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© 2019 Adatasol Inc. |
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Just type in the ZIP/Postal Code first and the City and State/Prov fields auto-populate.
Yes. If you are in the middle of taking a Work Order and get interrupted or need to process another order or invoice, simply move to the necessary screen. Come back to the first one using the navigational buttons at the top of the screen when you are ready. All information is saved automatically.
Yes. Many times one customer likes the way you framed something for another customer or they ask for an order to be repeated, even years later.
A good example of this in when grandparents are framing photos of their grandchildren in identical frames. So as each new grandchild comes along, in they come to your frame shop looking for the same moulding.
This is easily accomplished by duplicating an existing work order (using the Duplicate Work Order sidebar button in the Work Order File) and updating it to current pricing.
The Lock Price button, literally, locks in the price of the Work Order at a fixed price whether calculated or manually entered. It might be used on those occasions when you have negotiated a price with a customer, e.g. framer’s choice of moulding and mat.
Another example, is when you need to make a minor adjustment to the size of the frame but do not want the price to be affected, e.g. when stretching needlework.
Click the Lock Price button before making the adjustments to the measurements.
The customer will be charged the quoted price, not the adjusted price for minor sizing changes.
If a customer has four pieces to be framed on the same day, you would use the Post to Invoice sidebar button only after the fourth work order. FrameReady will automatically find the four Work Orders (except for those that are marked as Estimate or Hold) and post them to a single invoice.
You have the option to omit any of the Work Orders on this 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.
If another Work Order is created after the invoice has been posted, you must manually enter it onto the invoice by using the Search Item button on the next available Line Item Entry.
When a Work Order has been posted to an Invoice, the Post To Invoice button will change to read: Posted. This is a visual reference indicating that an Invoice currently exists for this Work Order.
Hover your mouse over the Posted button and it will show you the Invoice # and Date/Time it was posted.
If you click on Posted, FrameReady will ask if you want to re-post the same Work Order. This is handy if you make changes which you wish reflected on the invoice.
It is definitely a good idea to get the name, or at a least phone number, to follow up with the potential sale.
However, if the customer is still reluctant, create a new record in your Contact file called, “Walk-in” or “Not Known” or a similar name which can later be tracked.
All of these estimates will appear on one customer record in your Contacts, making it easy to find them later.
Yes. Any barcode reader with a USB port may be used with FrameReady.
Quickly and accurately read the barcodes from the backs of your corner samples directly into the Work Order.
FrameReady comes with the barcoding software already installed. Barcodes are generated within the program to locate and track orders in production.
You may also create your own retail barcode labels.
The barcode on the Art ID tag can be handy for calling up a Work Order either during production or after completion.
Before a piece goes out the door, scan the Art ID Tag and locate the Work Order, mark it as Picked Up in the Location field and find the customer’s Invoice using Find Invoice sidebar button. You will notice right away if the Work Order has been posted to an Invoice.
In the Main Menu, click the Find Work Order button.
The Enter Search Criteria screen appears and your cursor is blinking in the WO # field.
Scan the barcode from the printed Work Order into the field.
The Work Order appears if a match exists or the following message appears: "No Records match this request." You can either select to Modify Find or Cancel.
If the customer is picking up their piece, then click in the Location field and change it to Picked Up.
Click the Find Invoice sidebar button to move directly to the customer’s Invoice in order to take their final payment.
Yes, barcode support is included free in FrameReady. You will need to purchase a barcode reader; many models are available online. FrameReady utilizes bar coding in 3 areas:
Most vendors now include barcodes on their moulding and matboard corner samples. FrameReady Lite, FrameReady, FrameReady Multi Site and FrameReady Wholesale allow for easy entry of these barcodes into the Work Order for instant pricing. This feature promotes speed and accuracy.
FrameReady, FrameReady Multi Site and FrameReady Lite generate barcodes on Work Orders and Art Identification Tags. This tool makes it easy to find the customer’s order on the computer screen.
FrameReady allows you to store and read any readymade product or giftware with barcodes.
FrameReady is equipped with label creation software to produce your own stylized labels for all your retail products and framed art.
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© 2019 Adatasol Inc. |
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