Retail Management Software: Install and Setup Guide

Caution: For best results, Wizard recommends users install this software during business hours when technical support is available.

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.

The IFRM software operates in a networked environment on Microsoft’s .NET 2.0 using Microsoft’s SQL server or Express server database engine.

IFRM software requires the installation of the following Microsoft products:

• Microsoft SQL Express Server or Microsoft SQL 2005 Server on the store server computer (the user will be asked during installation if they wish to install Microsoft SQL Express Server). The user may elect to install Microsoft SQL 2005 Server if they prefer. Microsoft SQL 2005 is not provided with the IFRM software; it is the customer’s responsibility to procure that software and satisfy its license requirements.

Microsoft SQL Express Server is free from Microsoft and is adequate for small systems of five or fewer users.

• Microsoft .NET 2.0. This software is free from Microsoft and is provided by and installed with the IFRM software.

• IFRM corporate server web services software may also be installed on the store server computer. The installation procedure contains instructions on how to install MatDesigner™ and Integrated Framer® Visualization.

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.

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.

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.

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.

The IFRM software is installed in a folder on your computer at C:\Program Files\Wizard.

The server database is supplied populated with framing moulding, glass and matboard and initial program setup and pricing settings, if you choose to install it as an option (Click Install Wizard default product data under install Server instructions). This will get most users started – thereafter the software includes an administration system to allow you to customize your system setup, item pricing structures and vendor product content (mouldings, mats, glass, etc.).

Introduction

IF Retail Management Content Management (CM) is the IF Visualization component used to manage products and pricing. All products used within the IF Suite (Visualization, Retail Management, MatDesigner) access a single database, and that database is managed using the CM software.
This document will guide you through setting up your database quickly for the first time. The topics do not follow menus top to bottom but rather follow the logical steps for a first time set up.

Note: The default product data installed with the server is intended to be appropriate in many situations.

The following instructions are to help you customize your products and pricing when necessary. You are encouraged to use the default pricing and products whenever possible.

There are 3 methods available to users to update their product information:

• Manual input – entering data for each SKU one at a time.

• Content Subscription: Wizard maintains a large database of vendor’s products and prices. You can subscribe to the vendors that you use and periodically update this information directly from Wizard.

• Content Loader Tool – a spreadsheet application with defined columns that will update the product database in bulk.

Launch the Content Management program and login.

• Login: Administrator

• Password: WizRMS

The software opens to the main screen.

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 select a Mark-Up table that will multiply this cost to calculate the selling price of the materials involved in this process.

Then you can add a surcharge - either a flat fee or a percentage. You can add a labor charge, as well.

1. Product Type
   Select the product type that you would like to modify.

2. Base Price On
   Select the cost basis for the materials involved in this process. For instance, if you usually buy moulding in length, select length. Mat pricing is usually by the sheet.
   The term Sub-Product means that the materials for an item are chosen from many supply items. Clear glass, for example, will be chosen from all the different sizes of clear glass your shop carries. These sub-products will be defined later in the setup process.
   You can also select charges based on user-defined values.

3. Selected Mark-Up
   Select the desired cost mark-up table. The choices that are made will give you the multipliers for your final prices for these processes. You can always edit them or create new mark-up tables later.

4. Surcharge
   Enter any desired surcharge (dollar or percentage). Surcharges and labor can be added to the price of a process to cover overhead items.

5. Labor
   Enter the average number of minutes for this process.

6. Labor Mark-Up
   Select the desired labor mark-up table. A labor mark-up table will multiply labor minutes based on size. Typically you will want to charge more labor for larger frame jobs than you do for smaller ones.
   The mark-up tables can be edited to multiply the labor minutes exactly how you want for each size.

7. Labor/Shop Rate
   Enter your hourly labor rate, this will determine the base price for calculating labor charges.

In this section you can add or remove vendors and modify how you price their products. If your pricing strategy for any given vendor differs from the pricing defaults then you should modify the vendor pricing.

Add New Vendor

Click Add New Vendor to add a new vendor.

Remove Vendor

Click Remove Vendor to remove the currently selected vendor.

Refresh List

Click Refresh List to refresh the list after adding/removing a vendor.

1. Select a Vendor
   Select a vendor then click on Edit/Remove, depending upon what you want to do.
   Show Subscribed Only
   Check Show Subscribed Only to display only your subscribed vendors.

