FrameReady s/w Tips & Tricks

Mike Labbe

Mike Labbe

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Get The Picture
As framers, we have a lot of things on our plates. Speaking for myself, some things get neglected because i'm comfortable with them and because they work so well. This thread is an opportunity to re-visit pos software, catch up on the newest features, review some old features that we may not be aware of, discuss backup methods, review documentation, and to share tips and tricks.

This thread was started to exchange tips and tricks which specifically relate to this software product, in the positive spirit of the grumble. Everyone is proud of their investment, so I have started one for each of the top 3 products. (others are free to start threads if you have a product not mentioned) Opinions about other products, feature requests, tech support, bug reports, and complaints DO NOT belong in this thread. Such things should be communicated directly to the vendor, through their official support channels. This is about helping each other in a positive way, so 'threadcrapping'/dirty laundry/politics/abuse will not be tolerated. There, I said it


How do some of your favorite features work? Are there any tips that may benefit users of the same product?

With that, I turn the floor over to you...

Mike, co-moderator
Computer, POS, & CMC tech tips forum
 
As a way to charge for the extra labor of cutting round and oval glass, set up 2 inventory SKUs for each type of glass, one for rectangle and one for oval of each type.

On the assumption that you charge double for an oval, set your markup at twice the rectangles for the oval item. Ex: "reg" glass MU being 4, therefore the MU for "reg-oval" would be 8.

The same idea can be used when you replace broken glass, "reg-replace"..... or as a memo when you reuse customers dirty glass "reg-customer"
 
Instead of printing a form, work order, invoice and then faxing this document to a customer or supplier.....

Set the fax option of Windows XP (or Equiv) as a printer. Then when printing a form select the fax as a printer....... Presto the form will be sent. Note you have to have a phone hookup to your computer and a phone number of the receiving fax.
 
A great feature of Frameready is the ease with which you can add layouts & shortcuts.

We do our jobs in batches and have added a choice to the "work progress field" which we call checked.

When we begin a batch of orders we change all "incomplete" orders to "checked" designating them as orders ready for production.

As part of our ordering sequence we perform a find for all orders where:
Progress = checked
Frame = zero or more characters

We then sort by frame vendor, Frame 1 Item, size

The results of this find & sort (for which we created a script) we then print out with a label layout on avery 5167 labels. This gives us a list of all frames needed for the current batch. We use the labels as a cut list for stock moldings and a receiving check for chops. As each frame is cut or received we pull the label and stick it on the back of the frame. When the sheet of labels are gone the frames are done (and marked with the customers name, WO#, frame & size)

Peter Bowe
Saline Picture Frame Co.
 
Peter,
I use FrameReady and I was wondering what you meant by "ease with which you can add layouts and shortcuts." I would love to print a chop list with labels similar to script you said you use, but I can't figure out how. Do you have to have some FileMaker Pro knowledge? A guy who worked for me a fews years back made some modifications to my current version, and those modifications are real helpful in my situation. But he kept all his tricks a secret (knowledge is power...) so now I'm stuck.
Can you shed any light?
Susie
 
Susie,
Open your frameready program with your full access password.

-Go to work orders file and choose "view" form the top menu bar
-from the "view" menu choose "layout mode"
-choose "layouts" from the top menu bar then "new layout/reports" from that pull down menu
- A new layout wizard will appear. Enter "frame labels" or a title of your choice int the title box and select "labels" from the layout type list,then click next
-the next screen will give you a choice of selecting a standard Avery label or entering a custom size. I use Avery 5167 choose you label and click next
-The next screen has a list of all the work order fields - any of which can be added to your label report. I use:
Frame1 item, frame1 hd, frame1 wd, quantity, WO number and companyorname. Select the field you want to use and the will be added to your label. You can type punctuation & space directly in.
-when you are finished choose next which will finish the wizard and give you the choice of viewing your label in preview mode or layout mode. Choose layout mode and tweak your layout. Depending on the size label you use you may have to tighten up font sizes ect.
-When you are finished choose "browse mode" form the view menu to return to frame ready. Your new layout will appear in the layouts menu. To use the report simply find and sort the for the work orders you need, choose your label layout and print. Once you determine what your find conditions are - incomplete orders, this weeks or however you organize your flow you can then create a script to automate the choice. Creating scripts I will leave for another post or you can talk to Bert @ frameready who will probably walk you through it.

