Page Comparison

We’re going to start by creating a customer for this ticket.

1. Click to Assign Customer

Click the Click to Assign Customer button to go to the Customer screen.

Customer List

The Customer screen will open to the Customer List tab where you can search for existing customers. But, for this walk-through, we’re going to create a new customer.

New - Add a Customer

Click New to add a new customer. This will take you to the Edit/Add Record screen to fill in the appropriate fields for your new customer.
If you wanted to edit an existing customer, select the customer first, then click on Edit/Add Record.

Edit Customer

Name and Info:

Enter the name and contact information of the customer. Select the appropriate categories and select the preferred contact method.

Save and Select

Click Save to save the new customer. Click Select to select the customer which returns you to the New Ticket screen.

Now that we have created/selected our customer, it is time to fill in the rest of the ticket information.

2. Art
This panel may be hidden by your administrator; if so, then skip it. Select if it is the customer’s or the gallery’s art, enter a description, condition, and declared value of the artwork.

3. Sizes

Enter the size of the outside, borders, and opening. If this is a multi-opening design brought in from IF Visualization or MatDesigner, these fields will automatically populate with window width/height representing the bounding rectangle area of the combination of openings.

4. Frames / Fillets

#of Frames:

Enter the number of Frames/Fillets to be used in this project.

(Blank Fields) Enter/Scan SKU’s

Scan or click on the magnifying glass to select the SKU’s of the Frame/Fillet moulding from the list. If you know the SKU number, you can also type it in, and the software will try to auto-fill the field as appropriate.

5. Mats / Fillets

#of Mats:

Enter the number of Mats/Fillets to be used in this project.

(Blank Fields) Enter/Scan SKU’s

Scan or click on the magnifying glass to select the SKU’s of the Mats/Fillets from the list. If you know the SKU number, you can also type it in, and the software will try to auto-fill the field as appropriate.

Reveals:

Enter the reveal value for each layer, if using more than one layer.

RB? (Reverse Bevel)

Click the RB? checkbox on the layers that you want to cut as Reverse Bevels.

6. Project Types (Drop Down List)

A Project Type is a saved set of material and labor choices for a specific order type.

Selecting a Project Type is a great way to get the final price quickly for the customer and to make sure the sales people do not forget to add any special charges for these kinds of frame jobs.

Select one of the choices and see how the program automatically populates the options fields. You still have the ability to add or change any selection at any time, such as upgrading the customer to Museum Glass or adding an Object Mount.

Select another Project Type and see how the options change.

7. Options

If you decide not to use the Project Types, or if there is not an appropriate category for the project at hand, you can manually choose the individual selections. Note that the choices are completely customizable by the administrator.

Choose Glass

Select the desired Glass from the dropdown list.

Choose Mounting

Select the desired Mounting from the dropdown list.

Choose Labor

Select the type of Labor for this kind of project from the dropdown list.

User-Defined List

Select the desired options from each of the remaining dropdown lists. You can choose only one item from each user-defined category per frame job, and there are four different categories. The administrator can assign them and use them for anything they would like.

8. Design Details (lower left bottom of screen)

You can select other design elements to be added to the project.

Add Detail

Click Add Detail and select one of the choices.
See also how the changes to the design are reflected. Add a couple more design elements. See how the price changes. Their itemized prices also appears when you hover over the Other price field under Materials in the Totals column.

9. Other

Choose Other

Select Other Item from the dropdown list. This list is defined by your content administrator. You can choose as many of these other items for a frame job as you want. You can even specify multiple quantities of each other item you add.

Add Item

Click Add Item to add the new item to the project.

Remove Selected

Click Remove Selected to remove the selected item from the project.

10. Quick Sale

Instantly add a new item that was not available otherwise. This item will be added to your ticket. It will also be added to your Other/Misc list so it is available for future sales

11. Due Date / Status

We want to change the date that this project will be due. Click on the date itself to open the Date Due Calendar. If this frame job is expected to take more time than normal, you can increase the number of slots it will take so that you do not schedule too much work per day.

Assign Due Date:

Due Date:

Displays the currently selected Due Date.

Slots used for this Ticket

If this frame job is expected to take more time than normal, you can increase the number of slots so that you do not schedule too much work per day. (A slot is an amount of time assigned to complete a custom ticket).

Select Date

We want to select the day after the current Due Date. Click on that date on the calendar (it will move to the center of the display), then click Assign Ticket to Date. It will then return you to the ticket screen.

Alternatively, click on the Jump button and you will see a calendar where you can pick any day you like.

Totals

You can see that the totals section is broken down into components. Make a couple of changes to your design, like selecting a different moulding, matboard, or even glass, and see how the totals change.

When you hover over a price, there is a caption balloon that breaks down the price that you see even further. The total mat price here is broken down into the separate prices for the top and the inner mat, and the color names are displayed as well.

