Release Date: June 15, 2008 New Vision Information Systems, Inc. Furniture Wizard Software 820 Starboard Street Chula Vis
Furniture Wizard User’s Guide Installing Furniture Wizard Installation Overview Thank you for choosing Furniture Wizard for your store. The fi
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
Furniture Wizard User’s Guide Delivering Invoice Items/Entering Delivery History For those invoices that are processed to Create PO, Order Late
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
Service Orders Introduction There inevitably comes a time when you need to make a service call to one of your customers. Furniture Wizard pro
Furniture Wizard User’s Guide Creating Service Orders To create a new Service Order, click on “Service” from the main screen of Furniture Wizard
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
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
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
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
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
Furniture Wizard User’s Guide Performing the Installation To perform the installation, place the Installation CD in the CD-DVD drive on the se
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
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
Furniture Wizard User’s Guide 106Credits and Returns Furniture Wizard provides an easy way to handle returns to your vendor (RMA’s), the charge
Appendix A-Furniture Wizard Data Elements
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
Appendix A - Furniture Wizard Data Elements Discontinued checking the discontinued box will mark the item as discontinued and it will show up as a
Appendix A - Furniture Wizard Data Elements Com. Group Commission group, overrides default commission plan Inventory Data Fields Check Sto
Appendix A - Furniture Wizard Data Elements Height Height of item Width Width of item Depth Depth of item Pack Miscellaneous field UPC UPC c
Appendix A - Furniture Wizard Data Elements Company company name (REQUIRED) Address fields street, suite, city, state, zip, country, phone, fa
Appendix A - Furniture Wizard Data Elements PO Status Open, Closed, or Pending. Updated by System Ship To Your locations as defined by Setup
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
Appendix A - Furniture Wizard Data Elements Invoice Form Supplier, Model, Item Number, Collection, Type-Size, Category, Cover-Finish, Selection
Appendix A - Furniture Wizard Data Elements Invoice Data Fields Sold By Salesperson that sold item Delivery Date Estimated Date of Delivery Del
Appendix A - Furniture Wizard Data Elements Customer Data Fields Add New Customer Last Name Customer Last Name First Name Customer First Na
Appendix A - Furniture Wizard Data Elements Inventory Packages Data Fields Package Contents Supplier Supplier Category Inventory Category Model
Appendix A - Furniture Wizard Data Elements Service Order Data Fields Service Orders Service Order Number assigned by system Service Date Dat
Appendix A - Furniture Wizard Data Elements Service Credit/Return Supplier Id No:/Serial No. Part Id No. or serial number Supplier Invoice Num
Appendix A - Furniture Wizard Data Elements 120 Supplier Invoice Number Supplier Invoice Number Supplier Invoice Date Date of Supplier Invoice
Furniture Wizard V. 10 Download and Networking Instructions Appendix B-Download and Networking Instructions
Appendix B - Download and Networking Instructions Updating Furniture Wizard Introduction You don’t sit still, simply letting your produc
Appendix B - Download and Networking Instructions Logging on to the Furniture Wizard Website The Furniture Wizard website is your main link to ob
Furniture Wizard User’s Guide In the Choose Destination Location step, specify the directory location in which Furniture Wizard is being install
Appendix B - Download and Networking Instructions Finally, you will be brought to your store’s download page. It contains several files that have be
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
Appendix B - Download and Networking Instructions Installing Updates to Furniture Wizard Now that you have downloaded the files you needed, you are
Appendix B - Download and Networking Instructions Follow the on-screen instructions, which will guide you through the installation process. Be sur
Appendix B - Download and Networking Instructions Verifying Updates When you are finished with the downloading and extracting process for the upda
Appendix B - Download and Networking Instructions Updating the Network Now that you have successfully updated your computer, you need to update th
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
Appendix B - Download and Networking Instructions Networking Furniture Wizard Introduction Furniture Wizard is capable of running on sever
Appendix B - Download and Networking Instructions Setting Up Your Server The first step in networking Furniture Wizard is to install it on your ser
Appendix B - Download and Networking Instructions Setting Up Your Workstations for Furniture Wizard In order to have Furniture Wizard installed on
Furniture Wizard User’s Guide In the Select Features step, select the Furniture Wizard applications(s) that are being installed on the server or
Appendix B - Download and Networking Instructions Installing Furniture Wizard on Your Workstations Now you are ready to proceed with installing Fu
Appendix B - Download and Networking Instructions You will now be asked to install Furniture Wizard or to install additional components. Click on “I
Appendix B - Download and Networking Instructions The next few windows will ask you where the server files are located. Click “Browse” to c
Appendix B - Download and Networking Instructions 137Furniture Wizard is now ready to be installed. Click “Next” to continue. Click “Ne
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
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
Appendix C - Configuring Hardware and Other Devices This will open up the “Printer Properties” window. In the bottom right corner of this window, c
Appendix C - Configuring Hardware and Other Devices Furniture Wizard Printer Setup Now that you have verified that Windows can print to your print
