Packages Opening the Package Maintenance Form Adding a New Package Edit Package Item Details Form... 11
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1 Packages Packages... 1 Opening the Package Maintenance Form... 2 Adding a New Package... 2 Edit Package Item Details Form Profit, Margin, Markup Package Details & Price Tag Options Package Picture Adding a New Package without Leaving the Package Maintenance Form Editing a Package Delete Package Package Report Quick Tag Package Beds Furniture Wizard Manual - Packages - Ver. 1.0 Page 1 5/11/2012
2 Inventory packages are useful when grouping items to sell together such as a bedroom package or a dinette. All packages are formed through the Package Maintenance Form. Opening the Package Maintenance Form To open the Package Maintenance Form, from the Main Menu of Furniture Wizard, click on the Packages button. Adding a New Package To add a new package to Furniture Wizard, first click on the Edit button or use they keyboard shortcut ALT + E then type in or use the drop down arrow in the supplier field to select the supplier the package is related to. Furniture Wizard Manual - Packages - Ver. 1.0 Page 2 5/11/2012
3 After a Supplier is selected for the inventory package, that package must be assigned a category (the Category field cannot be left black). To assign a category to the package use the drop down arrow beside the field and select one of Furniture Wizard s categories, or start typing the name of the category and allow auto fill to finish the category (categories used may only come from the category list and cannot be created from the Package Maintenance Form). Furniture Wizard Manual - Packages - Ver. 1.0 Page 3 5/11/2012
4 Next, the Model field needs to be filled in. There are two ways to fill in the Model field. The first way is to manually input the desired model number using the computer s keyboard (if the model number is going to be inserted manually, be sure that number will be recognizable to all sales staff and employees, so the package may be found in Furniture Wizard after creating it). The second way to insert information into the Model field is by using the Search fields at the bottom of the Package Maintenance Form. Search for the inventory item that will be inserted into the package and once the item is found double click on the item. This will fill in the Model field as well as the Cover/Finish field. Furniture Wizard Manual - Packages - Ver. 1.0 Page 4 5/11/2012
5 The next field that is required to create a package is the Set Type field. The Set Type field describes the Category field in more depth and describes more of the package. For example, if a dining package were being created, the Set Type field may be something like a 5 piece group), or a bedroom group may be a Complete Bed. The Set Type description may be selected by using the drop down arrow next to the field, or additional descriptions may be added by manually typing in the Set Type and clicking Enter, Furniture Wizard will then ask if the description should be added. Furniture Wizard Manual - Packages - Ver. 1.0 Page 5 5/11/2012
6 If desired, the Collection field may be used when entering a package, but is not required to complete the package. The Collection field is limited to the items listed in the drop down list. Adding Inventory Items to a Package To add items to a package, search for the inventory items by using the Suppliers and Model & Description fields. Once the first inventory item is found double click on the item to add the item to the package. After the first inventory item is added, clear the search by double clicking on the Model & Description field first, then double click on the Suppliers field to completely clear the search. Do the above steps until all inventory items are added to the package. Furniture Wizard Manual - Packages - Ver. 1.0 Page 6 5/11/2012
7 Adjusting Package Price Once all inventory items are added to the new package, the package price may be updated. There are two ways to edit a package price, the first way is by changing the retail price column to the price each inventory item should be. To change the retail price, manually input the new price of each inventory item by using the keyboard. Furniture Wizard Manual - Packages - Ver. 1.0 Page 7 5/11/2012
8 The next way to update a package price is by using the Adjust Price Button in the Package Maintenance Form. Simply click the Adjust Price Button or use the keyboard shortcut ALT + P, and the Modify Package dialog box appears. In the Modify Package dialog box type in the desired package price in the white field box and click OK. The retail price is automatically updated for each inventory item as well as the package price. Updating Regular Price The regular price of a package may also be updated. To update a package s regular price, manually update the field by using the keyboard. Furniture Wizard Manual - Packages - Ver. 1.0 Page 8 5/11/2012
9 If the regular price needs to be updated to the original price, simply double click in the regular price field and a Wizard Alert appears confirming the action with the original amount. Assembly/Setup The number in the assembly/setup field appears on a package price tag. Assembly/Setup has two different meanings; if there is a setup charge on the item that is fifty dollars or less the tag will state that there is an additional assembly fee on the package. Furniture Wizard Manual - Packages - Ver. 1.0 Page 9 5/11/2012
10 However, if the assembly/setup fee is greater than fifty dollars, Furniture Wizard will print the amount stated in the assembly/setup field on the package tag stating that the item is available starting at the price indicated in the setup field. This feature is valuable when a manufacturer has different grades of fabric or finishes with different prices. It will indicate to the customer that the item is available at a lower price in a different grade or finish. Furniture Wizard Manual - Packages - Ver. 1.0 Page 10 5/11/2012
