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sales:artwork [2020/09/28 09:41] – errollsales:artwork [2020/09/28 09:44] (current) – erroll
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 +====== Design Detail & Artwork ======
 +
 +View additional options for:
 +  * [[/sales/artwork/screenprinting|Screenprinting]]
 +  * [[/sales/artwork/embroidery|Embroidery]]
 +  * [[/sales/artwork/other|Other artwork]]
 +
 +===== Overview =====
 +==== Editing or Adding Design Detail ====
 +
 +Each print location on the order has its own //Design Detail Information// section.
 +
 +  * You can capture detail at any stage (Quotation, Work Order or Invoice), of the sales cycle.
 +  * Once you save an order you will see a hyperlink at the left of your "Design" row, which reads: ''%%Add Detail%%''
 +
 +\\
 +{{ :sales:selection_002.jpg?direct |}}
 +
 +\\
 +<note>The ''%%Add Detail%%'' hyperlink will only appear //after// you have [[.embellishment:|added an embellishment charge]] **and** you have saved the order.</note>
 +
 +The design detail information will print out on the following reports:
 +
 +  * Art Approval (seperate art approval form for each imprint location)
 +  * Work Order Design Detail (new page for every job that is seperated by a "seperator line')
 +
 +\\
 +<note tip>You can also access this screen from the [[/production:job_board|Job Board]] or [[/production:scheduling|Task Schedule Screen]].</note>
 +
 +\\
 +Click on ''%%Add Detail%%''
 +
 +  * FastManager will pop-up the ''%%Design Detail%%'' screen where you can record the design detail information for that embellishment location.
 +
 +\\
 +{{ :sales:selection_001.jpg?direct |}}
 +
 +\\
 +<note>
 +If the ''%%Pictures Folder%%'' location is not already setup, you will be prompted with a popup which will allow you to tell FastManager where you want it to create the thumbnail pictures.\\
 +See [[/setup:system#picture_folders|Picture Folders]] to find out more.
 +</note>
 +
 +  * Select the current status for the artwork (Note: this list can be edited.See [[setup:#lists|Basic Setup -> Lists]]
 +  * Enter a description for this design
 +  * Optionally, enter a unique design number.
 +    * You can also have FastManager auto-allocate a design number for you
 +  * You can also enter the final size of the imprint
 +  * As well as any comments or notes that are relevant to this imprint location
 +
 +{{ :sales:design_detail.mp4?720x432 }}
 +
 +==== Search For Designs ====
 +
 +You can click on ''Open'' to search for a previous design which will copy all the previous design detail to this screen.
 +
 +\\
 +{{ :sales:design_search.mp4?720x540 }}
 +
 +\\
 +
 +
 +----
 +
 +==== Thumbnails ====
 +
 +You can add a thumbnail picture to the design.
 +
 +\\
 +{{ :sales:design_detail_2.jpg?direct |}}
 +
 +\\
 +  * You can open any standard picture file. FastManager will automatically resize the file and save it as a copy to your pictures folder.
 +  * At this point in time you cannot open vector or digitized art in FastManager.
 +
 +<note tip>
 +You can also paste art from the clip board.\\
 +This works well as you cannot open a digitizing file you can simply make a screen shot of your work in your digitizing program and paste it into FastManager.
 +</note>
 +
 +The purpose of the thumbnail picture is to avoid confusion: which design goes on the back vs the front. All thumbnails will print on the design detail reports.
 +  * FastManager can also use the thumbnail to print a very basic customer proof which your customer can sign off on.
 +  * To add a thumbnail picture click on the ''Open'' button below the picture box.
 +    * Browse to the file that you want to add and click Open.
 +
 +{{ :sales:selection_004.jpg?direct |}}
 +
 +  * To remove the thumbnail click on the Delete Button below the picture box.
 +
 +Remember to click on the ''Save'' button at the top of this screen before you close it.
 +
 +\\
 +{{ :sales:save_desing.jpg?direct |}}
 +
 +\\
 +----
 +
 +==== Setup Details ====
 +
 +The ''%%Setup%%'' tab is where you can enter more detailed information related to the design.
 +
 +<note tip>The options available will be different depending on if the design is a ''%%Screen Print%%'', ''%%Embroidery%%'' or other type of embellishment.\\
 +It will only ask for information appropriate to the design type.\\
 +For example: You cannot enter mesh count and ink colors in an embroidery type design</note>
 +
 +  * Here is an example of Screen Printing with ink and background colors:
 +
 +\\
 +{{ :sales:sp_setup_inkswop.mp4?720x432 }}
 +
 +\\
 +  * Here is an example of Embroidery with thread color & type:
 +
 +\\
 +{{ :sales:emb_setup.mp4?720x432 }}
 +
 +
 +\\
 +To add add a new line item simply select or enter the information in the bottom row which will automatically add a new row below.
