The Contracts module contains a listing of all recorded contracts. Once a contract has been created, it can be utilitzed as the basis to create related Service (Reorder) and Charge Back contracts. Contracts can be edited to add or delete products or if needed, the entire contract can be deleted. The Record Contract form accommodates Deposit information, which can be flagged for export to QuickBooks as a Sales Receipt.
When the Record Contract action has been initiated from the appointment Action Shortcut menu, the Contracts module is loaded and the Record Contract form is displayed.
It is important to note that when entering a new contract, always place a check the "Prepare Contract for QuickBooks" box. This automatically flags the contract for import during the next QuickBooks Web Connector session. If the box is left unchecked, the contract information will not imported. Once the box is checked and the Create Contract action is performed, the contract is added to the QuickBooks Queue Manager list and the "Prepare Contract For QuickBooks" flag is shown as Yes.
An optional check box is available on the Record Contract form for franchises who utilize the Install Manager role. When this feature is enabled, a pick list titled Install Manger is visible. The Install Manager can be selected and assigned to contracts the they are responsible for. A filter can be created, listing all contracts assigned to the Install Manager.
When a new contract has been submitted, a Contract number is created. The contract number consists of the Window World store number prepended onto the MetricWise generated contract number. Each Contract number serves as the Purchase Order number for AMI ordering purposes. Be sure to use this prepended Contract number as the Purchase Order number when submitting orders to AMI. Contract numbers and links to contracts can be found in the Jobs List, on the Warehouse Sign list view and in the Customers module in the Contracts section.
Under Construction: Standard Printables, custom printables:
Completion Packets and Warehouse signs along with other documents can be printed from the Contracts module. List them HERE:. Bar Code Labels are generated and printed for use with the Kodak Scanning package (by arrangement with Triangle Solutions and Kodak). Contents of the customer folder are digitized using a Kodak scanner and Capture Pro software. The scanned documents are virtually stored and available for viewing as part of every contract. Refer to the Bar Code Labels and Scanning section of this article for more information.
The AMI FO section of the contract is automatically populated with order numbers and serial numbers when the optional feature AMI FO Serial Number Import is activated. Refer to the AMI FO portion of this article for more information. Future enhancements will autofill these corresponding fields on the contract itself: Estimated Delivery Date, AMI FO and Order Number Fields.
For more information on AMI/FO Serial Number Import and Bar Code Label Scanning and Upload, contact MetricWise Support
Viewing Contracts in Detail View
When the Contracts module is loaded, the results of the default filter, typically "All - Detailed" are displayed in Contract List view. It is a list of every contract in the database. To view a particular contract, scroll to it and click on the name the Subject column or click on the Contract number. This will display the contract in Detail view.
When in Contract Detail view or Edit view, ten separate sections are displayed.
Contract Information
There are several key elements in the Contract Information section: a link to the Customer contact, the Install Stage, the Deposit information and the Contract Stage.
Some Install Stages are automatically populated. Upon contract creation, the stage is set to To Be Ordered. When an Install appointment has been scheduled, it is set to Scheduled. If the result of the appointment is Cancelled, No Show or Incomplete, it is set to Incomplete; if the result is Complete Unpaid,it is set to Complete Unpaid; if the result is Complete Paid, it is set to Complete Paid. Other stages can be selected in the iterim: Ordered, Confirmation Received and and Ready to Install.
Contract Stages can be used as a way to monitor the Contract workflow process. When a contract is created, the status Sold is automatically set to Sold. However, some stores utilize the statuses of Pending or Remeasure, to track the contract workflow stage. The status of Pending can be used when someone other than the Sales Rep has entered the contract and it is ready for the Sales Rep to review the data. If the Sales Rep feels the contract is ready to process, the Rep changes the Contract Stage to Sold. If the Sales Rep determines a remeasure is needed, the Rep changes the status to Remeasure, assigns it to an Install Manager and in the Contract Items section, adds a Remeasure item. The Install Manager arranges for a certified Installer to remeasure the job. The addition of the Remeasure item results in a dual accounting action: the cost of the remeasure is charged against the Sales Reps commission and credited to the assigned Installers pay. Seven optional Remeasure products are available and can be added to the MetricWise contract. Contact MetricWise Support for more information.
