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Inhaltsverzeichnis

Seite 1 - Chula Vista, CA 91914

Release Date: June 15, 2008 New Vision Information Systems, Inc. Furniture Wizard Software 820 Starboard Street Chula Vis

Seite 2 - Copyrights

Furniture Wizard User’s Guide Installing Furniture Wizard Installation Overview Thank you for choosing Furniture Wizard for your store. The fi

Seite 3 - Furniture Wizard

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 th

Seite 4 - TABLE OF CONTENTS

Furniture Wizard User’s Guide Delivering Invoice Items/Entering Delivery History For those invoices that are processed to Create PO, Order Late

Seite 5

Furniture Wizard User’s Guide 96 Double click on an individual item in the yellow window to move it to the Post Now window below. 3.) Click

Seite 6

Service Orders Introduction There inevitably comes a time when you need to make a service call to one of your customers. Furniture Wizard pro

Seite 7 - Getting Started

Furniture Wizard User’s Guide Creating Service Orders To create a new Service Order, click on “Service” from the main screen of Furniture Wizard

Seite 8 - As of 9/1/2007

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

Seite 9

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

Seite 10 - Installing Furniture Wizard

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 cust

Seite 11 - Performing the Installation

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 crea

Seite 12

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

Seite 13

Furniture Wizard User’s Guide Performing the Installation To perform the installation, place the Installation CD in the CD-DVD drive on the se

Seite 14

Furniture Wizard User’s Guide Pickups and Returns The Furniture Wizard Pickup/Return window can be used to list any movement related to the serv

Seite 15

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

Seite 16

Furniture Wizard User’s Guide 106Credits and Returns Furniture Wizard provides an easy way to handle returns to your vendor (RMA’s), the charge

Seite 17

Appendix A-Furniture Wizard Data Elements

Seite 18

Appendix A - Furniture Wizard Data Elements Supplier selected from the combo box. To enter a new supplier go to the Supplier Form or double cli

Seite 19

Appendix A - Furniture Wizard Data Elements Discontinued checking the discontinued box will mark the item as discontinued and it will show up as a

Seite 20

Appendix A - Furniture Wizard Data Elements Com. Group Commission group, overrides default commission plan Inventory Data Fields Check Sto

Seite 21 - Delivery System Installation

Appendix A - Furniture Wizard Data Elements Height Height of item Width Width of item Depth Depth of item Pack Miscellaneous field UPC UPC c

Seite 22

Appendix A - Furniture Wizard Data Elements Company company name (REQUIRED) Address fields street, suite, city, state, zip, country, phone, fa

Seite 23

Appendix A - Furniture Wizard Data Elements PO Status Open, Closed, or Pending. Updated by System Ship To Your locations as defined by Setup

Seite 24 - Setup & Registration

Furniture Wizard User’s Guide In the Customer Information step, do the following:  In the Company Name field, enter the name of the user to

Seite 25 -

Appendix A - Furniture Wizard Data Elements Invoice Form Supplier, Model, Item Number, Collection, Type-Size, Category, Cover-Finish, Selection

Seite 26

Appendix A - Furniture Wizard Data Elements Invoice Data Fields Sold By Salesperson that sold item Delivery Date Estimated Date of Delivery Del

Seite 27

Appendix A - Furniture Wizard Data Elements Customer Data Fields Add New Customer Last Name Customer Last Name First Name Customer First Na

Seite 28

Appendix A - Furniture Wizard Data Elements Inventory Packages Data Fields Package Contents Supplier Supplier Category Inventory Category Model

Seite 29

Appendix A - Furniture Wizard Data Elements Service Order Data Fields Service Orders Service Order Number assigned by system Service Date Dat

Seite 30 - The Branch Edit Form

Appendix A - Furniture Wizard Data Elements Service Credit/Return Supplier Id No:/Serial No. Part Id No. or serial number Supplier Invoice Num

Seite 31 - Adding the New Branch

Appendix A - Furniture Wizard Data Elements 120 Supplier Invoice Number Supplier Invoice Number Supplier Invoice Date Date of Supplier Invoice

Seite 32 - Click the

Furniture Wizard V. 10 Download and Networking Instructions Appendix B-Download and Networking Instructions

Seite 33 - The Branch Sales Tax Rate

Appendix B - Download and Networking Instructions Updating Furniture Wizard Introduction You don’t sit still, simply letting your produc

Seite 34

Appendix B - Download and Networking Instructions Logging on to the Furniture Wizard Website The Furniture Wizard website is your main link to ob

