Release Date: June 15, 2008 New Vision Information Systems, Inc. Furniture Wizard Software 820 Starboard Street Chula Vista, CA 91914 Tel 619-869-7200 Fax 619-869-7210 www.furniturewizard.
Furniture Wizard Software Guide Copyright © 2008 New Vision Information Systems, Inc. Copyrights This document is copyrighted and all rights are reserved. Printed in the United States of America. Under copyright laws, neither this documentation nor the software may be copied, photocopied, reproduced, translated, or reduced to any electronic medium or machine-readable form, in whole or part, without the prior written consent of New Vision Information Systems, Inc.
Furniture Wizard User Friendly, Affordable Windows Software Designed for Furniture Retailers Thank you for your purchase of Furniture Wizard software, the windows-based software designed to help you run your Furniture Business. This User’s Guide is designed to get you up and running with the Furniture Wizard Software, and provide detailed information on the software’s features.
TABLE OF CONTENTS Getting Started .................................................................................................... 1 Furniture Wizard Hardware and Software Requirements .............................................. 2 Installing Furniture Wizard ................................................................................. 4 Installation Overview ...................................................................................................... 4 Performing the Installation ......
Quick Search ..................................................................................................... 61 Sold Inventory Items Super Search Form ....................................................... 62 Running Reports ............................................................................................... 63 Creating Price Tags and Labels....................................................................... 64 Intelligent Price Tags and Labels ..........................................
The Dymo Label Printer .................................................................................. 145 Making Sure Your Dymo Prints ................................................................................. 146 Setting Your Paper Sizes ........................................................................................... 148 Configuring Furniture Wizard for the Dymo ............................................................... 152 The Mini-Scanner ......................................
Getting Started Furniture Wizard is an intuitive program that most users will be able to understand very quickly. Many users have had no prior computer experience, and find that the menus and drop down boxes help them learn the program quickly. This chapter explains how to get started with the program, including installation requirements and procedures.
Furniture Wizard User’s Guide Furniture Wizard Hardware and Software Requirements As of 9/1/2007 Processor Ram Video Memory Monitor Hard Drive HD Controller Internet Access via Network Printer Back Up Device Operating System 2 Minimum Pentium 4 1.4GHz , AMD Athlon XP 512 MB 8 MB 15” capable of running at 1024X768 40 GB Recommended Intel Core2 Duo, Athlon 64 and above 1024 MB+ 16 MB+ 17” capable of 1280X1024 40 GB+ running at 10,000 RPM or greater.
Furniture Wizard User’s Guide Label Printer Barcode Scanners Receipt Printer Cash Drawer Software (Optional, not required or included) Browser Optional Accessories Any Windows inkjet or Laser Printer, Dymo laser printer (no printer LabelWriter Twin Turbo / scanner / fax combinations) Symbol CS-1504 Mini-Scanner, Bluetooth Wireless Scanner, or Wedge Scanner Available from Furniture Wizard Software Available from Furniture Wizard Software Available from Furniture Wizard Software Quickbooks Pro 2002 or ab
Furniture Wizard User’s Guide Installing Furniture Wizard Installation Overview Thank you for choosing Furniture Wizard for your store. The first thing you will need to do in order to try out our software is to install it. Installing Furniture Wizard is easy! The first thing you will need to do, just insert your Furniture Wizard CD into your computer.
Furniture Wizard User’s Guide Performing the Installation To perform the installation, place the Installation CD in the CD-DVD drive on the server or standalone PC. If Auto-Play has been enabled for the drive in Windows, the Installer wizard will launch after a few seconds. If this does not launch the Installer, double-click the CD-DVD drive icon in Windows. Select the Next button to continue the installation process, or click Cancel to exit the Installer and terminate the installation process.
Furniture Wizard User’s Guide In the Customer Information step, do the following: 6 In the Company Name field, enter the name of the user to which Furniture Wizard is licensed. In the Install this application for section, specify the Windows user account(s) for which Furniture Wizard is being installed.
Furniture Wizard User’s Guide In the Choose Destination Location step, specify the directory location in which Furniture Wizard is being installed, and click Next. For optimum processing, the default installation directory for Furniture Wizard is c:/Program Files/Furniture Wizard; generally, you should accept the default location. To enter another location, click Browse to browse and select the desired installation directory.
Furniture Wizard User’s Guide In the Select Features step, select the Furniture Wizard applications(s) that are being installed on the server or standalone PC. Do the following: 8 To install Furniture Wizard, select the type of install you wish to perform; by default, the Furniture Wizard Full Install check box is selected. The Furniture Wizard Full Install check box allows for a full installation of Furniture Wizard; this typically performed on a network server, or on a single non-networked PC.
Furniture Wizard User’s Guide To install all associated Furniture Wizard utilities, click the Furniture Wizard Utilities check box; by default, all associated utility applications are installed. Clear or select the associated check boxes to specify the exact utility applications that should be installed, as follows: The Furniture Wizard Practice Version check box allows for installation of a practice version of Furniture Wizard.
Furniture Wizard User’s Guide tasks being performed by the Installer. If you selected the Furniture Wizard WorkStation Install check box in the last installation step (i.e., Furniture Wizard 2007 is being installed on a networked client PC), the Installer asks you to specify the directory location of your Furniture Wizard data file (typically it is found in X:\, where ‘x’ is a mapped network drive to the Furniture Wizard folder on your server.).
Furniture Wizard User’s Guide Click Next to install the Cipher Agent application required for operation of the CPT-8061 wireless scanner, or Click Cancel to skip installation of the Cipher Agent application. If you elected to install the Cipher Agent application, click I accept the terms in the license agreement, then click Next to accept the Cipher Agent license agreement and proceed to the next installation step.
Furniture Wizard User’s Guide If accepting the Cipher Agent license agreement, the Ready to Install the Program dialog appears (above) and allows you to review your Cipher Agent installation settings. Click Back to review the installation settings, or click Install to install the Cipher Agent application and proceed to the next installation step. Once the Cipher Agent installation starts, a dialog appears that displays the progress of the installation. Once it has completed, the following dialog appears.
Furniture Wizard User’s Guide Credit Card Processing Installation If you selected the Credit Card Processing check box in the Select Features step, the following InstallShield for Furniture Wizard Credit Card Processing dialog is displayed. Click Next to install the Credit Card Processing application, or Click Cancel to skip installation of the Credit Card Processing application.
Furniture Wizard User’s Guide If accepting the Credit Card Processing license agreement, the Ready to Installation Program dialog appears (above) and allows you to review your Credit Card Processing installation settings. Click Back to review the installation settings, or click Install to install the Credit Card Processing application and proceed to the next installation step. Once the Credit Card Processing installation starts, a dialog appears that displays the progress of the installation.
Furniture Wizard User’s Guide Delivery System Installation If you selected the Furniture Wizard Delivery Version check box in the Select Features step, the following InstallShield for Furniture Wizard Delivery System dialog is displayed. Click Next to install the Delivery System application, or Click Cancel to skip installation of the Delivery System application.
Furniture Wizard User’s Guide If accepting the Delivery System license agreement, the Ready to Install the Program dialog appears (above) and allows you to review your Delivery System installation settings. Click Back to review the installation settings, or click Install to install the Delivery System application and proceed to the next installation step. Once the Delivery System installation starts, a dialog appears that displays the progress of the installation.
Furniture Wizard User’s Guide Completing the Installation Process You are almost done with the installation. After the InstallShield Wizard has completed all installation steps for all selected utility applications and programs, the dialog above is displayed. Click Finish to complete the installation. After completing the installation, icons for Furniture Wizard and this user’s guide are automatically placed on your desktop.