12. Discount

Click on Discount to open the discount window. Select the discount method and fill in the amount. You can select a percentage discount or dollar amount on the drop down menu to the right of each field. A discount may be applied with the button on the Ticket screen or through the options menu at the top of the window. Only people with permissions may have the ability to apply discounts.

13. Tax:

Click on Tax to open the tax window. You can also choose to select one of the pre-defined tax rates set up by your administrator. If you select Exempt, no tax will be applied. Click OK to accept the tax selection and return to the order information screen.

14. Quantity:

Enter the quantity of this project to be created, for instance if the customer wants two of the same frame created, enter 2.

Total:

This will display the total after all of our changes. The total will be immediately updated as changes are made to the ticket.

15. Add to Order (Button/Dropdown)

Click Add to Order to go to the Summary screen to make final adjustments and accept the job.

When you click the dropdown button beside Add To Order, there are other choices: Add Order, Add Order and Clone, and Add Order and Start New.
There should be some discussion of Work Orders and Work Tickets. A Work Ticket is a custom job request, a Work Order is an accumulation of Work Tickets and Merchandise purchases. The Work Ticket goes to the person producing the work and the Work Order is a document for the Customer.

Add To Order and Clone

When you want to show the customer another design or pricing choice, select Add To Order and Clone. The current design will be added to the Summary and a duplicate Custom Ticket will appear. When you have made the changes to it, click Add To Order. Both the original ticket and the cloned ticket with changes will be on the Summary screen.

Once the customer has made a decision, select the unwanted ticket and click the Cancel Ticket button to delete it.

Add To Order and Start New

When you want to include multiple frame jobs on one order, select Add To Order and Start New. The current ticket will be added to the Summary screen and a blank custom ticket will appear for you to fill out the next frame job.

Once you click Add To Order, the ticket appears in the listing on the Order Summary screen.
In IFRM, an order is where you sell frame jobs and merchandise. An order can have any number of each item.

From the order summary screen, there are buttons that allow you to open new framing tickets and view the existing ones. This is also the screen where you take payments.

1. Commit Order/Update Order:

Click Commit Order to commit this project. Whether this is a quote or an actual order, you must click Commit Order to save it.

Now this project will be assigned a ticket number if it is an order, or a quote number if it is a quote.

The Record Payment (Pay Deposit) screen will automatically open up so that the customer can immediately make a down payment on this order. Note that the Record Payment screen will only open when you initially commit the order. Otherwise, click Pay Deposit from the Summary screen to open the Record Payment screen.

2. Payment:

Payment Method

Select the payment method from the dropdown list.

Pay Deposit

Click the Pay Deposit button to pay an automatic 50% of the total.

You can also click the dropdown arrow next to the Pay Deposit to enter a specific percentage of the total.

You can also enter a specific deposit amount.
There is a Notes field below where you can enter comments regarding this transaction. The customer will see the comments entered into this field.

Submit

Click Submit to submit this payment and return to the Order Summary screen.

Cancel

Click Cancel to submit no payment.

3. Print Receipt

Click Print Receipt to print out a receipt of the deposit for the customer.

4. Customer Information

When a ticket is assigned to an existing customer, that customer’s tickets and quotes appear in the Order History field at the bottom.

The Invoiced Balance displays the total of all unpaid invoices for that customer.

The Committed Balance displays the total amount owed on all of the Committed tickets for that customer, that have not been invoiced.

5. Order Details

The Order Details field displays the status of this order and the Order Number. There is also a field where you can enter notes regarding this order.

6. Quotes

If the customer has not yet decided about a frame job, you will want to keep a record of the design and the price as a quote.

There are two ways to make a ticket into a quote:

On the Custom Ticket Screen

The Due Date/Status field is at the upper right corner of the Custom Ticket screen. Click on the name (it will probably say New) by Status.
The Ticket Status screen opens.

At the top under Status Options, the current status will probably say New again.

Click the dropdown arrow and select Quote.

Click the Change Status button at the bottom of the Status Options field.

Then click the Close button at the top right of the Ticket Status screen.

The status of the ticket will now be Quote.
Click Add To Order at the bottom right of the Custom Ticket screen.

Then click Commit Order at the bottom right of the Order Information screen to save the quote.

Cancel the Payment screen when it pops up.

On the Order Information Screen

Sometimes you will not know that this ticket will be a quote until you are on the Order Information screen.

On the Order Information screen select the ticket and click the Make Quote button. You will see the status change to quote.

Click the Commit Order button to save the quote.
Searching for Quotes

You can see all the quotes by clicking on Tickets and Orders on the main screen in the Find section.

They will be there in the listing. You can even search for Quotes by sorting on Status: Quotes.

Changing Quotes to Tickets

You can change a quote to a ticket at any time.
Select the quote from the Tickets and Orders list.
Click the View Ticket button at the top left. The quote will now be on the Custom Ticket screen.
In the Due Date/Status field at the upper right corner, click on the name Quote by Status.
The Ticket Status screen opens.

