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- What is the best way to access OnSite remotely?
There are several different technologies you can use to access your OnSite system remotely. This is useful when you want to work from home, access ... - What can I do with Shipping in Onsite?
Shipping in OnSite serves 3 primary functions: 1. User can see all Sales Orders that have not shipped and can mark items as being shipped. 2. User ... - Working With Payables
Payables are all the bills received from the purchasing of Products or services provided to your Company. There are 5 types of Payables. Regular Payable: You ... - What are Daily Management Reports?
Daily Management reports are located in the Analysis section. This area in OnSite allows users that have access the ability to create reports that include key Sales, Receivables, and ... - What is ProofStuff and How Does it Work?
ProofStuff.com is web-based software that allows your company to manage proof generation, approval, and follow up processes for customers. “Proofs” can be anything that you want your ... - Webinar - Processing Returns and Refunds
In this recorded webinar, attendees learn about different ways in which to handle customer returns and refunds. Processing Returns and Refunds Webinar ... - Webinar - Order Entry Shortcuts
In this recorded webinar, attendees learn shortcuts that will make order entry easier and more efficient. Order Entry Shortcuts Webinar ... - Webinar - Design and Thumbnail Management
In this recorded webinar, attendees learn about OnSite features with regards to design and thumbnail management. Design and Thumbnail Management Webinar ... - Webinar - Powerful Line Items
In this recorded webinar, attendees learn how line items on a sales order can be configured for different production and order processing scenarios. Powerful Line Items ... - Webinar - Price Calculation Methods
In this recorded webinar, attendees learn about the different methods you can use the OnSite system for making price calculations. Price Calculations Webinar ... - What is Receiving?
Receiving In Onsite handles the receiving and processing of Products.Receiving is done for:• Purchased Products that were purchased from Line Items within a Sales Order.• ... - Webinar - Tips and Tricks Webinar 2
In this webinar, we show you the following: 1. A way to handle inventory adjustments using a special order type. 2. How to use the daily management ... - What type of checks does Shopworks recommend?
The Shopworks Onsite system can handle both 3 part top and 3 part middle style checks. We recommend using part number DLT 104 from Deluxe. ... - What is the difference between locked and closed periods
Locking periods allows the user to prevent changes to the general ledger entries in a certain month without having to close the month. The user ... - Where do I create or edit terms?
To create or edit terms for customers or vendors click on the "Utilities" tab then go to "Company Setup" then under the "Accounting" section go ... - Where do I set.pdf files to open automatically?
To have .pdf files open automatically after they are created in OnSite, you must click on your user preferences and then click on the "PDF" tab. ... - Where do I change my last reconciled bank account balance?
To change your last reconciled bank account balance, you will need to go into the "Accounting" section, then go into the "Chart of Accounts". When ... - Where do I setup custom fields?
To create/edit your custom fields for Customers, Vendors, Quotes, POs, and Products go into the "Utilities" section. From there go into the "Company Setup" section. The ... - What are company departments used for?
Departments are used to classify the department your employees belong to and are also used for accounting purposes. They are created and edited in the ... - Where do I setup preprint groups?
Preprint Groups are used to classify preprint parts in the Product database. You can create or edit Preprint Groups in the "Company Setup" section under ... - Where do I change the labels for dates?
In OnSite you have the ability to change the wording for Ship date, In Hands date, Shipping charges, etc. To do this go to the ... - Where do I change the size headers?
Size headers are used through out the Onsite system. These are used by your company to determine the break down of sizing for goods on ... - Where do I edit form information or add barcodes?
The OnSite system has the ability to allow you to change the way form names show in the system. You also have the ability to ... - Where do I setup stock letters?
Stock Letters are used throughout the system. They are created so that they can be used multiple times and will be consistant. These letters can ... - Where do I setup stock emails?
Stock Emails are used for any email that might be sent on a regular basis. These can be used for receivables, order approvals, quotes, etc. ... - Where do I setup stock notes?
Stock Notes, also called Order Notes, are notes that are used on orders that you would want to use over and over again. These could ... - What are Matrix Price Codes?
Matrix Price Codes are used to determine the price that will be used for promotional or Ad Specialty products. These codes are then added to ... - What are Commission Tables?
Commission Tables are essentially a scale that can be used to determine an employee's commission based on Gross Profit of an order. These tables are then ... - What are Activity Types?
Activity Types are the types of information you want to keep track of within the system when corresponding with customers. These are setup and stored ... - Where do I setup Order Pricing Options?
There are some options for how order pricing is determined that need to be setup in the system. These price settings are found in Company ... - Where do I setup Quote preferences?
There is an area in Company Setup to set options for Quotes. To edit these settings, go to "Company Setup" then the "Quotes" section. See video ... - Where do I setup Sage Integration?