The are lots of Filemaker books at your bookstore or library than can help you with the nuts & bolts of layouts & scripts. Once you figure out the basics you can organize your frameready info to suit your procedures. We live by 3 basic production documents which we created. The log sheet which list all orders for the week, the frame label, and a similar label system which we use to cut glass.

Hope this helps - explaining this made me realize that I probably chose wisely when I went for framing instead of technical writing

Peter Bowe
Saline Picture Frame Co.
 
Peter,
I'm so grateful!!!! Your instructions were very good and I was able to go through each of your steps and figure it out. It took a while because we never use that left side records panel. I didn't realize that it had to be on screen to get the the "frame label" layout that I created. Once I had that visible, it was a piece of cake. I'm so glad that you shared the information in your 1st post. You helped me eliminate some extra work, save some time, and make my operation run a little more efficiently.

Thank you! Thank you!

Now I have to figure out other ways that I can use this function to streamline my work flow.

Mike,
I sure am glad you started this topic. What a nice little idea.
I can't think of any thing specific way we use the software that I could share - but I'll keep thinking on it.

Thanks again guys...this made my day!

Susie
 
Does anyone know how filemaker compares to Visual basic? esp VB for applications?
 
Hi HB,

I am not a programmer, but, from what I have been told, the difference is that Visual Basic is a language and FileMaker Pro is a database.

However, as someone who doesn't know much about programming, I find FileMaker Pro VERY EASY to do the minor things that I want to do to our office database. E.g. create new fields, modify layouts, create buttons and some scripts.
 
A a former programmer VB is a PITA.

File maker pro is much easier and user friendly.
 
Entering a Float Mount

To enter a matboard which will have the picture mounted onto it (no opening cut), use the Mount/Stretch field.

1. Click in the Mount/Stretch field.
The pop-up list of items will appear.
2. Click back above the pop-up list back into the field.
3. Enter in the matboard number. B8520
The price will be calculated for that specific mat and it will appear in the Mounting area of the printed work order.

To add other items, (such as foamcore, etc.), to the Mounting section, click on the underlined words Mounting/Stretching to access the screen where you can add another 3 mounting options to the same work order.

This is available in all verison of FrameReady.
 
Relookup Button

Sometimes it is necessary to make changes to a Work Order after it has been posted to an invoice. (E.g. Customer calls back later and wants to go ahead with the fillet or second mat.) To easily update the invoice, use the Relookup button.

1. Find the customer's work order and add the item or make the changes to the work order.

2. Click on the Find Invoice button located on the left side of the work order screen.
This will locate the customer's invoice for this work order.

3. Click on the purple Data Entry button on the left side of the Invoice screen.
This takes you to the screen where changes can be made to the invoice.

4. Click on the Relookup button in the top left corner. *
This will look up all items on the invoice (work orders or retail items) and update them to the new price(s).

5. When finished, click the Done button and you will return to the Invoice screen where you can print a copy of the invoice if needed.

*If you do not see the Relookup button, the invoice is from a previous month. You will need to click on the button titled: Allow This Invoice to be Modified also located in the top left corner of the Data Entry screen.
 
Hi Carol,

Hey will this relookup work with something that the customer decided they didn't want to go ahead with, like that filet that WAS on the workorder but they decided they didn't want it???

How many changes can one make to an invoice after the workorder is posted? Can you take the entire contents off the invoice and render it down to $00.00?

Framerguy
 
Yes it will Framerguy!

You can use the Relookup button for anything that the customer didn't want on their Work Order AND you can perform a Relookup for every time they change their mind. No Limit.

Canceled Order No Payment Received
If the invoice is for the current month and there has not been a payment made to it, you can click on the Void Invoice button (top left) and the invoice will be rendered to zero.

Returned Goods
Or, if it is a retail product they are returning (after they paid for it), create a new invoice and re-enter the item with a Quantity of -1. (Just like they do at the grocery store when they ring something through too many times.) Then in the Payment section you can identify if you gave them a Refund or a Store Credit. In the Note field on the invoice you can comment on why they returned it or anything relevant.

Hope this help?
 
I forgot to mention another little trick about that Void Invoice button.

For any invoice which you have not received a payment, the first time you click on the Void Invoice button, it will Void the invoice. However, if you accidentally voided the wrong invoice, all you need to do is click on the Void Invoice button again and it will UnVoid the Invoice.
 
I received a few questions about this recently, so I thought I would add it here.

