Knowledgebase

1 & 2. The Work Order screen may be viewed in two ways; The Order Tab and the Shop Tab.

3. FrameReady automatically creates a sequential WO# (Work Order Number) for each new order. The alpha-character at the start of the number sequence can be changed at the start of each fiscal year to ensure you never run out of numbers and can tell the age of an order just by the letter.

4. Clicking on Estimate will change the status of the work order to a quote. Estimates are omitted from the materials ordering stream. When clicked on, the button will change to Activate. When the customer is ready to go ahead with the order, click the Activate button. The creation date will change to the current date.

5. The Creation Date of the work order is entered automatically. This indicates the day on which the order was taken.

6. The Due Date is calculated based on the parameters you set up from the Main Menu. You can over-ride the date by clicking on it. A pop-up calendar will appear. Click on the new date.

7. The Designed By field is used to track the employee who designed the frame job or the interior designer who brought in the order. The list may be edited.

8. The Order Taken By field can either be preset in the Work Order Options to always enter the same name (handy if you are the only person taking orders) or let you select a sales clerk from the pop-up menu. This is a required field.

Tip: A report can be generated to show the sales performance of the names entered in this field.

Open this PDF file "The Work Order Report", a tutorial on how to create a Work Order Report!

9. Each due date has the option of one of four different Priority ratings (Normal, Promised, Rush, Back Ordered) which are generally used to indicate the time sensitivity of the work order. Orders in the list view can be sorted by Priority using the Sort button available in the List View screen.

10. This grey number indicates the amount of orders due on same due date as the current work order. The number of orders per day are determined by the parameters you chose on the Main Menu > Set Up Data.