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PDF of the User Manual - InBloom Shop Software

1. Mailing List Cell 509 439 9002 Phone 2 Phone 3 Website Email 1 Cameron D Tanner dodgit com 7 Email 2 Record 1740 of 40007 found Unsorted Total Records 40007 Inventory Contacts Sales Dashboard Main Menu There are several fields on the Contact Detail and Consignor Info screen which are worth noting the table below explains the purpose of each piece of data Field Function Account Number This number links all items with a matching account number in the Inventory to the current contact Name Address City General info fields that appear on anywhere contact information is State Zip Country displayed such as contracts Consignment screens sales receipts etc Note that clicking the adjoining map icon will map the address using Google Maps in your web browser Phone 1 2 3 Allows three separate entries for important contact phone numbers These numbers can be labeled as home work fax etc using the pulldown menu Email 1 2 Allows two separate entries for important contact email addresses Note that clicking the adjoining envelope icon b4 will create a new email addressed to this email address in your default email program 109 Field Function Buyer Checkbox Flags this contact as a buyer Consignor Checkbox Flags this contact as a consignor Donate Check
2. Size A text field that has can have values chosen from the Size pulldown menu The menu options can be changed in Settings SKU A combination of the Account Number amp Item Number fields separated by a dash e g 1000 1 1000 2 1000 3 Starting Price The initial price of the item 76 Field Functionality Time Accepted A time field that is automatically filled at the time the inventory record is created 77 Sales Writing Sales InBloom To begin creating a new invoice to post a sale 4 Log in to your InBloom system and go to the Main Menu e Click the Sales button to view the Ready screen If you are Click here for a new blank invoice Sores eae logged in as an Administrator ciekhere to review tne iest seie menm saoo you may see the Sales menu ciek here to search and review a Layaway payment click Write New Sales to view _ memuemnaeummuummssenma ey cos EEEE st ssn the Ready screen READY e Click the Click here for a new blank invoice button to create a new sale invoice and put InBloom in a ready state for item entry You can immediately start typing or scanning a SKU to begin itemizing your Invoice AAA InBloom Q New Delete Lookup Quick Specify Specify Specify Specify Sale Sale Item Add Credits Discounts Buyer Ship To Invoice 28539 Wednesday February 9 2011 6 57pm Sales Tax Item Qty Designer amp Description
3. Record 1740 of 40007 found Unsorted Total Records 40007 Inventory Contacts Sales Dashboard Main Menu 100 oe FE Browse It s worth noting that this screen is designed to mirror the Consignor Info View you saw earlier when managing Inventory You can track the exact same information because it s in the exact same database In addition the toolbar at the top lets you print a mailing label using the Print Single Label button for the contact you re viewing or for the set of contact records you re viewing using the Print Multiple Labels button Clicking the Print button will generate a single page consolidated summary of basic consignor info shown on the right 106 9090 Ms Lisa Smith Printouts Account 1700 Ms Lisa Smith Contact ID 87584429228484828034 2459 38 Apple Road Caseville MI 87873 Creation Date 12 22 2007 Creation Timestamp 12 22 2007 12 15 29 AM Home 478 808 2979 Modification Timestamp 12 28 2007 2 32 19 AM Buyer Flag g Email Consignor Flag _ Resale Mailing List Flag oO Donate Flag O Details Default Price Code A Source Purchasing 5 Purchase s Purchase Total 385 00 Payouts 1 Payout s Check s Payout Total 62 50 Wishlist Contact Format Emai C Report Last Contact Date Notes Lisa is a great consignor She has a number of bags In the back which are to be returned Lorem ipsum dolor sit amet consectetuer adipiscing elit Vestibu
4. p gt e gt ie Item Price Tag Prints a price tag for the currently F bd s bd s selected inventory item to your label printer Bulk Price Tags Soe rom S022 M Biehn Prints multiple price tags for the sume 149 00 szee 20000 set of currently viewed inventory items to your label printer s or ew I eevee G oy eee eet hee wre stier oe hia ot ee _ Return Receipt Print two condensed lists of all viewed items in a tear sheet for the consignor to sign then return and one for them to keep 66 Custom Printout You can create your own unique inventory printouts with FileMaker Pro and have them appear here This is useful if you want to print a specialized contract or special price tag that is not already Or choose 4 Custom printou Custom Contract My thank you letter included See the section on Custom Printouts for more info Marking Inventory As Returned To Consignor Frequently consignment businesses will return items m back to the consignor Using the Actions toolbar button gia you can note this for any piece of inventory in just two or three clicks Once you click the toolbar button the Actions window will display the list of available operations 67 AAA Item amp Batch Actions Cy What action would you like to perform Mark 5021 2 Returned Mark All Items Returned Mark 5021 2 Do
5. 100s Browse In Step 4 you specify the store and consignor split for inventory and specify the schedule if any at which inventory prices are marked down in InBloom This process is done by Markdown Codes which are assigned to each consignor and each piece of inventory InBloom will assign a default name to a code for you such as the letter A You can give the code a name and or description that will help you identify any specifics that are important Next choose a type for the markdown schedule This will denote whether markdowns should occur based on a number of days months or weeks from the merchandise was entered into InBloom e g 20 days or 1 month Then follow the simple language description for each part of a markdown and consignor split 24 Note that you must include at least one markdown schedule that says Take 0 off of the original price after 0 days And the Consignor will receive specify a percentage of the selling price An example of a consignment store markdown policy where the split is 60 40 for 3 months and then the store keeps 100 of any sales after 4 months is noted below Take 0 off of the original price after 0 days And the Consignor will receive 40 of the selling price Take 20 off of the original price after 30 days And the Consignor will receive 40 of the selling price Take 40 off of the original price after 60 days And the Consignor will receive 40 of the selling price
6. 1234 Mai Main Street New York NY 10021 Choose Large Logo Settings Inventory Contacts Sales Dashboard Main Menu 100 aad E Browse Use this tab to modify your company name address phone website and logo that are all used for printing purposes on receipts and contracts You can specify a large company logo used to brand your copy of InBloom and make it yours The file specified as the logo must be a PNG GIF JPG or PICT file In addition a separate field used to store an optimized logo especially for printing is available This small logo is generally in black and white and can also be a PNG GID JPG or PICT file 171 Inventory Tab AAA InBloom zA InBloom Settings Re Login Logout General Inventory Contacts amp Sales Payment Types amp QuickBooks Security Printing Backups Graphics Customizations Size M it the values of the Size menu click on the field defa zii that automatically enter the specified To ed below scroll down to the last item and click Edit ts reed e are fe cide upon aie nga ss eect can inverkat Default Reductio vente Size Default Consignment Duration days New Invento ry Custom Field Names Enter the first account number you would like InBloom to start Enter the text you would like to appear as labels for custom adding Inventory to For new users the number is usually 1 fields Next Account Number 5229 Custom
