Installing Integrated Framer® Retail Management Software |
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Caution: For best results, Wizard recommends users install this software during business hours when technical support is available. |
A Note on Networking |
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You will install the Store Server and one or more Store Integrated Framer® Retail Management (IFRM) Clients. The Server and one IFRM Client may be installed on a single PC if desired, or they can be installed on separate PCs. If the software is installed on two separate computers, then these computers must be connected using an Ethernet local area network. It is the customer’s responsibility to provide this networking. |
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Install Store Server software | |
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Install IFRM Store Server from the Wizard CD. If you have a CD, install it in the CD drive; it should automatically start the installer and display the screen illustrated below. If the installer does not start, or if you downloaded the CD, start the installer manually. Launch Windows Explorer and go to the CD drive, double click on the “Install.exe” file name. The installer will also install the .NET 2.0 and Microsoft SQL Express database engine if desired. Click Install IFRM Server. |   |
Enter the Customer ID and the product key for the store server software if prompted and then click Continue. The product key for a single software program is 20 characters; it is 30 characters for a bundled product key. A bundled product key licenses a set of programs as a group – it needs to be entered only once for the entire group. The product key you have is dependent on how you acquired your software (purchase or subscription). The software displays a key accepted message. Click OK. The installer prompts to shut down other windows applications. Do that, and then click Next. Read the End User License Agreement and click Accept. |   |
The installer now displays the connection information for the database. Confirm the server name is the name of your store server computer (from Windows), the database instance name is WIZRMS (set by Wizard) and set the database name as STORE. Click Install SQL Express UNLESS you have previously installed the full MS SQL Server 2005. If you do have MS SQL Server 2005 installed then enter the appropriate connection, database user name and password for it here. Select “Install Wizard default product data” if desired (this loads products from Bainbridge, Crescent, Larson-Juhl and Tru Vue and Wizard’s example project definitions). Do not make this selection if you wish to define your own products and do not want Wizard’s basic content and examples. To continue, click Next. |   |
The installer displays a progress screen while the software and data are loaded. The installation process runs to completion – this install may take 15 minutes or more as the installer is setting up the database and populating it with data if you selected that option. When the installation process completes, click Next. |   |
Activating the Software License |
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Following installation the installer may ask the user to activate a product’s license or the bundled software license. When activating a bundled license one single activation will apply to all the products licensed by the bundle. Activation requires either a live connection to the internet, a dial up connection to the internet, or a manual telephone call to Wizard’s customer support desk for manual assistance with the activation sequence. It is preferred that you activate with your computer connected to the internet. Activation is a simple process that records your installation on a data server at Wizard. If you have an internet connection the fully automated activation process takes only seconds. If you do not have access to the internet, call Wizard’s Customer Services for assistance. Click Finish. |
Installing Store Client Software | |
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This section gives instructions to install the Wizard software on a Store IFRM client computer; this computer may be the same computer used for the Store Server or it may be a separate computer. If installed on separate computers the machines must be connected using an Ethernet local area network as discussed earlier. Install IFRM Client software from the Wizard CD image. If you have a CD, install it in the CD drive; it should automatically start the installer and display the screen illustrated (Fig A). If the installer does not start, or if you downloaded the CD image, go find the folder where the image is then locate and click setup. Click Install Retail Management. You may be prompted for a product key. Enter the Customer ID and the product key for the store server software if prompted and then click Continue. The product key for a single software program is 20 characters; it is 30 characters for a bundled product key. A bundled product key license a set of programs as a group – it needs to be entered only once for the entire group. The product key you have is dependent on how you acquired your software. |   |
The installer prompts to shut down other windows applications. Close down the other applications, and then click Next. Read the end user license agreement and click Accept. The installer now displays the connection information for the database. Confirm that the server name is the name of your computer (from Windows), the database name is STORE (or whatever name you used when you installed the store server) and then click Next. |   |
The installer displays a progress screen while the software and data are loaded. The installation process runs to completion – this install may take 15 minutes or more as the installer is setting up the database and populating it with data. When the installation process completes, click Next. When the load process finishes, the software announces the install is complete. Click Finish. The Store client is now installed. | |
Installing Companion Products |
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Wizard Integrated Framer Visualization and Wizard MatDesigner are packaged on the Store CD and may be installed on the store client computers. The installation of those products is similar to the installation sequences defined above. |
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Login | |
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Launch the Content Management program and login.
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The software opens to the main screen. |   |
Pricing | |
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Here you can set up your base prices to be used on new products and when adding new vendors. You can make these same pricing choices under each vendor. Vendor choices will take priority over choices made in this table. First, choose the cost basis under Base Price On. Then you can add a surcharge - either a flat fee or a percentage. You can add a labor charge, as well. |  |
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Custom Ticket - Start A New Ticket | |
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Click on Custom Ticket to go to the Order Information screen to start a new ticket. |  |
Order Information on a New Ticket | |
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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. |  |
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 | |
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. | |
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. | |