2. Selected Vendor Information
   Name:
   Name of the vendor.
   Short Name:
   Short name of the vendor.
   Last Updated:
   This field displays the date the database was last updated for this vendor.
   Vendor Prefix:
   The alpha-numeric prefix code for this vendor. These letters and numbers will precede all SKU numbers in the framing ticket.
   Subscribed
   Select Subscribed checkbox if this vendor is subscribed. Subscribed means that you will be getting electronic updates to the vendor’s merchandise price list.

3. Contact Information
   Enter the contact information for the vendor, and select the appropriate category for the contact information.

4. Pricing Options
   Click on the Pricing Options Tab of the current vendor to continue.
   Important Note: If you enter discounts, shipping fees, or taxes here, they will be applied to every item you purchase from this vendor. Every moulding bundle, every moulding chop, every sheet of matboard will reflect these additions. You have the option of applying these discounts or other charges to your retail price mark ups, or base retail pricing on the “list” price supplied.
   Discount
   If a vendor gives you a discount and you would like to pass it on to your customers, enter it here. This can be either a dollar amount or a percentage. Then select Apply Discount if you would like to apply it to the vendor’s product costs.
   Shipping Fee
   Enter in the shipping fee, then select either dollars or a percentage from the drop down list. Then select Apply Shipping to Cost if you would like to apply it to the vendor’s product cost.
   Tax Rate
   Enter the tax rate for this vendor and select Apply Tax Rate to Cost if you would like to apply it to the vendor’s product cost.
   Vendor Product Cost Defaults
   It is important that you enter pricing options for each subscribed vendor because default pricing is only applied to new products and vendors
   Cost Used
   Select the cost basis from the dropdown list, i.e., Length.
   Cost Mark-Up
   Select the cost mark-up table to use.
   Surcharge
   Enter the desired surcharge, either $ or %, from the small drop down arrow.
   Labor
   Enter the number of labor minutes.
   Labor Mark-Up
   Select the desired labor mark-up table to use.

This section is for managing your vendor subscriptions and updates. Wizard maintains a large database that you can access to update your vendors and products.

Vendor Subscription

From the main screen under Pricing, click Subscription. It is important to note that if you do not subscribe to a particular vendor, that vendor’s merchandise will not be displayed within the software.

You can also manually enter/edit information for a vendor that is not part of the subscribed database. List them as Subscribed so that their products will show up when you design a project, then go into the individual vendor and make the desired changes to pricing and products as desired.

1. Available Vendors
   Listing of all of the available vendors entered.

2. Subscribed Vendors
   Listing of all of your subscribed vendors.
   To Subscribe
   Select a vendor, and use the right arrow between the screens to move that vendor to the Subscribed list.
   To Unsubscribe
   Select a vendor, and use the left arrow between the screens to move that vendor out of the Subscribed list and into the Available Vendors list. That vendor’s products will no longer display within the software.

3. Refresh Vendor List
   Refreshes the list after adding/deleting a subscription or to see if Wizard has added new vendors to the database.

4. Update Vendor Content
   Click Update Vendor Content to update the vendor content of subscribed vendors. This will open the Updates screen.

1. Subscribed Vendors to Update
   Click the appropriate checkbox of the vendors you wish to update.

2. Update Vendor Content Now
   Click Update Vendor Content Now to update the currently selected vendors.
   Reload Entire Product List
   Click Reload Entire Product List checkbox to reload the entire product list. Any changes that you’ve made to this vendors products will be overwritten.

3. Refresh List
   Click Refresh List to refresh the list after adding/deleting a selection.

4. Update Status and Results
   Displays any pertinent information about the update progress.

Here you can define additional charges to associate with design elements in your mats. If you use IF Visualization or MatDesigner, these systems will pre-populate these items in the work ticket.
On the left-hand Categories column, under Pricing, click on Designs.
Enter the desired cost and Mark-Up for the listed categories and design elements.
Design Details Pricing

1. Design Type
   List of design types that can have additional charges assigned.

2. Design Cost
   Enter the specific design cost for the individual items.

3. Cost Mark-Up
   Select the desired cost mark-up table to apply to the individual item.

4. Surcharge %/$
   Enter any desired surcharge, and select % or $ for the numeric specifier.

5. Labor
   Enter the number of labor minutes to be applied to the individual item.

6. Labor Mark-Up
   Select the desired labor mark-up table to apply to the individual item.

Here you can set your prices for mounting.