7. an Q Markdown Report Unsold Inventory Count Sheet Pending Credits Sales Tax ke gag Er Consignor List Buyer List Buyer Wishlists Mailing Labels Email Contacts AEN B Te x f Bme db Category Report End Of Day Daily Totals Payment Totals Employee Sales Reports v2 0 4 5 100 add FS Browse InBloom comes with multiple pre built reports that are used to both summarize information as well as extend InBloom functionality This includes printouts such as all items reduced Markdown Report printing sheets of mailing labels Mailing Labels finding inventory matches against buyer wishlists and more To use the InBloom Reports from the Main Menu click Other Modules Next click the Reports button e The Reports screen will appear with a selection of different reports to run Click on the report you d like to run e On the report setup screen enter any specifics necessary to perform the report then click the Run Report button 119 A Description Of Each InBloom Report Markdown Report Prints a list of all items to be reduced This reports also extends the Price Code and Mark Down Schedule functionality and triggers the current price of available inventory to be reduced Price reductions do not occur in inventory unless you run this report Unsold Inventory Performs a search for all available inventory Count Sheet Prints a list of all item quantities This is typically us
8. perfume cologne gt nail enamel nail polish lipstick balm gt 0 shampoo conditioner blush gt 0 gel gt 0 creme gt 0 gt or gt O O 0 3 gt gt 0 or 7 0 1 or gt 0 0 or r K or 0 or Managing InBloom Users Adding amp Managing InBloom Users InBloom features easy to manage security settings through the use of Users and Groups The number and name of groups can not be modified They are Administrators Supervisors Managers Users Each group has the same level of abilities except for the Administrator group by default You can modify these abilities and permissions at any time when using InBloom see the previous section on the Security tab of the Settings Module for more info To begin creating activating deactivating or deleting users from your copy of InBloom by navigating to the Main Menu Click the Show All button to display the Other Options screen then click on the Users button to display the User Management screen shown below 188 AAA InBloom CO Here you can create deactivate or delete user accounts for each person who uses InBloom Each user belongs to a group whose settings can be adjusted for security printing and other capabilities in the Security tab of the InBloom Settings screen Click the Create New User button to start Create New User
9. Delete User B Change Group ES Change Password 3 Toggle User Status Account Name Group Activation Status Notes amp Comments Click to modify admin Administrators Activated This is the defau t administrator account The password is admin Settings Inventory Contacts Sales Dashboard Main Menu 100 sm ad Browse This screen displays a list of all users each user s Group setting and the Activation Status of each username Create New User Delete User S amp S Change Group rf Change Password 36 Toggle User Status The toolbar at the top of the list offers different user administration functionality such as creating Users deleting Users changing Groups changing Permissions and toggling Activation Status To Create A New User O Alert Are you sure you want to create a new account Click the Create New User button in the toolbar Ennen 189 In the next popup dialog confirm that you want to create users by clicking the Create New button In the user creation screen enter an p s amp Acce ege e Login ogout e e O U n t a l e a S S WO r r l V l e e Add the name password and access level for any users you would like to add to InBloom You can add multiple people simultaneously by J J clicking Add Another Account Click Done when you have finished to save all of these changes Set Activation Status and any notes for the username and password You can add multiple new user
10. Mrs Janet Blair Settings D Buyer L one m x Consignor E Mailing List Company Address 4412 Stuart Street Default jinah Next Item Number uration Default Markdown city Chicora PA 16025 schedule Country Source Google com Phone 1 Main 724 445 7311 Ext Tax Exempt Phone 2 Cell 424 558 9089 Ext Phone 3 Work 646 259 4972 Ext 2 Website www JanetsThings com E Emaill Janet BlairMail com w Email 2 M4 Account Number 5225 Notes A Record 1 of 1 found Unsorted Total Records 40007 Inventory Contacts Sales Dashboard Main Menu 100 of FS Browse The Consignor Info view is the left most tab in all of the inventory views This view lets you view and edit all of the info that InBloom tracks about a consignor Each consignor is linked to their inventory 36 by the number in the Account Number field To view all of the items for the currently viewed consignor click the View Account button You can also print an individual mailing label for this person using your label printer by clicking on the Print Single Label button In addition you can change defaults for this consignor s inventory in case you want to manage this particular consignor s account differently from the default settings you have for other consignors The Detailed Info button just under the tab switches Detailed Info
11. pin bangle gt 0 gt gt 0 gt 0 l 0 1 gt 0 or or or 0 gt 0 0 gt gt 0 0 or gt 0 or or gt 0 or or or e l PatternCount PatternCount Jewelry PatternCount PatternCount PatternCount Lingerie PatternCount PatternCount Pant Suits PatternCount PatternCount PatternCount PatternCount Pants PatternCount PatternCount PatternCount PatternCount Scarves PatternCount PatternCount PatternCount PatternCount PatternCount PatternCount PatternCount PatternCount PatternCount PatternCount PatternCount PatternCount PatternCount PatternCount PatternCount Shoes PatternCount PatternCount Skirt Suits PatternCount Shirts PatternCount PatternCount PatternCount PatternCount Fe m ee I Fe ee I I ee ee ee a ee ee ee ee ee m I I e _ Fe m ee I INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description
12. 126 126 127 128 128 129 132 134 135 136 137 138 139 139 140 141 142 143 144 145 145 146 147 Recommended Hardware Receipt Printers Laser or Inkjet Document Printers Label Printers Cash Drawers Barcode Scanners Installing Barcode Fonts Installing Barcode Fonts on Mac OS X Installing Barcode Fonts on Windows Markdown Manager Managing Price Codes amp Reductions Adding Editing amp Deleting Price Codes An Example Price Code Setting Default Price Codes Modifying A Price Code Backups amp Security The Basics Of Backing Up Your Data A Full Non Dated Backup A Full Backup A Data Only Backup Restoring From A Backup Swapping A Data File Restoring From A Data Only Backup Recovering From A Damaged File Backup Considerations Backup Frequency Backup Structure Notes About Restoring amp Upgrading Settings Managing Your InBloom Settings General Tab 148 149 149 150 150 151 151 151 152 154 155 155 157 158 159 160 161 161 162 162 163 163 164 165 168 168 168 169 170 1 1 171 Inventory Tab 172 Contacts amp Sales 173 Payment Types amp QuickBooks Settings 174 Security 176 Printing 177 Backups 178 Graphics 179 Customizations 180 The Category Calculation 183 Managing InBloom Users 187 Adding amp Managing InBloom Users 188 Using Find Mode 191 An Introduction To Find Mode 192 Using QuickSearch To Find Items 193 Using Find Mode To Find Items 193 Finding Items Redux 195
13. 20 as your find setting and execute the find you would find the records with values between 10 and 20 including 10 and 20 For example you might get records with values of 11 15 and 20 Duplicates This is used to find records that have exactly matching data within the search field The found set will have all the duplicates original and following matches Acommon use is to find duplicate contact records in an address type of database This can happen via data entry errors or perhaps a recent import of data You want to make sure you don t do a find for duplicates and delete the found set That would delete the original records as well There are a number of ways to 198 isolate the original record from the duplicates by using relationships and calculation fields Today s Date This is a quick and easy way to find records that have a date value that exactly matches the date in the computers memory Invalid Date or Time By default FileMaker does not allow a user to enter in invalid data into a date or time field FileMaker will bark at you if you try However you can enter invalid information into a date or time field with scripts or via imports So we now know that invalid data is possible in these fields This invalid data can cause a variety of problems with your database solution So you can use the operator to find any invalid data you might have Then you can work to correct the problem records NOTE You m
