a new order # and the current datewith the option of selecting a new customer and updating to current pricing.
The L.E. # on limited edition art will be cleared if one was present.
Location (Bin1, ready for pickup, etc.) is also copied. Be sure to modify this if necessary.
Example One: Repeating an order from years ago for the same customer. Look up the Work Order in the Contacts file (under the Work Order tab) and then duplicate it and choose current pricing.
Example Two: Giving multiple quotes for the same job, i.e., same art but different moulding. Duplicate the first order (this means you don’t have retype the measurements and all the artwork info). When the customer has made a final decision, delete the unwanted Work Order(s) or convert them to estimates. Alternatively, use the Scenarios feature.
Create a list of all the framing materials required for the current Work Order.
Useful if your shop protocol is to begin work on jobs only when all the materials are in your shop. This list may be viewed or printed.
See also: Print Materials List
Permanently remove the current Work Order from the Work Order file.
A dialog box appears asking you to confirm that you want to permanently delete the record.
Once a record is deleted it cannot be retrieved and the Worder Order number disappears.
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© 2019 Adatasol Inc. |
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