Page Comparison

In this section you can enable corporate (enterprise) functionality.

If you want to use IF Retail Management software’s POS functionality, check the first box. If there is a central POS system employed in the organization, you may want to not check this box - the payment screens, taxes and any references to invoices will be disabled and not appear within the workflow.
When using IF Production Management, this section sets the default framing selections for an off-site production facility used in the Verify step of the Store workflow.

The Message Queue is a file that records transactions sent via the Data Synchronizer application. This file can quickly grow to a large size - checking this box and assigning the number of days you would like to keep Message Queue data is specified here.

If you want to charge a minimum number of feet for mouldings, enter the footage in the box provided. This option will be useful if you offer closed corner frames.

The next box allows for integration with a 3rd party POS system - an additional column is added to the Ticket & Search screen in the Store system to track payment information as transactions are completed in the POS system. The label box configures the column name.

The standard image file located on the C: Drive by default may exceed the computer’s capacity - this feature allows you to assign the images to a different location that has more capacity for large image files.

The last 2 buttons allow for corporate control of location names at the Stores. The first button allows the corporate office to assign locations (i.e., art bins). The second button eliminates any locations added at the store level - these store locations are deleted on each synchronization with the corporate office.

Localization

This section defines items such as units of measure and the phone number format.

Locations

Here you can define the name and description of ticket locations within the stores (i.e., art bins or carrier bins assigned to a ticket). Locations are assigned by ticket, not by individual components. This information is sent to the stores if Sync Locations to Stores is checked in Corporate Settings.

Stamps

Define graphical icons for common event types. Stamps are visible on the Ticket & Search screen as they are used.

Category

Select the desired category for the current icon by clicking the button next to the desired category. The following choices are available to help define the stamp process characteristics that work with the way you do business.

No Category Association

Select No Category Association if the stamp does not involve one of the primary framing categories - moulding, matboard, glass or mount (i.e., Call Customer).

Stamp Product Component from Ticket
Select Stamp Product Component from Ticket to create a stamp that is limited to a specific product identified within one of the available categories. If the “Limit products to category” is checked, only the specific SKU’s associated with that category will be available for selection. If the box is not checked, all of the SKU’s used in the ticket will be available.
Stamp Category

If the stamp only needs to be defined by the category (and not the SKU), then select “Stamp category”. Using the drop down box, select the category you want to associate with this stamp (SKU’s are not considered with this selection).
Capture new ticket location

This option allows a location to be entered when stamping a process on the workstation screen. If it is not selected, the location box will not appear on the workstation. Since location tracks the ticket, processes that involve the art or backing, may need the new location option available to them.

Promotions

Promotions are scheduled discount programs. IF Retail Management software allows management to enter various sales promotions involving discounts well in advance.

Promotion Options

Click on Add New Promotion to create a Promo Code to identify a new promotion. The Promo Code can include alpha or numeric characters.
The buttons below Promo Code are used for existing promotions or to cancel an entry. Clone Promo is used to create a new promotion by copying the set up of an existing promotion and then changing the name or other characteristics as necessary. The feature makes creating new promotions fast and easy.

Select the Edit button after highlighting an existing promotion. This feature allows for adjusting the characteristics or name of a current promotion.
The Cancel button removes any entries made. To delete a promotion, highlight the desired promotion and click the Remove Promotion button at the top of the page.

Promotion Data

Description - enter the full description of the promotion.

Assigned To - enter the business unit the promotion will be assigned to. It can be a specific store or group of stores (region or sub-region).

Start Date - enter the date the promotion is desired to begin.

End Date - enter the date the promotion is desired to end.

Auto-apply - checking this box makes the promotion automatically applied to a ticket. If there is a sales discount to be given on every transaction, then click this box. If the box is not checked, the promotion will be available in a drop down list in the discount screen as a ticket is being created. Predefining promotions removes the discount permission requirement for sales people that do not have such permission - they can select from the drop down list and apply a discount at any time.

