Knowledgebase

Work Orders

There were 34 articles found in this category:

1. 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 ...
2. Sale of Items by Category: Work Order
   This report will give a list of all work orders which were posted to an invoice for sale. It includes: price Before Discount, the amount Discounted, the Retail price Total, and the Wholesale Cost of the order. 1. Start at the Main Menu. 2. Click Sales Reports (right side - pale blue section) 3. ...
3. How do I enter a deposit without creating a sale invoice?
   1. In the Work Order file > Scripts menu > Enter Deposit. 2. A dialog box appears, click Deposit Only. This creates an invoice. 3. Enter the amount of the deposit as a line item. 4. Then enter a payment equal to the amount. This creates a zero balance. When a customer comes to pay the res ...
4. How do I set up some templates to do quantities of repeat orders?
   If you do a lot of repeat frame jobs you will want to learn how to create simple templates in FrameReady. 1. Create a new work order for each design you would need to repeat. i.e. shadowbox for hockey jersey. 2. Use your Gallery ID# as the Customer's Name. 3. Perhaps you may want to create a new ...
5. In auto-inventory mode I want to delete a work order. Will materials be returned to inventory?
   Yes.
6. 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 ...
7. What if a customer doesn't want to leave their name or information but the program requires a name for Estimates?
   It is 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 record in your contact file called, Walk-in or Not Known. Something which can be entered in the field and tracked. You may accumulate several ...
8. Why wouldn't I want to post all one customer's invoices from the same day onto a single invoice?
   When I have more than one work order today for a single customer it asks me if I wish to post them all to one invoice. Why wouldn't I want to do this? Perhaps a customer does not wish to pay for all the work orders at once. Or maybe they don't want all the work orders to appear on the same invoice.
9. How do I make changes to an existing work order which has been Posted To Invoice?
   I made changes to the work order after I Posted To Invoice. How do I get the invoice to reflect the new price? 1. Find the work order in question. 2. Make the appropriate change on the work order. 3. Click on the Posted side bar button, center left. 4. Click on the Yes button. This button looks ...
10. How do I calculate the mat margins when I customer brings in their own frame? Fit in Readymade side bar button
    A customer brings in her own 16 x 20 frame and wants me to cut a mat for it with an odd size window. Can FrameReady calculate the matboard margins? 1. In the Work Order file, click on the Fit in Readymade side bar button. 2. Enter the measurements of the frame and then the measurements of the wi ...
11. When would I use the Lock Price button on the work order screen?
    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 ma ...
12. I want to put a discount on the work order and not have it affect the artwork price?
    If you enter the artwork onto a work order using the Products file link (arrow to the right of the Artwork category and description field) then any discount (either dollar amount or percentage) you enter in the pricing section (top right of work order screen) will not affect the artwork price.
13. I want to put a discount on the work order and not have it affect the artwork price?
    If you enter the artwork onto a work order using the Products file link (arrow to the right of the Artwork category and description field) then any discount (either dollar amount or percentage) you enter in the pricing section (top right of work order screen) will not affect the artwork price.
14. Work Orders file documents
15. Work Order Sales by Staff/Designer
    This series of reports follows the Work Order Sales by Category and provides the same date range broken out by Order Taken By or Designer field. Not only is the average dollar value of each order calculated but also the average UI dollar value. This gives a truer reflection of the ability to sel ...
16. Setting up the Work Order file video
    How to customize the work order file and set up the menus (7min)
17. Reports related to work orders video
    What reports are available related to the work orders? (4 Min)
18. Discounting Frame Jobs video
    How to discount frame jobs video (5 min)
19. How do I add another work order to an existing invoice?
    The customer already has an existing invoice from this morning but I want to add the work order we created this afternoon to it. How do I add another work order to it? 1. Take note of the new work order number. 2. Find the customer's existing invoice. 3. Go to Data Entry. 4. Click on Search Ite ...
20. Cost Report for Work Orders
    This report provides a breakdown of the wholesale cost of all items in a custom order. The total also appears in grey numbers on the work order screen in the bottom left corner. Waste factor can be modified, Main Menu > Work Order Options. HOW TO PRINT: 1. Perform a Find of the work orders yo ...