Specifications

Electronic Vendor Ordering Feature
This FREE module is included with LifeSaver
WebOrders takes the functionality of the PICK LIST to the next level, with a configurable and interactive ordering system. Materials
orders are generated based on recent workorders. Additional supplies can be added manually, if desired. If the materials are from
current stock, this can also be specified.
Configuring WebOrders
At the WebOrders screen: (Configure Options WebOrders)→ →
-Log in with your user ID and password
-At the main menu, click the CONFIGURATION tab
-If desired vendor does not yet exist in the main list, use pull-down to select vendor.
If the vendor is participating in the program, they will appear on this list.
-Click ADD.
-Supply the requested info. Your account number, rep, your email, address, phone, etc
-Click CREATE/UPDATE VENDOR to save (Repeat these steps for all desired vendors)
-Click PROGRAM SETTINGS tab and select desired options
-Click SUBMIT CHANGES to save
Note: Be sure that all vendors have been updated with your contact and account info. If you need to
verify or modify this information at a later time, click EDIT.
Using WebOrders
At the WebOrders Screen: (WebOrders is invoked as the daily closing PICK LIST)
-Click the PLACE ORDERS tab (default)
-Click the MATS & MOULDINGS sub tab
-Verify the correct starting and ending dates. If modified, click REFRESH
-All orders for the desired period will be displayed, for your review
-To modify an item, click the lock icon within the EDIT column
-Modify the order, as desired. i.e.: chop/length/box, quantity, substitute item number, etc
-Then click the lock icon again, to have the program accept your changes
-Click SELECT ALL for the desired vendor and double check your order.
Note: if there is an item you wish to omit, hold CONTROL and click that line.
-Click SUBMIT SELECTED for the desired vendor
Note: Glazing and Misc supplies
can be ordered in the same
manner. Each has a tab on
the PLACE ORDERS screen
LifeSaver Tips & Tricks compiled by customer Mike Labbe www.getthepictureframing.com
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