This video provides a deep dive into the Framing POS system, specifically focusing on the lifecycle of a work order—from the initial customer intake to final invoicing. You will see how to input precise measurements, select mouldings and mats without needing complex prefixes, and use the smart search engine to identify materials. The tutorial also highlights advanced features like the Sky View for managing multiple orders and the ability to add private notes and photos for quality control.
If you prefer to watch this on YouTube, here is the direct link: https://youtu.be/CEXRhZIF0o0
You can skip to the specific part you want to see using the chapters below:
00:00 – Introduction to Writing and Previewing Work Orders
00:06 – Selecting or Entering New Customers
00:33 – Inputting Artwork Details and Toggling Orientation
00:56 – Adding Moulding Numbers and UPC Codes
01:36 – Creating Stacked Moulding and Sequential Layers
02:06 – Configuring White Space and Mat Board Increments
02:25 – Selecting Crescent Fabric and Secondary Mats
02:56 – Visualizing Mat Placement and Reordering
03:13 – Customizing Glazing and Shop Inventory Settings
03:41 – Exploring ODEN (Odds and Ends) and House Products
04:41 – Adding Foam Board and Quantity Adjustments
05:14 – Final Size Confirmation and Material Cutting
05:37 – Applying Discounts, Tax Exemptions, and Priorities
06:12 – Saving Work Orders and Setting Due Dates
06:44 – Locking Work Orders and Viewing Production Logs
07:22 – Adding Formatted Production Notes and Lists
08:10 – Logging Art Location, Condition, and Photos
08:40 – Printing Work Orders and Generating PDFs
09:15 – Understanding the Work Order Layout and QR Codes
11:13 – Using Public vs Private Customer Notes
11:22 – Accessing Google, Apple, and Bing Maps for Delivery
12:12 – Reviewing Size Calculations and Wholesale Costs
12:44 – Adding and Moving Fillets in Mats or Frames
13:43 – Utilizing the Sky View for Multi-Order Details
14:52 – Converting a Work Order to a New Invoice
16:04 – Adding Payments, Shipping, and Final Invoice Printing
If you would like to try Framing POS for 30 days for free, click here: https://info.framingpos.com/pricing/