11 To enter a price in the Assembly/Setup field, click the edit button or use the keyboard shortcut ALT + E. Then manually enter the desired price into the field. Edit Package Item Details Form The Edit Package Item Details Form allows for cost and retail prices of a package s inventory items to be updated individually. To open the Edit Package Item Details Form simply double click on one of the package item s Actual Cost and the form opens. Furniture Wizard Manual - Packages - Ver. 1.0 Page 11 5/11/2012
12 Updating Cost, Retail, and Regular Price Cost, retail and regular prices may be updated from the Edit Package Item Details. After the Edit Package Item Details Form is open, simply update the desired fields, and this will update the package s item cost, retail and/or regular prices. When the prices are updated, the new prices WILL ONLY affect the package s new price. Switching to the Next Inventory Item To go to the next inventory item in the Edit Package Item Details Form, it is not necessary to exit the screen and return; simply use the blue arrows at the bottom of the form to scroll through all the inventory items assigned to the package. Furniture Wizard Manual - Packages - Ver. 1.0 Page 12 5/11/2012
13 Exiting the Edit Package Item Details Form To exit the Edit Package Item Details Form, simply click the Exit button or use the keyboard shortcut ALT + X. All changes made within the form will be automatically saved upon exiting. Furniture Wizard Manual - Packages - Ver. 1.0 Page 13 5/11/2012
14 Profit, Margin, Markup When prices are adjusted for a package, Furniture Wizard keeps track of the package s profit, margin, and markup. This is shown on the Package Maintenance Form and is automatically updated. Package Details & Price Tag Options Each package may have its own details and notes assigned to the package. Package notes may show as an alert when the package is added to an invoice, and the same notes may appear on a printed invoice. If a package s inventory item(s) retail price has been change, the price tag may reflect actual retail or the retail price the package has been changed to. Also, if a package has been assigned to a Purchase Order, the Purchase Order may be printed using the package description. Furniture Wizard Manual - Packages - Ver. 1.0 Page 14 5/11/2012
15 Package Notes Package notes appear in the Package Maintenance Form under the Package Details & Price Tag Options tab; if a package needs notes attached to it such as package offers 40% savings this can be done by simply typing the notes in the yellow field box under Package Notes. Displaying Package Notes when Adding an Invoice Package notes can appear when creating a new invoice with the complete package. To select this option, select the radio button next to Display Alert when Adding to Invoice in the Package Maintenance Form under the Package Details & Price Tag Options tab. Furniture Wizard Manual - Packages - Ver. 1.0 Page 15 5/11/2012
16 When adding the package to an invoice, a Wizard Alert appears with the package note. Furniture Wizard Manual - Packages - Ver. 1.0 Page 16 5/11/2012
17 Printing Package Notes on an Invoice To print the assigned package notes to an invoice, click the radio button next to Print Notes on Invoice and the notes will print on the customer s invoice. Package Pricing on Price Tags If for any reason retail pricing was changed for the package, the retail prices of the package may be printed on the package tag instead of the actual retail price. To select this option, go to the Package Details & Price Tag Options tab in the Package Maintenance Form and click the radio button next to Print Package Pricing on Tags instead of Inventory Prices. Furniture Wizard Manual - Packages - Ver. 1.0 Page 17 5/11/2012
18 Using Package Description on a Purchase Order When a Purchase Order is printed the package description may be printed instead of each individual item in the package. To have this option selected simply click on the radio button next to Use Package Description on Printed PO Instead of Component Names in the Package Maintenance Form under the Package Details & Price Tag Options Tab. Furniture Wizard Manual - Packages - Ver. 1.0 Page 18 5/11/2012
19 Package Picture Each package in Furniture Wizard may have an image assigned to it. To assign an image to a package, click the Edit button or use the keyboard shortcut ALT + E then go to the Picture tab in the Package Maintenance Form. In the Picture tab click the Assign Image button and locate the desired image. Once the image is found click the open button and the image is now assigned to the package. Furniture Wizard Manual - Packages - Ver. 1.0 Page 19 5/11/2012
20 Enlarge Photo To view a bigger image of a picture assigned to a package click the Enlarge Photo Button under the Picture tab in the Package Maintenance Form. The Picture Viewer will show the image. Simply click the X to exit the Picture Viewer. Furniture Wizard Manual - Packages - Ver. 1.0 Page 20 5/11/2012
21 Item Brochure Delete Image If an image needs to be deleted from a package click the Edit Button and then the Package Tab in the Package Maintenance Form. Furniture Wizard Manual - Packages - Ver. 1.0 Page 21 5/11/2012
22 To delete the image click the Delete Image Button. Be sure the image should be deleted. Once the Delete Image Button is pushed upon the image will automatically be removed without confirmation. (However, images may be reassigned if desired). Adding a New Package without Leaving the Package Maintenance Form To add a new package without exiting the Package Maintenance Form, simply click the New Button or use the keyboard shortcut ALT + N. Furniture Wizard Manual - Packages - Ver. 1.0 Page 22 5/11/2012
