1. Go to Main Menu > Setup Data. Ensure that your business information is completely entered correctly, i.e. address, days open, fiscal start date, etc. Import your company logo in the Logo tab.
2. Ensure that all Vendors are installed in the Price Codes file.
You can check this by clicking on Find, then click on the down arrow to the right of the Supplier field to see the list of suppliers which we have entered from your requested list. Note: matboard companies are listed separately; even if you purchase them from a distributor who only carries all or part of their stock. Therefore, they will need to be updated individually. E.g. Artique, Bainbridge, Crescent, Peterboro, etc. If you don't see all your vendors, go the the Main Menu > Update Vendor Pricing button and install which ever ones you need from the appropriate country list.
3. Get everyone, who will be using the program at the design counter, to watch the basic navigational videos.
4. Immediately, start the “Paper to Computer” switch.
For a short time, you may choose to do double entry. Take orders with customers the way you have been doing it in the past. Then, when the customer is gone, go back to the computer and enter the same order into FrameReady. Do this while no one is looking over your shoulder and you don’t feel rushed or embarrassed while you are learning something new. (Don’t worry about the prices matching; this is just a way to practice order entry with real data.) Within time, you will find that, as you are writing the order out the old way, it will suddenly jump into your mind that, “this would be a lot faster on the computer”. At that time, you need to stop using the paper system.
5. As the orders are entered, it will give you a chance to check the prices against the old paper system and find out what items are missing. Our next step will be to set up the pricing in FrameReady.
6. Set a “Go Live” date. This is the day when everyone is off the old system and you are committed to the new one. It is a good idea to work towards a deadline in order to make the most ROI.
Last Updated
30th of December, 2009