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
Furniture Wizard User’s Guide To install all associated Furniture Wizard utilities, click the Furniture Wizard Utilities check box; by default, al
Appendix C - Configuring Hardware and Other Devices The settings used for printing Tags and labels in Furniture Wizard depend on the customizations
Appendix C - Configuring Hardware and Other Devices The Dymo Label Printer Introduction Furniture Wizard takes great advantage of the capab
Appendix C - Configuring Hardware and Other Devices Making Sure Your Dymo Prints The first step in getting your Dymo LabelWriter configured is to
Appendix C - Configuring Hardware and Other Devices This will open up the “Dymo LabelWriter Properties” window. In the bottom left corner of this w
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
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
Appendix C - Configuring Hardware and Other Devices Setting Your Paper Sizes-Windows 2000 and Windows XP Windows 2000 is much more flexible in its
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
Appendix C - Configuring Hardware and Other Devices Configuring Furniture Wizard for the Dymo You are now ready to configure Furniture Wizard to
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
Furniture Wizard User’s Guide tasks being performed by the Installer. If you selected the Furniture Wizard WorkStation Install check box in th
Appendix C - Configuring Hardware and Other Devices Below are the settings for each of the forms available. Simply enter the settings in exactly as
Appendix C - Configuring Hardware and Other Devices The Mini-Scanner Introduction The Mini-Scanner is the perfect complement to your desktop
Appendix C - Configuring Hardware and Other Devices Installing the Mini-Scanner—USB Version 1. Take the cable that was included along with your M
Appendix C - Configuring Hardware and Other Devices Installing the Mini-Scanner—Serial Port Version 1. Insert the Furniture Wizard Installation CD
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
Appendix C - Configuring Hardware and Other Devices You will now in the “Adjust Wizard Configuration” screen. Here you should click on the “Extended
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
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
Appendix C - Configuring Hardware and Other Devices You will now be presented with a menu of possible options available for you. Select “Invoice” fr
Furniture Wizard User’s Guide Click Next to install the Cipher Agent application required for operation of the CPT-8061 wireless scanner, or
Appendix C - Configuring Hardware and Other Devices Creating a New Purchase Order (P.O.) Creating a new purchase order using your new Mini-Scanne
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
Appendix C - Configuring Hardware and Other Devices Doing a Transfer of Inventory A powerful new function of your Mini-Scanner is the ability to
Appendix C - Configuring Hardware and Other Devices Now, select where you will be moving your inventory from, and where your inventory will be going
Appendix C - Configuring Hardware and Other Devices Putting Items On Sale An extremely useful new function of your Mini-Scanner is the ability to
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
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
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
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
Furniture Wizard User’s Guide If accepting the Cipher Agent license agreement, the Ready to Install the Program dialog appears (above) and allo
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
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
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
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
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
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
Furniture Wizard User’s Guide Credit Card Processing Installation If you selected the Credit Card Processing check box in the Select Features s
Furniture Wizard Software Guide Copyright © 2008 New Vision Information Systems, Inc. Copyrights This document is copyrighted and all rights are r
Furniture Wizard User’s Guide If accepting the Credit Card Processing license agreement, the Ready to Installation Program dialog appears (above
Furniture Wizard User’s Guide Delivery System Installation If you selected the Furniture Wizard Delivery Version check box in the Select Featur
Furniture Wizard User’s Guide If accepting the Delivery System license agreement, the Ready to Install the Program dialog appears (above) and al
Furniture Wizard User’s Guide Completing the Installation Process You are almost done with the installation. After the InstallShield Wizard ha
Furniture Wizard User’s Guide Setup & Registration The Setup & Registration form is the administrative center of the Furniture Wizard p
Furniture Wizard User’s Guide
Furniture Wizard User’s Guide Advanced Setup
Furniture Wizard User’s Guide Your Customized File (includes your custom logo) Furniture Wizard will print out tags, labels and certain reports
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
Furniture Wizard User’s Guide Starting to Work with Furniture Wizard in your Store The easiest way to get information into Furniture Wizard is
3Furniture Wizard User Friendly, Affordable Windows Software Designed for Furniture Retailers Thank you for your purchase of Furniture Wizard sof
Furniture Wizard User’s Guide Setting up Branches for your Furniture Business You may have various branches that sell merchandise in different co
Furniture Wizard User’s Guide Click on “Branch Edit” to open the Branch Edit Window. Click on “Advanced Setup.” After reading and clicking “OK
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
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
Furniture Wizard User’s Guide Double click on “Advanced Setup.” After reading and clicking “OK” to the warning, the Advanced Setup Window will ope
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
Furniture Wizard User’s Guide Updating Your Furniture Wizard Software You can update your software easily with the latest versions of Furniture W
