Knowledgebase

Side Bar Buttons

There were 18 articles found in this category:

1. Convert/Update Side Bar Button
   This grey buttons appears in the column down the left side of work order screen. Not available in Lite version. Convert/Update attaches work orders to the Products file. Use this button to select artwork from your inventory, frame it, and send it back to inventory or to create your own readymad ...
2. Go to Materials List Side Bar Button
   This grey button is located near the bottom in a column down the left side of work order screen. Go to Materials List production tool creates a list of all the materials required for the current work order. Perhaps your shop protocol is not to begin work on a job until all materials are in your ...
3. Print Invoice Side Bar Button
   Print Invoice searches the invoice file for a match with the current work order. If a match is found, then the invoice will appear in preview mode. You may then choose to print it. Not available in Lite version.
4. Print this Customer's Work Orders Side Bar Button
   This is the fourth grey button in a column down the left side of work order screen. Print this Customer's Work Orders prints out all work orders that contain the same date and customer number (except for those checked as ‘estimate’ or ‘hold’). After you are finished with ...
5. Post to Invoice Side Bar Button
   This grey button is about half way down a column down the left side of work order screen. (Not available in Lite version) Post to Invoice is to create an invoice so that you may take a payment from the customer. For multiple orders, do not click until you have entered all of the work order(s) ...
6. New Customer Side Bar Button
   This is the first grey buttons down the left side of work order screen. Clicking New Customer presents a dialog box. It will search the Contacts file to make sure there are no duplicates and create a new record and ID #. A new screen is presented to enter the information. ...
7. List of Incomplete Orders Side Bar Button
   This is the second grey button in a column down the left side of work order screen. Clicking the List of Incomplete Orders button presents a list of all work orders for all customers with the radio button marked as Incomplete on the Shop tab. This list may be printed and used as a production tool.
8. Find Invoice Side Bar Button
   This grey button is half way down a column down the left side of work order screen. Not available in Lite version. Find Invoice searches the Invoice file for a match with the current work order. If the invoice is unpaid, it goes directly to the Line Item Entry screen so that a payment can be ma ...
9. Fit to Outside Dimensions Side Bar Button
   This is a grey buttons near the bottom in a column down the left side of work order screen. Fit to Outside Dimensions allows you to enter the outside dimensions to which your finished frame must conform. If possible, enter your moulding before entering the outside dimensions. Otherwise, you may ...
10. Delete Record Side Bar Button
    This grey buttons is located at the very bottom in a column down the left side of work order screen. Delete Record is used to delete a work order from the Work Order file. A dialog box appears asking you to confirm that you want to permanently delete the record. Once a record is deleted it cann ...
11. Frame Order N/A Side Bar Button
    This grey button is in a column down the left side of work order screen. Frame Order N/A This side bar button it means the work order is on Hold or is an Estimate.
12. Cancel Frame Order / Select for Frame Order Side Bar Buttons
    These grey buttons are in a column down the left side of work order screen. When a work order is created, FrameReady automatically selects all items to be ordered. Cancel Frame Order Button Cancel Frame Order is used if you do not need to order any materials for this particular work order. (E.g ...
13. Print Documents Side Bar Button
    This is the third grey button in a column down the left side of work order screen. Clicking the Print Documents button allows for printing of numerous documents. This screen is presented. 1. Prints a General Summary with up to four orders on a single page, sho ...
14. Duplicate Work Order Side Bar Button
    This grey buttons is located near the bottom in a column down the left side of work order screen. Duplicate Work Order creates a new work order identical to the current record but with a new order # and current date with the option of selecting a new customer and updating to current pricing. Th ...
15. Fit in Readymade Side Bar Button
    This grey button is near the bottom in a column down the left side of work order screen. Fit in Readymade allows you to enter a readymade frame size (e.g. 16x20) and a mat opening size to determine the required mat margins. This feature is particularly helpful when a customer brings in their a ...
16. Reference Only side bar button
    If the work order has been converted to a product, using the Convert/Update side bar button, then the Post to Invoice side bar button will change to read Reference Only. It means that this work order cannot be changed or updated again or posted to an invoice. The work order number appears in the ...
17. 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 ...
18. 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. FrameReady gives you a dialog box where you can choose to omit any work order from that invoice.