Furniture Wizard User’s Guide Setup & Registration The Setup & Registration form is the administrative center of the Furniture Wizard program. Double-click on the picture of the Wizard’s hat from the main screen to open the Setup & Registration Screen. Here is where you define and setup many of the settings for the program on a global level. Settings such as tax rate, markup %, price rounding, default sales and warehouse locations and security.
Furniture Wizard User’s Guide Furniture Wizard Version Number & Date Allows you to set the NEXT number to be used for Invoices, Purchase Orders, Customers & Inventory Items. The “Form Print Setup” button opens a form that can be used to specify what printer to use for which Furniture Wizard Form as well as specify the number of copies to print. If you have Symantec WinFax 4.0 or greater you can specify its location to be used for Faxing POs to your Suppliers.
Furniture Wizard User’s Guide Advanced Setup Prints a ‘Regular Invoice’ with your custom logo. Prints a formatted Invoice for use with a Pre-Printed Invoice. Shows the path for the Wizard data files. Creates a Custom Inventory Item List under the Supplier (Special) for use with items such as Fabric Protection Allows you to add and delete salespersons and also set goals and commission rates. Corrects Null or Zero Values on inventory items.
Furniture Wizard User’s Guide Your Customized File (includes your custom logo) YOUR Fonts and Colors! Furniture Wizard will print out tags, labels and certain reports with your store’s logo, fonts and colors. In order to get these items into your system, you’ll need to provide New Vision Information Systems with a copy of your logo. Please contact New Vision Information Systems for information on what type of formats will work well based on your current artwork.
Furniture Wizard User’s Guide Most of the data you will be entering into Furniture Wizard will be either text fields or combo boxes. Combo boxes have a small arrow pointing down on the right side of the field. The combo boxes will accumulate a table of lookup data so in most cases only a character or two are required to locate the data you desire. Model is a text field; enter the information directly in the field. Type/Size is a combo box; select from the choices by clicking on the arrow.
Furniture Wizard User’s Guide Starting to Work with Furniture Wizard in your Store The easiest way to get information into Furniture Wizard is to TAG YOUR FLOOR. Furniture Wizard provides great flexibility; many users work in different ways with the program. The following information is meant to assist new users who are just starting out and would like a suggestion as to how to start using Furniture Wizard. 1) The first thing you’ll want to do is enter in your suppliers.
Furniture Wizard User’s Guide Setting up Branches for your Furniture Business You may have various branches that sell merchandise in different counties, states, or other physical locations. Using Furniture Wizard’s Branch Edit feature you are able to set up these locations, fill them with inventory, and assign the sales tax rate that applies to their location. Before You Begin: Adding a branch is permanent – once you add a branch you cannot remove it.
Furniture Wizard User’s Guide Click on “Branch Edit” to open the Branch Edit Window. Click on “Advanced Setup.” After reading and clicking “OK” to the warning, the Advanced Setup Window will open. Click on “Branch Edit” located on the middle right side of the window. Notice there is one branch already in your system: the default showroom. (You can use the arrow keys to scroll back and forth among your branch records.) Adding the New Branch To add a new branch, click the New button on the window.
Furniture Wizard User’s Guide branches to sell – click to place a check mark in this field if desired. Click the New button to add a Branch Enter the name and address information. (A shorter name will be the easiest to work with – try to avoid a lengthy branch name.) Enter the sales tax rate for this branch in the Sales Tax field - this is a required field. This tax rate will override the default sales tax rate specified in the main setup screen.
Furniture Wizard User’s Guide The Default Sales Tax Rate Double click the wizard’s hat to open the Setup and Registration Form. Enter default Sales Tax rate. When you first install Furniture Wizard, you should setup a default sales tax rate that Furniture Wizard will be able to use when calculating a total purchase price for a customer. (This should be the sales tax rate at your main location.
Furniture Wizard User’s Guide Double click on “Advanced Setup.” After reading and clicking “OK” to the warning, the Advanced Setup Window will open. Click on “Branch Edit” located on the lower right side of the window. Enter the sales tax rate that applies to the branch in the Sales Tax field. Click the “Use Branch Delivery Tax” box if you want the tax calculated on delivery charges as well. Click on Advanced Setup Click on “Branch Edit” to open the Branch Edit Window.
Furniture Wizard User’s Guide should see your entries appear in the combo box. Select the appropriate county or parish, the correct tax rate you entered will be used to calculate the sales tax. THIS OVERRIDES THE BRANCH OR DEFAULT SALES TAX. Click inside Delivery or Tax field to open Adjustments Form. To apply local tax rate, highlight your selection and click.
Furniture Wizard User’s Guide Updating Your Furniture Wizard Software You can update your software easily with the latest versions of Furniture Wizard, as well as your custom logo and colors when you are getting started. The process is straightforward and timely because you do not have to wait for disks or CD’s to be mailed to you. You simply go to the Furniture Wizard website, download the files you need, and click on them to install and run the updates.
Furniture Wizard User’s Guide To verify your custom objects, colors, fonts are imported, go the Inventory Form and call up a quick tag for an item. Preview the tag on the screen to verify your graphics and colors are in the Furniture Wizard.
Furniture Wizard User’s Guide Before You Begin: Inventory Organization Furniture Wizard gives you flexibility to categorize and store your inventory information in a way that is meaningful to you. It is very important to give some thought to the structure of your inventory Category and Type/Size fields. Categories One of the best things you can do for your store is to think about how your inventory is categorized before you start entering all your information in Furniture Wizard.
Furniture Wizard User’s Guide So the key to setting up categories is thinking about what kind of inventory items you have in your store, and thinking about how you want to see that inventory grouped in reports. Specifically you may want to review your existing inventory reports and analyzing the groupings. Type/Size Type/Size is used as a further sub-categorization of category. For example, if Bedroom is a category, Chest could be used as a type/size.
Furniture Wizard User’s Guide Keyboard Shortcuts KEYBOARD SHORTCUTS CTRL D CTRL I CTRL O CTRL U CTRL Shift D CTRL Shift L Opens Dymo Label order form Opens Invoice Quick Select Opens Purchase Order Quick Select Opens Customer Quick Select Switch to Dot Matrix Invoice Switch to Laser Invoice CTRL O CTRL U CTRL I 34
Suppliers and Representatives Introduction Adding suppliers is the first step in setting up your Furniture Wizard system – after you add suppliers, you can add inventory items and make sales. By imputing as much information about your suppliers as possible, you will be able to have clear, concise, and powerful reports available at your fingertips. Furniture Wizard also makes it possible to keep track of all of your Representatives, giving you quick and easy access to them at any time you need.
Furniture Wizard User’s Guide The Supplier Screen The “Suppliers” screen is where you will be entering in all the information regarding your suppliers. When the “Supplier” screen first appears, the first company shown will be “(Special)”. (Special) is a required company in Furniture Wizard and must not be edited or removed. This (Special) supplier is used for non-inventoried items such as Labor, Fabric Protection and other similar items.
Furniture Wizard User’s Guide Adding Your Suppliers Before you can start adding inventory, you need to enter your Suppliers. All of the manufacturers you receive inventory from should be listed. Begin by clicking the “New” button on the lower right hand corner. This creates a new Supplier entry, and assigns it a new Supplier Number. This is Furniture Wizard’s method of keeping track of your suppliers; there is no need to worry about the order that you enter your suppliers.
Furniture Wizard User’s Guide Default Out of Stock Processing Option allows you to choose how to process inventory when there is no stock available. The Default Tag Size setting on the Supplier form allows you to choose a specific default tag size for that supplier.
Furniture Wizard User’s Guide Modifying and Deleting Your Suppliers Editing or deleting your supplier information in Furniture Wizard is easy. Using the Supplier list on the left-hand side of the “Supplier” window, find the supplier you wish to modify and click on its name. When you have the supplier selected, the information for that company is displayed; however, you cannot make changes to it yet. Click on the “Edit” button at the bottom of the window.
