Knowledgebase

Access this from the Main Menu > Set Up Data.

This screen appears.
1. Enter your Business Name on one or two lines.

2. Enter your Business Address on two lines.

3. Enter your Shipping Address only if it is different from the one above.

4. Enter your government Business Number.

5. Enter your business phone/fax number(s).

6. Enter Provincial/State and Federal tax rates as a decimal (.08 = 8%).

As you leave the field, the decimal will display as a percentage.

7. Enter the label for the tax in the first box as you would like it to appear on printed forms, then, in the second box as you would like it to appear on the computer screen (4 letters maximum). E.g. RST (retail sales tax).

8. Enter tax exemption number/s necessary for creating Purchase Orders. When a number is entered here, new purchase orders become tax exempt.

9. Select the appropriate heading for your Country, territory and postal/zip code.

10. Enter the opening date of your fiscal year by MM, DD, YYYY. For example: January 15, 2009 would be 01/15/09.

11. Select the days your business is open. An X in the check box indicates the days your shop is open for business. The purpose of this feature is to prevent a work order due date from falling on a day that you are closed. This feature is optional, e.g., if you would like all due dates to fall on Saturday, then put an X in that box only.

12. Enter your business email address.

13. Enter your business web site.

14. Enter the number of days for work order turnaround. FrameReady will automatically enter a date in the Due Date field of the work order based on the number of days specified here. This number can be changed at any time without affecting previous work orders. If left blank, the due date will be the same as the creation date of the work order.

15. Enter the maximum number of pieces your shop wishes to handle on any given day. When the maximum number has been reached, the due date will roll over to the next available date. If Max Pieces Per Day (#15)is left empty, then the Last Due Date will be ignored and the Next Due Date will be calculated based on the number of turnaround days.

16. Last Due Date is calculated by the program based on maximum pieces per day. When maximum number of pieces is met, the next due date rolls over to the next available due date taking into consideration the business days open.
If your shop is going to be closed for a short duration (or you can’t handle any more orders before Christmas), you can use this field to enter the first available date your business will be open. This date will be used as the due date and will still adhere to the maximum number of pieces per day.

17. Next Due Date evaluates four factors: the number of turnaround days (#14); the maximum number of pieces per day (#15); the last due date (#16); and which business days you have marked as open (#11).

18. Check Do Not set a Due Date box if you want no due date on the Work Order.

19. The Multi Site button (available only on FrameReady Multi Site) takes you to another screen where you can enter the information for each of your site locations.