23 After the New Button is clicked upon all fields are cleared and a new package is ready to be created. Editing a Package To edit any existing package find the package that needs to be edited and click the Edit Button or use the keyboard shortcut ALT + E. Furniture Wizard Manual - Packages - Ver. 1.0 Page 23 5/11/2012
24 The Edit Package appears in red on the top left corner of the Package Maintenance Form after the Edit Button is clicked upon; all fields and tabs may now be updated. Delete Package Packages may also be deleted. To delete a package, first click the edit button in the Package Maintenance Form. Furniture Wizard Manual - Packages - Ver. 1.0 Page 24 5/11/2012
25 To delete the package click the Delete Button or use the keyboard shortcut ALT + D. Before completely deleting the package, Furniture Wizard confirms the deletion. If the selected inventory package should be deleted click the Yes button, if the deletion should not happen click the NO button. Furniture Wizard Manual - Packages - Ver. 1.0 Page 25 5/11/2012
26 Package Report A package report shows the package s retail price, regular price, the package cost, profit, margin, and markup. To preview the report from the Package Maintenance Form, simply click the Report button or use the keyboard shortcut ALT + R and the Package Details Report appears. Quick Tag Package Tags can easily be printed by using the Quick Tag function. To print a package tag, find the correct package then click the Quick Tag Button. Furniture Wizard Manual - Packages - Ver. 1.0 Page 26 5/11/2012
27 From the Quick Tag Form a large package tag may be previewed and printed as well as simple and detailed labels. From the quick tag form, the regular price field and the set up price field may be edited by doubleclicking in the field. Additional notes may be added here along with a tag note. Furniture Wizard Manual - Packages - Ver. 1.0 Page 27 5/11/2012
28 Note, if the regular price and set up price are edited in the Quick Tag Form, the prices will automatically update in the actual package. Package Beds Bedding sets may also be placed together in a package (mattress and foundation/boxspring) to print package tags with prices of each size (twin, full queen, king, twin XL, full XL, and queen XL). To use this function each bed set needs to be added as a package first. Following the procedures above, add each bedding set using the mattress and foundation inventory items for each size set. Furniture Wizard Manual - Packages - Ver. 1.0 Page 28 5/11/2012
29 Package Beds Button Once all bedding sets are added as packages in Furniture Wizard, each set may be priced in all sizes to create a package tag with all set sized. To package beds click the Pkg Beds Button or use the keyboard shortcut ALT + B to open the Bed Packages Set Editor. Furniture Wizard Manual - Packages - Ver. 1.0 Page 29 5/11/2012
30 Adding a New Bedding Package To add new bedding packages from the Bed Packages Set Editor click the New Button or use the keyboard shortcut ALT + N. The Bed Package Builder opens and is where packages are created. Bed Package Builder To build the bedding package from the Bed Package Builder, first fill in the Supplier Field by typing in the supplier and allowing auto fill to retrieve the rest of the Supplier or use the drop down arrow and find the supplier. Furniture Wizard Manual - Packages - Ver. 1.0 Page 30 5/11/2012
31 The next field to be filled in is the Header Description Field. This is simply a text field that appears on the top of the package tag. An example of this would be the name of the mattress set. To insert a header description, simply type in the desired description using the keyboard. Once the Supplier and Header Description Fields are filled in on the Bed Package Builder, an additional description may be inserted in the Description box. Simply type the additional description by using the keyboard. Furniture Wizard Manual - Packages - Ver. 1.0 Page 31 5/11/2012
32 If a mattress set comes with a warranty, and they warranty is the same for all sized, the warranty information may be inserted in the Warranty Description Field in the Bed Package Builder. If warranty descriptions are already used they will appear in the list when the drop down arrow is clicked upon, or a new warranty description may be inserted by typing in the warranty information. Now, it is time to add the bedding sets to the complete package. To add a set set to the package, find the package by using the drop down arrow and selecting the twin package that was previously added to Furniture Wizard. Do this process for each size mattress set (not all size fields need to be filled in). Furniture Wizard Manual - Packages - Ver. 1.0 Page 32 5/11/2012
33 After all set packages are inserted into the one group package, click the Accept Button or use the keyboard shortcut ALT + A. Editing a Bed Package There are two ways to edit a bedding package from the Bed Packages Set Editor. The first way to edit a bedding package is by single clicking on the package that needs edited then click the Edit Button or use the keyboard shortcut ALT + E. Furniture Wizard Manual - Packages - Ver. 1.0 Page 33 5/11/2012
34 The second way to edit a bedding package is by double clicking on the package that needs edited from the Bed Packages Set Editor. Both ways, the Bed Package Builder appears and this is where all changes are made to the bedding package. Furniture Wizard Manual - Packages - Ver. 1.0 Page 34 5/11/2012
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