Furniture Wizard User’s Guide Making Supplier-Wide Changes Say your supplier just changed their freight percentages, or you wish to change the retail and regular markup for all of the items for a supplier. Furniture Wizard now makes it easy to do this. When you make a change to any of the percentage or rounding fields in the Supplier Data Entry screen, you can have those changes automatically take effect for all items listed under that supplier.
Furniture Wizard User’s Guide Click “Yes” when asked update Regular and Retail pricing Furniture Wizard will ask “Do you want to update the Regular and Retail Pricing?” Click Yes. All of your inventory for that supplier will now reflect the changes you have just made.
Furniture Wizard User’s Guide Handling your Representatives Along with your suppliers, it is very important to have some quick information handy regarding your Representatives. Furniture Wizard helps you keep track of all of that information easily and quickly. The Representatives screen can either be brought up from the main screen of Furniture Wizard or from the supplier screen. From the Suppliers screen, double-click in the “Representatives” field. This will bring up the “Representatives” field.
Furniture Wizard User’s Guide The Suppliers Screen Fields Here are all of the fields in the “Suppliers” screen, with a brief description. Company Name of Supplier (REQUIRED) Tag Code A code that is displayed on all of your tags and labels instead of Suppliers real name. Can be any unique code you choose, using both letters and numbers, up to 6 characters. GL# and GL Code General Ledger information. This is only used if you will be exporting data to an accounting program such as Peachtree.
Working with Inventory Organizing, adding, and modifying your inventory within Furniture Wizard is easy to do. With some planning up front regarding how you want to report and classify your inventory, you can have a powerful reporting system that will provide the information you need to make inventory decisions in the future.
Furniture Wizard User’s Guide The Inventory Form Adding inventory to Furniture Wizard is easy to do and takes place in the Inventory Form. In most cases, adding inventory only involves copying records that exist and making a simple change to generate a new inventory record. The main thing to remember is that each inventory record must be unique so you will only enter each piece of inventory once.
Furniture Wizard User’s Guide Adding Inventory To quickly add inventory, call up a similar item, click the copy button, and change the record to reflect the new item qualities, (different cover/finish, model, etc. 1) Click on “Inventory” from the main menu, then from the Inventory Form click on “New” at the bottom of the screen. You will see the “Inventory Add New Entry” window appear.
Furniture Wizard User’s Guide 6) Furniture Wizard helps you enter large amounts of Inventory with the Copy button. Many items you enter will have only one data field that is different from the previous records. For example, the next item you enter will have the same manufacturer, category, type/size as the previous item, but will be a different model and different price.
Furniture Wizard User’s Guide Seeing Everything at Once – The List Edit Form Updating Inventory items is easy with the List Edit Form. The Inventory List Edit Form displays your inventory records in a table or spreadsheet view, and allows you to sort the records by any field. For example, if you need to modify records for a certain supplier and model, click on “List Edit” at the bottom of the Inventory Form and Furniture Wizard will display the Inventory List Edit Form.
Furniture Wizard User’s Guide If you would like to generate various inventory reports with information on all your suppliers (such as a supplier list or mailing labels), go to the Report Form (from the main menu) and click on the Inventory tab. You’ll see a variety of inventory reports with different sort orders that you can preview on your screen or print to the printer. You can print reports for a specific inventory item here.
Furniture Wizard User’s Guide 2) Tag the desired items by clicking in the “Tagged” box in the far left column of each inventory record Set sales price and discount criteria. Filter inventory by data fields. Click the pricing option you desire. Tag desired items by manually checking boxes, or using tag buttons in center of form. Create Custom Tags. OR Use the Invert Tagged, Show Tagged, Tag All, and UnTag All buttons in the middle of the form to tag records.
Furniture Wizard User’s Guide Preview to screen or print to your labelwriter. Enter caption you would like on your tag. You can print custom sales tags for your “on-sale” items! Inventory Packages Inventory Packages provide a way for you to group separate inventory items into a set (package) and create a special price for that set. Furniture Wizard knows that the package is composed of the separate inventory items, and will update inventory accordingly.
Furniture Wizard User’s Guide To create a package, click “New.” Select supplier, model and description for the main item. Enter a set type description. Double click on the Model and Description to add to the package detail lines. 4) The Quick Tag button allows you to print the price tag for the package. The Large Tag button prints a tag on regular 8 ½ by 11 paper. Simple Label button will print a single Dymo label with the package price.
Furniture Wizard User’s Guide Special Orders Creating an inventory special order is easy and flexible using Furniture Wizard. If you have a popular item that you special order frequently, you’ll want to create an inventory record that has special requirements in the Inventory or Invoice Record, and does not have a Cover/Finish. The requirements field contains features that must be specified when you order this Inventory item. An example of this might be Finish, Back Pillows, Arm, Body Fabric and Legs.
Furniture Wizard User’s Guide 2) When creating an invoice for the special order, double click on the description line for the invoice item to open the Edit Invoice Items Form. Click on the Details tab. You’ll notice in the Invoice Item Notes box the requirements that you entered in the Inventory record will appear. (If you did not enter requirements in the Inventory record, you can add them here at the Invoice record as well.
Furniture Wizard User’s Guide Yes under the Notes field lets you know there are Invoice Item Notes. Continue to create your invoice by entering the Sold By, and LN Sold to fields, then click the Create Invoice button. For additional details see the “Invoices” chapter in the Users’ Guide.
Furniture Wizard User’s Guide In the Process Inventory Form, You’ll set up the Process Actions for Furniture Wizard. Process Actions are shown here.. Click Process Inventory to continue. 5) You’ll select Manually Process; if the item is not in stock, which normally will be the case for a Special Order item the program will process the record as a Special Order by displaying Process Action of “PO”. It will by default also ship the item to the default Warehouse as specified in the User Setup.
Furniture Wizard User’s Guide Furniture Wizard will prompt you to view the PO. Click “Yes” to view the Purchase Order, and you’ll notice the Purchase Order is created with the inventory item. To view the special requirements, Click Print Invoice - the special requirements and any notes will be on the Purchase Order. Special requirements flow through to the Purchase Order for your special order.
Furniture Wizard User’s Guide Working with Inventory Pictures You have the ability to associate pictures with an inventory record, which can be helpful to visually identify or to show customers what a particular piece looks like (even if it is not in stock). To assign an image to an inventory item, simply click the Assign Image button and choose the picture you want to assign to the inventory item from the folder where the picture is stored.
Furniture Wizard User’s Guide If your “Pictures Enabled” option is checked in the Setup and Registration Form, the picture will display when you click on the inventory item and choose the Picture tab.
Searching, Reporting, and Printing Tags/Labels Furniture Wizard makes it easy to locate information quickly, and create reports and tags for the items in your Furniture Wizard database. The Quick Search Form lets you locate your Purchase Orders, Inventory Items, Invoices, Customers, and Service Orders with a couple clicks of the mouse. The Reports Form will generate reports to your screen or printer for Inventory, Customers, Invoices, Purchase Orders, and Service Orders.
Furniture Wizard User’s Guide Quick Search The Quick Search Form is one of the most popular features in Furniture Wizard – it helps you locate records in your database quickly and takes you to the details with a click of your mouse. 1) Open the Quick Search Form by clicking “Quick Search” from the main menu. You will see the Quick Search Form, complete with five tabs indicating the type of searches available – Inventory, Purchase Orders, Customers, Invoices, and Service.
