40
ITEMS SEARCHING ITEMS ADD A NEW ITEM - Moulding - Matboard - Glass - Backing Labour Custom items - Example 1. Needlework stretching based on square meter - Example 2. Ready Made Certificate Frame off the Shelf

manual.docx · Web viewThe following example shows wastage override of 50% for this moulding. ADD A NEW ITEM Framers can add their own items, everything from custom mouldings to retail

Embed Size (px)

Citation preview

Page 1: manual.docx · Web viewThe following example shows wastage override of 50% for this moulding. ADD A NEW ITEM Framers can add their own items, everything from custom mouldings to retail

ITEMS

SEARCHING ITEMS

ADD A NEW ITEM

- Moulding

- Matboard

- Glass

- Backing

Labour

Custom items - Example 1. Needlework stretching based on square meter- Example 2. Ready Made Certificate Frame off the Shelf

Page 2: manual.docx · Web viewThe following example shows wastage override of 50% for this moulding. ADD A NEW ITEM Framers can add their own items, everything from custom mouldings to retail

SEARCHING ITEMSEnter your item code or item description to bring up a list matching search termi.e. Black will list all items that contain the word black.

DETAILS

Shows Item Code, Description, Storage location, and what unit of measurement the item is in.

Storage location is for framers use where stock is kept.

Search for sales using this item Search for sales using this itemWill list all jobs having used that item

Page 3: manual.docx · Web viewThe following example shows wastage override of 50% for this moulding. ADD A NEW ITEM Framers can add their own items, everything from custom mouldings to retail

SUPPLIERShows supplier of product and whether it is discontinued or not

STOCKManual stock input only.

Page 4: manual.docx · Web viewThe following example shows wastage override of 50% for this moulding. ADD A NEW ITEM Framers can add their own items, everything from custom mouldings to retail

MOULDING/MATBOARD/GLASS/ETCShows information regarding item

Moulding will show unit width, width of moulding and rebate width.Matboard, Glass and Backing will show unit for sheet size, sheet width and sheet height

VISUAL

Where available, shows an image of the item.VIsualisation section if for future feature release

Page 5: manual.docx · Web viewThe following example shows wastage override of 50% for this moulding. ADD A NEW ITEM Framers can add their own items, everything from custom mouldings to retail

BUYBase cost price is the current price set by the supplier.The current buy price by default is set to a static price the same as the current price.The base cost price can be overwritten with either a new static price or markupNot recommended in changing the buy price, but one instance might be where a framer wants to add $1 p/m to cover freight. In this case, adjusted would be selected and $1 entered.

SELL

At default, the sell price is set through My Settings (Moulding, Fillet, Matboaord, Glass or Backing), sell markupHowever, an individual item can override the main settings.i.e. the following example shows that this moulding is to be marked up 300% rather then use the moulding settings sell markup

Page 6: manual.docx · Web viewThe following example shows wastage override of 50% for this moulding. ADD A NEW ITEM Framers can add their own items, everything from custom mouldings to retail

WASTAGEAt Default, users the wastage factor set under the items main settings.The following example shows wastage override of 50% for this moulding.

Page 7: manual.docx · Web viewThe following example shows wastage override of 50% for this moulding. ADD A NEW ITEM Framers can add their own items, everything from custom mouldings to retail

ADD A NEW ITEM

Framers can add their own items, everything from custom mouldings to retail items, and special items for custom framing jobs.

Click on ITEMS TabThe Click on Add an new item

Choose from one of the item iconsMoulding, Matboard, Glass, Backing, Other and Labour

Page 8: manual.docx · Web viewThe following example shows wastage override of 50% for this moulding. ADD A NEW ITEM Framers can add their own items, everything from custom mouldings to retail

Moulding

To add your own custom Moulding1) Click on the Items and Add New Item2) Click on Moulding

3) Click on Details4) Enter your code for the new moulding5) Enter a name or description6) Enter a unit length

Page 9: manual.docx · Web viewThe following example shows wastage override of 50% for this moulding. ADD A NEW ITEM Framers can add their own items, everything from custom mouldings to retail

7) Click on Supplier8) You can choose a supplier or if you have added yourself as a supplier

choose that

9) Click on Stock10) Enter stock on hand if you have stock and wish to manually keep track of

it

Page 10: manual.docx · Web viewThe following example shows wastage override of 50% for this moulding. ADD A NEW ITEM Framers can add their own items, everything from custom mouldings to retail

11) Click on Moulding12) Choose unit for width13) Enter width of new moulding14) Enter rebate

15) Click on Visual16) Choose File (if you wish to upload image)17) Enter Colour

Page 11: manual.docx · Web viewThe following example shows wastage override of 50% for this moulding. ADD A NEW ITEM Framers can add their own items, everything from custom mouldings to retail

