Knowledgebase

Understanding the Work Order Screen

There were 12 articles found in this category:

1. Work Order Components and Flow
   The Work Order file is used for calculating the price of a custom picture frame. Its point-of-sale design has easy to use pop-up menus, check boxes, and buttons. Moulding, mat design, hardware, etc. are all selected from pop-up lists. Underlined buttons take you to screens with more choices and ...
2. Work Order Form View
   1. The Find button will take you to a search screen where you can enter one or more criteria by which to find a work order (e.g. find all work orders for a particular customer, or orders that don't have an invoice, etc.). 2. The Find All button will find all the work orders in the database an ...
3. How to Track a Work Order Status using the Progress Field
   Tracking your work order status with the Progress field is easy. Locate the area on the Work Order file under the Shop Tab. Three radio buttons, (#3) located under the Shop tab in the upper middle part of the screen, determine the progress of the work order as either: Hold, Incomplete or Com ...
4. Work Order File List View
   Use the List View screen for production flow purposes. Clicking the Find All button shows every work order ever created, including Estimates. Sort each column by clicking on each underlined word, i.e. WO#, Date, Name. Print a list of incomplete orders to be followed in your back room. At the end ...
5. Email button
   The Email button launches your email program, composes an email entitled Framing Ready for Pick-Up. It fills in the necessary information concerning the artwork, title or description, addresses the email to the correct customer and signs it with the sales rep name in the Order Taken By field. Th ...
6. Priority Field on the Work Order
   On the Work Order OrderTab the Priority field shows the status of the frame job. When a new work order is created, the Normal priority is the default and is automatically entered. Other options which can be selected are: Rush, Promised and Back Ordered. These selections do not affect the price ...
7. I am framing a piece of artwork in our inventory, how do I make it a retail item and track it?
   The Convert/Update side bar button in the Work Order file is used for this procedure. 1. From the Main Menu create a new work order by clicking the button New Work Order in the salmon coloured box. 2. Click None when the orientation dialog box appears. 3. Enter the artwork using the grey button ...
8. Can I duplicate an order?
   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 grandkiddie comes along, in th ...
9. When creating a new work order I selected the wrong orientation for the artwork. How do I correct this?
   If you discover that the orientation is incorrect or that the image dimensions are reversed, you can click on the orientation icon and correct the problem in the following dialog box. Select Orientation to change the orientation of the icon to horizontal or vertical. Select Measurement to switch ...
10. Work Order screen overview video
    Work Order screen overview (5 min)
11. Frame Components Exceed Rabbet Depth message
    If a the rabbet depth is too shallow for all the framing components to fit, then a red message will appear in the big white box in the center of the Work Order screen. This will only happen if you have the rabbet depth entered in the Price Codes file.
12. Applying Discounts on Work Orders
    When taking discounts into account on work orders you can approach it from a few different ways: Customer Discount: Record a % discount in the Customer's record in the Contacts file first. Every time you create a work order for this customer, their discount will auto-fill. As always, this can be ...