Furniture Wizard User’s Guide Sold Inventory Items Super Search Form 1) This form provides a quick and easy way to find an Invoice with specific items or details. It also gives you the ability to search the Invoice Notes. 2) Open the Quick Search Form by clicking “Quick Search” from the main menu, Select the Invoices tab, click on the Super Man icon, type the criteria required in any of the search fields and press enter. Your results for the query will appear in the dark blue box.
Furniture Wizard User’s Guide Running Reports 1) Open the Report Form by clicking “Reports” from the main menu. You will see the Report Form, complete with five tabs indicating the type of reports available. The list of available reports will appear in the window beneath each tab. certain tabs, such as invoices, will have additional criteria you can select, such as date range, pending, etc. 2) Enter your selection criteria from the combo box or in the field as requested.
Furniture Wizard User’s Guide Creating Price Tags and Labels 1) To create a price tag or label in Furniture Wizard, first select the desired inventory item from either the Inventory Form or from List Edit within the Inventory Form. Click on Quick Tag button, and select Large, Small, Label or 1 Inch tags. 2) Enter the number of copies you wish to print, and select either the screen or printer for your output. You can also call up Quick Tag from the Quick Search Form in the Inventory tab.
Furniture Wizard User’s Guide Intelligent Price Tags and Labels The Furniture Wizard Price Tag shown above is customized to your store’s needs. Your Logo, fonts, and colors are custom-designed for you. Furniture Wizard prints barcodes on the tag to be used with the optional Wireless scanners or Mini Scanner. You can follow your customers around your showroom.
Purchase Orders Purchase Orders are easy to create in Furniture Wizard. You can either create them from the Purchase Order Form, or they can be directly created from an Invoice. Purchase Orders also understand the concept of Inventory Packages (from the same supplier). If you call up an Inventory Package, Furniture Wizard will create the Purchase Order for the individual items.
Furniture Wizard User’s Guide Creating and Posting a Purchase Order The first step in ordering your merchandise is to create and post a PO. From the Main Menu, click “New Purchase Order,” and you should see the Purchase Order Form. 1) First, choose a supplier by selecting the supplier from the combo box. The supplier information gets inserted in the PO. Choose a supplier from the combo box. Select items from the detail line combo box to create your PO.
Furniture Wizard User’s Guide 3) Post the PO by clicking the “Post” button at the bottom of the Purchase Order Form. Furniture Wizard will prompt you for a PO number (it will suggest one based on your system setup). You can enter a different number here if you desire. Click “OK” and Furniture Wizard will post the PO, and return the PO Form with the PO No. You can now fill in the other fields. Enter Ack.
Furniture Wizard User’s Guide A Purchase Order can also be created directly from the Invoice. When an invoice is processed and there are no items in stock, the system will automatically create a Purchase Order (unless it was set up to Order Later in the User Preferences). When created by an invoice, the Purchase Order shows the invoice number and customer’s name in the yellow box. The invoice number and customer name will display here when a PO has been created from an invoice. Double click Item Desc.
Furniture Wizard User’s Guide Right click in the P/O No. field to bring up a report that displays individual item notes, Ack. No’s, and ETA dates. Ack No’s and ETA dates will appear in this report. Receiving Purchase Orders 1) To receive a PO in Furniture Wizard, first call up the posted PO by using the Quick Search Form. Click the Purchase Order tab, and then use the fields in the form to help focus in on the listed Purchase Orders.
Furniture Wizard User’s Guide 2) Click on the “Receive PO Items” button on the PO Form. You will see the Purchase Order Receive History Form. If you would like to search for a specific model number or Ack. No, simply type in the number in the appropriate field and click on Search. Hit Enter - the items will be filtered based upon your input. To start a new search, click on New Search.
Furniture Wizard User’s Guide Changing Quantities Received on a Purchase Order 1) To change quantities received on a PO, click on the “Receive PO Items” button, highlight the item you wish to change the quantity on, type in the quantity in the “Qty to Receive” field as a negative number (example: minus one), click on the black down arrow to place the item in the bottom dark blue window (the entry here should show the item with a negative quantity), once the changes have been verified, click on the “Post Re
Furniture Wizard User’s Guide To add an item to an existing Special Order PO, first add the item to the invoice and process inventory to “Order Later” 3) Double click on the PO No. from the invoice to call up the PO. (do this only if you are adding the item to an existing PO.
Furniture Wizard User’s Guide Deleting an item(s) from a Purchase Order 1) To delete an item from a PO in Furniture Wizard, first call up the posted PO by using the Quick Search Form. Click the Purchase Order tab, and then use the fields in the form to help focus in on the listed Purchase Orders. Double Click on the specific PO, and you will be taken to that Purchase Order on the Purchase Order Form.
Furniture Wizard User’s Guide If there are items on a PO that will not be received, click on “Cancel Remaining Items”. You can also click on “Cancel Remaining Items and Re-issue”, this will cancel the items from this PO and create a new PO for those items only.
Furniture Wizard User’s Guide Invoices Invoices are created easily in Furniture Wizard by a few clicks of the mouse. The process of creating invoices also integrates seamlessly with other functions in Furniture Wizard. If you need to add customers or inventory from within the Invoice Form, Furniture Wizard opens up the new customer or new inventory form so you can make your additions, then returns you to the invoice.
Furniture Wizard User’s Guide Creating an Invoice 1) From the main menu click on “New Invoice,” and Furniture Wizard will open up the Invoice Form. You will see selection field on the left (Supplier, Category, Item Number, Model, Type/Size, Cover/Finish) that will help search for the specific Inventory item you are looking for. After using the combo box from one or more of these fields to narrow down your selection, select the item from the description box to the right by double clicking.
Furniture Wizard User’s Guide Double click on LN Sold To to open Customer After clicking “Create” complete the Process Invoice Form. Click “Create Invoice” when the form is complete. 5) If the Customer is already in your Furniture Wizard system you can start entering the last name in the LN Sold To box until the name appears. If you need to add a new Customer, click on “New Cust” and use the Add New Customer Form. Double click on a customer record to select or click “Add New Customer” to add.
Furniture Wizard User’s Guide Notes on the Customer Record 1) To add a new customer, enter the information in the New Customer Form. (You can also click “Customer” from the main menu, and then click the “New” button.) You can add a new customer by filling in the New Customer Form (from the Process Invoice Form) OR Click ‘Customers” from the main menu, click “New” to add a customer. 2) To add a note to the customer’s record, use the scroll bar in the Customer Search Form to display the text alert field.
Furniture Wizard User’s Guide Use the scroll bar to access the txtAlertNotes field. Enter a brief note that will appear on the screen when you access this customer via invoice. You can also enter notes into the Customer History Form. Click “Customers” from the main menu, call up the customer, the enter the notes In the “Customer Alert Notes” field that you want to display when the customer is selected.
Furniture Wizard User’s Guide 1) field. Enter the Payment Type, Payment Date, and how much you collected in the Amount Paid 2) Enter Amt Paid, and click Enter on your keyboard. A message will appear that confirms the payment was recorded. Click “Print Invoice” to print out a copy of the invoice. At any point you can toggle back and forth between the payment lines and the item detail lines by clicking on “Show Payments/Show Order Items” button.
Furniture Wizard User’s Guide Modifying an Invoice after Inventory has been Processed Use the Quick Search Form to call up the Invoice. When the Invoice Form opens, hold down the Alt key and hit the “M” key. (Alt-M) The invoice form will read “Modify Invoice” on the top of the screen. You can now add or delete items to the invoice. When deleting items, if the item is on a PO, Furniture Wizard will ask if you want to convert these items to stock.
Furniture Wizard User’s Guide Item is on a PO, so Furniture Wizard prompts for conversion to stock.
