Knowledgebase

Reports and Documents

There were 16 articles found in this category:

1. Selecting Your Paperflow
   The customer arrives and together you select the framing materials. The order is placed on your FrameReady program and now you need the paperwork. You have several choices! The Printed Work Order This document is for your back room only but may be signed by the customer. It shows the details req ...
2. Saving/ Sending PDF files
   Instead of printing a report or customer document, send as a PDF file attachment by email. You must be in the preview mode in order to have this option. Make sure you have selected Pause on Preview in your work order or invoice Print options. 1. From the Menu bar select Print or Save as PDF > PD ...
3. Inventory Reports
   FrameReady tracks framing and retail product inventory. Framing Material Inventory There are a number of ways to check what is currently in stock through the Price Codes file accessible by Main Menu > Inventory Report. The report can be displayed for moulding, matboard, mounting, and glass by ...
4. Time Card file documents
5. Interpreting the Work Order Sales by Category report
   Download this helpful document to see how you can make better business buying decisions based on the information in the Work Order Sales report based on the artwork category field.
6. Main Menu documents
7. Work Orders file documents
8. Products file documents
9. Invoice file documents
10. Contacts file documents
11. Artist's Biography or CV
    If you are hosting a gallery opening or art show this document may be useful. You may print an artist statement or write-up about a specific person using the Contacts file. It may appear with or without a photograph. HOW TO PRINT: 1. Go to Contacts file form view > Artists tab. 2. Click Print ...
12. Multi Site reports
    Generating reports for FrameReady Multi Site is the same as the standard version with the added provision of being able to specify for which site or location you wish to create the report. In the report dialog box, enter the number of the site in the Multi Site field or enter a range ( e.g. 1..4 ...
13. How can I print a hard copy backup of my pricing charts?
    I want a manual backup hard copy of my how I set up my pricing in FrameReady. Is there a function to allow for a spread sheet of all the glass, fitting, mounting, etc to be printed in standard sizes columns? Answer The method for printing depends on which pricing system you are using. Here are ...
14. Which day of the week generates the most income for my shop?
    Have you ever wondered which day of the week generates the most income for you? During a month? During the Year? You can enter the following into the date field on any search screen: 1. Enter the first 3 letters of the day of the week to find all invoices, work orders or sales (reports) on thos ...
15. Can we export our reports and statements?
    Yes. All printouts can be exported to Excel or sent as a PDF file.
16. Printing an Invoice From Work Order
    This scenario presumes that the work order has been posted to an invoice. HOW TO PRINT: 1. Go to Work Orders file form view > Print Documents side bar button > Invoice. 2. Click Continue or Printer Icon. This will present you with a print dialog box, if you have the Invoice Print Options s ...