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.

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.