Furniture Wizard User’s Guide Credit Invoices Credit Invoices should be created for returns and exchanges. To create a Credit Invoice create a new invoice with the items you want to credit and enter negative quantities for the inventory items that you want to show as a credit. All pertinent information such as the Customer and Salesperson must be the same as the original invoice.
Furniture Wizard User’s Guide Use the Report Form to generate Invoice reports. Click on Add to Favorite button to make a report a favorite, then change the drop down menu from Show All to Favorites to see them. When doing a quick search from the Quick Search Form, you can also print a list of invoices by clicking the Invoice tab, selecting the invoices you would like to view (specific invoice , all, delivered, pending, layaway), date range, and clicking on the report book icon.
Furniture Wizard User’s Guide Select which list of invoices you want to print. Click on the report book icon to print the report.
Furniture Wizard User’s Guide Using Non-Inventory Items – Using the Custom Inventory List Editor Items created in the Custom Inventory List Editor can be used on Invoice without creating an inventory record. This is how you would get an item such as Fabric Protection on a customer invoice. Creating your Custom Inventory List You’ll need to set up this list from the Setup and Registration Form. From the main menu double click the wizard’s hat graphic.
Furniture Wizard User’s Guide Using in an Invoice Place your Custom Inventory Item on an invoice by clicking “Special” in the supplier field. (These custom items are associated with the SPECIAL Supplier.) You’ll notice your custom items appear to the right in the Model and Description field. Select the item you want on the invoice by clicking on the item in the Model and Description field, and you should see the item appear on the detail line. Select “Special” in the Supplier combo box.
Furniture Wizard User’s Guide Inventory Processing Furniture Wizard has a very powerful inventory processing system. What would involve many steps in several different forms and menus in other inventory software can be accomplished with a few clicks of the mouse.
Furniture Wizard User’s Guide Processing Inventory in Furniture Wizard means updating your inventory quantities based on the currently selected invoice. For example, you have just sold a sofa and end table and now you need to have the inventory records reflect that one sofa from the warehouse is now unavailable, and the end table is on order from the supplier.
Furniture Wizard User’s Guide What Process Inventory means is that that you are adjusting the inventory quantities for the inventory items for the currently selected invoice.
Furniture Wizard User’s Guide You can see from the sample Process Inventory forms shown above, that the text displayed on the Process Inventory forms buttons depend on whether or not the default Sales ID in Furniture Wizard Setup is the same as the default Whse ID. This means that Inventory location is not tracked. Some companies do not have a separate warehouse so it is not necessary to differentiate between warehouse & showroom inventory location.
Furniture Wizard User’s Guide To place an order (Purchase Order) enter the quantity you want to order in the Qty field above the button “Create PO”, enter the Branch ID number that you want this PO to be shipped to and then click the “Create PO” button. After clicking “Create PO” the Process Action table will be updated, the action will be “PO” and the “Qty” and “Branch” will be updated.
Furniture Wizard User’s Guide unavailable), it is because the stock check has discovered at least one item on the invoice is not available at the default location. In this case, you will have to manually process this invoice. Select manually process to decide whether to create a PO> or manually choose which location to take the item from.
Furniture Wizard User’s Guide Delivering Invoice Items/Entering Delivery History For those invoices that are processed to Create PO, Order Later or Reserve Stock, the delivery needs to be processed once the items have been received and delivered. This will deduct the items from inventory, mark the invoice as Delivered, and place a Complete Date in the complete date field. A lot of the Furniture Wizard reports are generated by these statuses therefore it is very important that this function is performed.
Furniture Wizard User’s Guide Double click on an individual item in the yellow window to move it to the Post Now window below. 3.) Click Post to post the delivery. 4.) Now the status is “delivered” on the invoice.
Service Orders Introduction There inevitably comes a time when you need to make a service call to one of your customers. Furniture Wizard provides a quick, easy way of handling all of your service calls and needs. Since you might need to create your service calls reports while still on the phone with your customer, we made Furniture Wizard simple enough to use with one hand on the phone and the other on the mouse.
Furniture Wizard User’s Guide Creating Service Orders To create a new Service Order, click on “Service” from the main screen of Furniture Wizard. This will bring up the “Service Order” screen. The “Service Order” Screen From this screen, click on “New” to create a new Service Order. This will clear out everything you have displayed in the “Service” window. Your first step now is to select the customer for whom you are creating this Service Order. Click on “Assign Cust”.
Furniture Wizard User’s Guide Double-click on the customer needing service Your next step is to select the item that is in need of service. Click on the “Assign Inv” button, to bring up the “Select Items for Service” window. Now search for the item, and double-click on it. You can also search for items that have been discontinued, by clicking on the “Disc” button. Double click on the item that you wish to create a service call on.
Furniture Wizard User’s Guide At this point both the Service For and the Item Number combo box fields should have a record assign to them. You can click on the “Service For” button to bring up the customer’s history, including the ability to view their service history. This can become very useful, as you can quickly see how much business this client has done with you in the past, and also determine if the customer is a “troublesome” client, requiring multiple service calls.
Furniture Wizard User’s Guide Work Orders Now that you have created your service order, you can issue new Work Orders to take care of your customer’s problem. After clicking on “More Info” in the Service Order” window, you will be taken to the “Service Actions” window. The “Service Actions” window, in the “Work Orders” tab. To create a new work order, click on “New Work Order” button. To create a new work order, click on the “New Work Order” button. The “Work Order” window will now open.
Furniture Wizard User’s Guide Enter the action being taken in the white field, and any notes relating to it in the yellow field. To speed up creating work orders, you can select a pre-defined action from the lower blue box.
Furniture Wizard User’s Guide Service Parts By using the “Parts On Order” form, Furniture Wizard allows you to keep track of any parts ordered for a specific service call. To add a new item, enter in the date that the item was ordered from the company, followed by a description of the service part being ordered. To add the name of the supplier from which the part is coming from, simply double-click on the “Ordered From” field to have it entered in for you.
Furniture Wizard User’s Guide Pickups and Returns The Furniture Wizard Pickup/Return window can be used to list any movement related to the service item. Picking up the item from the customer, shipping it to the manufacturer or repair center, should all be listed here, along with any costs associated with shipping and transportation. To create a record of a transportation of the item, enter the date of the shipment under the “date” field. Next, double-click on the description line.
Furniture Wizard User’s Guide To edit the list of available choices, double-click on one of the entries in the “Ship How/Where” column. This will bring up the Shipment editor. Here you can add any entries you might need, or delete any that have been entered incorrectly.
Furniture Wizard User’s Guide Credits and Returns Furniture Wizard provides an easy way to handle returns to your vendor (RMA’s), the charges involved with it, and having credit issued. Using this form is simple. Enter in all information given to you by your vendor, including RMA number, who authorized it, supplier invoice number, and any other details provided. Once you have all of the information that you were given, you can proceed to print the reports available.
Appendix A-Furniture Wizard Data Elements
Appendix A - Furniture Wizard Data Elements Inventory Data Fields Supplier selected from the combo box. To enter a new supplier go to the Supplier Form or double click in the Supplier field. Category user-defined field that describes a furniture category, such as bedroom, upholstery, etc.
Appendix A - Furniture Wizard Data Elements Discontinued Close Out checking the discontinued box will mark the item as discontinued and it will show up as a special category on reports. Checking the close out box will mark the item as a close out and it will show up in the Closeout Inventory on Hand report Hot List Checking the Hot List box will mark the item as a hot item and it will show up in the Hot List Inventory report Enable Serial No. Checking the Enable Serial No.
Appendix A - Furniture Wizard Data Elements Com. Group Commission group, overrides default commission plan Inventory Data Fields Check Stock Tab Inventory availability grid, displays locations and quantities available and on order.