18)Click on Buy19)Enter unit size ( i.e. you make the moulding in 3m lengths)20) Enter Cost price (if this is left blank then a sell price must be entered)

21)Click on Sell22) Click on Default (If you wish to use the markups under My Settings /

Mouldings)23) Click on Markup (Only if you wish to apply a different markup to those of

Default). You could also use static. 24) Enter Markup

Page 12: manual.docx · Web viewThe following example shows wastage override of 50% for this moulding. ADD A NEW ITEM Framers can add their own items, everything from custom mouldings to retail

25) Click on Wastage26) Click on Default (If you wish to use the wastage under My Settings /

Mouldings)27) Click on Markup (Only if you wish to apply a different markup wastage to

those of Default).28) Enter new wastage percentage29)Click on Save

Page 13: manual.docx · Web viewThe following example shows wastage override of 50% for this moulding. ADD A NEW ITEM Framers can add their own items, everything from custom mouldings to retail

Matboard

To add your own custom Matboard1) Click on the Items and Add New Item2) Click on Matboard

3) Click on Details4) Enter your code for the new Matboard5) Enter a name or description6) Enter a unit ie Square meter

Page 14: manual.docx · Web viewThe following example shows wastage override of 50% for this moulding. ADD A NEW ITEM Framers can add their own items, everything from custom mouldings to retail

7) Click on Supplier8) You can choose a supplier or if you have added yourself as a supplier

choose that

9) Click on Stock10) Enter stock on hand if you have stock and wish to manually keep track of

it

Page 15: manual.docx · Web viewThe following example shows wastage override of 50% for this moulding. ADD A NEW ITEM Framers can add their own items, everything from custom mouldings to retail

11) Click on Matboard12) Choose unit for sheet size13) Enter width of new Matboard14) Enter Height of new Matboard

15) Click on Visual16) Choose File (if you wish to upload image)17) Enter Colour

Page 16: manual.docx · Web viewThe following example shows wastage override of 50% for this moulding. ADD A NEW ITEM Framers can add their own items, everything from custom mouldings to retail

18)Click on Buy19)Enter Cost price (if this is left blank then a sell price must be entered)

20)Click on Sell21) Click on Default (If you wish to use the markups under My Settings /

Matboards)22) Click on Markup (Only if you wish to apply a different markup to those of

Default). You could also use static. 23) Enter Markup

Page 17: manual.docx · Web viewThe following example shows wastage override of 50% for this moulding. ADD A NEW ITEM Framers can add their own items, everything from custom mouldings to retail

24) Click on Wastage25) Click on Default (If you wish to use the wastage under My Settings /

Matboards)26) Click on Markup (Only if you wish to apply a different markup wastage to

those of Default).27) Enter new wastage percentage28)Click on Save

Page 18: manual.docx · Web viewThe following example shows wastage override of 50% for this moulding. ADD A NEW ITEM Framers can add their own items, everything from custom mouldings to retail

GlassYou may use a local supplier and wish to add them yourself

To add your own custom Glass1) Click on the Items and Add New Item2) Click on Glass

3) Click on Details4) Enter your code for the new Glass5) Enter a name or description6) Enter a unit ie Square meter

Page 19: manual.docx · Web viewThe following example shows wastage override of 50% for this moulding. ADD A NEW ITEM Framers can add their own items, everything from custom mouldings to retail

7) Click on Supplier8) You can choose a supplier or if you have added yourself as a supplier

choose that

9) Click on Stock10) Enter stock on hand if you have stock and wish to manually keep track of

it

Page 20: manual.docx · Web viewThe following example shows wastage override of 50% for this moulding. ADD A NEW ITEM Framers can add their own items, everything from custom mouldings to retail

11) Click on Glass12) Choose unit for sheet size13) Enter width of new Glass14) Enter Height of new Glass

15) Click on Visual16) Choose File (if you wish to upload image)17) Enter Colour

Page 21: manual.docx · Web viewThe following example shows wastage override of 50% for this moulding. ADD A NEW ITEM Framers can add their own items, everything from custom mouldings to retail

18)Click on Buy19)Enter Cost price (if this is left blank then a sell price must be entered)

20)Click on Sell21) Click on Default (If you wish to use the markups under My Settings /

Glass)22) Click on Markup (Only if you wish to apply a different markup to those of

Default). You could also use static. 23) Enter Markup

Page 22: manual.docx · Web viewThe following example shows wastage override of 50% for this moulding. ADD A NEW ITEM Framers can add their own items, everything from custom mouldings to retail

24) Click on Wastage25) Click on Default (If you wish to use the wastage under My Settings /