Discount characteristics - exactly like the discount screen used within a ticket. Apply a discount to an entire ticket by specifying a percentage or dollar amount (use the arrow next to the entry box). Or, specify a discount for a specific frame component - select the category item and specify the discount (percentage or dollar amount) for each item created. Selected items will be displayed in the box below.

Starred fields are required when creating new promotions.

Printing

Defaults

This section determines the default printing settings for the store paperwork. The software allows great flexibility with regards to what prints and how.

Work Tickets are designed for in-store production purposes - this paperwork is not designed to be given to customers. Sales Orders are designed for customers. There are 2 format styles available - Summary and Itemized. Summary tickets do not show the components selected within the ticket - all other information is available. Itemized tickets display each SKU selected including pricing within the ticket.

Art Tickets are available only if the IF Production Management software is used as part of the Verify step at the store level.

The first check box eliminates pricing information to be printed on the Work Ticket. Many people do not feel production people should know how much a particular order is charged to a customer - if this is the case for your business, check this box.

The second check box allows the salespeople to choose, on the fly by ticket, what Sales Order format they want to provide the customer. If the box is not checked, the sale person at the store will only be able to provide the default format designated.

Walk In Tickets

This section allows for default set up if Walk In Tickets are used (check the box if the Walk In process is turned on). Select the quantity of copies printed and the Sales Order format.

Receipt Printer

This section allows the configuration for receipt printers or cash drawers used. Please refer to the list of supported hardware available with Retail Management.

Branding

Branding is the identification of a product, service or entity by use of advertising, distinctive design, policies, verbiage and other means. Set up the store branding information in the Branding section. Several different brands can be set up for whole regions, sub-regions (divisions) or individual stores. Brands can be for different store names used within the same organization or for communicating special messages or promoting seasonal messages (different looks based on time of year, special events, etc.).

Selected Brand Information

Branding is used to define the personality of a store or region. Brand logos and custom messages can be added that will display on printed material - sales orders, work tickets, e-mail messages, receipts and invoices. Click on Add New Brand button at top of screen to create a new brand. Create and use as many brands as desired.

If no branding is created, the software creates a brand called Default Brand.

Use the Clone Brand button after highlighting an existing brand to copy the characteristics of the existing brand to a new brand. This allows creating new brands to be easy and fast. The Edit button allows for changes made to existing brands. The Cancel button removes entries made within the screen. If you want to delete a brand, use the Remove Brand button at the top of the screen.

Brand Options

Enter a brand logo - the format should be as .jpeg. The ideal store logo is in the shape of a horizontal rectangle, and will be proportionally sized to fit the defined area. More specifically, the store logo will look best (that is, not stretched) when the ratio of width to height is 3.8:1 (e.g., 1140 x 300 pixels).

Printed Footers and Email Templates

Select from the drop down box to view the footer that will print on the associated form. Enter text as appropriate for each form. There is no limit to the amount of text entered, just be aware that long footers will create additional pieces of paper as the excess wording will carry over.

Employees and administrators, their roles (permissions) and assigned locations can be defined in this section. There are two tabs - the first is a listing of current employees. The second is the specific employee record screen.

To add a new employee, click the Add New Employee button at the top of the page. The Edit/New Employee Record screen will appear - at a minimum, all of the starred fields must have an entry. Make sure a Role and business unit are assigned to an employee.

If you would like to delete an employee, click on the Remove Employee button. An employee that is deleted will be removed from the Employee List but is still in the database. This preserves historical data that incorporates a deleted employee.

Roles

These are groups of permissions for any given job category. The system administrator has permission for all actions and cannot be edited (all boxes are checked). A role with no permissions has no boxes checked. As many roles as desired can be created.
To create a new role, click the Add New Role button at the top of the page. To delete a role, click the Remove Role button.

A person assigned a role that does not allow a permission must have someone with the permission to override and complete the transaction or process. The system records override authorizations for management review.

Defines the current connection settings for the Corporate Server. If other servers are available, they will be visible here. If a separate Content Server is used (i.e., Wizard’s Content Server), that connection string would be input here.

Call Wizard Technical Support for additional information regarding this screen.