14. 5225 10 VINTAGE 14K Gold amp Natural Pearl Earrings 11 13 2010 40 00 32 00 1 32 00 32 00 View Item View Sale 5225 10 VINTAGE 14K Gold amp Natural Pearl Earrings 11 13 2010 40 00 32 00 1 32 00 32 00 View Item View Sale 5225 10 VINTAGE 14K Gold amp Natural Pearl Earrings 11 13 2010 40 00 32 00 1 32 00 32 00 View Item View Sale 5225 10 VINTAGE 14K Gold amp Natural Pearl Earrings 11 13 2010 40 00 32 00 1 32 00 32 00 View Item View Sale 5225 11 a Wonden Beads Tote w Lesther 11 13 2010 39 00 31 20 1 31 20 31 20 View Item angles View Sale 5225 16 JONQUET Black Lambskin Long Gloves 11 18 2010 35 00 32 00 4 128 00 32 00 View Item View Sale 5225 17 _ SFA Navy lambskin Long Gloves _ _11 18 2010_ _ 30 00 20 80 1 20 80 20 80 _ a pete lle Janet Blair has 30 00 available in credit Pay fF Browse coment e Click the Auto Calculate Payments button on the bottom left to have InBloom calculate payment for each item 95 e Once the correct credit amount has been specified click the Create Credit button on the bottom right A confirmation dialog will appear and the proper amount will now be stored as a credit in the consignor s account sale Click OK to proceed A credit amount will now display in the center of the invoice indicating the unused credit amount AO Sales Credit Complete A store credit has been generated for this buyer To use it select Store Credit as a type of payment when completing the St
15. Ee i Other Modules Current Workstation MacBook Pro v2 1 Build 12 InBloom Shop Software 100 ad FA Browse From here you can create a new account click Create New Account INBloom will show the Consignment Entry screen create item 1 in the new account for you and place the cursor in the Designer field 58 If you ve already entered inventory in InBloom a list of already used values from the Designer field will automatically appear LOOO i InBloom Menu 2 o g T 9 a t a Add Item Hide Item Hide Above Hide Below Delete Item View Account Find Mode Price Research Actions Print janet blair LIST VIEW ITEM DETAILS VIEW WEB DETAILS VIEW CONSIGNOR INFO CONSIGNMENT ENTRY bs Eo a On Hand Status Price Fee Size Category Code Qty Acct Designer Description AUSTRIAN D amp G Animal ANNE KLEIN AVERARDO BESSI Barneys BERGDORF BESS Date Accepted 2 8 2011 Pickup Date 5 9 2011 Ms New York NY 10028 Inventory record 1 of 1 found Unsorted 72641 Total 100 oof Browse This is to aid in entering items quickly and avoiding entry errors e Click the Add Item toolbar button to continue adding new items to the account The shortcut is Cmd N on Mac or Ctrl N on PC Adding Inventory To An Existing Consignor From the Inventory Menu step 2 above you can enter the consignor s existing account number enter the first or last nam
16. Find Records That Match One Set Of Criteria But Not Another 196 Search Operators 197 lt Less Than 197 gt Less Than Or Equal 197 gt Greater Than 197 lt Greater Than Or Equal 197 Exact Match 198 Range 198 Duplicates 198 Today s Date 199 Invalid Date or Time 199 One Character 199 Zero Or More Characters 200 Literal Text 200 Field Content Match 200 Customizing Printouts 202 A Brief How To Guide Advanced Printout Customization Print Settings For Each Print Layout Custom Inventory Printouts Undoing Printout Customizations Stuff Done Occasionally Exporting Data To A Spreadsheet or PDF Exporting Info To A Spreadsheet or PDF Sharing InBloom Data Upgrading from InBloom Lite to InBloom Pro Troubleshooting Questions amp Answers You can t login InBloom doesn t switch to the correct printer when printing Emailing through Gmail or other web based emails InBloom error message the printer is not connected to a port Contact Us Thank you for using InBloom Shop Software 203 206 206 207 208 209 210 211 211 212 214 215 215 215 216 217 219 220 About InBloom Managing a business based on consignment is a daunting management task Keeping track of inventory consignors different consignment commissions consignor payments sales store credit and more can require superhuman management skills that not everyone has InBloom was designed to take the rein
17. Phone 2 Phone 3 Website Pe Email 1 Cameron D Tanner dodgit com M4 Email 2 Po D4 Record 1740 of 40007 found Unsorted Total Records 40007 Inventory Contacts Sales Dashboard Main 100 ad F Browse It s worth noting that this screen is designed to mirror the Consignor Info View you saw earlier when managing Inventory You can track the exact same information because it s in the exact same database In addition the toolbar at the top lets you print a mailing label using the Print Single Label button for the contact you re viewing or for the set of contact records you re viewing using the Print Multiple Labels button 46 Digging Deeper Into Your Contacts The Detailed Info button just under the tab switches Detailed Info the screen to display deeper views of related data Here you can see invoices linked to this consignor items purchased past payments amp store credits items on the contact s wishlist and any popup alerts to display when viewing this person s inventory This is covered in full in the Contacts chapter 47 The Basics Of Sales Point Of Sale InBloom i New Delete Lookup Quick Specify Specify Specify Specify Sale Sale Item Add Credits Discounts Buyer Ship To Invoice 28538 Tuesday February 8 2011 9 46 Sales Tax Designer amp Description Price Total Price 5 000 Levis Faded B
18. and choose Copy 4 Install FileMaker Pro Doubleclick the FileMaker installer you downloaded from FileMaker com or run it from the FileMaker installation CD This is usually simple and only requires you to type in your name company and FileMaker serial number when prompted You will also need to install some plugins for FileMaker Once the FileMaker installer is complete go to the Program Files folder where FileMaker is installed This is usually on the C drive So click on the Start menu then select My Computer Next doubleclick the following hierarchy of folders My Computer gt Program Files gt FileMaker gt FileMaker Pro 11 gt Extensions Now that you ve made it to the Extensions folder right click and choose Paste to place the three FileMaker plugins from the previous step in this folder Start Using InBloom Go to the InBloom Pro folder in your My Documents Vv folder and doubleclick the InBloom fp7 file InBloom fp7 Running The Install Process After opening InBloom and agreeing to the license terms you will arrive at the Welcome screen shown below Choose the Install InBloom button to begin the four step wizard which quickly walks you through the basics of getting your business started with InBloom A AN InBloom z WELCOME InBloom is the simply beautiful and beautifully simple shop software made to help blossom your growing business Made for both Mac and Windows it s the revolutionary way to run yo
