Components
of the System:
Main
Menu
Customer
Base
Company
Information
Quilt
Information/Invoice
Quilt
Log
Work Log
Waiting
List Management
Repeating
Customer List
Supplies/Expenses
Supplier
Information
Financial
Information for Tax Purposes
Main
Menu
The Main Menu
screen buttons allow you to navigate throughout the system. Each
button will take you to the corresponding screen.
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List
Customer
Base
Vital information about your
customer is kept, including address, telephone, email, referral
source and a tickler file.
You can select specific
customers for a mailing or shipping label list that is created
at a click of a button.
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List
Company
Information
The company
information screen holds your business information. It will
include your preferred tax rate and mileage reimbursement, this
information can be updated at any time. There is a box that
holds information that will be printed on the bottom of your
invoice, this can be a disclaimer, a special that you might run,
discounts, etc. Your business name and address will be used on
invoices and shipping labels.
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List
Quilt
Information/Invoice
Once you enter in the size
of the quilt, the program will automatically calculate square
yards and square inches. Then you have the choice of which unit
to use for charge calculation.
Choose your predetermined types of quilting and charge from a
drop down list, and the charge is calculated. If the customer is
interested in looking at different types of quilting, just
choose a different quilting type and the charges are quickly
updated.
The rest of the invoice is
just as easy. You can pick from your predetermined pantographs,
typical custom design choices, etc. Make notes about the
quilting design in borders, blocks and general notes. Choose from your predetermined thread choices. Specialty and
overall thread charges are available. Batting and Backing are charged by the linear inch which allows
you to consider the size of the quilt. To quickly calculate binding charges, the program totals up the
quilt's circumference and you choose which type of binding to be
applied, the charge is calculated.
Extra charges are available
for Set up, Turning, Sleeves, Pressing, Seaming, Trimming, Quilt
Labels, Embroidered Messages, and two open spaces for your own
type of charge.
Enter the number of hours
taken to quilt the project to increase your analysis of your
business practices.
Once all the information has been entered, you can now print an
invoice and a shop invoice. The invoice is given to the customer
to outline the costs of the quilt. If that customer has a future
date on your waiting list, that date will automatically print
across the bottom of the invoice. The shop invoice has a little
different look but the same information. The date due and the
customer are in large print, thus very easily read from a
distance.
For those of you with
varying sales tax rates, a variable tax rate field is provided.
You can select the appropriate tax rate from a list to use as
needed.
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List
Quilt
Log-Analyze your Business
Using the information
entered through the invoice, you can quickly analyze your
business through the Quilt Log.
The Quilt Log is the list of
all the quilts you have entered into the system. At the click of
a button you can sort a customers quilts, types of quilts, quilt
pattern names and quilt dates.
This log shows a summary of
the information about a quilt including how much you made per
hour on a quilt.
At the bottom of the screen, averages and totals are displayed
within the sort. Totals include: number of quilts, number of
hours, square yards, quilting charges, final costs, and average
hours per quilt.
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List
Work
Log
The work log reflects the
quilt currently in your studio. You can see at a glance, the
specifics about the quilt, such as how many square yards, the
type of quilting you will be doing and the date promised.
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List
Waiting
List Management
You determine how your list
will look. Here are some examples:
-
List of individual dates
that you would like to receive quilts
-
List of months, ex
1/1/2005 entered 8 times, indicating 8 quilts to be taken on
a waiting list for the month of January, no specific date.
-
List of weeks within a
month as seen in this example. The 4 weeks of January are
listed by the Mondays, there are 4 entries for each week,
indicating that there would be 4 quilts accepted during a
week. 1/1/05 listed 4 times, 1/8/05 listed 4 times, etc.
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List
Repeating
Customer Grid
A grid is developed which
will allow you to keep a calendar of when repeating customers
plan to bring their quilts to you.
Using the sort features of
the program, you can see at a click of a button, which customers
are bringing in quilts for any month of the year.
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List
Supplies/Expenses
Supplies and Expenses are
held by date, supplier, quantity purchased and the total amount
of the purchase.
You will be able to sort by
date, supplier, type of supply or expenses to answer questions
about where your dollars are being spent.
You are also able to see how
much you are spending in relation to the final cost of your
quilts. The program will determine the total cost of supplies
and expenses and divide that into the final costs of your
quilts.
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List
Supplier
Information
Supplier information
includes Company, address, telephone numbers, email, and web
addresses. These suppliers are linked to your supply and
expenses list as well as by a direct link to the web.
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Financial
Summaries for Income Tax Preparation
There are many financial
summaries to access.
For supplies and expenses,
expenditures by date and type are available, with totals tallied
across the months and then at the bottom the year to date total.
The quilt log is available
by date as well by customer. This means that you can sort all
the quilts sold in a year, a month, or between any dates you
would like. Within that report you will see totals of quilts
sold in a month and then the final totals at the bottom of the
report. On the customer report the quilts sold over the dates
selected will be displayed by customer, again with monthly
totals and the final total at the end of the report.
Combined financials will
compare your expenses, supplies and quilts sold to give the
bottom line of your business. This report will include the total
quilts sold, the total expense and supply expenditures, total
mileage reimbursement, total tax collected.
Analysis includes total
expenditures subtracted from the quilts sold. The total square
yardage quilted divided by the expenditures tells you what you
are spending per square yard.
The same calculation is performed per quilt.
A line chart of your final
charges and quilting charges is also available to give you a
visual representation of how your business is performing,
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List