Appendix A - Furniture Wizard Data Elements Inventory Data Fields Misc Tab Height Width Height of item Width of item Depth Depth of item Pack Miscellaneous field UPC UPC code of item Rec Alias Miscellaneous field Factory No.
Appendix A - Furniture Wizard Data Elements Supplier Data Fields Company Address fields company name (REQUIRED) street, suite, city, state, zip, country, phone, fax Contact contact name for the supplier Tag Code used if you would like a code name on price tags in place of supplier name Terms payment terms for the supplier, click on the drop-down arrow the view your options and click on the desired choice. (There are no calculations based on this field, it is FYI only.
Appendix A - Furniture Wizard Data Elements Purchase Order Data Fields PO Status Open, Closed, or Pending.
Appendix A - Furniture Wizard Data Elements Invoice Data Fields Invoice Form Supplier, Model, Item Number, Collection, Type-Size, Category, Cover-Finish, Selection Fields you can use to locate the inventory item Model and Description Items will appear in this window based on your selection from the selection fields Notes “YES” will appear if there are Inventory Item notes – double click the item description to enter notes Price Item Price Extended Price Price X Quantity Subtotal Subtotal of all
Appendix A - Furniture Wizard Data Elements Invoice Data Fields Sold By Salesperson that sold item Delivery Date Estimated Date of Delivery Delivery Type Truck, etc, enter your types of delivery by double clicking Last Name Sold To Name of the person the goods were sold to Ship To Name of the person the goods should be shipped to Referred By Enter referring person – information will appear on reports Tax Area Select specific tax area ( a different county or parish that has a different tax rate
Appendix A - Furniture Wizard Data Elements Customer Data Fields Add New Customer Last Name Customer Last Name First Name Customer First Name MI Middle Initial Street, Suite, City, State, Zip, Country Address Information Company Company Name Resale No Resale Number for tax purposes Phone Telephone Business Business number Mobile Fax Other Cell number Fax number Other contact number Email Email address 2nd Email Record Type Referred By Email address Bill to, Ship to, Both Person who ref
Appendix A - Furniture Wizard Data Elements Inventory Packages Data Fields Package Contents Supplier Supplier Category Inventory Category Model Model Set Type Type of Set (for example, 3-piece) Collection Supplier designated collection Cover/Finish Inventory Item Cover and Finish Description Will be created by system from the Model, SetType, and Cover Finish (You create the Set Types) Package Number Number assigned by system Date Created Date package was created, assigned by system Suppli
Appendix A - Furniture Wizard Data Elements Service Order Data Fields Service Orders Service Order Number assigned by system Service Date Date Service was requested, today’s date by default Branch Branch as defined by your setup Status Status of Service Order – pending, closed Entered by Salesperson that entered the Service Order.
Appendix A - Furniture Wizard Data Elements Service Credit/Return Supplier Id No:/Serial No. Part Id No. or serial number Supplier Invoice Number Supplier invoice number related to service Supplier Invoice Date Supplier invoice date Authorized By Name of person authorizing the return Credit/Return No.
Appendix A - Furniture Wizard Data Elements Supplier Invoice Number Supplier Invoice Number Supplier Invoice Date Date of Supplier Invoice Authorized By Person providing Authorization Credit-Return No Return Authorization Number 120
Furniture Wizard V.
Appendix B - Download and Networking Instructions Updating Furniture Wizard Introduction You don’t sit still, simply letting your products sell themselves. Neither do we. We are constantly improving Furniture Wizard to make it better, easier to use, and more powerful. Updates to Furniture Wizard are available from our website, at www.furniturewizard.com.
Appendix B - Download and Networking Instructions Logging on to the Furniture Wizard Website The Furniture Wizard website is your main link to obtaining the latest version of the Furniture Wizard program, and of receiving support from the Furniture Wizard technical staff. We recommend you frequently check our website for any news or updates. Logging on to the Furniture Wizard website is simple. To begin, simply click on the Log-in/User Downloads link.
Appendix B - Download and Networking Instructions Finally, you will be brought to your store’s download page. It contains several files that have been made available to your store. Included are copies of the Furniture Wizard manual, instructions on new additions to Furniture Wizard, new versions of the program, and finally your custom file, which contains your invoices and sales tags made specifically for your store.
Appendix B - Download and Networking Instructions Click Save to save the file to disk. Save this file to your desktop, and then click Save. Save the file to your Desktop You computer will now begin downloading the file you have requested. The actual download may take anywhere from a few seconds to several minutes, depending on the size of the file and the speed of your Internet connection.
Appendix B - Download and Networking Instructions Installing Updates to Furniture Wizard Now that you have downloaded the files you needed, you are ready to install them. Close all the windows you have open, and make sure everyone is out of Furniture Wizard before you proceed. Double-click on the file you have downloaded on your Desktop. This opens a dialog asking you to extract the files, double click on the file you have downloaded to begin the extraction.
Appendix B - Download and Networking Instructions Follow the on-screen instructions, which will guide you through the installation process. Be sure to have everything extracted to the default location, unless you are sure that Furniture Wizard is installed in a different location. Use the default destination directory. ONLY change if you are certain Furniture Wizard is installed somewhere else You will be asked if you would like to replace the file that already exists. Click Yes to proceed.
Appendix B - Download and Networking Instructions Verifying Updates When you are finished with the downloading and extracting process for the updates, you are now ready to make sure that Furniture Wizard is now updated. To begin, click on the Furniture Wizard icon on your desktop to begin the Furniture Wizard application. When you run Furniture Wizard for the first time after an update, it will ask you to perform a Custom Object Import.
Appendix B - Download and Networking Instructions Updating the Network Now that you have successfully updated your computer, you need to update the other computers in your network. The easiest way to do this is to simply copy a file from the computer you have just updated to all of the other computers in your network. This file is called Wizard.mdb or Wizard.mdb, depending on how your computer is setup. The first step you need to update all of your other computers is to make the Wizard.
Appendix B - Download and Networking Instructions As long as you have made a backup, click “YES” to replace the existing file You now need to go to your other workstations and open up your mapped network drive, where your Furniture Wizard data file resides. Locate the Wizard.mdb file, and right-click on it to copy. Close this window. Now, open up the FURNITURE WIZARD folder in your own computer, inside your “Local Disk (C:)”. Just right-click anywhere in the FURNITURE WIZARD window and select Paste.
Appendix B - Download and Networking Instructions Networking Furniture Wizard Introduction Furniture Wizard is capable of running on several computers in your store at once, all sharing the same set of data. In order to do this, it is necessary that you network your computers. It is possible for you to configure a simple network in your store; however, that is beyond the scope of this manual.
Appendix B - Download and Networking Instructions Setting Up Your Server The first step in networking Furniture Wizard is to install it on your server. If Furniture Wizard will be used on the server, follow the instructions outlined previously in the beginning of this manual to perform a “Full” installation. However, if you will be using this computer for only hosting your data, perform a “Server” installation.
Appendix B - Download and Networking Instructions Setting Up Your Workstations for Furniture Wizard In order to have Furniture Wizard installed on your workstations, you must first map a “Network Drive”. Adding a network drive to your computer will give it an extra “drive” under “My Computer” with the drive letter that you assign. Doing so is simple. From your desktop, double-click on “Network Neighborhood”. In here, look for the computer you have designated and setup as a server, and double-click on it.
Appendix B - Download and Networking Instructions Installing Furniture Wizard on Your Workstations Now you are ready to proceed with installing Furniture Wizard on your workstations. To do so, take the latest Furniture Wizard CD you have received, and insert it into the CD-ROM drive of your workstation. The Furniture Wizard Installer will now appear on your screen Click on “Install Furniture Wizard” to begin Next you will be shown the Furniture Wizard License Agreement. Read this license carefully.