Seite 35

Furniture Wizard User’s Guide In the Choose Destination Location step, specify the directory location in which Furniture Wizard is being install

Seite 36 - ♦ wiz_data.mdb

Appendix B - Download and Networking Instructions Finally, you will be brought to your store’s download page. It contains several files that have be

Seite 37

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

Seite 38

Appendix B - Download and Networking Instructions Installing Updates to Furniture Wizard Now that you have downloaded the files you needed, you are

Seite 39

Appendix B - Download and Networking Instructions Follow the on-screen instructions, which will guide you through the installation process. Be sur

Seite 40 - KEYBOARD SHORTCUTS

Appendix B - Download and Networking Instructions Verifying Updates When you are finished with the downloading and extracting process for the upda

Seite 41

Appendix B - Download and Networking Instructions Updating the Network Now that you have successfully updated your computer, you need to update th

Seite 42 - The Supplier Screen

Appendix B - Download and Networking Instructions As long as you have made a backup, click “YES” to replace the existing file You now need t

Seite 43 - Adding Your Suppliers

Appendix B - Download and Networking Instructions Networking Furniture Wizard Introduction Furniture Wizard is capable of running on sever

Seite 44

Appendix B - Download and Networking Instructions Setting Up Your Server The first step in networking Furniture Wizard is to install it on your ser

Seite 45

Appendix B - Download and Networking Instructions Setting Up Your Workstations for Furniture Wizard In order to have Furniture Wizard installed on

Seite 46

Furniture Wizard User’s Guide In the Select Features step, select the Furniture Wizard applications(s) that are being installed on the server or

Seite 47

Appendix B - Download and Networking Instructions Installing Furniture Wizard on Your Workstations Now you are ready to proceed with installing Fu

Seite 48

Appendix B - Download and Networking Instructions You will now be asked to install Furniture Wizard or to install additional components. Click on “I

Seite 49 - The Suppliers Screen Fields

Appendix B - Download and Networking Instructions The next few windows will ask you where the server files are located. Click “Browse” to c

Seite 50 - Working with Inventory

Appendix B - Download and Networking Instructions 137Furniture Wizard is now ready to be installed. Click “Next” to continue. Click “Ne

Seite 51 - The Inventory Form

Appendix C-Configuring Hardware & Other Devices

Seite 52 - Adding Inventory

Appendix C - Configuring Hardware and Other Devices Setting Up Printers Introduction Furniture Wizard has a wide array of possible reports

Seite 53

Appendix C - Configuring Hardware and Other Devices Making Sure Windows Can Print The first step in getting Furniture Wizard to print is to make s

Seite 54 - Inventory Reports

Appendix C - Configuring Hardware and Other Devices This will open up the “Printer Properties” window. In the bottom right corner of this window, c

Seite 55 - You can print

Appendix C - Configuring Hardware and Other Devices Furniture Wizard Printer Setup Now that you have verified that Windows can print to your print

Seite 56

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 th

Seite 57 - Inventory Packages

Furniture Wizard User’s Guide To install all associated Furniture Wizard utilities, click the Furniture Wizard Utilities check box; by default, al

Seite 58

Appendix C - Configuring Hardware and Other Devices The settings used for printing Tags and labels in Furniture Wizard depend on the customizations

Seite 59 - Special Orders

Appendix C - Configuring Hardware and Other Devices The Dymo Label Printer Introduction Furniture Wizard takes great advantage of the capab

Seite 60

Appendix C - Configuring Hardware and Other Devices Making Sure Your Dymo Prints The first step in getting your Dymo LabelWriter configured is to

Seite 61

Appendix C - Configuring Hardware and Other Devices This will open up the “Dymo LabelWriter Properties” window. In the bottom left corner of this w

Seite 62

Appendix C - Configuring Hardware and Other Devices Setting Your Paper Sizes Your Dymo LabelWriter needs to be told what size labels you will be u

Seite 63

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 LabelWrit

Seite 64

Appendix C - Configuring Hardware and Other Devices Setting Your Paper Sizes-Windows 2000 and Windows XP Windows 2000 is much more flexible in its

Seite 65

Appendix C - Configuring Hardware and Other Devices You will now be brought back to the main “Dymo LabelWriter Properties” screen. At the top of th

Seite 66 - Printing Tags/Labels

Appendix C - Configuring Hardware and Other Devices Configuring Furniture Wizard for the Dymo You are now ready to configure Furniture Wizard to