Fabric Wrapped Mats

To price a fabric wrapped mat in the Work Order, enter the matboard number into the first mat field. The reveal will display the total matboard measurement.
e.g. B8655.....(alp-rag ac pure wht 4 ply)..........3 1/2


In the mat field below "B8655", enter the fabric and in the reveal pop-up list, select the word "Fabric".
e.g. R414.....(basic oyster)............Fabric

By selecting the word "Fabric" in the reveal list, it indicates that the second item is wrapped around the 3 1/2" matboard shown above it.

The screen will show:

B8655...(alp-rag ac pure wht 4 ply).....3 1/2
R414.....(basic oyster).........................Fabric

This works for versions 5.0 and higher.

Fabric Wrapped Liner

To price a fabric wrapped on a liner, enter the liner into the stacked frame screen.

e.g. working from the image and outward
Frame1....44004.CF....(raw liner)
Frame2....379021.LJ....(valagio cherry cap 1)

In the Glazing/Fabric field, enter the fabric which will be wrapped on the liner. In the field to the right of the liner, select which frame it will fit into.

e.g. R411...(new oyster)........Fit to Frame2

This measures the amount of fabric required to fit to the outside edge of the liner (in other words, the inside edge of Frame2).

This feature is available in version 5.5 and higher.
 
Bumped to top for further sharing of info
 
Here is a new on-line demonstration section which we have added to our website. There are 3 demonstrations available so far. The two basic demos are: "How to Navigate in FrameReady" and "Compatibility with Integrated Framer". The "Techniques for using the Find feature" is an advanced look at a simple button.
Each demo is approximately 2-3 minutes in length. The demonstration is on a "loop" which means that when it is finished it will pause breifly then start over. You can go back to the previous page after watching the demonstration and select another demo to view.
Enjoy!

FrameReady On-Line Demonstrations
 
Quick and Easy Training

We have added more videos to our Online Training Centre.

Each video is approximately 3 to 6 minutes in length. Recently posted videos have a NEW star beside them. There are currently 23 video clips available for viewing. A great way to learn more about the software or train new employees.

Videos listed below the orange bar require a username and password for viewing and are usually intended for the owner or manager.

The web address is:
www.frameready.com/tutorial/index.htm
 
Emailing Invoices in FrameReady

For those of you who aren't aware of an easy way to email invoices in FrameReady.

1.) Hit print from the invoice screen.

2.) When the Invoice Preview Screen comes up, go to the upper left where it says "Print of Save as a PDF"

3.) Title the pdf with the invoice number and save to whatever location you want.

4.) Attach the invoice to an email from your mail program.

This is much easier than scanning an invoice and then attaching it. Of course you don't have the signature on the invoice copy if needed though.
 
Dave said:
For those of you who aren't aware of an easy way to email invoices in FrameReady.

1.) Hit print from the invoice screen.

2.) When the Invoice Preview Screen comes up, go to the upper left where it says "Print of Save as a PDF"

3.) Title the pdf with the invoice number and save to whatever location you want.

4.) Attach the invoice to an email from your mail program.

This is much easier than scanning an invoice and then attaching it. Of course you don't have the signature on the invoice copy if needed though.
Click to expand...

I do this with Quickbooks all the time. I am sending more and more corporate invoices by pdf attachment. No paper, faster, good for the environment, and less costly.
 
while a PDF file sent by email is good - I also have the availability of sending an estimate or invoice via fax. I have a fax driver from Win XP and then choose "fax" as the printer. The fax window then opens up immediately and I send out the document.

An alternative is to use a shareware type program to send and receive faxes from your PC. One is MightyFax http://www.rkssoftware.com/mightyfax/download.html
 
Sales by day of the week

Have you ever wondered which day of the week generates the most income for you? During a month? During the Year?

You can enter the following into the date field on any search screen:
Enter the first 3 letters of the day of the week to find all invoices, work orders or sales (reports) on those days. Eg. Thu

Enter the year and day of the week (3 letters) to narrow it to one year. Be sure to enter a space between them. Eg. 2008 Mon

Enter a month, year and day of the week (3 letters) to narrow it down even more. E. 05/2008 Tue

This can be done in any Find screen as well as in the Sales Reports section. I would recommend the following:

Main Menu > Sales Reports > Other
To give you a breakdown by category

Main Menu > Sales Reports > Work Orders > Completed or Created
To give you a breakdown of how many pieces were brought in on those days and the dollar value

There is no end to the information you have available to you with these three little letters.

Special thanks to "Goodtwin" Jerry for this tip!
 
Cool, Carol!

:thumbsup:

Now tell me how to figure out how much business I lose by not opening up evenings and Sundays!!!