19. la Q B Add Item Hide Item Hide Above Hide Below Delete Item View Account Find Mode Price Research Actions Print 9 la Ef 4 Z New Contact Omit Contact Delete Contact Find Mode View Account Sort Records Print Single Print Multiple Print 7 wa m Label Labels v a v Wa Y Y F z Print List Of Clear Auto Calculate Hide Item Hide Up Hide Down View Account Pending Payments Payments Payments Issue Payments New Delete Lookup Quick Specify Specify Specify Specify Sale Sale Item Add Credits Discounts Buyer Ship To 3 The very bottom of each window contains various buttons used to navigate between records the status of the current record Previous Sale Next Sale Inventory record 26585 of 26586 found Unsorted 26586 Total Inventory Contacts Sales Dashboard Main Menu Inventory record 2 of 18 found Sorted 72643 Total Inventory Contacts Sales Dashboard Main Menu and jump between different areas Main Menu Sales Inventory etc 4 Throughout InBloom you can note that the Main Menu button will always return you to the Main all E T gt Menu as a starting point for your next action and it will simultaneously exit any pending action such as requests in 30 Find Mode discussed later Consider it your failsafe button that cleans up after you 31 The Basics Of Inventory Viewing Your Inventory InBloom has four primary screens you can switch between to manage various levels of detail abou
20. r or or or or 0 or or or r r r PatternCount Sweaters PatternCount Skirts PatternCount PatternCount PatternCount PatternCount PatternCount PatternCount PatternCount PatternCount Tops PatternCount Shearling PatternCount Tie PatternCount PatternCount PatternCount PatternCount PatternCount PatternCount PatternCount PatternCount PatternCount PatternCount PatternCount PatternCount Make up ee m m m m n AO Fe m mm mm mmm ee a ee ee AT ce INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description e e e e e e e e e e e e e e e e e e e e e e 186 twin set skirt gt 0 top gt 0 tunic gt 0 turtleneck camisole tank polo t shirt shell gt 0 gt 0 gt gt 0 shearling tie gt 0 pencil
21. the screen to related information InBloom Menu 2 O ENE Q New Contact Omit Contact l Delete Contact View Account Find Mode Browse Mode CONSIGNOR INFO General info Detailed Info Invoices Purchased Items Payments amp Credits Alerts Wishlist Log Additional Info Internal View Invoice 4 6 2000 48 1 Item s View Invoice 5 8 2009 28287 2 Item s View Invoice 8 14 2010 28510 2 Item s 410 00 0 00 0 00 View Invoice 12 20 2010 28527 3 Item s 24 00 0 64 0 64 View Invoice 12 20 2010 28528 1 Item s 295 00 11 80 11 80 View Invoice 1 4 2011 28534 2 Item s 84 00 0 00 0 00 8 Invoice s Are Linked To This Person Totals 2706 00 Record created on 8 3 2009 1 43 30 AM Record last modified 2 6 2011 2 07 37 PM Record 1 of 1 found Unsorted Total Records 40007 Inventory Contacts Sales Dashboard Main Menu If the consignor is also a customer here you can see invoices linked to 37 this consignor items purchased past payments amp store credits items on the consignor s wishlist and any popup alerts to display when viewing this person s inventory All of these functions are discussed later in the Managing Contacts section of the manual 38 The Consignment Entry View This simple yet powerful view of your Inventory is useful for entering in new items or getting a general overview of items in Inventory This view can display all items in a single account or a mixed s
22. 0 Mixed 5225 6 W amp DAVIS Ivory Metal Mesh Clutch w Leather Trim 75 00 Bags B 5 4 5225 11 THE SAK Wooden Beads Tote w Leather Handles 39 00 N A Bags B 5 4 Bracelets 1 Item s 5225 14 N L Silver Link Bracelet w Multi colored Stones 40 00 N A Bracelets B 5 5 Gloves 2 Item s 5225 16 JONQUET Black Lambskin Long Gloves 35 00 6 1 2 Gloves B 5 1 5225 17 SFA Navy lambskin Long Gloves 30 00 6 1 2 Gloves B 5 4 Jeans 1 Item s 5225 9 Gucci Black Cotton Denim Jeans 10 00 34 Jeans B 5 4 Jewelry 2 Item s 5225 7 BARNEYS Ebony Triangular Pierced Earrings w Gold Post Q 60 00 Jewelry B 5 1 5225 10 VINTAGE 14K Gold amp Natural Pearl Earrings 40 00 N A Jewelry B 5 1 Mrs Janet Blair Date Accepted 3 15 2010 4412 Stuart Street Pickup Date 6 13 2010 Chicora PA 16025 Main 724 445 7311 Retal Price Inventory record 17 of 18 found Sorted 72643 Total Inventory Contacts Sales Dashboard Main Menu 100 add E Browse 40 The List View AOG InBloom Menu 2 o gt G m Hide Item Hide Above Hide Below View Account Print CONSIGNOR INFO CONSIGNMENT ENTR UST VIEW Transaction SKU Status Designer amp Description Price Qty Date Sold Price Sold Total Amount Paid Payment Date 5225 1 GRAB amp MAC Teal Cotton Cropped Hoooded Sweat Shirt 30 00 5 gt Purchased 30 00 2 4 19 2010 30 00 60 00 29 00 6 25 2010 gt Return 30 00 1 4 19 2010 30 00 30 00 16 00 6 25 2010 5225 2 THEORY Black Cotton Blend Turtleneck 25 00 5 225 3 CARMEN M V
23. 00 5 5 07 3490 14 JOHNY MARTINI Tan Leather Sandals w Natural Beaded Upper 95 00 5 24 2007 95 00 47 50 2 Item s To Be Paid to Ms Catrina Navanjo Acct 3490 Check Total 47 50 11 8 06 3497 3 KOKAI Faded Blue Cotton Cargo Pants 49 00 4 3 2007 9 75 11 8 06 3497 7 BORDEAUX Brown Cotton Lycra Top w Pink lace Trim 49 00 1 00 3 17 2007 9 50 11 8 06 3497 9 GANT Blue amp Red Variegated Alpaca Blend Cardigan 125 00 3 23 2007 25 00 11 8 06 3497 11 COSABELLA Red Cherry Print Nylon Thong 6 00 2 3 2007 6 00 11 8 06 3497 17 MARTINEZ V Black Nylon Stretch Heel Boots 95 00 1 5 2007 95 00 11 8 06 3497 19 YSL Silvertone Button Pierced Earrings w Blue R S s 30 00 3 22 2007 40 00 6 Item s To Be Paid to Ms Monique Hedemann Acct 3497 Check Total 7 27 06 3498 44 MARSHALL Beige Acetate Poly Long Skirt Suit w lvory Lining 149 00 3 27 2007 29 00 7 27 06 3498 47 FERRAGAMO Black amp Turquoise Pinstriped Pantsuit w Gancini Closure 195 00 3 17 2007 39 00 7 27 06 3498 50 C LACROIX Paprika Wool Tie Front Coat w Silk Print Lining 350 00 5 21 2007 140 00 0 00 12 11 06 3498 57 GALANOS Navy amp Tan Floral Print Silk Dress amp Long Jacket 350 00 3 30 2007 280 00 12 30 08 3498 74 CHANEL Coral amp Metallic Silver Wool blend Dress amp Coat Set 1495 00 5 11 2007 598 00 0 00 12 30 06 3498 75 MISSONI Grey amp Blue Houndstooth Patterned Wool Blend Knit Coat 750 00 5 26 2007 475 00 0 00 246 07 3498 93 N L Red Wool Batwing Cardigan w Bik Leather Trimmed Zipper 95 00 4 29
24. 1 1999 larlingen TX 78550 ate 11 30 1999 956 445 3755 tall Price ec fou Sorted ec ry Sal Dashboard M 100 saad Browse InBloom will then display any items sold in the specified date range on the Payments Screen On this screen you can review all of the items that are noted as sold and unpaid Step 3 Auto Calculate Consignor Payments InBloom calculates the amount due to the consignor when you click the Auto Calculate Payments button in Awoo Caiceiaso the toolbar The amount to pay for each item appears in green on the right of each line Step 4 Scan Through Pending Payments Make sure there are no errors in the payment calculation by looking through the list of items to be paid As a quick visual note 128 You can make any corrections to the Paid Amount based on the Payment Selection menu 2 Mark As Expired at the right of each item which offers the V 3 Pay 50 of 24 99 4 Pay 50 of 19 99 payment options to according to the Price Code 5 Pay 50 of 9 00 6 Pay 50 of 9 00 of the item You can delay payment of the item 7 Pay 0 of 9 00 until the next time requested Pay Later absorbing the sale of the item Mark As Expired or pay according to the price break down via the item s Price Code You can read more about managing and modifying payments in the Modifying Consignor Payments section of this chapter Step 5 Issue The Payments Now that you ve finalized all the payments to be issu
25. 152 look something like this E Add Fonts List of fonts IDAutomation 28L TrueType ID utomationC1 28M TrueType ID utomationC1285 TrueType ID utomationC1 28L TrueType ID utomationC1285 TrueType Select All IDAutomation 22L TrueT ype Folders c barcodes Drives ec C gt Documents and Se gt Administrator gt Desktop barcodes w Copy fonts to Fonts folder e Click OK to install the fonts 153 Markdown Manager Managing Price Codes amp Reductions InBloom stores all of your price reduction and consignor split information as a simple code associated with each piece of inventory Acct 4 Designer Description Price Fee Size Category Code Qty On Hand Status Faded Blue Denim Boot Cut Jeans A DEFAULT 50 50 e B MINIMAL 20 reduced after 60 days C NO REDUCTIONS D PREMIER 20 50 amp no expiration 1000 Juicy Couture Neon Green Terry Cloth Sweatpants Q 24 99 L E LONG TERM 20 60 days and iain 1000 2 Gucci Black Cotton Skinny Jeans 40 00 29 1000 3 Juicy Couture Pink Cotton Terry Cloth Zip up Sweatershirt 24 99 M This ensures that each item is payed at the proper commission rate and is reduced when transacted in a sale Most codes are assigned as a single letter but they can be any string of letters and numbers Once you assign the code a descriptive name you can always see the description when choosing the code Adding Editing amp