At the top under Status Options, the current Status will be quote.

Click the dropdown arrow and select In Progress.
Click the Change Status button at the bottom of the Status Options field.

Then click the Close button at the top right of the

Ticket Status screen.

Click Update Ticket at the bottom right of the Custom Ticket screen.

On the Order Information screen you will see that the status is now in progress and the ticket has a due date.

Click on Tickets and Orders on the main screen in the Find section to locate the desired ticket.

Search Options

Select the desired search option, such as Customer Name, Tickets Due Today, and/or Start-End Date, etc. Since we know that the ticket has not yet been invoiced, select Tickets Not Invoiced.

Send to CMC

Select the ticket and click Send to CMC to cut the design on the CMC. See the MatDesigner manual for specific information on cutting.

Click Back to return to the IFRM after cutting the mat.

An invoice is the completion in the find section of a transaction – the purchase of a Merchandise Item or the Pick Up of a Custom Work Ticket are examples.

New Invoice

Click on Tickets and Orders on the main screen to locate our ticket.

Search Options

Select Tickets Not Invoiced for the search option.
Click on the ticket to select it, then click New Invoice to create a new invoice.

If you are sure that you are ready to make the invoice, click Accept Invoice.

It will create and print out the invoice, and change the status of the ticket to Completed. Invoicing the ticket will lock the ticket and make it so you can no longer change anything in it.

Click Make Payment on the main screen to apply a payment to a project that has been invoiced.

Search Options:

Unpaid Balances

The Search Options will default to unpaid balances. You can select a different search parameter from the dropdown list.

Make Payment

Select the desired invoice by clicking on it. Click Make Payment to apply a payment toward the currently selected invoice. The customer wants to pay the remaining balance.

Payment Method:

Select the payment method from the dropdown list.

Pay Full Amount

Click Pay Full Amount to pay the full amount of the Invoice.

Notes:

Enter any notes in regards to this payment in the Notes field.

Submit

Click Submit to submit the payment to this account. You will be returned to the Ticket screen.

Now that the project has been completed, and paid for, the customer is ready to pick it up.

From the main Screen, click Tickets and Orders. Under Search Options, select Customer Last Name and click Search.

Select the ticket and click Status/History to edit/view the status and history of the current ticket.

Status

Change the status of the current ticket by selecting Picked Up from the dropdown list.

Change Status

Click Change Status to confirm the status change.

Event Type

Log an event type by selecting it from the dropdown list: called Customer. You can also type a note in the Notes field.

Log Event

Click Log Event to confirm the Log Event change.

Close

Click Close to return to the main screen. Our customer has now paid for their project, and has picked it up.

IF Visualization allows you to select the moulding, matboard, and even the art via connection to a camera, and gives you a preview of the finished piece. You can go to IF Visualization through either the main screen button, or through the Visualization button on the Order Information screen.

After creating your project, click Send To IF-RM on Step 3: Visualize to bring your project back to the IFRM software to the ticket screen. For more information, see the Integrated Framer® Visualization manual.

Preview

When you bring the IF Visualization project into the IFRM, it will display a preview of the current project in the preview screen. To complete the order, you must select a project type or finish the framing project by adding Mount, Glass, etc. as appropriate.

Continue or Add to Order

From here, you can continue editing the design, or, if you are finished, click Add to Order.

MatDesigner™ allows you to select different templates, multiple openings, LetterMat, CutArt, and other elements to design your project. You can go to MatDesigner through either the Main Screen button, or through the MatDesigner button in the ticket.

After creating your project in MatDesigner, click To IF-RM on the Editor screen to bring the information back to the IFRM. When you return to IFRM, you will be on the Order Information screen.

See the MatDesigner manual for more information.

Preview

When you bring your MatDesigner project into IFRM, it will display a preview of the current project in the preview screen.

Continue or Add to Order

From here, you can continue editing the design, or, if you are finished, click Add to Order.

Q. What is the default login?

A. User: Administrator

Password: WizRMS

Please leave this default information set up in your system as it helps Customer Support service your account.

Q. I installed the update but now my IFRM software can’t find the server or I get a database version error.

A. Make sure you update the server as well as the client. If the server isn’t updated IFRM won’t recognize your database. Always update the Server first, then the Client stations when upgrading to a new version.

Q. My fonts aren’t printing. What do I do?

A. Your anti-virus or firewall didn’t allow a complete installation of IFRM – please temporarily disable these and reinstall.

Q. My vendor isn’t listed or the prices are out of date. How do I update this information?

A. Be sure to hit Refresh Vendor List and update your vendor content. Wizard regularly updates this information. If a vendor is still not found, contact Customer Support with the vendor and contact information and Wizard will try to have that vendor added to our list.

Q. How often should I check for vendor updates?

A. Check for vendor updates at least once a month.