The ShopWorks OnSite system has the ability to integrate with SAGE. There are options that need to be setup in the system before the integration ... - Where do I setup customer types?
Customer types are used as a way to classify and find customers in the system. They are setup in the "Company Setup" section under the ... - Where do I setup customer sources?
Customer Sources are used to determine where customers came from. These can also be used as a way to classify and find customers. To set ... - Where do I setup discounts?
Discounts can be created and assigned to customers that will then be used when determining pricing for sales orders. To setup and create these discounts, ... - Where do I setup customer receivables status
Receivables status are used to determine the standing of customers who are late with payments. These are setup in the "Company Setup" section under the ... - Where do I setup production events?
Production events are used to schedule production jobs and determine how a job will be run in the production section of OnSite. To create and ... - Why are some forms not available to print?
If some forms are not available to print, a filter may have been applied to the forms making them not visible. To ensure all forms ... - Where does "Date Art Done" come from?
Date Art Done is the date when a design is marked as complete.To populate the "Date Art Done" field, click the production menu to navigate ... - Why can I not select any colors for line items?
Line items need color ranges to identify product and colors associated with them. The problem of not having colors available to select on line items ... - What is covered in the ShopWorks TSC
ShopWorks has a Technical Support Contract (TSC) that describes how our company handles technical support and what is covered when paying for an annual support ... - Where can I find the average number of days it takes for a customer to pay?
The Onsite system stores the average number of days it takes for a customer to pay an invoice. To view this information, go to the ... - Which type of bar code scanner does ShopWorks recommend?
The OnSite system has the ability to scan bar codes. These can be used to add items to an order, scan order numbers to work ... - What does the error code 301 mean?
FileMaker only allows one user at a time to modify a record. This could be an order, payment, quote, etc. What will happen is the ... - What is the difference between Date Created and Date Order Placed?
The OnSite system stores many different dates used for different reasons. Date Created is "hard wired" and cannot be changed. This date is automatically entered ... - What type of file does ShopWorks recommend for Design Thumbnails?
The OnSite system will allow many different types of files to be imported for design thumbnails. We recommend creating .jpg or .png image files that ... - Why can't I pull inventory when the inventory section shows it available?
If you have entered a sales order and the item on the order is set to pull from inventory, you can check to see if ... - Why is the FileMaker Server Admin Console not validating a path?
The Admin Console can be configured to allow you to choose the location of where you want OnSite files to host from. Once you have ... - Where can I change the path used to store .pdf files?
OnSite stores a location on your computer where .pdf files will be saved when printed. We recommend creating a folder on the desktop for easy ... - What are the requirements for running ShopWorks OnSite 8.3?
The Shopworks OnSite 8.3 system runs on Filemaker's software. Below is a link to the computer requirements to run the software Click here to view Filemaker ... - Why can I not upload thumbnails from my workstation?
There is an option to add thumbnails to the designs that are created in the OnSite system. If you are trying to upload thumbnails and ... - Why do I get an error 25 when uploading an image?
If you are trying to upload a thumbnail image and receive an error 25 this is due to the format of the image. the .jpeg ... - Why are designs not automatically showing on the Design Calendar?
The OnSite system will place designs added to orders on to a design calendar. In order for the system to do this automatically, the order ... - What is the vendor abbreviation used for?
When viewing a vendor or creating a new one in the OnSite system, there is an area for the Vendor Abbreviation. This Abbreviation is used ... - What is the purpose of "processing" inventory transactions?
There is a feature in OnSite that allows users to verify items have been added and or pulled from inventory. This feature is called "Processing". ... - Webinar - Procedures Workshop
Procedures are a great way to make sure that everyone in the company is entering and processing orders correctly. We have several recomended procedures that you ... - What are the new features of OnSite 8.1
OnSite 8.1 has several new features that will help you run your company more efficiently. For a brief video on the new features see below. OnSite ... - Webinar - Accounting Defaults
In this webinar, we discuss the default accounts that the system uses for accounting transactions. Accounting Defaults ... - Webinar - Financial Reporting and Balance Analysis
In this advanced accounting webinar we go through running financial reports, and reviewing the account balances. Financial Reporting ... - Webinar - Month End Accounting
In this advanced accounting webinar, we go over proper month end accounting procedures. Originally presented by Greg Stevens. Month End Accounting ... - Webinar - Inventory Management Webinar
In this advanced accounting webinar, we go over how to properly manage physical inventory accounts and quantity levels. Inventory Management ... - Webinar - OnSite Tips and Tricks
In this advanced accounting webinar, we go over some good tips and tricks for stored finds as well as other reporting tools. OnSite Tips and Tricks ... - Webinar - Advanced Sales Analytics Webinar
In this advanced accounting webinar, we go over multiple sales and management reports. Advanced Sales Analytics ... - What is Form Grouping and how is it used?