26. 2007 95 00 4 3 07 3498 106 ST JOHN Black Santana Knit Zipper Front Long Jacket 450 00 5 12 2007 360 00 180 00 Pet Rat Tots 9007 88 134 report view of the pending payments Viewing Past Payments InBloom keeps track of any previous payments made via store credit If you would like to view the past payments click the View Past Payments button View Past Payments or via check To view the list start at the Main Menu click the Consignor Payments button then click the View Past Payments button to view a summary list of payments by date rowse amp search sales You can click the View This Transaction button to open up ate invoice number total amount paid and invoice status in Find Mode by clicking Fin Thu Mar 26 2009 6925 25 gt View These Payments Mon Mar 30 2009 2580 75 gt View These Payments Thu Apr 16 2009 368 10 gt View These Payments Fri Apr 17 2009 1171 00 e View These Payments Mon Apr 20 2009 1629 00 S gt View These Payments Mon Apr 27 2009 10783 20 gt View These Payments Fri May 8 2009 650 50 gt View These Payments Wed May 13 2009 355 50 gt View These Payments Mon May 18 2009 442 55 gt View These Payments Mon May 25 2009 7094 30 S gt View These Payments Thu May 28 2009 7807 35 gt View These Payments Inventory Contacts Sales Dashboard Main Menu v Click the View These Payments button to view individ
27. Ai 1108 1 167226167226 10 40 43 AM 5 25 2000 6 20 2000 8 23 2000 90 150 Ri anl 4 e e e 1170 1 1681 2 1681 2 Gucci 10 40 55 AM 5 31 2000 6 16 2000 8 29 2000 90 95 Pi White amp Riia Vernil Ai oing to the Data Administration TARS ermemes mme sae znani Alert ie At 1 1700 28 1700 28 10 41 12 AM 6 1 1999 7 21 2000 9 30 2000 8 30 1999 90 425 Pi ef 4 Administrative Functions Back To Administration NOTE Proceed with New Record Browse Mode Export As Spreadsheet xIs caution You can do Omit Record Find Mode Export As PDF pdf irreparable harm to screen You can reach this screen by going from the Main Menu ose toe re proceed to the Other Options screen and click the Data i Administration button Note You can do irreparable harm to your copy of InBloom in the Data Administration screens Proceed with caution and only perform an action when you are certain of the results 210 Each individual data administration screen offers complete database maintenance features such as import export record creation record deletion browse mode find mode and more Exporting Info To A Spreadsheet or PDF The Data Administration screens for each Export As Spreadsheet xls table also offer the ability to export dataina Por s PDF Gat Export Records variety of different formats most especially as a spreadsheet XLS as Portable Document Format file PDF and as a FileMaker file FP7 Simply ch
28. All Figures Sales Layaway Purchases Active Layaways Returns Voids Include BJ Purchases K Returns Filter Sales Previous Q3 Print Dashboard Items Inventoried 10 Total Tax 1 Z LO New Contacts 0 Total Tax 2 8 84 Transaction Count 4 Net Sales 2 157 99 Item Count 11 Gross Sales 2 173 99 Item Description Qty Price Date amp Time Type 1001 3 Organic Blue Corn Flakes 1 3 99 7 3 10 12 19p Purchased 1000 4 Juicy Couture Neon Green Terry Cloth Sweatpants 1 78 00 7 3 10 12 53p Purchased 1000 5 Banana Rep Brown Leather Cowboy Belt 1 101 00 7 3 10 12 53p Purchased 5225 21 test 1 testldesc 1 82 00 7 9 10 9 17p Purchased 5225 3 CARMEN M V Black Acetate Rayon Long Skirt w Pleated Back Train 1 98 00 7 9 10 9 17p Purchased 1030 5 HERMES Aubergine Togo Leather Cacahuete Bag 1 1000 00 7 9 10 10 27p Purchased 1605 437 HERMES Olive amp Gold Silk Twill Scarf SOLEIL EN SOIE 1 185 00 8 14 10 11 18p Layaway 1605 324 HERMES Fern Green Wool Cashmere Turtleneck 1 200 00 8 14 10 11 23p Layaway 1636 230 HERMES Burgundy Viscose V Neck L S Sweater 2 130 00 10 18 10 6 20 Purchased 1636 230 HERMES Burgundy Viscose V Neck L S Sweater 1 150 00 10 18 10 6 35 Purchased Pending Layaways Voids Layaway Purchases Refresh Dashboard Current Workstation MacBook Pro v2 1 Build 14 InBloom Shop Software 100 woe FS Browse 122 the Main Menu or in the footer of most screens Th
29. Black Acetate Rayon Long Skirt w Pleated Back 85 00 15 gt Purchased 85 00 11 4 19 2010 68 00 748 00 374 00 6 25 2010 gt Purchased 85 00 1 7 1 2010 98 00 98 00 34 00 4 19 2010 5225 4 N L Turquoise Sequined Floral Print Cotton Pareo 25 00 5 5225 5 BALENCIAGA Black Pebbled Leather Clutch w Bronze Buckle 125 00 5 gt Purchased 125 00 2 4 21 2010 100 00 200 00 100 00 7 9 2010 gt Pending 125 00 1 11 23 2010 200 00 200 00 gt Consignor return 125 00 2 12 13 2010 0 00 5225 6 W amp DAVIS Ivory Metal Mesh Clutch w Leather Trim 75 00 5 gt Purchased 75 00 1 1 6 2011 75 00 75 00 5225 7 BARNEYS Ebony Triangular Pierced Earrings w Gold Post Q 60 00 5 gt Purchased Q 60 00 3 12 20 2010 48 00 144 00 72 00 gt Purchased Q 60 00 1 1 6 2011 36 00 36 00 Mrs Janet Blair 4412 Stuart Street Pickup Date 6 13 2010 Chicora PA 16025 Retall Price Main 724 445 7311 Inventory Contacts Sales Dashboard Main Menu 100 candi Browse The List View is very similar to the Consignment Entry view as it displays the same set of items but with more in depth transaction information such as Transaction Sold Price Date Paid and Amount Paid Because of the possible sensitive nature of such information this view can be password limited allowing only specific users to view this information This view can only be browsed you can not edit any information from this screen In order to do so you must do it through the Consignment Entry view or the It
30. Deleting Price Codes The Markdown Manager is used to define and manage Price Codes for your inventory To begin creating activating deactivating or deleting Markdown Codes Go to the Main Menu e Click Other Modules e Then click Markdown Manager to display the Markdown Code Manager screen 155 InBloom Markdown Manager Re Login Logout Markdowns are designed to help you manage price reductions of your consigned items To add a new reduction to the markdown schedule click the Add Reduction button above and specify the formula for the markdown in the last blank record in the list Create New Markdown Delete Markdown Apply Retroactively Code Markdown Description Date Created Date Modified Edit A DEFAULT 50 50 7 30 2009 2 51 26 PM 3 8 2011 2 52 30 PM Edit B MINIMAL 20 reduced after 60 days 5 30 2008 10 42 58 PM 3 8 2011 2 52 38 PM Edit Cc NO REDUCTIONS 6 19 2007 10 52 15 PM 7 30 2009 4 50 43 PM Edit D PREMIER 20 50 amp no expiration 10 22 2006 3 09 50 PM 7 30 2009 4 50 43 PM Edit E LONG TERM 20 60 days and 50 120days 5 1 2007 12 23 34 PM 7 30 2009 4 50 43 PM Inventory Contacts Sales Dashboard Main Menu 100 oF Browse e Click the Create New Markdown button to begin creating a new price reduction schedule InBloom will auto enter a value for the Code field and a description Change the description to whatever informative label will help you with remembering what this Code relates
31. Find the ZIP file you downloaded in Step 1 doubleclick to unzip it and drag the unzipped InBloom Lite folder to your Applications folder Start Using InBloom For Lite users double click the InBloom Shop gt I Software icon inside the InBloom folder InBloom Shop Software Setting Up InBloom Lite On A PC 1 Download InBloom Lite from nBloomSoftware com download Download the ZIP file of the Lite version for PC from the InBloom website Your web browser may ask you to Open or Save the download click Open If a new view of the InBloom Lite folder opens drag the InBloom folder to your desktop to finish installing InBloom File Download Do you want to open or save this file D gt eah Fy Folders Fi Address Settings Temporary Internet Files Content IES OP9WTXC8 InBloomLite2 1 Win 1 zip v Go E Name InBloomLite2 1Win zip i Type Compressed zipped Folder 51 9MB From www inbloomsoftware com Always ask before opening this type of file harm your computer If you do not trust the source do not open or While files from the Internet can be useful some files can potentially y save this file What s the risk 2 Install Barcode Fonts only if using a barcode scanner See the Installing Barcode Fonts page for full instructions If you re not using a scanner skip to Step 3 3 Install InBloom Lite In Your My Documents Folder Find the InBloom folder you placed on the Desktop in Step 1 Next click on
