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What is critical to set up in the system first?

Most people want to get their pricing set up first. Your software will arrive preloaded with your vendor items and wholesale cost. You will need to determine whether the default formulas meet your needs. Start entering work orders right away. This will tell you whether you need to tweak the markups. Systematically go through your pricing items: moulding, matboard, mounting, glass, etc. Make sure all procedures which you offer are entered into the Price Codes file. Inventory can be set up later. Enter any retail products you sell. Customer names can be entered as they come in to place their orders (if they were not pre-installed from an existing customer database).

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Last Updated
27th of November, 2009

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