Custom Information
The Custom Information section is primarily used to record important dates. The Turn-In and Contract Dates are essential for calculating Commission payouts and compiling statisical reports. They are autofilled based on the data entered during the Record Contract process. In the case of creating a Chargeback, the Turn-In Date is revised to reflect the correct pay period a Chargeback is to be applied to. The Estimated Delivery Date field is used on the Jobs List and trigger inclussion into the Warehouse Sign module. entries allow the contract to appear in the Warehouse sign module. Data entered in the FO # and Order # fields are vital as well and will be printed on the Warehouse sign.
The Manufacturing Cost field is optional; it can be used as a way to track actual costs. As with all fields in MetricWise, it can be included as a reporting element within any filter.
The Payment Recevied Date is for use when paying out commissions in two installments - First Half and Second Half. See the section below on Creating First and Second Half Payments for more information.
The Prepare Contract for QuickBooks field will always be set to No. When a contract is created, it is automatically placed on the QuickBooks Queue list. If a contract is manually removed from the Queue list or a contract failed to import, the Prepare For QuickBooks field must manually be edited to "Yes" to re-queue the contract for import. For more information, refer to the MetricWise Help section titled QuickBooks.
The Last Comment field provides an at a glance look at the last comment entered for the contract. The link is active and when accessed, will provide details for the comment . Comments can also be viewed by scrolling to the Comment section, or by accessing Tools from the main navigation menu bar and selecting Comments. The Last Comment field can be included as a reporting element within any filter.
Address Information, Terms & Conditions and Description Information
The Addresses listed are pulled from the Customer Contact information, based on the original appointment. If an Install Address needs to be changed, be sure to change it in two modules: the Contracts module - on the contract itself and in the Customers module, for the customer contact. To access the customers module directly from the contract, scroll to the Contract Information section at the top of the contract and click the customer name link. If both modules are not updated, the wrong address will be imported into QuickBooks. The verbiage in Terms & Conditions is standard for all Window World stores. Information in the Description Information section originates from the Extra Work Notes field on the Record Contract form. This field can be edited as needed. Information displayed in this section will appear in several other places: on in the Jobs list in the Notes column, on the Install appointment in the Special Notes field, on the Appointment Detail Sheet and on the Warehouse Sign.
Service Information
The Service Information section of a contract will only be fully populated when a Service Contract has been created. Refer to the Service and Reorder Contracts portion of this article for more information.
Comments Information
The Comments Information section is a journal section where notes of any type can be entered, relative to the contract. The last comment entered will appear on the second section "Custom Information". Filters can be created in the Contracts module to display the last comment along with other important contract details. All comments are stored in the Comments module as well. The Comments module can be accessed by clicking on Tools in the main navigation menu bar and selecting "Comments" from the list, or clicking on it in the sub navigation menu bar.
Product Details
This section is a listing of all items on the contract. Of special note is the optional Order Status field. This field can be enabled for any part in the Product List. When the field is activated, these order status are available: Ordered, Confirmed, Shipped and Received. When the status of Ordered and Confirmed are selected, the job is flagged on Jobs list with a prominent "Pending Orders" button, in place of the Schedule button. The visual indicator prevents the job from being scheduled until the part is received. When the order status is changed to "Shipped", the indicator will be removed and the Schedule button is restored.
Installed By and Install Date - these fields are automatically populated when the Install appointment has been resulted as complete paid. If an appointment has been resulted as Complete Unpaid or Incomplete, the fields are not populated. If the Install Pay Detail report is used for calculating Installer payroll, the fields can be manually edited.
Activities, Documents and AMI FO
The remaining sections of the contract are shown below. The Activities section displays all scheduled Installation appointments as well as any To Dos that have been created. The Documents section can be used to attach items related to the contract. If the Kodak Scanning and Bar Code Label package is purchased, the scanned customer folder documents will be accessible here.
Stores that subscribe to the optional AMI FO Serial Number Import feature will have the AMI FO section of the contract automatically populated on the morning the AMI delivery truck is loaded with the items on the contract. Future MetricWise enhancements will autofill these fields: Estimated Delivery Date, AMI FO and Order Number. Until then, those fields must be manually edited on a per contract basis when the AMI order confirmation is received. When Order Numbers are entered on the contract, they will be printed on the Warehouse Sign and can be matched against the AMI Yellow Sticker Label affixed to each window.
More information about AMI FO can be found near the end of this article and in MetricWise Modules section under AMI FO and Assets - Search By Serial Number.
Searching for Contracts
When the Contracts module is loaded, it will display a list of results based on the filter currently set as the default. The standard MetricWise default filter displays a list of every contract that has been entered into MetricWise.