32. From the Main Menu click Other Modules then click Show Printouts File In the Printouts window that opens choose Printouts Re Login from the top right corner Enter the username admin Enter the password admin Go to the View menu in the menubar at the top choose Show Status Toolbar e Go again to the View menu in the menubar and choose Layout Mode 204 FileMaker Pro Advanced File Edit DVE Insert Format Records v Browse Mode Scripts Tools Window Help C i O Ge O F amp 11 03AM 2 Q Find Mode Layout Mode Preview Mode Go to Layout v View as Form View as List View as Table v Status Toolbar Nc Customize Status Toolbar Formatting Bar Text Ruler Zoom In Zoom Out InBloom Printouts This module of InBloom is used for managing print layouts It can only be customized with an Admin account in FileMaker Pro Click here to close this window e Click on the Layout pulldown menu that currently says PRINTOUTS You ll see a series of layouts you can modify Choose the layout template you would like to modify AAA Printouts ee Total b Layout PRINTOUTS v Table PRIN lucida Manage Layouts oe me T ia 9 v PRINTOUTS 500 F A Printouts Setup Printouts Re Login 0 Printo Inventory Printouts Blank Contract x Labels Blank Contract Sans Serif Receipts Blank Contract No Terms Checks Blank Contract Savvy Style Blank Contract FLORAL Contacts
33. Full Contract Diagnostic Layouts Full Chaa vo internal layouts Full Contract FLORAL CUSTOM Items Sold Printout My thank you letter Status Report My new contract Custom Contract Dashboard Sales Printout ereMaker Pro 100 ae 53 Layout O l r e Make all of your changes to the layout save the changes then test printing from within InBloom e Make sure that you have selected the layout you are modifying in the Printing settings Main Menu gt Other Modules gt Settings gt Printing tab e g in the screenshot above we are modifying the Blank Contract layout make sure the Blank Inventory setting under the Printing tab is set to Blank Inventory Advanced Printout Customization InBloom has a number of helpful modifications to make including your customizations in InBloom easier to manage Print Settings For Each Print Layout Because there are multiple page sizes printer specifications and page orientation variations for printouts we ve developed a shortcut which makes creating new layouts more straightforward That shortcut is a Print Settings box placed on each print layout The box has an object name of PrintSettings as specified in the Position tab of the FileMaker Inspector palette and contains five lines each of which is used to preconfigure your printout before it is sent to the printer 206 Customize lines 2 4 of this text box to adjust your print settings automatically Line 2 must be horizontal or
34. Gucci Black Cotton Skinny Jeans 1 48 00 1000 5 Banana Rep Brown Leather Pai d Cowboy Belt 1 20 00 Change Due PONP 182 24 Inventory record 26587 of 26587 found e Unsorted e 26587 Total Inventory Contacts Sales Dashboard Main Menu 100 oe FS Browse InBloom will display the totals for this transaction ina confirmation screen Here you can also specify additional information about the transaction or change the sale into a return or a layway transaction Click the Continue button to proceed 50 The Sale Payment Screen InBloom Submit amp Email Submit amp Print Receipt Specify A Payment Past Payments This customer has 30 00 available in credit Gd Cash w a 182 24 EJ MasterCard Total Due 182 24 Discover Paid Prior E AMEX ia ae Change Due Rap PayPal Balance Due Store Credit The final screen in writing a sale lets you specify the payments that were received any change due the customer and gives you the option of submitting the sale without any receipt submitting the sale and emailing the receipt or submitting the sale and printing the receipt to your receipt printer 51 Software Guide Logging In Logging In To InBloom AAA Login to InBloom Logout Please Choose A Workstation amp Login MacBook Pro 100 ad FS Browse As soon as you open InBloom you ll be greeted with the login window Select an option from
35. InBloom will look for any exact text matches from the Designer and Description fields and update the dialog window Arara Curation ts tnore 4171 46 Gays Arenga teat Price 1429 Mart Price Range 0 00 w 100 00 Average told Price al oF tate Price Range 400 we 400 00 Browse Search Rents Che 100 s ows 100 s tosse Before Entering Search Criteria After Entering Search Criteria If you d like to see what results were used to generate the figures click the Browse Search Results button 72 Changing Inventory Dates Price Codes amp More in Batches FileMaker Pro Advanced File Edit Format POSEE Filter Actions View Tools Window Help C 6A baw H O DO S E aoo 10 54AM 2 Q Add Item Duplicate Item Sort Inventory Refresh Stock Count Delete Item Delete All Viewed Items Modify Last Find Go to Record Omit Item Omit Multiple Items Show All Records Batch Actions Set Date Accepted Set Account Number Get Price Quote Set Price Code Found Set Summary Set Category Renumber Item Numbers Replace Field Contents If you need to change the Date Accepted Price Code Account Number or Category for a batch of items there are shortcuts to help do this quickly and easily Simply narrow down the records you want to change then go to the Records menu choose Batch Actions then Set Date Accepted Set Account Number Set Price Code or Set Category from the list of availab
36. Info Internal W e n YO u r u n t e Designer Description Keywords Category Size Date Added Expiration Chanel silk z 4 12 1 2010 3 31 2011 i e e KE Wish Ist re DO rt Seven jeans 3 4 12 1 2010 3 31 2011 ff J Seven jeans d 6 12 1 2010 3 31 2011 i InBloom will generate lidated t e e C r l te r l a S et h e re S e e Wishlist Contact Format Email L Report Last Wishlist Last Contact Date 11 18 2010 e Record created on 8 3 2009 1 43 30 AM Record last modified 2 6 2011 2 07 37 PM e e t h eC S eC ct l O n O n C re at l n Record 1 of 1 found Unsorted Total Records 40007 Inventory Contacts Sales Dashboard Main Menu 100 oe FA Browse C mer Wishli ustomer Wisnlists he Log tab displays e7 u 4 l i i Print Single t h t t h t New Contact Omit Contact Delete Contact View Account Find Mode Browse Mode cabal Print CONSIGNOR INFO search Q e e maintained for any eeano oR h t t h Invoices Purchased Items Payments amp Credits Alerts Wishlist Log Additional Info Internal cnanges made to the 2 6 2011 2 07 37 PM developer Phone Label 2 Home Cell 5 I e e 2 6 2011 2 07 37PM developer Phone Label 3 Cell Work 2 6 2011 2 07 37 PM developer Phone Extension 2 12 null CO n a C S l n O ri a l O n 2 6 2011 2 07 37 PM developer Phone Extension 3 null 12 2 6 2011 2 07 28 PM_ developer Phone Extension 2 1234 12 2 6 2011 2 07
37. Inventory Credit Receipt Default Style Layaway Receipt Default Style Credit Receipt Layaway Receipt Return Receipt sales Return Receipt Default Style Promo Receipt Promo Receipt Default Style Inventory Price Tags Label Dymo 30336 Payment Check Check 9209 Condensed Payment Check Check 9209 Multipage Layaway Receipt Defauitstve Return receipt Defauiestve Promo Receipt Defautswie taber ovmo 3033s creck 9209 o creck 9209 Mutipage comae staus repor i ventory Return Receipt Defaut svie _ Maning Labels Dymo 30336 Mailing Labels Buk avery 5160 sheets _ Full Inventory Full Contract Status Report Status Report Consignor Return Receipt Inventory Return Receipt Default Style Single Mailing Label Mailing Labels Dymo 30336 Bulk Mailing Label Mailing Labels Bulk Avery 5160 Sheets Consignment Terms amp Conditions 1 Consignor agrees to leave items for 90 days 2 Consignor will pick up items before 100 days from when items are dropped off 3 Consignor agree that unsold items left after 100 days will be donated to charity 4 These are sample consignment terms amp conditions which are entered in the Settings module under Printing 5 You have basic text control and can format text using bold italicized and underline formatting 6 Advanced formatting of printouts requires Filemaker Pro 7 If you have any ad