Appendix B - Download and Networking Instructions You will now be asked to install Furniture Wizard or to install additional components. Click on “Install Furniture Wizard” Click on “Install Furniture Wizard” Under Installation Options, choose to perform a “Workstation” installation, and click “Next” Select a “Workstation” Install, and then click “Next” For a “Destination Directory”, use the default location of C:\PROGRAM FILES\FURNITURE WIZARD.
Appendix B - Download and Networking Instructions The next few windows will ask you where the server files are located. Click “Browse” to change the installation directory to where your Furniture Wizard files are located From the “Select Server Directory” screen, click on the “Browse” button to select the proper location of your Furniture Wizard files. In the bottom drop-down menu, select the drive that you have mapped to your Furniture Wizard server directory, (W: or X:).
Appendix B - Download and Networking Instructions Furniture Wizard is now ready to be installed. Click “Next” to continue. Click “Next” to continue with installation Furniture Wizard is now being installed on your computer Furniture Wizard has now been installed on your computer. If you would like to read through the User Notes, click on the box next to “Do you wish to view the User Notes at this time?” and then click finish. Otherwise, just click finish.
Appendix C-Configuring Hardware & Other Devices
Appendix C - Configuring Hardware and Other Devices Setting Up Printers Introduction Furniture Wizard has a wide array of possible reports you can print, in addition to all of your invoices, purchase orders, and tags. In order to take advantage of these powerful features, you must set up Furniture Wizard to use your printers. The printers must be installed and functional from within Windows, before Furniture Wizard can use them.
Appendix C - Configuring Hardware and Other Devices Making Sure Windows Can Print The first step in getting Furniture Wizard to print is to make sure Windows ows can properly print to your printer. The best way to do this, is to print a “Windows Test Page” Begin by clicking on your “Start Menu”. When the Menu comes up, select “Settings”, and then “Printers”. Click on your “Start” menu, and select “Settings”, and then “Printers” This will open up the “Printers” window.
Appendix C - Configuring Hardware and Other Devices This will open up the “Printer Properties” window. In the bottom right corner of this window, click on “Print Test Page”. Click on “Printer Test Page” from the “Printer Properties” window. This will print out a “Windows Test Page”. If the test page does not print, you may need to check or configure your printer before continuing A windows test page will now be printed. If this printed properly, then you are ready to proceed.
Appendix C - Configuring Hardware and Other Devices Furniture Wizard Printer Setup Now that you have verified that Windows can print to your printer, you can now configure Furniture Wizard to print to it. Open up Furniture Wizard, so it is on the main screen. Now, double-click on the picture of the Wizard. Double-click on the picture of the wizard in the Main Screen Click on “Form Print Setup” in the “Setup & Registration” screen This will bring up the “Furniture Wizard Setup and Registration” screen.
Appendix C - Configuring Hardware and Other Devices The first thing that you need to do is have Furniture Wizard set up for printing is to select the “Windows Default Printer” at the top of the window. This is the printer that will be used to print all of your reports under Furniture Wizard. Whichever printer Windows has selected as the default Printer, Furniture Wizard will list here.
Appendix C - Configuring Hardware and Other Devices The settings used for printing Tags and labels in Furniture Wizard depend on the customizations made for your store. Please see the list below to see the settings that should be used for your particular situation.
Appendix C - Configuring Hardware and Other Devices The Dymo Label Printer Introduction Furniture Wizard takes great advantage of the capabilities of the Dymo LabelWriter series of printers. From printing price tags, to inventory labels, to vendor RMA labels, Furniture Wizard can greatly simplify running your store with the aid of the Dymo.
Appendix C - Configuring Hardware and Other Devices Making Sure Your Dymo Prints The first step in getting your Dymo LabelWriter configured is to make sure Windows can properly print to your printer. The best way to do this is to print a “Windows Test Page”. Begin by clicking on your “Start Menu”. When the Menu comes up, select “Settings”, and then “Printers”. Click on your “Start” menu, and select “Settings”, and then “Printers” This will open up the “Printers” window.
Appendix C - Configuring Hardware and Other Devices This will open up the “Dymo LabelWriter Properties” window. In the bottom left corner of this window, click on “Print Test Page”. Click on “Printer Test Page” from the “Dymo LabelWriter Properties” window. This will print out a “Windows Test Page”. If the test page does not print, you may need to check your Dymo’s connections and settings Your Dymo should now print a label with the Windows logo and some text.
Appendix C - Configuring Hardware and Other Devices Setting Your Paper Sizes Your Dymo LabelWriter needs to be told what size labels you will be using. Furniture Wizard supports two different label sizes, a 2 5/16” X 4” label (the 30256), and a smaller 1”X 2 1/8” label (the 30336). Since the larger label is the more popular choice, all our examples will focus on that one. If you wish to use the smaller label, simply substitute the 30256 in our instructions for 30336.
Appendix C - Configuring Hardware and Other Devices Windows 98 For Windows 98, it is very simple to set up the paper size that your Dymo LabelWriter will be using. Open up your Dymo LabelWriter’s properties, as highlighted above. In the top of the window, there will be several tabs. Click on the tab called “Paper”. From the “Paper” tab, scroll through the available options in the top. One of the first available options will be the “30256 Shi” (30256 Shipping).
Appendix C - Configuring Hardware and Other Devices Setting Your Paper Sizes-Windows 2000 and Windows XP Windows 2000 is much more flexible in its printing capabilities, but as a result, it needs to be told in a few more places which size label you will be using. To begin, open up your Dymo LabelWriter’s properties, as highlighted above. The printing Preferences” window will now come up. Click on the “Advanced” button. This will bring up the “Advanced Options” screen.
Appendix C - Configuring Hardware and Other Devices You will now be brought back to the main “Dymo LabelWriter Properties” screen. At the top of this screen, click on the “Advanced” tab. This will bring you to another “Printing Preferences” window. Click on the “Advanced” button. In the “Advanced Options screen, click on “Paper Size” and select “30256 Shipping” as the paper. Now click “OK” to exit. You will be brought back to the “Printing Preferences” window. Click “OK” to also exit this screen.
Appendix C - Configuring Hardware and Other Devices Configuring Furniture Wizard for the Dymo You are now ready to configure Furniture Wizard to use your Dymo LabelWriter Printer. To get started, open up Furniture Wizard. From the main screen, double-click on the picture of the Wizard. Doing so will bring you to the “Setup & Registration” screen.
Appendix C - Configuring Hardware and Other Devices Now you can tell Furniture Wizard which of the many forms you would like to be printed on your Dymo LabelWriter printer. Depending on your customizations, you can have either “Small Tag” or “Label” formatted to use the Dymo LabelWriter printer. The “Portrait Label” and “Landscape Label” are only available for the Dymo. Once you have selected which printer you wish to use for each specific form, you must set the properties for that form.
Appendix C - Configuring Hardware and Other Devices Below are the settings for each of the forms available. Simply enter the settings in exactly as shown below.
Appendix C - Configuring Hardware and Other Devices The Mini-Scanner Introduction Serial Port Cable The Mini-Scanner is the perfect complement to your desktop Furniture Wizard system – it allows you to put your invoice information in your pocket. And it’s inexpensive enough that you could get one for your entire staff. So now when your customer points to an item, you point, too. Then simply plug it back into your computer and an invoice is ready for your customer.
Appendix C - Configuring Hardware and Other Devices USB 156 Installing the Mini-Scanner—USB Version 1. Take the cable that was included along with your Mini-Scanner and plug into an available USB port on your computer. 2. The computer will prompt you to install drivers for the MiniScanner. 3. Insert your Furniture Wizard CD, and click on “Browse” to locate the appropriate drivers. a.