There are several methods to search for a contract in the results list. The default search is by Contract Number. Searching by customer name is also efficient - enter the customer name in the search box and select "Subject Name" from the picklist. If the MetricWise default filter All - Detailed is used, these fields will be dispalyed and and used in searches: Contract number, Subject (the customer name), Contract Stage, Install Address, Install City, Install Stage, Contract Date, Turn-In Date, Assigned to.
Enter the criteria to be searched in the Search for box, make a selection from the picklist and click the Search Now button.
Editing Contracts
To edit a contract, perform a search and click the Edit link under the Action column. Or, click on the Subject Name and from the Contract Detail view go to the field to be edited and hover over the field. When the blue Edit link is displayed, click it; edit the field as needed and click the green Save button. These fields cannot be edited using the Field edit option: Customer Name, Referred By and Last Comment; instead, use the green Edit button to access them. If multiple fields within a single contract are to be edited, click the green Edit button. This triggers the Contract Edit view and all fields on the contract to be edited. If products are to be edited, scroll to the Products Details section. Adjust prices and quantities as needed. Click the green Save button. After the contract has been imported into QuickBooks, additonal changes must be manually entered in QuickBooks. Examples include changes to products, deposit amounts, name and addresses.
If multiple contracts require an edit to the same field, the Mass Edit feature can be utilized. From the Contract List view, place a check mark next to each contract and click the green Mass Edit button. The Contract Information tab will be active. Click the appropriate tab that contains the information to be edited. Populate the fields and click the green Save button. The most common use of Contract Mass Edit is to edit the Install Stage or Contract Stage.
A contract can be accessed from other modules: from the Customers module - in the Contracts section, from the Install calendar using the Action shortcut menu, and from the Job List.
Recording a New Contract
New contracts should never be entered directly from the Contracts Module. To record a contract, do the following:
- Start at the Appointment action shortcut menu for an appointment where the result set to Sold.
- Click the Record Sales Contract link. The contract form will be displayed.
The top section of the contract must be completed first in order to unlock the lower portion of the form. This section includes the Contract Status, Sold By, Contract Date, Turn-In Date, Sales Tax (for stores that charge tax), and the "Prepare Contract for Quickbooks" box. An optional setting for Install Manager is available on request.
The Contract Status always defaults to Sold*. The Sold By field is autofilled with the assigned Sales Rep. In the Contract Date field, enter the date of the contract - the date the customer signed it. In the Turn-In Date field, enter the date the contract was turned in by the Sales Rep. If taxes are collected, select the correct rate from the list. Place a check the "Prepare Contract for Quickbooks" box . The contract will be automatically flagged for import. It will be included on the QuickbBooks Queue Manger list and will be imported during the next MetricWise Web Connector Import session. If the box is not checked, the contract information will not imported. In that event, the contract must be edited to set the Prepare for QuickBooks field set to Yes.
|
|
The Record Contract form contains several sections: Windows, Doors, Siding, Gutters, Services, Glass Options, Window Options, Miscellaneous and Additional Items. Items in the Services section should not be added to a new contract where the Contract Stage is Sold. They are to be used when creating a Service Contract. Contact MetricWise Support if additional items are to be added to the form.
Add the products as they appear on the paper contract. Adjust pricing as needed. Verify the figures between MetricWise and the paper contract. Click the green Create Contract button
Discounts and Coupons are available and when activated, will appear on the Record Contract form and in the Products List. They can be added in any combination to a single or multiple categories of the contract. The reductions associated with Discounts and Coupons are factored into the average window price and are imported into Quickbooks. (New corresponding entries must be made in the QuickBooks Chart of Accounts and in the Item List.) Contact MetricWise Support to activate Discounts and Coupons on the contract and in QuickBooks.
Immediately after the contract has been created, it is automatically added to the QuickBooks Queue Manager list and will be imported during the next Web Connector Import session. To access the Queue Manager list, click on Tools from the menu bar and select QuickBooks. For more information on the Queue Manager and Web Connector, refer to the MetricWise Help section "QuickBooks Importer".
At the time a contract is created, the Install Stage is set to To Be Ordered and the contractis added to the Jobs List.
Contracts can be edited to reflect various Install Stages, however this is optional. Any change to the Install Stage will be reflected on the Job List. The reverse is also true: Install Stages can be changed on the Job List; any changes will automatically update the Contract Install Stage field on the contract itself.
Adding Additional Products After a Contract is Created
- Locate and edit the contract from the Contract List view.