38. Label 1 Default Quantity Custom Label 2 Cc G ustom Label 3 Inventory Categories ustom Label 4 You can edit the available list of Categories in the list below F Custom Label 5 Category Bags Delete m Custom Label 6 ustom Label 7 Category Blouses Delete Category Boots Delete Category Bracelets Delete gt L Custom Label 10 enu De ew Catego Settings Invento ry Contacts Sales Dashboard Main Menu 100 ood FA Browse Use this tab to modify the defaults that prefill when you create a new inventory item such as the Price Code and the Consignment Duration the options for the Size and Category pulldown menus on Inventory items the next new account number when creating a new consignor account and the labels names of the custom fields available in the Inventory on the Item Details view You can change the options available in the Size pulldown menu by clicking on the menu and choosing Ez the Edit option This displays a dialog that lets you customize the menu with any options you prefer You can also enter a dash character to separate menus into groups 172 Contacts amp Sales AAA InBloom zA InBloom Settings Re Login Logout General Inventory Contacts amp Sales Payment Types amp QuickBooks Security Printing Backups Graphics Customizations Contact Defaults Sales t These are the default values that pre
39. Of Backing Up Your Data Without question backing up your data is an important business function InBloom features three different forms of data backup both of which occur upon logout Thus in order for InBloom to backup in network setups the database must be closed or an independent trigger Windows Batch files cron scripts iCal daily events etc must initiate the backup process In case of power outages natural disasters monsters attacking and other unknowns it s always good to have a backup of your InBloom Data Fortunately InBloom is very easy to backup and if you have backup software already running on your machine you InBloom can work in concert with it Here s a brief intro on the three backup types that InBloom offers A Full Non Dated Backup A Full Non Dated Backup saves a duplicate OO jBackupData C but optimized and compressed version of mnre a your data all in one file however the file is ocean a NOT dated and each back will overwrite the previous backup C This backup type is primarily designed for ee users who already have backup software in place such as Apple s Time Machine or other 3rd party software Most backup software will maintain the dated versions of the InBloom database for you In addition this can be useful if you simply want to copy the latest 161 compressed version of your database to an external hard drive such as a USB stick A Full Backup A Full Backup saves a dupl
40. Price Total Price C 5 000 C 8 000 Status Pending Number of Items 0 Tax 0 00 Tax 2 0 00 Discount Shipping Previous Sale Next Sale Inventory record 26588 of 26588 found e Unsorted 26588 Total Inventory Contacts Sales Dashboard Main Menu 100 oe FS Browse 79 e Begin typing your item numbers and hit either the Enter or Tab keys on the keyboard to move the cursor to the price field Upon doing so InBloom simultaneously looks up the description and current price AAA InBloom gt New Delete Lookup Quick Specify Specify Specify Specify Sale Sale Item Add Credits Discounts Buyer Ship To Invoice 28539 Wednesday February 9 2011 6 57pm Sales Tax Item Qty Designer amp Description Price Total Price C soo 1000 1 1 Levis Faded Blue Denim Boot Cut Jeans 20 00 20 00 m 8 000 Remove C 5 000 C 8 000 Status Pending Number of Items 0 Tax 0 00 Tax 2 0 00 Discount Shipping Previous Sale Next Sale Inventory record 26588 of 26588 found Unsorted 26588 Tota Inventory Contacts Sales Dashboard Main Menu Note that InBloom is auto calculating the price of the item based on Date Accepted field in Inventory and the item s reduction schedule according to the Price Code field If any corrections need to be made in the price you manually type in the price at which to sell the item Otherwise hit the Enter or Tab key on the keyboard to go to the next item row Tax can be added to eve
41. Step 2 Specify Return Payment Type Cash Visa MasterCard Change Due Discover Amount to return AMEX Check PayPal Additional Info Step 3 Specify Reasons For Return Item Count 2 Item s Return Reasons Private Notes These notes only appear on screen The above will appear on the receipt Back To Submit Return amp Invnire Print Receint j 100 oe E Browse 94 e Simply specify the customer info for the return in Step 1 e Enter amount being returned in Step 2 e Click the Submit Return amp Print Receipt button Giving Customers Store Credit You can create store credit for consignors using the sale of their item towards a new purchase If they do not have any merchandise sold InBloom can not generate a store credit in advance You can use the credit when writing a sale To begin you must first assign the consignor to the sales invoice Click Specify Buyer in the toolbar find their record and specify them as a buyer Next click the Specify Credits button on the toolbar If any sold items are available for credit InBloom will Specify present them in a list format AAA InBloom Menu Specify items to be used for store credit Click Use these items button when done editing Credits Payment 8 32 4 Pay 40 of 24 00 B_ Designer amp Description rice 5225 9 Gucci Black Cotton Denim Jeans 11 13 2010 10 00 8 00 1 8 00 8 00 View Item View Sale
42. The Data Only backup exports all of your information into several distinct FileMaker databases The files are dated according to the creation date and stored in your Backup Data folder inside your InBloom folder Note We recommend all users use the Full Backup option for saving duplicates of their data Read the The Basics of Backing Up Your Data section for more info 178 Graphics InBloom Settings Re Login Logout General Inventory Contacts amp Sales Payment Types amp QuickBooks Security Printing Backups Graphics Customizations ona acy Status Indicato can use coor to indicat te the of items in your Inventory views To customize drag any color from the Palette on the right to bias appropriate box of the Pale a hee le ft Default In stock Pay Consignor Pay Later Mixed Paid Credit Returned to Consignor Donated Expired Settings Inventory Contacts Sales Dashboard Main Menu 100 ad E Browse You can use the Graphics tab to adjust the Inventory status visual highlighting using color to indicate the status of items in your Inventory views To customize the status color simply drag or cut and paste any color or swatch from the palette on the right to the appropriate box of the palette on the left hand side An example of color customization is shown below CONSIGNMENT ENTRY Designer Description Category Code 1000 2 Gucci Black Cotton Skinny Jeans Pants A 1000 3 Juicy Cout
43. The second style is the Condensed Voucher Style check which is a smaller multi column layout that can display up to 55 items but does not include the Designer or Description fields next to each item 133 How To Print A List Of Pending Payments InBloom can print a report of all of the sold and unpaid ra items from the Payments screen Click the Print List Of Print List Of Pending Payments Pending Payments button in the toolbar to generate a Items Sold From To DATE ITEM DESCRIPTION PRICE FEE pare ee eee eee 1 19 06 3470 24 G ARMANI Brown Silk Back Slit Pencil Skirt w 2 Slit Pockets 125 00 2 19 2007 50 00 7 28 06 3470 37 VALENTINO Faded Blue Denim Jean Skirt 49 00 1 16 2007 20 00 7 28 06 3470 50 CK Lime amp Orange Plaid Silk Shirt 19 00 1 9 2007 7 50 7 28 06 3470 54 CHANEL Red Wool Pencil Skirt w Stitched Stripes 149 00 37 2007 59 50 7 28 06 3470 59 ZENOBIA Taupe Cotton Sleeveless Shirt Dress w Hidden Placket 125 00 3 24 2007 25 00 7 28 06 3470 61 DOLCE amp G Black Wool Fiat Front Pants 125 00 4 16 2007 60 00 7 28 06 3470 68 BLAHNIK Beige Linen Pumps w Leather Toe 175 00 4 15 2007 175 00 7 Item s To Be Paid to Ms Kisha Pesin Acct 3470 Check Total 1 24 07 3477 25 MISSONI White Rayon Viscose Knit Sleeveless Top w Floral Print 95 00 5 14 2007 95 00 19 00 1 Item s To Be Paid to Ms Jami Schrauger Acct 3477 Check Total 19 00 10 31 06 3490 12 LONGCHAMPS Black Leather Change Wallet w Gold tone Clasp 45 00 5 14 2007 36 00 0