OnSite had the ability to allow users to print or email multiple forms together. This is especially useful when you need to get information to ... - What is ManageOrders and how does it work?
ManageOrders is an online site where your customers can track the status of their orders, approve proofs, and pay invoices. This is a separate service ... - Webinar - Tips and Tricks 3
This webinar covers several different areas of the OnSite system. See below for more details. Stored Finds Grid Finds Bar Coding Payables Importing Tips and Tricks 3 Webinar ... - Where can I find the icons used in OnSite and download new ones.
The OnSite system uses visual icons to differenciate between orders, statuses, and other items in the program. Some are hard coded in the system and ... - Webinar - Using OnSite for Better Communication
There are several methods in the OnSite system to keep track of customer interactions and inter office communications. The webinar below goes over the many ways ... - What are the new features of OnSite 8.3?
OnSite version 8.3 is a major release and has many new features including: Bulk Invoicing Redesigned and updated Marketing section Updated Proofstuff options Debit/Credit Memo Wizard Below is a video ... - Working With Art and Designs
Similar to Production, OnSite has features specifically designed for helping artists manage their production. Artists can do several tasks: 1. Manage their Design production schedule. 2. ... - What is the correct way to login and logout of the ShopWorks Cloud?
There is a correct way to login and logout of the ShopWorks Cloud. Watch the brief video below for the proper procedure. Cloud Login and Logout Cloud ... - What are Line item templates and how do they work?
Line Item templates are used in Order Entry to auto create line items on an order based on the Order Type. This is a powerful ... - Webinar - Inventory Work in Progress and How It Works
Inventory Work in Progress or "WIP" is a concept around items brought in for customer orders that have not been invoiced. The OnSite system has ... - What should I do for Month End Accounting?
A lot of people want to know what they need to do in the OnSite system for end of the month accounting reports. Below is ... - Webinar - Best Practices for Salespeople and Sales Managers
Many sales people struggle balancing the demands of their existing customers with the ever present need to find more new clients. Staying organized and productive ... - Webinar - Accounts Receivable Reconciliation
Below is a recorded webinar that covers how to reconcile your Accounts Receivable in the OnSite system using various reports. presented by TC Diddle on 10/04/2018 Accounts Receivable Reconciliation ... - What are Secondary Units and how do they work?
Under product setup, you have the ability to setup products with a secondary unit of measure. This feature is great when items you sell are ... - Webinar - Accounts Payable Reconciliation
Below is a recorded webinar that covers how to reconcile your Accounts Payable in the OnSite system using various reports. presented by TC Diddle on 10/18/2018 Accounts Payable Reconciliation ... - What is the best way to handle misprints in OnSite?
There are a couple of different ways to handle misprints and defects within the OnSite system. How you process these types of transactions will depend ... - Webinar - Better Production Management
Below is a recorded webinar that covers how to manage your production better utilizing OnSite and implementing incentives to boost your production output. presented by Roy Marques on 11/9/2018 Better ... - What are the new features of OnSite 8.4?
OnSite version 8.4 is a major release and has many new features including: New Commission Settings New Design Variations New Sales Tax Integration New SanMar Integration New Shopping Cart Integrations 8.4 ... - What are Generic Invoices used for?
There is a default Order Type in the OnSite system called Generic Invoice. This order type is used when you are just trying to invoice ... - What is the easiest way to email customers updates on their orders?
OnSite has the capability to email customers when certain statuses have been completed for sales orders. These updates can be sent via email in bulk or individually. Below ... - What kind of envelope does ShopWorks recommend?
There are several forms that can be printed and mailed from the ShopWorks OnSite system. We recommend using a double window envelope from Delux. Below is a ... - What are the requirements for running ShopWorks OnSite 8.4 & 8.5?
The Shopworks OnSite 8.4 system runs on Filemaker's software. Below is a link to the computer requirements to run the software Click here to view 8.4 ... - What are the new features of ManageOrders?
There is a new update to our ManageOrders software. If you currently use ManageOrders or might be interested in the product, and want to know ... - Where can I find help for my Avalara Sales Tax Account?
ShopWorks has partnered with a company called Avalara that manages your sales tax reporting. This is a separate service and requires your company to setup ... - Webinar - Production Floor Processes and Procedures
Below is a recorded webinar that covers how to manage your production shop floor by utilizing features in the OnSite Production and Designs modules. presented by Roy Marques on ... - What is Economic/Sales Tax Nexus and how does OnSite handle these rules?