- Access the Item Details section towards the bottom of the window.
- Click on the blue Add Product button.
- Click on the blue red and green icon next to the blank item to access the Product List. Use one the search options to locate the item - type in the name or click on a letter from the alphabet list.
- If a single item is being added, click on the product name itself or place a check mark next to it and click the green Select Products button. If multiple items are being added, place a checkmark next to each item and click the green Select Products button.
- Add the quantity and make any necessary adjustments to the price, sales commission or installer pay.
- Click the green Save button.
- If the contract has already been exported to Quickbooks, a manual adjustment will be required in QuickBooks to reflect the changes.
|
Deleting Products After a Contract is Created
- Locate and edit the exising contract using one of the methods discussed in Editing a Contract above.
- Access the Item Details section towards the bottom of the window.
- In the Tools column, click the Trash can icon to the left of the item to be deleted.
- Click the green Save button.
- Manually adjust QuickBooks to reflect the changes.
Entering Payments Received - Utilizing Commission First Half, Second Half payouts
Depending on store policy, commission payouts may be divided equally as First Half and Second Half based on the initial Turn-In Date of the contract. The Commission First Half will be paid out based on the contract Turn-In Date. The Commission Second Half will be paid out based on the date entered in the Payment Received field. To payout and report using this method, edit the contract when the final payment has been received. Access the Custom Information section and enter the date the payment was received. Two companion reports are available in conjunction with this type of payout. When running the Commission Detail First Half report, use date ranges based on the Turn-In Date. When running the Commission Detail Second Half report, use date ranges based on the Payment Received field.
Printing Completion Packets, Warehouse Signs and Envelope Labels (under construction)
Completion packets and Warehouse Signs can be printed from the Contract List view or from the Contract Detail view. The documents can be printed for individual or enmass when multiple contracts are selected. The packet presently consists of a Thank You letter and the Certificate of Completion. If the Thank You letter will be mailed separately or if the document package is placed in an envelope, envelope labels can be printed.
The Certificate of Completion is an image of the standard Window World Certification of Competion form.
The Thank You Letter will be customized on a per store basis. Send a copy of the content to MetricWise Support for inclusion.
The Warehouse Sign can be printed as part of the packet.
The Scanner Labels can be printed at any time. If the Kodak Scanning package has not been purchased, the link will not be active.
The Envelope Template requires a specific setup on the local printer. Click this link for instructions: http://metricwise.zendesk.com/entries/21202943-printer-set-up-for-envelopes
Completion packets can be printed for several contracts at once, or on an individual basis. To print indivually, locate the contract and from the Contract Detail view, press the green Print Completion Packet button. To batch print multiple completion packets for scheduled jobs, start in Contract List view,
- In Filters, select Install Stage 5: Scheduled (outdated)
- Place a check mark next to the contracts requiring a completion packet
- Click the green Mass Print button
Printing Warehouse Signs
Warehouse Signs can be printed from the contracts module on an individual basis or they can be mass printed. Locate the contract(s) and place a check mark next to the contract number. Click the Mass Print button and place a check a check mark next to Warehouse Sign, then click Print. If in Contract Detail view, click the Print link; place a check mark next to Warehouse Sign, then click Print.
To print Warehouse signs for the current week, begin in Contract list view. From the Filter list, select "Print Warehouse Signs this week". To select and mass print all items on the list, click the uppermost check box and click print. If there are multiple pages, advance to page two and place a check mark in the uppermost check box and click the Mass Print button. Place a checkmark next to Warehouse Sign and click Print
Warehouse signs can also be printed from the All Events and Todos tab, located in the Calendar windows. For example, the filter "Installation Appoitments for Tomorrow" can be selected. Then follow the same steps above - select all appointments with a single check mark and click Mass Print.
Creating a Chargeback for a Sales Rep (under construction)
- Locate the contract and lick on the Subject Name or Contract number.
- When the window loads, click on the blue Create Chargeback button.
- IMPORTANT: Edit the Turn-In Date field for the Chargeback, so that it falls into the correct pay period to apply the commission penalty.
- Scroll to the Item Details section.
- In the column labeled Color, Type, select the reason for the chargeback from the picklist.
- Enter the quantity in the Qty column.
- Enter the List Price (optional) (disable this field during chargeback?)
- Enter the amount of the charge back as a positive number in the Sales Commission column. (revise to negative?)
- Click the green Save button.