Seite 67

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 D

Seite 68

Furniture Wizard User’s Guide tasks being performed by the Installer. If you selected the Furniture Wizard WorkStation Install check box in th

Seite 69 - Running Reports

Appendix C - Configuring Hardware and Other Devices Below are the settings for each of the forms available. Simply enter the settings in exactly as

Seite 70

Appendix C - Configuring Hardware and Other Devices The Mini-Scanner Introduction The Mini-Scanner is the perfect complement to your desktop

Seite 71

Appendix C - Configuring Hardware and Other Devices Installing the Mini-Scanner—USB Version 1. Take the cable that was included along with your M

Seite 72 - Purchase Orders

Appendix C - Configuring Hardware and Other Devices Installing the Mini-Scanner—Serial Port Version 1. Insert the Furniture Wizard Installation CD

Seite 73

Appendix C - Configuring Hardware and Other Devices 158

Seite 74

Appendix C - Configuring Hardware and Other Devices Configuring the Mini-Scanner (All versions) You are now ready to configure your Mini-scanner

Seite 75

Appendix C - Configuring Hardware and Other Devices You will now in the “Adjust Wizard Configuration” screen. Here you should click on the “Extended

Seite 76 - Receiving Purchase Orders

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

Seite 77

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

Seite 78 - Modifying Purchase Orders

Appendix C - Configuring Hardware and Other Devices You will now be presented with a menu of possible options available for you. Select “Invoice” fr

Seite 79

Furniture Wizard User’s Guide  Click Next to install the Cipher Agent application required for operation of the CPT-8061 wireless scanner, or 

Seite 80 - Voiding Purchase Orders

Appendix C - Configuring Hardware and Other Devices Creating a New Purchase Order (P.O.) Creating a new purchase order using your new Mini-Scanne

Seite 81

Appendix C - Configuring Hardware and Other Devices You will now be presented with a menu of possible options available for you. Select “PO” from th

Seite 82 - Invoices

Appendix C - Configuring Hardware and Other Devices Doing a Transfer of Inventory A powerful new function of your Mini-Scanner is the ability to

Seite 83 - Creating an Invoice

Appendix C - Configuring Hardware and Other Devices Now, select where you will be moving your inventory from, and where your inventory will be going

Seite 84

Appendix C - Configuring Hardware and Other Devices Putting Items On Sale An extremely useful new function of your Mini-Scanner is the ability to

Seite 85 - Notes on the Customer Record

Appendix C - Configuring Hardware and Other Devices 169The “On Sale” screen will now appear. Click on the “Show Tagged” button in the middle of th

Seite 86 - Entering Payments

Appendix D-Frequently Asked Questions

Seite 87 - Modifying an Invoice

Furniture Wizard 2007 FAQ Frequently Asked Questions How do I Change an Incorrectly entered Invoice Number? To change an Invoice Number you must

Seite 88 - Use Alt-M to

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 ad

Seite 89

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

Seite 90 - Invoice Reports

Furniture Wizard User’s Guide If accepting the Cipher Agent license agreement, the Ready to Install the Program dialog appears (above) and allo

Seite 91

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

Seite 92

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 th

Seite 93 - Editor

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 syste

Seite 94 - Using in an Invoice

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 Creati

Seite 95 - Inventory Processing

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

Seite 96

Furniture Wizard 2007 FAQ 179already exists in the directory, would you like to replace it. Since we are simply updating our backups to be curre

Seite 97

Furniture Wizard User’s Guide Credit Card Processing Installation If you selected the Credit Card Processing check box in the Select Features s

Seite 98

Furniture Wizard Software Guide Copyright © 2008 New Vision Information Systems, Inc. Copyrights This document is copyrighted and all rights are r

Seite 99

Furniture Wizard User’s Guide If accepting the Credit Card Processing license agreement, the Ready to Installation Program dialog appears (above

Seite 100

Furniture Wizard User’s Guide Delivery System Installation If you selected the Furniture Wizard Delivery Version check box in the Select Featur

Seite 101

Furniture Wizard User’s Guide If accepting the Delivery System license agreement, the Ready to Install the Program dialog appears (above) and al

Seite 102

Furniture Wizard User’s Guide Completing the Installation Process You are almost done with the installation. After the InstallShield Wizard ha

Seite 103 - Introduction

Furniture Wizard User’s Guide Setup & Registration The Setup & Registration form is the administrative center of the Furniture Wizard p

Seite 104 - The “Service Order” Screen

Furniture Wizard User’s Guide

Seite 105

Furniture Wizard User’s Guide Advanced Setup

Seite 106

Furniture Wizard User’s Guide Your Customized File (includes your custom logo) Furniture Wizard will print out tags, labels and certain reports