 +  * You can also change the order or sequence of each row by dragging the rows.
 +    * To drag a row hold your mouse button down on the ''%%row number%%'' and drag it to another position.
 +
 +<note tip>
 +**Remember**  \\
 +You can edit the content of the drop down lists such as ink and thread colors at: [[/setup:system#lists|Edit -> Lists]]
 +</note>
 +
 +
 +----
 +
 +==== Linked Files ====
 +
 +FastManager is unable to display file types other than "Image" files in the thumbnail area. However, you can link your artwork (or any other) files on the ''%%Linked Files%%'' tab of the Design Detail area
 +
 +Linking artwork or other files is just an easy way to find (and open) the final artwork file for this job.
 +
 +\\
 +{{ :sales:linked_files.mp4?720x432 }}
 +
 +<note>Remember" It is important to understand that you are simply //linking// the art file.  \\
 +If you move your artwork to another computer then FastManager will no longer know where that file resides.
 +</note>
 +
 +<note tip>It is a good idea to create or choose a central "shared" location that all users can access and place all your customers' artwork (and other) files there.\\
 +Then link to the files at //that location//, this will make sharing linked files between users a cinch!
 +</note>
 +
 +Once you have linked the art file you can click on the Open button which will launch the default application that is associated with that file in windows.
 +  * For example if you have a ''%%.cdr%%'' file then Windows will automatically open //CorelDRAW//. It is exactly the same as double clicking on the file from windows explorer.
 +
 +To add a new file to the list click on ''Add''
 +  * To remove an entry from the list click on ''Remove''
 +  * To open the file in its default application click on ''Open''
 +  * To locate the file using Windows File Explorer, click on ''Locate''
 +
 +
 +----
 +
 +
 +==== Viewing Thumbnails On The Sales Screen ====
 +
 +You can view the thumbnails you have added directly from the [[design:sales|Sales Screen]].
 +
 +  * In the ''%%Sales Screen%%'', click on the ''%%Thumbnail%%'' tab at the upper-right.
 +
 +You can click on the Next  ''>>''  and Back  ''<<''  buttons to navigate between your various designs.
 +  * You can click on the ''Open'' button to open the Design Detail screen from here.
 +    * This is the same as opening the design when you click on the ''%%Edit Detail%%'' hyperlink in the order detail section.
 +
 +----
 +
 +==== Printing Customer Proofs ====
 +
 +You can print a very basic customer proof from the thumbnail preview tab in the sales screen.
 +
 +  * Simply browse to the design you want by click on the Next  ''>>''  or Back  ''<<''  buttons.
 +    * Click on the ''Print'' icon to print a customer proof
 +
 +\\
 +{{ :sales:selection_005.jpg?direct |}}
 +
 +\\
 +<note tip>
 +Remember: You can also [[/setup:company#e-mail_setup|E-Mail]] the customer proof directly from the print preview
 +</note>
 +
 +
 +----
 +
 +==== Print Work Order Detail ====
 +
 +There are 3 different reports that you can print that will show the design detail:
 +  * Work Order Detail - Portrait
 +  * Work Order Detail - Landscape
 +  * Work Order Design Detail
 +
 +You can print these reports directly from the Sales Screen, as well as the Job Board or Tasks screen.
 +  * Below is an example of the ''%%WO Design Detail%%'' report. Which not only shows you the thumbnail picture and production detail but also which garments they are printed on.
 +
 +\\
 +{{ :sales:selection_006.jpg?direct |}}
 +
 +\\
 +For more information, see: [[sales:print|Print & Email]]
 +
 +----
 +
 +==== Deleting A Design ====
 +
 +To delete a design, click on ''%%Edit Detail%%'' to open the Design Detail window,
 +
 +  * click on ''Delete'', then exit the design detail window. **Don't save**, just exit.
 +
 +\\
 +{{ :sales:delete_design_detail.jpg?direct |}}
 +
 +\\
 +<note tip>You will not be able to delete the design row from your order until you first delete the design</note>
 +
 +
 +----
 +<WRAP left centeralign round box 30%>
 +**[[/sales|⇐ Sales: Overview]]**
 +</WRAP>
 +<WRAP right centeralign round box 30%>
 +**[[/sales:print|Print & Email Documents ⇒]]**
 +</WRAP>