:D
 
Stretcher Frame Tip

Entering Stretcher frames on the Work Order in the Frame1 field

When entering a stretcher frame for a framed piece, be sure to enter the Lip Size as the same width as the stretcher frame. This will tell the program not to build outward from the image. It will also ensure that the size of the frame is accurate. The price of the frame and the amount of footage required will still be accurate.

The Lip Size can be entered in two areas: The Price Codes file or the Work Order file.

In the Price Codes file: Perform a find for the stretcher (hint: you can also type "stretch" into the description field) to locate the item. Copy the amount in the red moulding width field and paste it into the red Lip Size field.

In the Work Order file: after entering in the stretcher into frame 1, click on the stacked frame icon. Below the stretcher frame number, click on the Modify button. Copy the amount in the width field and enter it into the Lip field. Click Done. This will also change it in the source record in the Price Codes file so that each time you enter this stretcher bar, it will calculate correctly.
 
Last edited:
Framing Mirrors

To have a mirror fit a finished sized regardless of which frame you select, use the Fit to Outside Dimensions button on the work order screen.

1. Enter the width and height.

2. Enter the frame into the Frame1 field.

3. Click on the Fit to Outside Dimensions button.

4. Enter the outside frame dimensions in the fields for outside width and outside height.

5. Click okay.

The outside dimension will be set and the inside dimensions will be recalculated taking into consideration the width of the frame you have entered.

Note: If you change the frame, remember to click the Fit to Outside Dimension button again and re-enter the specified finished size.

Feature available in version 6.1v1 and higher
 
Love my Frame Ready!

Is there a way to sort customer rankings by date (year) rather than since the beginning of the program's use?

Is there a way to mark a bunch of invoices paid at once? Our staff are having trouble remembering to enter balance due payments when art is picked up. We are working on this! Meanwhile I find I have a few hundred marked as receivables that are not.
 
Kirstie said:
Is there a way to mark a bunch of invoices paid at once? Our staff are having trouble remembering to enter balance due payments when art is picked up. We are working on this! Meanwhile I find I have a few hundred marked as receivables that are not.
Click to expand...

I believe what you're trying to do can be accomplished with the "apply $ to Multiple Invoices" button on the invoice screen. We use this all the time.:thumbsup:
 
Kirstie, I too have trouble with marking balances paid.

The other thing too look out for is that the default on the payment screen is to have it paid in full. This has burned me a few times when the client leaves a deposit and I forget to change the amount and print out their invoice as paid in full. I have caught a few of these and the customers were understanding. I just wonder how many I missed though.
 
Regarding Dave's comment, it would be nice to have a check box that you had to check, either the paid in full amount or a half deposit automatically computed. Check one box or the other to move forward and print your invoice.
 
Kristie's comment made me think........

Is there a function to allow for a spread sheet of all the glass-fitting-mounting -etc to be printed in standard sizes columns - as a manual backup hard copy?
 
Customer Ranking by any date range

Kirstie said:
Love my Frame Ready!

Is there a way to sort customer rankings by date (year) rather than since the beginning of the program's use?
Click to expand...

Yes, there is a way to rank your customers by any date range.

1. Go to the Main Menu.
2. Click on Sales Reports (in the light blue section on the right).
3. Click on the grey Customer button (lower left) under "Summary Sales sorted by:".
4. Enter the date range you want and follow the on-screen instructions.

There are screen shots along with detailed instructions in your User Guide on page 102. Look at "B" which shows the second way to create a ranking. (I only mention this because, sometimes, pictures say more than words - to show you all the options.)
 
Printing a hard copy of pricing

JFeig said:
Is there a function to allow for a spread sheet of all the glass-fitting-mounting -etc to be printed in standard sizes columns - as a manual backup hard copy?
Click to expand...

The method for printing depends on which pricing system you are using.

Here are a few options:
If you are pricing by code tables, you can print out the table from that screen and manually write on the page what it prices. E.g. Drymount on Foamcore

If you are pricing using a markup and/or set price, you can print the screen with the chart on the right side of the screen. Scripts> Restore Full Menus. Then, File> Print.

For Glass and Mounting, click on the dark blue Pricing tab and then the grey button for Show More Details. The printer icon is at the top of the screen.

Or you can locate all of your glass items, and from the form view, click on the grey Price Comparison button (lower left corner). This will give all of your glass items and 6 standard United Inch measurements. The printer button is in the top left corner.
 