A new contract is created with a suffix, based on the original contract number. The new contract will include Chargeback as part of the Subject Name.
Editing a Chargeback for a Sales Rep
- Locate the contract.
- Click on the Subject Name, which will have Chargeback included in the name.
- When the contract is displayed, click the green Edit button and make the changes.
-
Click the green Save button.
Deleting a Contract
- Locate the existing contract from the Contract List view search results.
- Place a check mark in the box to the left side of the Contract Number.
- Click the orange Delete button.
- Click OK to the Are you sure you want to delete this record? message in the dialog box.
Deleted contracts can be recovered from the Recycle Bin. For more information, refer to the MetricWise modules article on Recycle Bin.
Service and Reorder Contracts
The Contracts module provides a means to enter and track Service related contracts. By creating a Service contract prior to scheduling a service call, an accurate history is created and is associated with the original contract since it is used as a base number. Additionally, Service Contracts are added to the Jobs List, providing an efficient method to track and schedule service calls.
A Service contract number consists of the contract number which is used as the base number. Up to two suffixes may be appended to it for coding and tracking.. The first suffixed number is dependent upon selection of one of these charge codes: 07 Manufacturer; 08 Office; 09 Sales Rep; 10 Installer; 11 Customer. If a charge code is not selected, the suffix is omitted. The second suffixed number indicates the total number of service or chargeback contracts that have been created against the original contract. An example containing both prefixes would be 111-91234-10-3. The suffix 10 indicates the Installer is responsible for the cost of the service call (Installer warranty). The suffix 3 indicates this is the third consecutive service or chargeback related contract.
When a Service Contract is created, Service is included in the subject name. The contract stage defaults to Service and can be edited. The Install Stage defauts to To Be Ordered and can also be edited. The Service Information section lists the original Sales Rep and the original Installer. All Service contracts are automatically added to the Jobs List.
When an existing customer requires a service call a Service Contract should be created. The Service contract can be used even though a part is not being ordered. MetricWise can activate a list of common service items, i.e.: Sashes, Frames, Patio Door parts, Recaulking and Recapping for use with the Service contracts.
Several filters are included to track Service contracts: Servoces completed, Services open, Services scheduled and Services to be scheduled. Access is through the filters list, accessible from the Contracts module List view.
How to use Service Contacts
A Service contract is used in two ways: to track service calls - whether or not a replacement part is needed - and to create reorders. Future versions of MetricWise will include detailed reports pertaining to Service contract data. When creating a contract, make a selection from the service parts list that pertains to the type of service requested. Even though a replacement the part may never need to be ordered, it must still be selected. Some common examples for using Service contracts are:
- The original job was resulted as Complete Paid. A short time later, customer finds something in need of repair. Use the part Warranty Fix when creating the contract.
- The original job was resulted as Complete Paid - the installation was completed less than a 1 year ago and the customer finds something in need of repair. Use the part Install Fix when creating the contract.
- Customer has an issue more than 1 year after installation - their Lifetime Warranty is in effect. Select the appropriate part when creating the contract.
Creating Service Contracts
- Locate the existing contract from the Contract List view search results
- Click on the subject name for the customer
- From the Contract Detail view, click the blue Create Service button
-
Scroll to the Service Information section and place a check in the Warranty box, if applicable
-
Make a selection in the Charge To picklist (optional). A warning dialog box will be presented if a selection is not made
-
In the Item Details section, click the pink green and blue icon. Select the part the customer has requested service for, i.e.: Top Sash
-
When returned to the Item Detail section, click the green Save button
Creating Service Contracts for Legacy Customers - no contract exists in MetricWise -
Procedure is Under construction
Creating Service Contracts - Charge to Customer
When a payment has been collected prior to scheduling a service call:
- Locate the existing contract from the Contract List view search results
- Click on the subject name for the customer
- From the Contract Detail view, click the blue Create Service button
- Since the customer is being charged for the service call and or the item, fill out the Deposit Information section. enter the amount in the Deposit Amount field, select the Payment Type, Deposit Account, etc. Place a check mark in the Prepare for QuickBooks field
- Scroll to the Service Information section and select Customer from Charge To picklist. A warning dialog box will be presented if a selection is not made
- In the Item Details section, click the pink green and blue icon. Select the part the customer has requested service on, i.e.: Top Sash
- When returned to the Item Detail section, make a selection from the Order Status picklist. Fill pricing information if required by store policy
- Click the green Save button
If a payment is collected at the time of the service call and the service contract exists, follow the steps above but search for, and select the Service contract instead. At step 3, click the green Edit button. Continue with step 4.
