Specifications

Pricing PRISMA brand frames with LifeSaver
From the FRAME-IT screen:
-Click the PRISMA logo, between moulding fields 1 and 2, to call up the selection dialogue.
Informative Context Sensitive Help pop-ups
If you hover the mouse over certain places in LifeSaver, informational balloons will appear:
From the CONFIGURE screen:
-Hover over any option for a detailed description of its purpose
From the FRAME-IT screen:
-Hover the mouse over any SPECIAL item, for Unit price, qty, total appropriate for current dimensions
-Hover mouse over moulding and/or mat Ids to see description, retail price, etc
HOW THE QUOTE and HOLD SYSTEM WORKS
If a customer is not ready to buy, Proposals/Quotes can be printed and the orders placed on HOLD. Once
a decision is made, these items can then be converted to real orders and assigned an invoice number.
To place a transaction on HOLD
From the WRITE INVOICE screen:
-Write up the invoice in the usual manner, entering as many framing and art/misc items as desired.
-Assign a customer name to the order. (or add them as a new customer)
-(optional) Click QUOTE, if you wish to give a written estimate
-Click HOLD (note you are doing this INSTEAD of clicking SAVE)
-(optional) Enter comments, such as discussed details or when the offer expires.
-Click CONTINUE and OK
-It will be put aside for future use, and will not be assigned a workorder# or invoice# at this time.
To re-call a transaction from HOLD
From the WRITE INVOICE screen:
-Click HOLD on a blank invoice that has no items, to see a list of transactions currently on HOLD
-Select the desired customer and click CONTINUE
-Highlight the held order, and put checks next to the line item(s) you wish to activate.
-Click RESUME to populate your blank invoice screen with this order
-Complete the transaction by saving or taking PAYMENT in the normal way.
-Invoice and workorder numbers will now be assigned, and it will be added to accounts receivable.
-A prompt will appear, asking if you wish to keep HOLD info for future use (repeating corp jobs, etc)
Tip: If you would like to print a message on the QUOTE, you may do so in the NOTES field at the top of
the invoice screen. Ex: “This quote is valid for 30 days” “Please allow 2 weeks for production”, etc
LifeSaver Tips & Tricks compiled by customer Mike Labbe www.getthepictureframing.com
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