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
Furniture Wizard User’s Guide Before You Begin: Inventory Organization Furniture Wizard gives you flexibility to categorize and store your invent
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
TABLE OF CONTENTS Getting Started ... 1 Furniture W
Furniture Wizard User’s Guide 34 Keyboard Shortcuts KEYBOARD SHORTCUTS CTRL D Opens Dymo Label order form CTRL I Opens Invoice Quick Sele
Suppliers and Representatives Introduction Adding suppliers is the first step in setting up your Furniture Wizard system – after you add suppl
Furniture Wizard User’s Guide The Supplier Screen The “Suppliers” screen is where you will be entering in all the information regarding your sup
Furniture Wizard User’s Guide Adding Your Suppliers Before you can start adding inventory, you need to enter your Suppliers. All of the manufact
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
Furniture Wizard User’s Guide Modifying and Deleting Your Suppliers Editing or deleting your supplier information in Furniture Wizard is easy.
Furniture Wizard User’s Guide Making Supplier-Wide Changes Say your supplier just changed their freight percentages, or you wish to change the r
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
Furniture Wizard User’s Guide Handling your Representatives Along with your suppliers, it is very important to have some quick information handy
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
Quick Search ... 61 Sold Inventory Items Super Sear
Working with Inventory Organizing, adding, and modifying your inventory within Furniture Wizard is easy to do. With some planning up front r
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
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
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
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
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
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
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
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
Furniture Wizard User’s Guide Special Orders Creating an inventory special order is easy and flexible using Furniture Wizard. If you have a popu
6The Dymo Label Printer ... 145 Making Sure Your Dymo Prints ...
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
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
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
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
Furniture Wizard User’s Guide Working with Inventory Pictures You have the ability to associate pictures with an inventory record, which can be
Furniture Wizard User’s Guide 59If your “Pictures Enabled” option is checked in the Setup and Registration Form, the picture will display when yo
Searching, Reporting, and Printing Tags/Labels Furniture Wizard makes it easy to locate information quickly, and create reports and tags for t
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
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
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
Getting Started Furniture Wizard is an intuitive program that most users will be able to understand very quickly. Many users have had no prior
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
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
Purchase Orders Purchase Orders are easy to create in Furniture Wizard. You can either create them from the Purchase Order Form, or they can
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
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
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
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
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
Furniture Wizard User’s Guide Changing Quantities Received on a Purchase Order 1) To change quantities received on a PO, click on the “Receiv
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
Furniture Wizard User’s Guide Furniture Wizard Hardware and Software Requirements As of 9/1/2007 Minimum Recommended Processor Pentium 4 1.4G
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
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
Furniture Wizard User’s Guide Invoices Invoices are created easily in Furniture Wizard by a few clicks of the mouse. The process of creating
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
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
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
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
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
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
Furniture Wizard User’s Guide 83Restocking message will appear if item is delivered and there is more than one branch in Furniture Wizard Item
Furniture Wizard User’s Guide Optional Accessories Label Printer Any Windows inkjet or laser printer (no printer / scanner / fax combinations) L
Furniture Wizard User’s Guide Credit Invoices Credit Invoices should be created for returns and exchanges. To create a Credit Invoice create a
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
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
Furniture Wizard User’s Guide Using Non-Inventory Items – Using the Custom Inventory List Editor Items created in the Custom Inventory List Ed
Furniture Wizard User’s Guide Using in an Invoice Place your Custom Inventory Item on an invoice by clicking “Special” in the supplier field.
Furniture Wizard User’s Guide Inventory Processing Furniture Wizard has a very powerful inventory processing system. What would involve
Furniture Wizard User’s Guide Processing Inventory in Furniture Wizard means updating your inventory quantities based on the currently selected
Furniture Wizard User’s Guide What Process Inventory means is that that you are adjusting the inventory quantities for the inventory items for t
Furniture Wizard User’s Guide You can see from the sample Process Inventory forms shown above, that the text displayed on the Process Inventor
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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