Seite 107

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

Seite 108

Furniture Wizard User’s Guide Starting to Work with Furniture Wizard in your Store The easiest way to get information into Furniture Wizard is

Seite 109 - Service Parts

3Furniture Wizard User Friendly, Affordable Windows Software Designed for Furniture Retailers Thank you for your purchase of Furniture Wizard sof

Seite 110 - Pickups and Returns

Furniture Wizard User’s Guide Setting up Branches for your Furniture Business You may have various branches that sell merchandise in different co

Seite 111

Furniture Wizard User’s Guide Click on “Branch Edit” to open the Branch Edit Window. Click on “Advanced Setup.” After reading and clicking “OK

Seite 112 - Credits and Returns

Furniture Wizard User’s Guide branches to sell – click to place a check mark in this field if desired. Enter the name and address information. (A

Seite 113 - Data Elements

Furniture Wizard User’s Guide The Default Sales Tax Rate Double click the wizard’s hat to open the Setup and Registration Form. When you firs

Seite 114 - Inventory Data Fields

Furniture Wizard User’s Guide Double click on “Advanced Setup.” After reading and clicking “OK” to the warning, the Advanced Setup Window will ope

Seite 115

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 e

Seite 116

Furniture Wizard User’s Guide Updating Your Furniture Wizard Software You can update your software easily with the latest versions of Furniture W

Seite 117

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 it

Seite 118 - Supplier Data Fields

Furniture Wizard User’s Guide Before You Begin: Inventory Organization Furniture Wizard gives you flexibility to categorize and store your invent

Seite 119 - Purchase Order Data Fields

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 think

Seite 120 - Invoice Data Fields

TABLE OF CONTENTS Getting Started ... 1 Furniture W

Seite 121

Furniture Wizard User’s Guide 34 Keyboard Shortcuts KEYBOARD SHORTCUTS CTRL D Opens Dymo Label order form CTRL I Opens Invoice Quick Sele

Seite 122 - Customer Data Fields

Suppliers and Representatives Introduction Adding suppliers is the first step in setting up your Furniture Wizard system – after you add suppl

Seite 123 - Picture

Furniture Wizard User’s Guide The Supplier Screen The “Suppliers” screen is where you will be entering in all the information regarding your sup

Seite 124 - Service Order Data Fields

Furniture Wizard User’s Guide Adding Your Suppliers Before you can start adding inventory, you need to enter your Suppliers. All of the manufact

Seite 125

Furniture Wizard User’s Guide Default Out of Stock Processing Option allows you to choose how to process inventory when there is no stock availab

Seite 126

Furniture Wizard User’s Guide Modifying and Deleting Your Suppliers Editing or deleting your supplier information in Furniture Wizard is easy.

Seite 127 - Networking Instructions

Furniture Wizard User’s Guide Making Supplier-Wide Changes Say your supplier just changed their freight percentages, or you wish to change the r

Seite 128

Furniture Wizard User’s Guide Click “Yes” when asked update Regular and Retail pricing Furniture Wizard will ask “Do you want to update the Reg

Seite 129

Furniture Wizard User’s Guide Handling your Representatives Along with your suppliers, it is very important to have some quick information handy

Seite 130

Furniture Wizard User’s Guide 43 The Suppliers Screen Fields Here are all of the fields in the “Suppliers” screen, with a brief description. Com

Seite 131

Quick Search ... 61 Sold Inventory Items Super Sear

Seite 132

Working with Inventory Organizing, adding, and modifying your inventory within Furniture Wizard is easy to do. With some planning up front r

Seite 133

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 mos

Seite 134 - Verifying Updates

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 r

Seite 135 - Updating the Network

Furniture Wizard User’s Guide 6) Furniture Wizard helps you enter large amounts of Inventory with the Copy button. Many items you enter will hav

Seite 136

Furniture Wizard User’s Guide Seeing Everything at Once – The List Edit Form Updating Inventory items is easy with the List Edit Form. The Inven

Seite 137

Furniture Wizard User’s Guide If you would like to generate various inventory reports with information on all your suppliers (such as a supplier l

Seite 138 - Setting Up Your Server

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 Click th

Seite 139

Furniture Wizard User’s Guide Enter caption you would like on your tag. Preview to screen or print to your labelwriter.You can print custom sales

Seite 140

Furniture Wizard User’s Guide To create a package, click “New.” Select supplier, model and description for the main item. Enter a set type desc

Seite 141

Furniture Wizard User’s Guide Special Orders Creating an inventory special order is easy and flexible using Furniture Wizard. If you have a popu

Seite 142

6The Dymo Label Printer ... 145 Making Sure Your Dymo Prints ...

