8/19/2023 0 Comments Framing blueprint softwareTemporary customizable lists of customers can also be created for marketing purposes or export for out-of-house mailing. Setting up the Keywords will help you keep your Contacts file organized and, as a result, it will become a better tool for you to manage your shop and make the most of the marketing tools. Set up Keywords by which to search for customers or delineate mailing/emailing lists. The total value of all work orders and estimates appears. Capture valuable customer information to help you to make better marketing decisions.Įvery work order you create for a customer is archived in their Contact record for future reference and duplication. Tabs provide a way to track marketing campaigns, produce email lists, monitor advertising returns and referrals. The Contacts file stores information for all your customers, artists, vendors and service providers everyone you may ever need to contact. When the customer has selected the design they want, it will then become the frame design for the work order. This allows you to create multiple possibilities for the customer and make a side-by-side comparison of the components and price, all in one Work Order. Scenarios allows you to compare and store up to five different frame designs on a single work order. At the end of the day, return to this screen to check off your finished jobs and directly email customers a personalized pick-up reminder. Use the handy incomplete list found on the work order screen as a daily to-do list. In all other FrameReady products, you can also search for products, enter products onto invoices, and create barcodes for retail products. In FrameReady Lite, barcoding can be used to enter moulding and matboard on work orders, and search for orders. The location list is unlimited and customizable. They can also be tracked by location while incomplete, after being completed or marked as 'picked up'. Orders can be identified as Estimate, Incomplete, on Hold, or Completed. A printed 'blind' Estimate gives the price of the moulding components but not the item number or description which prevents customers from taking your design to a competitor. Estimates can be found in the customer's record also. When the customer is ready to go ahead with the quote, you can activate it into an order. It will not be included in your list of orders to be completed. The Estimate button on the work order will change the status of the order to an Estimate (or quote). Individual framing components may also be discounted on detail screens and displayed in the printed Work Order Detail Summary.Ī work order may be converted to an Estimate. You may apply a discount to the entire framing job by entering a dollar off amount into the appropriate work order field or using a decimal to represent a percentage off. Orders posted to invoice may be updated if changes have been made to the work order. Three types of printed work orders are available vertical lines, without vertical lines, or two orders per page for high volume basic framing jobs.Īll work orders may be edited at any time. The printed work order is the blueprint to construct your custom frame job. Multiple entries are allowed for moulding (up to 5 stacked frames), matting (up to 7 mats), fillets in frames and mats, fabric, mounting, mat designs, glazing, extras, hardware and fitting charges. The retail price of a custom frame job is easily and instantly calculated based on the size of the piece, materials you select, and parameters of your own pricing schedules. It does not store any personal data.Tip: Hover your mouse over any feature for additional information. The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. The cookie is used to store the user consent for the cookies in the category "Performance". This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other. The cookies is used to store the user consent for the cookies in the category "Necessary". The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional". The cookie is used to store the user consent for the cookies in the category "Analytics". These cookies ensure basic functionalities and security features of the website, anonymously. Necessary cookies are absolutely essential for the website to function properly.
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