This video provides a comprehensive walkthrough of the Purchase Ordering System integrated within Framing POS. It demonstrates the essential steps for setting up vendors for various materials such as moulding, matteboard, and glazing. You will see how the software automatically generates purchase orders based on incomplete work orders, ensuring that no materials are overlooked during the production process. The guide also dives into advanced features, including how to calculate shipping for closed corner frames using UPS integration and how to apply percentage based surcharges for oversized items.
You can skip to the part you want to see using those chapters:
00:00 – Introduction to the Purchase Ordering System
00:08 – Necessary Vendor and Product Setup
00:26 – Configuring Moulding, Matteboard, and Glazing Vendors
01:26 – Managing Purchasing Settings and Account Details
01:44 – Adding Default Purchase and Private Notes
02:48 – Automatic Purchase Order Creation via Work Orders
03:24 – Understanding PO Status, Hyperlinks, and Locks
04:19 – Detailed PO Review: Adjusting Length and Quantities
05:06 – Removing Items and Making Manual Adjustments
05:36 – Adding Free-Hand Entries to a Purchase Order
05:49 – Emailing and Printing PDF Purchase Orders
06:19 – Monitoring Closed and Locked Purchase Orders
07:01 – Managing Matteboard Orders and Waste Factors
08:20 – Adjusting Matteboard Waste Settings
08:56 – Organizing Glass and Box Orders
09:42 – Navigating the Purchase Order Directory
10:08 – Moving Products Between Different Purchase Orders
11:37 – Advanced Setup: Closed Corner Frame Shipping
12:44 – Shipping Formulas and UPS Cost Estimates
14:01 – Configuring Oversized Pricing and Surcharges
15:00 – Reviewing Calculations and Proper Markups
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