Final Payment on Framing

Kirstie said:
Is there a way to mark a bunch of invoices paid at once? Our staff are having trouble remembering to enter balance due payments when art is picked up. We are working on this! Meanwhile I find I have a few hundred marked as receivables that are not.
Click to expand...

Hi Kirstie,
I'll give you a call and walk you through the steps. Most important, is that we only find the receivables you want to mark as paid. Not those still owing.

The process I find most helpful at the time of pickup is to:
1. Locate the customer's work order when they come in. Use any of the FrameReady search tools: name, phone, description of art, date, etc. or any combination of items.

When you locate the work order, the location field should be displaying where the finished piece is currently being stored. E.g. Bin A, Shelf 2, etc.

2. Take note of the location before changing it to "Picked Up". This tells everyone (including the person's spouse who comes in later) that the piece is no longer in your store.

3. Then click on the "Find Invoice" button just to the left.

This will take you to the invoice file where you can immediately see if the piece is paid in full or if a balance is owing.

If a balance is owing, I let them decide on their method of payment while I retrieve the piece.

4. When I return with the piece, they pay the balance. It is entered onto the invoice by clicking on the "Enter A Payment" button. I can print them a copy of the paid in full invoice, if they wish.

Other people may have a different process to suggest to you. This is by no means the only way to do it. :)
 
Smile with Style said:
Hi Kirstie,
I'll give you a call and walk you through the steps. Most important, is that we only find the receivables you want to mark as paid. Not those still owing.
Click to expand...

Thanks Carol. We use the same method you outline in your post and it is now finally going well with employee compliance. I will need to go through our current receivables by hand and eliminate those so you can help me get rid of the rest. This will take a while as we have a lot of work waiting for pick up. And it's a moving target!
 
As you may know our manager Lisa set up Frame Ready during my recuperation from knee replacement last year. When I returned a few months later I had to learn to use it after everyone on the staff. Now that I've got daily use down, I am going step by step under the hood to understand how Lisa set up the pricing from our old sheets. With Lisa's help I'm finally understanding set prices, codes, and mark up tables, along with all the myriad of extra price stuff Lisa managed to add in. Now I know how to create bar codes and take moulding in and out of stock.

Frame Ready is quite intuitive once you start moving around within the program. The more I learn and understand the easier it is to learn elements of the program that are new to me.

And for the Mac, well, what can I say? Drag the Frame Ready data files onto the Mac cloud every night and pick them up at home for back up storage. Actually, PC or Mac users can do this too using a new program called DropBox, which I will explain in another thread.
 
Kirstie said:
Thanks Carol. We use the same method you outline in your post and it is now finally going well with employee compliance. I will need to go through our current receivables by hand and eliminate those so you can help me get rid of the rest. This will take a while as we have a lot of work waiting for pick up. And it's a moving target!
Click to expand...

Note to Carol,

If you happen to see this in the morning, I will be calling you for help around 10:30-11 your time to mark large batches of invoices paid from the last two years. I have the true receivable invoice numbers in numerical order. Sorry everyone for posting a note for one person here but I want to make sure Carol sees this and I will report back on how hopefully easy it was to mark batches of invoices as paid. Trying to clean things up before the new year.
Thanks!
 
Bert walked me through it this morning. It seems there is a workaround for just about anything. Now all of my receivables are correct and we will start the new year with a fresh slate. Frame Ready service is just tops and I highly recommend this program!
 
I am calling Frame Ready again in the morning to learn how to change the letter on my work orders, the letter that precedes the number. We will be entering "C" or our third year of Frame Ready use. Does everyone change the letter on thier work orders each year? It seems like it might be helpful to differentiate work order numbers from year to year.
 
Changing Work Order Prefix

Kirstie said:
Does everyone change the letter on their work orders each year? It seems like it might be helpful to differentiate work order numbers from year to year.
Click to expand...

Not everyone does this, but we do get a lot of calls in the new year to guide people through this process. Bert & Evelyn always changed the work order prefix in their frame shop. It certainly gives an immediate indication of the age of the order. Very handy when duplicating old orders. You can caution the customer about availability.
 
New Knowledgebase on web

For all of our FrameReady clients, we have introduced a new "Knowledgebase" on our website.


On the FrameReady website, click on the Support button and select FrameReady Knowledgebase from the list.

You can search the Knowledgebase to find articles or videos to questions, such as... How do I add my logo to printed documents? Simply type "set up logo" or "print logo" into the search box. A list of matching articles will appear in the list. Choose the article you wish to read, and learn how easy it is to have your logo appear on all printed or emailed documents given to clients.