Economic/Sales Tax Nexus is new legislation that requires your company to keep track and file sales tax with states that you sell to based on ... - Webinar - Production Workshop 1
Below is a recorded webinar series that covers policies, procedures, and techniques for making your production department more efficient. This webinar series covers a wide ... - What are Shipping Manifests and how do they work?
In OnSite, you can create detailed shipment information for your customers. These are called Shipping Manifests. They are great to use when you are shipping ... - What are PO Products and how do they work?
In OnSite, you can enter or import products that you buy for production. We call these items PO Products. These items can include things like ... - Webinar - Inventory Workshop
How you manage and control your Inventory is important and should be carefully planned out. You and your staff need to establish procedures and utilize the tools ... - Webinar - Development Plans for 2020 and Beyond
OnSite Development Plans ... - Webinar - ShopWorks Order My Gear Integration
In our Webinar we review the process to integrate your Order My Gear store transactions into the Onsite system using an API integration file. This ... - What are the new features of OnSite 8.2?
OnSite 8.2 has several new features that will help you run your company more efficiently. For a brief video on the new features see below. ... - What are the new features for OnSite 8.0?
OnSite 8.0 has several new features that will help you run your company more efficiently. View the link for a pdf outlining the new features see below. ... - Webinar - How to Run Your Shop Remotely
How to Run Your Shop Remotely ... - Webinar - Production Floor Implementation
Webinar reviews how to implement OnSite Production Tools, Employee Access, Computer Options and the Steps recommended to implement Production Floor Implementation ... - Webinar - Effective Training Methods for Employees and Customers
Webinar covers the importance of training employees and will review methods on training your customers as well. Effective Training Methods ... - Webinar - Product Best Practices
Are you an OnSite user who wants to learn the PROPER way setup your Products? Proper Product setup makes your OnSite system that much easier ... - Webinar - The Power of Stored Finds
Proper use of "Stored Finds" can help you and your employees get the most out of Reports and Charts. In this webinar, ShopWorks master trainer Roy ... - Webinar - Is DTG Right For You
DTG (Direct To Garment) has drastically improved the last few years. This new embellishment method can be a serious money maker IF you know what ... - Where can I Create or Edit Payment Types?
In OnSite, you can choose the type of payment you accept. The video below shows you where to edit or create payment types. Where can I ... - Webinar - API and Integrations Overview
Webinar will review ShopWorks API and Integrations Big Picture presented by Jay Malanga API and Integrations ... - Webinar - Most Common Accounting Questions
In this Webinar, we cover the most common accounting questions asked about our Accounting Section. Most Common Accounting Questions ... - Webinar - ManageOrders API Push and Pull API
In this webinar, you will learn about the new PUSH API as well as the existing PULL API. Everyone wants to push and pull information ... - What are the new features in OnSite 8.5?
OnSite version 8.5 is a major release and has many new features including: New Sales Charts New Box Label Options New Vendor Integrations with Alpha Broder New Payables EFT ... - Webinar - WooCommerce API Setup
The WooCommerce API will allow OnSite users to import orders and upload OnSite products, and product thumbnails to WooCommerce sites. This video and pdf will ... - Webinar - Using the WooCommerce API
In this video below we will review how to use the WooComerce API. This new API has the option to upload your OnSite products with images ... - Webinar - Defining Your Order Flow
Know the flow of an order type, different order types may go through departments differently. Make sure the order flow is part of your written ... - Webinar - How to select your eCommerce Platform
In this webinar, grizzled industry veteran Roy Marques will walk you through: 1. The top e-commerce platforms for our industry2. How to select the right one ... - Webinar - Better Workflow
In this Webinar Jay will review the daily chaos that today's decorators face. He will present how using OnSite can help with orgainzing your Workflow. Better ... - Webinar - OnSite 9.0 New Features
In this hour-long webinar ShopWorks guru, Roy Marques will cover major AND minor improvements in the newly released OnSite 9. This webinar is a "must-see" ... - Webinar - Using the Credit Card Vault
In OnSite 9 we have added PayJunction Integration. One of the key features of that Integration is the Credit Card Vault. In this webinar Jay ... - Webinar - OnSite Production Setup
Roy Marques will be presenting an hour long webinar covering the tools available to manage your Production Departments. A must attend if you have not ... - Webinar - ecommerce Made to Order Transactions
Our industry continues to move towards a “Made to Order” business model. Many orders, single items per order, and no pre-decorated inventory to fulfill the order. Customer ... - Why can't I access my New Bank Account?
Quick Hitter video, Maria will review why you can't access your bank accounts. Bank Account Access ... - Why am I missing Orders on my Commission Report?
There are a few reasons that commissions may be missing on orders. Below are two of the most common reasons, and how to fix them. 1. ...