Knowledgebase

 1. The Quantity field defaults to 1 when a new work order is created. It can be changed if the order calls for several identical pieces to be produced. The price of the work order will be multiplied by the number in the Quantity field. If this field is blank, a price will not be calculated. The quantity price appears under Amount.

2. The Unit Price displays the price of the order and is not affected by the multiple quantities or percentage discounts. It can be affected by the dollar $ discount field or the Lock Price function. The Amount shows the price multiplied by the number in the Quantity field. It also shows the adjusted price if a percentage % discount is given.

3. The Multi Site field indicates the location where the work order was created (only available on Multi Site version).

4. The WO price is the sum of all materials entered on the work order. Artwork selected from inventory is not included. However, if a price is typed into the Price field in the artwork section, that dollar amount will be included in the WO price.

5. The Art price is entered on this separate line only when artwork is selected from inventory. This dollar amount is not affected by discounts entered on the work order.

6. The dollar amount for Labor will only appear here when labor is preset as non-taxable on Main Menu > Work Order Options. The amount for labor is derived from the Fitting charge(s) on the lower portion of the work order screen.

7. The Other price will only appear when an item and price are entered into the Other field on the lower portion of the work order screen AND the Constrain to 1 box is marked. Used when quantity is greater than one and Other fee should not be multiplied (e.g. one time set-up fee, shipping fee, etc.). It will appear as a separate line item entry on the invoice.

8. Tax Amount(s) are calculated based on the percentages entered in the Main Menu > SetUp Data. When the tax rate is modified, previously created work orders will not change but will retain the tax rate that was in place when the work order was created. If a customer is tax exempt, the exemption box will be marked and the tax amount will not be displayed.

9. The Tax Title that appears on the screen is entered in the Main Menu > SetUp Data but are limited to 3 letters. If only one tax is required, the second should be left blank.

10. A % percentage discount can be entered manually as a decimal. If a discount is pre-entered on a customer’s record in the Contacts file, this field will automatically be populated when that customer is selected on the work order. The discount will only be applied to framing, not to artwork. The Unit Price will show the value before the discount. The Amount price will show the price with the discount applied.

11. A $ dollar discount can only be entered manually and is deducted from the Unit Price of the work order (WO). Therefore, nothing on the work order screen shows the price before and after the $ discount.

12. When the Tax Exemption box is marked, the taxes will be removed from the work order screen. You cannot click on the box to remove the taxes. Tax exemptions are applied by customer only. In order to apply a tax exemption, the customer must have a number (or entry) in the tax exemption field on their record in the Contacts file. When the customer is entered on the work order, the exemption will auto-fill. The customer’s tax exemption, is not retroactive to previously created work orders. If you change the customer’s status to tax exempt, you must re-enter the customer on the work order in order for the exemption to take effect on unposted work orders.

13. The Lock Price button will lock the price of the work order at the current value.

14. The Total price of the order is the sum of the WO, Art, Labor and Other (if applicable) and the tax(es).