Adding a New Mounting Record

Select the user-defined Category first from the dropdown list on the Mounting Records List, then click Add New Product to add a new mounting record. Click on New SKU to add the name for the new mounting then fill in the rest of the information for the new mounting record.

To select multiple SKU’s for the sub-products hold down the CTRL key while clicking on the SKU’s you want to add.

Editing a Mounting Record

Select the desired mounting record to edit from the Mounting Record List by clicking on it. Click on theEdit/Add Mounting Record. Click Edit and make the desired changes. Click Save to save the new changes

Labor

Here you can set up pricing for labor tasks such as shadow box assembly or fitting.

Adding a New Labor Record

On the Labor Records List, click Add New Product. Fill in the fields as described below, then click Save to save the new labor record.

Editing a Labor Record

Select the desired labor record to edit from the labor records list by clicking on it. Click on the Edit/Add Labor Record. Click Edit and make the desired changes. Click Save to save the new changes.

The Products section allows you to customize your pricing on individual products and services. Buttons along the top allow you to add or remove products from the selected category.

Each category has two tabs:

Records List - lists all of the items in the selected category

Edit/Add Record - edit the selected item or add a new one.
Product Settings

1. Merchandise Categories
   Merchandise are products typically sold as unique items - not custom framing. Items like art, ready mades or photo frames, sculptures, etc. are considered merchandise items.
   New Category
   Click New Category to create a new category with the name entered into the text field.
   Remove
   Click Remove to remove the currently selected category.

2. Category Listing
   Displays a listing of the currently entered categories.

3. User-Defined Category Names
   Enter the desired list of category names. These user-defined categories are items that can be part of the frame job.
   You can add only one item from each category to a frame job, though.

The user-defined category is for custom items or services such as jersey mounts or stretcher bars. You can define the supplies that are used in the category.

User-Defined Records List

There are four user-defined categories. You can give them new names on the Products screen.
You will see them on the custom ticket under Options.

Adding a New User-Defined Record

Select the User-Defined Category first from the dropdown list on the user-defined records list, then click Add New Product to have the new item assigned to the correct category. If the category is not on the list, you will have to go back to Product Settings and create it. Select New SKU, then fill in the fields and click Save to save the new User-Defined Record.

Editing a User-Defined Record

To edit a User-Defined record, click it and then click Edit/Add User-Defined Record. Make the desired changes and click Save.

The Other/Misc category allows framers the ability to add miscellaneous charges with multiple quantities. Items like “Object Mount” can be set up with a set price per object and then a quantity can be assigned in the custom work ticket. Same for labor - a set amount of time can be pre-set and then multiples charged based on the designer’s assessment. An unlimited number of Other/Misc items can be created.

Merchandise

Merchandise can be used to define items such as ready-made frames that you can add to your order.

Here you can modify matboard prices and specifications.

Adding a New Mat

On the mats List, click Add New Product, then select New SKU. Fill in the fields as described below, then click Save.

Editing a Mat Record

Select the desired mat to edit from the mats list by clicking on it. Click Edit and make the desired changes. Click Save to save the new changes.

Mat Families

Mat Families allows you to set default values (including mark-up tables) to specified groups of matboard. Typical groups could be Paper, Rag, Acid-Free, Suedes, Linens, etc.

Because Mat Families are completely customizable based on your various entries of matboards into the database, creating a mat family is usually done after adding your mats into the database.

Adding a New Glass Record

Select the vendor first from the dropdown list on the glass records list, then click Add New Product to have the new item assigned to the correct vendor. If the vendor is not on the list, you will have to go back to vendors and add it. Click New SKU, fill in the fields and click Save to save the new glass record.

Editing a Glass Record

Select the desired glass record to edit from the glass records list by clicking on it. Click Edit and make the desired changes. Click Save to save the new changes.

Adding a New Moulding

On the mouldings List, click Add New Product. Click New SKU, fill in the fields as described below, then click Save to save the new moulding.

Editing a Moulding Record

Select the desired moulding to edit from the mouldings list by clicking on it. Click Edit and make the desired changes. Click Save to save the new changes.

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.