Page Comparison

Adding New Supplies

On the supplies list, click Add New Product, then click New SKU. Fill in the fields as described below, then click Save to save the new supplies.

Editing a Supplies Record

Select the desired supplies to edit from the supplies list by clicking on it. Click on the Edit/Add Supplies. Click Save to save the new changes.

On the left-hand categories column under Pricing, click on Project Types.

A Project Type is a saved set of material choices for a specific order type. The items available to be included in a Project Type are Glass, Mount, Labor, User-Defined categories and Other/Misc items. For instance, selecting “Limited Edition” will auto-populate the selections of materials typical for this project on the Custom Ticket Screen, including the type of glass, mounting, labor, etc. You still have the ability to change any selection individually, for instance, if the customer wants to upgrade to Museum Glass.

There are a number of default project types already available in the software. You can add more or modify the existing ones.

Roles are specific tasks that employees perform in your shop. The default role is System Administrator which has permission to use all of the features of the software. This is where you can create and define roles and permissions for your employees. Typical roles include: Store Manager, Framer, Cashier etc.

Permissions directly correlate to permissions in the software. If an employee does not have permission to a specific screen/task, they will not have access to it. Roles can be assigned to as many Permissions as desired.

Roles Header

Add New Role

Click Add New Role to create a new employee role. Give it a role name, select the desired permissions. Click Save to save the new role.

Edit a Role

To edit an existing role, click on the role in the Select a Role Panel, and change the desired permissions. Click Save to save the changes.

Remove Role

Click Remove Role to remove the currently selected employee role.

Refresh List

Click Refresh List to redraw the screen after deleting/creating a role.

Select a Role

Lists the currently created roles. Click on one to select it.

Selected Role Information

Role Name (Required)

Displays the name of the currently selected role. Click Add New Role, and enter Store Assistant for the employee role name.

Permissions

Permissions directly correlate to permissions in the software. If an employee’s assigned role (or roles, they can have more than one assigned) does not have permission to a specific screen/task, they will not have access to it. You can select more than one Permission when creating a Role.

In this section you can add employees and assign their roles.

Employee Records List

This displays the list of employees and roles currently created. Define user accounts for your employees here.

Edit/Add Employee Record

Name and Login Info

Enter the employee’s name and login information.

Contact Info

Enter the contact information and select the category as Home or Cell Phone.

Roles

Select the desired role for this employee. The roles are created in the roles category. You may assign one or more roles to each employee.

Notes

Enter any notes desired about this employee.

This screen defines how your software connects to the database server and content update server. In most cases you will not need to change these. If you are setting up a system with a server on a different computer then you will need to change the server settings.

You should spend some time customizing your store settings. In this section you will see how to set up items specific to your store such as taxes, store information and discounts.

Start IFRM, login and click on Application Settings.

Store Settings

Store Setup

Setting Up Store

Enter the Store Name, Store ID (Identifier) and contact information.

Weekly Schedule (Production)

Select the checkbox next to the days of the week that orders are worked on (production). Selecting the correct days helps determine the Order Due Date - if you work on custom orders Monday - Friday, then the number of days to complete a job should only include those days.

Payment Types Accepted

Verify the payment types that the store will accept. Date Due Settings

Default Daily Slots

Enter the number of Daily Production Slots (number of time-defined slots) the store will use as the default. This helps a store manage the number of jobs available to take in a day. If the number of jobs is exceeded, the ticket Due Date is adjusted to the next available day. Multiple slots can be assigned individually to a specific ticket.

Default Lag Days

Enter the number of Lag Days (days between placing the order and picking up the finished order) the store will use as the default.

Store Logo

Here you can add a store logo. This logo will print at the top of tickets, invoices, quotes and receipts. It should include the store’s name and contact information. If a store logo is selected, no additional contact information will be printed.To load a logo, click Set New Image, locate the graphic file and click Open. Acceptable file types are *.jpg, *.png, *.bmp, *.tif and *.gif. For best results use a horizontal 800X300 image.

Standard Sizes

Standard Sizes will appear in the drop down menu when you click the Sizes button by Opening and Outer on the ticket screen. Verify the list of standard sizes and edit or insert any alternative sizes. If you decide that no changes are needed, then skip to Art Condition.

Size Category

Select Opening or Outer.

Insert

Click Insert to insert the currently entered standard size into the Standard Sizes list.

Update

Click Update to change the currently selected standard size to the new size entered.

Remove

Click Remove to delete the currently selected standard size.

Number Formats

Determine the number formats for each item here. Enter any letter/number to precede the number in the first field; i.e., O- for Order. Select the number format from the drop down list. An example is displayed to the right of the field.

Application Behavior

Here you can select how art condition and discounts are handled in tickets.

Localization

The default localization settings should be appropriate for most North American users. However, if you would like to modify units of measure and phone number format you can change it here.

Taxes must be defined at each store. On the left-hand categories column, click on Taxes.

Default Table

Name

Enter a name for this tax rate.

Itemize Rates (Checkbox)

Check Itemize Rates checkbox if you want each of the rates to be itemized on all printed items, such as tickets, receipts, invoices, etc. Printing out itemized tax rates is a requirement in some areas, so check your tax laws. Note that they will not be itemized on the screen, and will appear as the total tax amount.

Rate Names

Enter a name for each rate listed for this tax table. Here you can enter individual labels such as GST, PST, HST, etc.

Rate Total

Displays the rate total of the tax table.

Rates

Enter the individual tax rates for each labeled entry.

User-Defined Table #1-3:

Enter up to three separate customized tax tables. As with the default table, you can select whether to itemize the rates on all printed forms.

The printing setup can be found on the left-hand categories column, click on Printing, located under store settings.

Default Number of Copies

Enter the desired number of default copies for each item listed to be printed.

Printing Options

Show prices on work tickets (Checkbox)
Check Show prices on work tickets checkbox if you want the prices to display on the work tickets.

Receipt Printer/Type

Select the receipt printer and type from the pull down list.

Drawer Open Codes

Enter the Drawer Open Codes. If you select from a receipt print type available from the pull down list, this field will automatically be filled in.

Cut Receipt Codes

Enter the Cut Receipt Codes. If you select from a receipt print type available from the pull down list, this field will automatically be filled in. The software comes with support for selected Star and Epson receipt printers. If you use another, you can manually enter the drawer and cutter codes in the fields provided.

On the left-hand categories column, click on Printed Footers, located under store settings.
Enter any information you would like to print out onto the footers of the documents listed. If you require a signature line, make sure you add that here also.

Roles and employees are covered earlier in this document, see Roles and/or Employees.
The IF Retail Management software is now set up. The next section will help you use it.

We’re going to walk you through the process of creating a ticket, billing it, and paying it. As you get familiar with the IFRM software, you will see that there are many ways to do things, so select the method that works best for you. You will be making choices from dropdown lists that will be created by your Administrator, so your choices may be different than displayed in this manual.

Login using your username and password. Note that if your account does not have rights to certain screens or areas, you will not have access to them.

Click on Custom Ticket to go to the Order Information screen to start a new ticket.