Knowledgebase

Setting Up

There were 22 articles found in this category:

1. Setting Up the Invoice Options
   The Invoice Options side bar button offers printing selections and automatic entry of information. Customize the program to meet your needs and change as needed. Also accessed by Main Menu > Invoices Options. This dialog box appears. 1. FrameReady comes with two pre-form ...
2. Setting Up Work Order Options & Defaults
   FrameReady allows you to pre-select some information to appear on new work orders. Defaults may be set for matboard margins & matboard reveals. Options may be defaulted for Mount/Stretch, Hardware, Glazing, & Fitting components. It is important to visit this screen while setting up Fram ...
3. Setting up Extra Mat Opening charge
   In FrameReady 8 do the following: Navigate to the Work Order file. Click on the Perform menu. Slide your mouse down to Setup Options and then select Price Per Extra Mat Opening. A dialog box will appear where you can change the price per extra opening. In earlier versions you need to navigate to ...
4. Setting up Default Mat Reveal sizes
   The Default Mat Reveals & Extra Mat Openings side bar button in the Price Codes file lets you set up defaults to auto-fill a mat reveal whenever you enter a matboard number on a work order. These defaults can be over-ridden on any work order. Mat Reveal Defaults The fields will be pre-inst ...
5. Price Codes file Side Bar Buttons - Group Designations
   The Price Codes file is organized based on Groups, represented by side bar buttons. Each component that goes into the assembly of a custom picture frame, must be categorized into a Group. In setting up your program, you must determine what item fits into what group. Some are obvious, some are n ...
6. Receipt Printer Set Up Windows Computer
   Steps for setting up FrameReady with a Receipt Printer(s) using a PC. 1. Open FrameReady with the level4 password. 2. Click on the Perform menu. 3. Select Restore Full Menus. User Name Set Up 1. Click Edit. 2. Select Preferences. Take note of the “User Name”. It should be “ ...
7. Receipt Printer Set Up MacIntosh Computer
   Steps for setting up FrameReady with a Receipt Printer(s) using a MacIntosh computer. 1. Open FrameReady with the level4 password. 2. Click on the Perform menu.  3. Select Restore Full Menus.   User Name Set Up 1. Click FileMaker Pro. 2. Select Preferences. Take note of the “User Name”. It shou ...
8. Customizing Lists in the Price Codes File
   One of the first steps in setting up your program is to make sure you have the drop-down lists in the Work Order file set up correctly. The framing components appear in the Work Order screen but the data is entered in the Price Codes file. For the groups of: Mat Design, Mounting, Hardware, Glas ...
9. Order Taken By message
   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 a one-person operation: 1. Go to Main Menu > Work Order Options. 2. In Order Taken By field, enter ...
10. What does Auto Update of Inventory feature do?
    When you set up the Auto Update of Inventory feature in the Main Menu > Work Order Options > Auto Update of Materials Inventory (mark X box) this is what happens: When a Work Order is created, you will automatically be taken to the data entry screen. To exit click on either; WORK ORDER DON ...
11. Does FrameReady handle images?
    Yes. FrameReady allows you to import images of retail products, store pre, during, and post production images of the framing, and images of moulding profiles. This is especially helpful for mobile framers and galleries. Images can be imported from any digital file or catalog. Is there a limit to ...
12. Is there a field where I can record how much a customer spent in my shop before I started using FrameReady?
    Yes. It's called the Opening Sales field in the Contacts file > Invoices tab (bottom right). If you are implementing FrameReady in an established shop, you may use this field to record how much they spent prior to implementing FrameReady. The amount you enter here is also entered into the inv ...
13. Where Do I Set Up My Basic Business Data?
    Access this from the Main Menu > Set Up Data. This screen appears. 1. Enter your Business Name on one or two lines. 2. Enter your Business Address on two lines. 3. Enter your Shipping Address only if it is different from the one above. 4. Enter your government Business Number. 5. Enter your ...
14. Setting up the Work Order file video
    How to customize the work order file and set up the menus (7min)
15. Setting up and customizing my data video
    Customizing & setting up data (5min)
16. How do I use pre-printed letterhead for all customer documents?
    This procedure will leave the top left corner blank on all customer documents, invoices, letters, envelopes, and the Classic style of gift certificate. 1. Click Main Menu > Set Up Data > Logo tab. 2. Be sure there is no X in this box. And remove the logo by backspacing, if there is one pr ...
17. What is critical to set up in the system first?
    Most people want to get their pricing set up first. Your software will arrive preloaded with your vendor items and wholesale cost. You will need to determine whether the default formulas meet your needs. Start entering work orders right away. This will tell you whether you need to tweak the mark ...
18. Can we customize the program to meet our needs?
    Yes. All work order pull-down menus and value lists may be customized. There is no limit to the number of items which may be added. Your business logo can be incorporated to make printed documentation professional. Customize your own art labels. Set defaults for mat sizes, mounting, discounts an ...
19. 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 Options. 2. Type your name in the Order Taken By box. 3. Click Done. The name in the Order Taken By box will appear on every new work order (ideal for a one person shop). Leave this default field blank to force a name entry for staff filling out the work order. ...
20. I want my employees to always start with 4 inch mats. How do I set this up?
    1. Go to Main Menu > Work Order Options. 2. Click in the Matboard Margins field half way down the screen. 3. Pull down 4 from the menu. 4. Click Done. If this default is set up then every time you create a work order all the margin fields will be populated with 4 inches, i.e. L, R, T and B. A ...