Creating Service Contracts - Replacement Part Required
If the service call results in a need for a replacement part, follow these steps
- Result the Service appointment as Incomplete
- Edit the Service contract. In the Custom Information section, check mark Prepare for Quickbooks
- In the Service Information section check mark Warranty if applicable and make a selection from the Charge To pick list
- In the Item Details section, add the replacement part; then make a selection from the Order Status pick list; add Install Pay if applicable
Scheduling a Service call for a Service Contract
The most efficient method schedule the Service Appointment is from the Jobs List. Access the Jobs List. Use Control F (Ctrl + f) to search for the job. In the Find field enter the customer or contract number. Any instance of the name will be highlighed on the list. Use Next and Previous to cycle through the list. When the contract has been located, click the blue Schedule button. The Create Appointment window will be displayed. If multipe contacts are displayed, be sure to select the Service contract.
Resulting a Service call
Resulting the Service call appointment on the calendar affects the Install Stage on the Service contract. If the appointment result is Incomplete or Incomplete - Unpaid, the Service contract Install Stage will be be Incomplete. If Service call is resulted as Complete Paid, the Service contract Install Stage will be Complete and the Installed By and Date will be autofilled. However, the Service Completed date in the Service Information section must be manually entered.
Kodak Scanning and Bar Code Labels - Digitizing customer folders
There's now a solution to help keep your Window World store control the paperwork and increase operating efficiency. No more need to fret over missing folders and lost or damaged paperwork! MetricWise has teamed with Triangle Solutions Technology (TST) and Kodak to provide a document management solution. MetricWise provides an interface to a specific Kodak scanner and its Capture Pro software. Simply select the contract in MetricWise, print a sheet of bar code labels; affix the correct label to the associated document (i.e.: survey, measure sheet, paper contract, completion certificates), drop the documents into the scanner and press the Play button. Review the scans and if acceptable, click the Checkered Flag icon to upload the images to MetricWise. The documents are then accessible from the Documents section of the contract as well as from the Documents module.
When the hardware and software bundle is purchased, TST will provide all support and service for the package. Contact MetricWise Support for more information on this optional feature.
Printing Bar Code Labels
Bar code labels can be printed several ways:
Individual labels - one bar code label for a specific form. The single bar code label can be printed for a single contract at a time or for multiple contracts as a mass print job
Partial sheet of labels - choose the specific labels needed; print for single contract or mass print for multiple contracts
Full sheet of labels - print a full a sheet of labels for every document in a customer folder, or by mass printing several sheets for multiple contracts
Single contract - from Contract List View for single contract
- Search for and select the contract requiring labels
- Place a check mark next to the contract
- Load the labels in the printer
- Click the green Mass Print button
- Place a check next to Scanner Labels
- For a full sheet of labels, click print. For a single label or labels, select them from the pick list
- Click Print
- When the sheet is displayed in the window, click the Setup Print Margins link
Multiple contracts - from Contract List View for multiple contracts
- Search for and select the contracts requiring labels
- Place a check mark next to the them
- Load the labels in the printer
- Click the green Mass Print button
- Place a check mark next to Scanning Labels
- For a full sheet of labels, click print. For a single label or labels, select them from the pick list
- Click Print
- When the sheets are displayed in the window, click the Setup Print Margins link
Single contract - from Contract Detail View
- Search for and select the contract requiring labels
- Click on the subject name
- Load the labels in the printer and click the blue Print link
- Place a check next to Scanning Labels
- For a full sheet of labels, click print. For a single label or labels, select them from the pick list
- When the sheet is displayed in the window, click the Setup Print Margins link
To view the instructions on configuring the local printer for Avery labels, click this link: http://metricwise.zendesk.com/entries/20525276-printer-margins-for-bar-code-label-sheets
AMI FO's
The AMI FO's section of the contract is automatically populated if the store subscribes to AMI FO Serial Number Import, an option feature. It consists of two odules within MetricWise: the FO (Factory Order Number) and Assets. When activated, this section contains the AMI FO number with a link to the FO module; the AMI PO number, the Order Date, Ship Date and Order Status. To view the Serial Numbers and dimentions for the contract items, click on the link and open the Assets section.
For more information, refer to the MetricWise Modules section on AMI FO and Assets - Search by Serial Number or contact MetricWise Support.
Comments
0 comments
Article is closed for comments.