Matboards)26) Click on Markup (Only if you wish to apply a different markup wastage to

those of Default).27) Enter new wastage percentage28)Click on Save

Page 23: manual.docx · Web viewThe following example shows wastage override of 50% for this moulding. ADD A NEW ITEM Framers can add their own items, everything from custom mouldings to retail

Backing

To add your own custom Backing1) Click on the Items and Add New Item2) Click on Backing

3) Click on Details4) Enter your code for the new Backing5) Enter a name or description6) Enter a unit ie Square meter

Page 24: manual.docx · Web viewThe following example shows wastage override of 50% for this moulding. ADD A NEW ITEM Framers can add their own items, everything from custom mouldings to retail

7) Click on Supplier8) You can choose a supplier or if you have added yourself as a supplier

choose that

9) Click on Stock10) Enter stock on hand if you have stock and wish to manually keep track of

it

Page 25: manual.docx · Web viewThe following example shows wastage override of 50% for this moulding. ADD A NEW ITEM Framers can add their own items, everything from custom mouldings to retail

11) Click on Backing12) Choose unit for sheet size13) Enter width of new Backing14) Enter Height of new Backing

15) Click on Visual16) Choose File (if you wish to upload image)17) Enter Colour

Page 26: manual.docx · Web viewThe following example shows wastage override of 50% for this moulding. ADD A NEW ITEM Framers can add their own items, everything from custom mouldings to retail

18)Click on Buy19)Enter Cost price (if this is left blank then a sell price must be entered)

20)Click on Sell21) Click on Default (If you wish to use the markups under My Settings /

Backings)22) Click on Markup (Only if you wish to apply a different markup to those of

Default). You could also use static. 23) Enter Markup

Page 27: manual.docx · Web viewThe following example shows wastage override of 50% for this moulding. ADD A NEW ITEM Framers can add their own items, everything from custom mouldings to retail

24) Click on Wastage25) Click on Default (If you wish to use the wastage under My Settings /

Backings)26) Click on Markup (Only if you wish to apply a different markup wastage to

those of Default).27) Enter new wastage percentage28)Click on Save

Page 28: manual.docx · Web viewThe following example shows wastage override of 50% for this moulding. ADD A NEW ITEM Framers can add their own items, everything from custom mouldings to retail

Labour

Here you can enter/edit current hourly labour rate, or create new labour rates.i.e. you may hire staff out for hanging artwork, consultations etc.

If using an Hourly labour rate with markups you MUST create Labour first.

1) Click on the Items and Add New Item2) Click on Labour

3) Click on Details4) Enter your code “LABOUR”5) Enter description “Standard Hourly Rate”6) Enter a unit - Hour

Page 29: manual.docx · Web viewThe following example shows wastage override of 50% for this moulding. ADD A NEW ITEM Framers can add their own items, everything from custom mouldings to retail

7) Click on Rate8) Enter Rate9) Click on Save

Page 30: manual.docx · Web viewThe following example shows wastage override of 50% for this moulding. ADD A NEW ITEM Framers can add their own items, everything from custom mouldings to retail

To add your own custom Labour 1) Click on the Items and Add New Item2) Click on Labour

3) Click on Details4) Enter your code for the new Labour5) Enter a name or description6) Enter a unit ie Hour

Page 31: manual.docx · Web viewThe following example shows wastage override of 50% for this moulding. ADD A NEW ITEM Framers can add their own items, everything from custom mouldings to retail

7) Click on Rate8) Enter Rate9) Click on Save

Page 32: manual.docx · Web viewThe following example shows wastage override of 50% for this moulding. ADD A NEW ITEM Framers can add their own items, everything from custom mouldings to retail

Custom items

Examples of adding custom items

Example 1. Needlework stretching based on square meter

1) Click on Items and Add Item2) Click on Other

3) Click on Details4) Enter Code “Needlework”5) Enter Name “Needlework Stretching”6) Choose Square meter

Page 33: manual.docx · Web viewThe following example shows wastage override of 50% for this moulding. ADD A NEW ITEM Framers can add their own items, everything from custom mouldings to retail

7) Click on Sell8) Click on Static9) Enter amount to charge per square meter10) Click on Save

Page 34: manual.docx · Web viewThe following example shows wastage override of 50% for this moulding. ADD A NEW ITEM Framers can add their own items, everything from custom mouldings to retail

Example 2. Ready Made Certificate Frame off the Shelf

1) Click on Items and Add Item2) Click on Other

3) Click on Details4) Enter Code “Certificate 1”5) Enter Name “Certificate Frame Single Mat”6) Enter storage locaction “Shop”7) Choose Each

Page 35: manual.docx · Web viewThe following example shows wastage override of 50% for this moulding. ADD A NEW ITEM Framers can add their own items, everything from custom mouldings to retail

8) Click on Sell9) Click on Static10) Enter amount to charge per Frame11) Click on Save