Appendix C - Configuring Hardware and Other Devices Serial Port Installing the Mini-Scanner—Serial Port Version 1. Insert the Furniture Wizard Installation CD into your CD-Rom drive. 2. Open up the Furniture Wizard CD 3. In the Furniture wizard CD, find the following files: a. ABSREAD.exe b. CSP2.dll 4. Copy those files into your C:\PROGRAM FILES\FURNITURE WIZARD folder. 5. These files should now be in your C:\Wizard.mdb folder Cable 6.
Appendix C - Configuring Hardware and Other Devices 158
Appendix C - Configuring Hardware and Other Devices Configuring the Mini-Scanner (All versions) You are now ready to configure your Mini-scanner for use with Furniture Wizard. Open up your Furniture Wizard Application. You will need to go into the Furniture Wizard Setup and Registration screen. To do this, double-click on the picture of the wizard. Double-click on the wizard picture You will now be taken to the “Setup and Registration” screen. Here you will want to click on the advanced setup button.
Appendix C - Configuring Hardware and Other Devices You will now in the “Adjust Wizard Configuration” screen. Here you should click on the “Extended Preferences” button. A new window, “Extended Preferences” will now come up. Click on the “Scanners” tab at the top of this window. Click on “Extended Preferences” Put a checkmark next to “Symbol Little Scanner” in the lower left-hand corner of the window. This will let Furniture Wizard know that you will be using the Mini-Scanner.
Appendix C - Configuring Hardware and Other Devices Using Your New Mini-Scanner Now that you are ready to use your Mini-Scanner, You can go ahead and use one of it’s many functions. You can select items for your customer’s invoice, an invoice for a customer, create a P.O. to replenish your inventory, you can put some items On Sale, or you could transfer inventory between your locations.
Appendix C - Configuring Hardware and Other Devices Making an Invoice One of the most convenient tasks that can be done with the Mini-Scanner is creating an invoice. To do so, make sure that you plug in your scanner into the cable that you installed earlier. Now, click on the “Mini Scanner” button in the main window. Alternatively, you can hit Ctrl-S on your keyboard, which will bring up the new invoice function of your Mini-Scanner.
Appendix C - Configuring Hardware and Other Devices You will now be presented with a menu of possible options available for you. Select “Invoice” from the menu. Click on the “Process” button to begin the process. Select “Invoice” from the menu and click on the “Process” button A new Invoice will now pop up with the items that you had scanned in for your customer. You can now go ahead and fill out the invoice with your customer’s information and any other items you might need.
Appendix C - Configuring Hardware and Other Devices Creating a New Purchase Order (P.O.) Creating a new purchase order using your new Mini-Scanner has never been easier. Simply scan in the barcodes of the items that you need to order, and input it into Furniture Wizard. To do this, Make sure that your scanner is connected. Click on the “Mini Scanner” button to begin using your scanner You will be presented with a screen asking you to Import.
Appendix C - Configuring Hardware and Other Devices You will now be presented with a menu of possible options available for you. Select “PO” from the menu. Click on the “Process” button to create your POs. Select “PO” from the menu and click on the “Process” button If you are making a PO for items from a single vendor, you will now be shown a new PO filled out for you, so you can fill out any necessary details.
Appendix C - Configuring Hardware and Other Devices Doing a Transfer of Inventory A powerful new function of your Mini-Scanner is the ability to make inventory transfers easier. To move inventory from one location to another, all you have to do is to scan the items being transferred. Make sure that your scanner is connected. Click on the “Mini Scanner” button to begin using your scanner You will be presented with a screen asking you to Import. Click on import, so you can proceed in moving your inventory.
Appendix C - Configuring Hardware and Other Devices Now, select where you will be moving your inventory from, and where your inventory will be going (i.e., from your warehouse to your showroom) Now choose your destination branch. Select where you would like to move your inventory from An Inventory Transfer window will appear. Make any changes, if needed, and click on the “Post Items” button. An “Inventory Transfer” window will now appear with the items you have selected.
Appendix C - Configuring Hardware and Other Devices Putting Items On Sale An extremely useful new function of your Mini-Scanner is the ability to easily put items On Sale. Simply scan the items you would like to be put on sale, and you will be well on your way. Make sure that your scanner is connected. Click on the “Mini Scanner” button to begin using your scanner You will be presented with a screen asking you to Import. Click on import, so you can proceed in putting items on sale.
Appendix C - Configuring Hardware and Other Devices The “On Sale” screen will now appear. Click on the “Show Tagged” button in the middle of the screen. This will limit the amount of items listed so that only the ones that you scanned in are shown. The On Sale window The “On Sale” window. Click on the “Show Tagged” button to see the items that you scanned in You can now choose to apply a discount to those items by changing the margin or the markup percentage.
Appendix D-Frequently Asked Questions
Furniture Wizard 2007 FAQ Frequently Asked Questions How do I Change an Incorrectly entered Invoice Number? To change an Invoice Number you must first open the Invoice you wish to change. Now Double Click the Label above the Invoice Number where you see the text in white “Invoice No.” This will open the “Modify Invoice Number Dialog” where you can enter the correct Invoice Number. This must be a number that is not already assigned to an Invoice.
Furniture Wizard 2007 FAQ How do I add a new Salesperson? A new Salesperson can be added while you are in the middle of creating an Invoice. To add a Salesperson’s name to the lookup list of Salespeople simply type in the name, a prompt will warn you that the name is not on the list, do you want to add it? click yes and you are done.
Furniture Wizard 2007 FAQ What should I do when I get an Error? Furniture Wizard will attempt to explain what has gone wrong when error messages occur. It is extremely important when you receive an error to make a note of what you were doing to create the error and what “Error Message” is displayed on the screen when it occurs. To simply call for Tech support and say: “A bunch of weird Windows stuff was on the screen when I tried to click on some button on a form I don’t remember where I was.
Furniture Wizard 2007 FAQ basis. It is very important that all users are out of any instance of Furniture Wizard before running this utility. To start the procedure, click on the Start button, All programs, highlight Furniture Wizard and click Optimize All After the optimization has completed, it will display a message that it “Successfully repaired the C:\PROGRAM FILES\FURNITURE WIZARD\Wizard.mdb database.” Click on OK to exit the program and complete the task.
Furniture Wizard 2007 FAQ Discovering where the data file is located: The name of the database file is Wiz_data.mdb, which normally resides in the FURNITURE WIZARD folder on the C drive. However, your data may reside in a different location. In order to verify that the file that you will begin backing up regularly is the main data file, launch the Furniture Wizard program from the machine you will using to back up the data (preferably the main or server computer.
Furniture Wizard 2007 FAQ Click the OK button and the folder containing your data file will open. Find the file named Wiz_data.mdb (on some systems this just shows up as Wiz_data.) Click on it once using your left mouse button to highlight it. Click on your Edit menu on the top of the window and click on Copy. It is important that you do not click on Cut at this point as this action will remove the data file from its current location.
Furniture Wizard 2007 FAQ After the file is added to the list, click on the button “Create CD” in the top portion of the screen. The “CD Creation Setup” window shown below will show up. Note that on some systems the lower part of the window won’t show up until the “Advanced >>” button is clicked.
Furniture Wizard 2007 FAQ Match the settings on your screen to the ones shown in the illustration above. This will allow you to burn other files to the CD later if you so desire. When you are ready to burn the CD, click on OK and put in a blank CD recordable when prompted. Make sure to label the CD so that you know what it is and what date it was created on. Backing up to a Zip drive Using a new Zip disk every time you back up isn’t cost or space efficient.
Furniture Wizard 2007 FAQ already exists in the directory, would you like to replace it. Since we are simply updating our backups to be current, click on “Yes.” Your backup is complete. Repeat steps 2 and 3 every day to insure your important company data is backed up.