You can also view related articles and leave comments or rate the article as helpful.
 
A different Work Order Report

There are a number of different reports for work orders available in FrameReady. Yesterday, someone called up asking about this particular one; so I thought it would be good to share.

Sale of Items by Category: Work Order
This report will give a list of all work orders which were posted to an invoice for sale. It includes: price Before Discount, the amount Discounted, the Retail price Total, and the Wholesale Cost of the order.

To access the report:
Start at the Main Menu.
Click on Sales Reports (right side - pale blue section)
Click on the Category button (lower left)

This will bring up the dialog box to set your parameters.

Click in the Category field and, from the pop-up list, select "Work Orders". (You can also select other categories to be included in your report with the "Add Category" button.)

Enter a date range (1/1/10...3/31/10) or a single date. If left blank, it will find all orders since you started using FrameReady.

Click the Proceed button.

(A message will appear asking you if you want to print With or Without page breaks for each Category. Since you are only dealing with one category, select "Without".)

The report will appear on the screen and can be viewed, saved as a PDF or printed.
 
FrameReady 8 Arrives

FrameReady 8 is available now. A video has been posted on the website to show some of the advancements made to the previous version.
See the video here.

FrameReady members on the Maintenance Plan will be receiving their upgrades within the next two weeks (if they have not received them already.)
 
Smile with Style said:
FrameReady 8 is available now. A video has been posted on the website to show some of the advancements made to the previous version.
See the video here.

FrameReady members on the Maintenance Plan will be receiving their upgrades within the next two weeks (if they have not received them already.)
Click to expand...

Yea! I just watched the video. The Scenarios function is brilliant. Can't wait to receive it. A great program made even better? Makes my day.
 
Extra Openings Tip

Although there is a designated field on the Work Order screen in FrameReady for the number of Extra Openings, here is another way to price them.

In the Price Codes file, under the group "Extra",
create a record for "Extra Openings" and price it the way you want (per opening, per UI, etc.)

On the Work Order, the item will appear in the Extras menu, and you can enter the Qty in the bright yellow field to the right.

You can also create specific records:
Extra Openings, Round
Extra Openings, Oval
Extra Openings, Rectangle
etc.

They can be priced the same or differently.
Eg. basic charge for rectangle cut, higher charge for oval, etc.

It's also a great option for pricing multiple openings if you are not using a CMC.
Eg.
Extra Openings, Rectangle...Qty 1,
Extra Openings, Oval...........Qty 2

Lots of possibilities.
 
Adding Notes to the Proposal Form

Another tip:

Using the newest version of Frame Ready, you can add items from your notes field to Proposal forms. We use the Proposal regularly because unlike Estimates, there is no pricing detail given. However, in order for the Proposal to be meaningful, especially for corporate work, we needed more on the form--terms, description of the scope of the work, turnaround time, etc. Now I am able to add notes to the last work order that will appear on the proposal. I tab down two lines and then start typing the information I want to appear at the bottom of the proposal. This works well and looks professional.
 
This tip is for folks that use FrameReady for work orders but do not use the purchase order system.

I've had a problem where I think I am on a different work order than I actually am and start typing changes to the work order thus altering the wrong order. I called Carol at Soft Touch Solutions wondering if there was any way to "lock" a work order so that you don't mistakenly change information where you don't want to and she guided me through this easy set-up.

~ Go to the Main Menu.

~ Click the work order "options" tab, click on "More options"

~ Under the "General" tab put an x in the fourth item down... "Auto update of materials inventory"

After doing the three steps above all work orders are locked unless you click on the "Modify Work Order" blue bar at the bottom right on the work order screen.

When finished modifying a work order just click on the "done" tab at the top of the work order screen.

Since I don't use FR for purchase orders this was the perfect solution for me to eliminate making changes where I didn't want to.


Thanks Carol! ... and thanks FrameReady!

:thumbsup:
 
New Year... New Work Order numbering

In FrameReady 8, it is easy to change your work order alpha character and/or numbers when you start a new year.

Bert, himself, use to do this to make it easy to quickly see how far back a work order was created, or easily find all orders in an alpha range (eg. starting with A, or B, or C...).

Whatever your reason, it’s easy to make the change right from the Main Menu of FrameReady. For full instructions click on Help on the menu bar and select FrameReady Online Help... and look in the chapter on Work Orders.

Or, from the Main Menu,
click on the Options tab (in the Work Order section)
click on More Options...
click on Reset Serial Work Order Number...

and following the instruction on the page (by entering the next letter and number to be used).
 
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