Seite 143

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 ope

Seite 144

Furniture Wizard User’s Guide 55 Yes under the Notes field lets you know there are Invoice Item Notes. Continue to create your invoice by enteri

Seite 145

Furniture Wizard User’s Guide In the Process Inventory Form, You’ll set up the Process Actions for Furniture Wizard. Process Actions are shown h

Seite 146

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 Purch

Seite 147

Furniture Wizard User’s Guide Working with Inventory Pictures You have the ability to associate pictures with an inventory record, which can be

Seite 148

Furniture Wizard User’s Guide 59If your “Pictures Enabled” option is checked in the Setup and Registration Form, the picture will display when yo

Seite 149

Searching, Reporting, and Printing Tags/Labels Furniture Wizard makes it easy to locate information quickly, and create reports and tags for t

Seite 150

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 re

Seite 151

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

Seite 152 - Making Sure Your Dymo Prints

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, c

Seite 153

Getting Started Furniture Wizard is an intuitive program that most users will be able to understand very quickly. Many users have had no prior

Seite 154

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 in

Seite 155 - Windows 98

Furniture Wizard User’s Guide 65 Intelligent Price Tags and Labels The Furniture Wizard Price Tag shown above is customized to your store’s needs

Seite 156

Purchase Orders Purchase Orders are easy to create in Furniture Wizard. You can either create them from the Purchase Order Form, or they can

Seite 157

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. Fr

Seite 158

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 pr

Seite 159

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 item

Seite 160

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 dat

Seite 161 - USB Cable

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. I

Seite 162

Furniture Wizard User’s Guide Changing Quantities Received on a Purchase Order 1) To change quantities received on a PO, click on the “Receiv

Seite 163

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

Seite 164

Furniture Wizard User’s Guide Furniture Wizard Hardware and Software Requirements As of 9/1/2007 Minimum Recommended Processor Pentium 4 1.4G

Seite 165 - Click OK to close it

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

Seite 166

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

Seite 167

Furniture Wizard User’s Guide Invoices Invoices are created easily in Furniture Wizard by a few clicks of the mouse. The process of creating

Seite 168

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

Seite 169 - A new er’s

Furniture Wizard User’s Guide 5) If the Customer is already in your Furniture Wizard system you can start entering the last name in the LN So

Seite 170

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

Seite 171

Furniture Wizard User’s Guide You can also enter notes into the Customer History Form. Click “Customers” from the main menu, call up the custome

Seite 172 - Click on “Import” to use

Furniture Wizard User’s Guide 1) Enter the Payment Type, Payment Date, and how much you collected in the Amount Paid field. 2) Enter Amt Pai

Seite 173 - “Post 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 th

Seite 174 - Putting Items On Sale

Furniture Wizard User’s Guide 83Restocking message will appear if item is delivered and there is more than one branch in Furniture Wizard Item

Seite 175 - The On Sale window

Furniture Wizard User’s Guide Optional Accessories Label Printer Any Windows inkjet or laser printer (no printer / scanner / fax combinations) L

Seite 176

Furniture Wizard User’s Guide Credit Invoices Credit Invoices should be created for returns and exchanges. To create a Credit Invoice create a

Seite 177 - Frequently Asked Questions

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, the

Seite 178

Furniture Wizard User’s Guide Select which list of invoices you want to print. Click on the report book icon to print the report. 86

Seite 179

Furniture Wizard User’s Guide Using Non-Inventory Items – Using the Custom Inventory List Editor Items created in the Custom Inventory List Ed

Seite 180

Furniture Wizard User’s Guide Using in an Invoice Place your Custom Inventory Item on an invoice by clicking “Special” in the supplier field.

Seite 181

Furniture Wizard User’s Guide Inventory Processing Furniture Wizard has a very powerful inventory processing system. What would involve

Seite 182

Furniture Wizard User’s Guide Processing Inventory in Furniture Wizard means updating your inventory quantities based on the currently selected

Seite 183

Furniture Wizard User’s Guide What Process Inventory means is that that you are adjusting the inventory quantities for the inventory items for t

Seite 184

Furniture Wizard User’s Guide You can see from the sample Process Inventory forms shown above, that the text displayed on the Process Inventor

Seite 185

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

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