44. View Account Alr Cunnna fanemantar Find By Last Name A E a ee Se eS a Kk L MNOO P Reitiwev w Wizky Show All Record 1740 of 40007 found Unsorted Total Records 40007 Inventory Contacts Sales Dashboard Main Menu 100 ef F Browse The Contacts database within InBloom is a central address book that stores basic and detailed info about any person or company you do business with Because most consignment businesses have consignors that are buyers both consignors and buyers are stored in this same database Don t worry you do not have to have two separate records if they are both buyer and consignor InBloom manages this very easily for you You can view the contacts as one 45 long list under the Contact List tab or edit info one Edit contact at a time by clicking either the Contact Detail tab or the Edit button to the right of the contact s name in the list InBloom Menu 2 o i o m New Contact Omit Contact Delete Contact l Find Mode View Account CT US CONTACT DETAIL ON SN EE GIJ General info Detailed info Title First Last Name Ms Cameron Tanner Account Number 1740 Next Item Number Company Pe Default Consignment 90 Default Markdown A Duration Schedule Address 1872 Goodwin Avenue Settings Buyer C Emaii Donate DI Consignor O Mailing List city Spokane Valley WA 99206 Tax Exempt FP Country Po Source Po Phone 1 Cell 509 439 9002 Notes
45. a eget dolor n non sapien pretium sodales Nullam scelerisque viverra felis Mauris mattis est sit amet dictum fringilla mi magna suscipit metus venenatis fermentum mi eros at dui Sed elit magna imperdiet et placerat non bibendum gravida mi M convallis consectetuer mauris Donec at nisi vitae risus sos lobortis Duis ac nee eget elit condimentum molestie Vestibulum pulvinar gravida nisi In utrum nonummy libero Praesent pulvinar bibendum massa Fusce ee tum Praesent pharetra magn a anle Roan Nunc ornare ultricies reas Vivamus rhoncus hendrerit purl Fusce dapibus lacinia metus In purus Cras at augue Nullam ultricies euismod orci Nullam feugiat eni nim a est Phasellus risus dolor consequat eget condimentum ac feugiat ac diam Vivamus scelerisque risus nec erat Nullam qip arre rhoncus mattis Proin posuere augue Nulla fringilla eros sed metus Nullam lobortis riy isl In nibh Morbi felis felis adipiscin g feugiat pretium et tincidunt feugiat justo Phasellus vel 100 s Preview Browsing amp Editing Contacts You can access your contacts from just about any screen in InBloom Inventory ca aa Sales Dashboard Main Menu Click here to go to the Contacts menu To begin click the Contacts button in the footer on any screen or click the Contacts button on the Main Menu 107 InBloom Menu 2 Q a Et s go oo New Contact Omit Contact Delete Contact l Find Mode View Account Sort Records Print a
46. create is an administrator of your copy of InBloom It s important to remember this name and password including capitalization You will need it every time you open InBloom as well as to perform administrative tasks such as printing checks adding users and modifying screen layouts Click the Next Step button when ready 20 Step 2 AAR InBloom 2 5 install Enter your company info Enter your store name address and phone Store Name Your company name Small Logo followed by your sales tax Some cities and states have multiple sales taxes you can enter a primary and secondary sales tax as Sales Tax Address Your company address 1 and 2 InBloom will convert to decimals for Choose Small Logo ou Also enter the starting number for new you 9 Phone 222 555 3344 pany oe consignor accounts mye hope Sales Tax 1 for example a sales Enter your company logo a a d y sry tes Sales Tax 2 entered as 085 Choose an image file of type GIF JPEG PNG or InBloom will convert BMP as your Small Logo for printing it should pene Ta priae apa l be no bigger than 200x200 pixels You can Default Tax 2 insert an image up to 700x700 pixels as your ATES f Usually 1 for new Large Logo which is seen on the main menu Next Account 1 users Choose Large Logo Consignment 90 Usually 60 or 90 as in Click Next to continue Duration 90 days For best results both logos shouk be a transparent PNG file Start Over Previo
47. has been full transacted you can convert it to a Layaway transaction To begin enter your items on the Invoice screen as you would normally Add all of the items you would like to put on layaway to the invoice click Continue to go to the Confirmation screen 87 See et om ast Ses re aver St Sale Item Add Credits Discounts Buyer Ship To 1000 1 fra evis Faded Blue Denim Boot Cut Jeans 20 00 20 00 Remove 100 ad Browse 4 3 Item s This Invoic 1000 1 Levis Faded Blue Denim Boot Cut Jeans 1 20 00 1000 5 Banana Rep Brown Leather Cowboy Belt 1 20 00 1000 3 Juicy Couture Pink Cotton Terry Cloth Zip up Sweatershirt 24 1 24 99 100 ad E Browse Z At the top of the Confirmation screen click Set Up Layaway to begin setting up the set Up Layaway invoice as a layaway 88 AAA InBloom Setup A New Layaway Invoice Invoice 28540 131012011 7 52 AM Modified Step 1 Specify A Buyer Specify Buyer nTa NO BUYER SPECIFIED Sold By DS Item Count 2 Item s Private Notes Step 2 Specify Payment Info Amount Type Accepted By Step 3 Specify Payment Due Date Date Total 44 99 Step 4 Specify Layaway Terms amp Notes 2 Paid Terms oo Balance Due 44 99 Notes These notes appear on the receipt Back To Submit amp Print Invoice Receipt 100 oe FA Browse The Layaway Setup screen which walks you through the four steps of preparing this
48. record 43 of 363 found Sorted 72645 Total 100 ood FE Browse 4 You can click on any field names to sort by that field when browsing Inventory InBloom will provide some basic visual grouping to aid in showing the next item in your sort In the screenshot above the user has clicked on the Date Accepted field to segregate items based on when they were entered This form of quick sorting is useful when browsing items from multiple accounts or with multiple search criteria Capturing Inventory Information The InBloom database maintains several points of data about your Inventory All of these fields are distributed between the Consignor Info Consignment Entry and Item Details View screens Here are all the fields and their functionality 74 Field Functionality Account Number Every piece of inventory must have an account number in order to be part of a consignor s account e g 1000 1289 Audit Log A prefilled capture of all changes made to the record since it was created Category A text field that has can have values chosen from the Category pulldown menu The menu options can be changed in Settings Consignment Duration The number of days the item is consigned for This is set by the default from the Consignor Info tab or from the Settings Consignor Minimum The minimum amount to be paid to the consignor for an item if it sells This is useful when consignor s give you the ability to man
49. the Start menu then My Documents then drag your InBloom Lite folder from the desktop to the My Documents folder 4 Start Using InBloom y For Lite users open the InBloom folder then double click the InBloom Shop Software icon InBloom Shop Software Setting Up InBloom Pro On A Mac 1 Download InBloom Pro from InBloomSoftware com download Download the ZIP file of the Pro version for Mac from the InBloom website Note that you can always download the latest copy from the website and input your serial number in the Help menu 2 Install Barcode Fonts only if using a barcode scanner See the Installing Barcode Fonts page for full instructions If you re not using a scanner skip to Step 3 3 Install InBloom Pro In Your Documents Folder Find the ZIP file you downloaded in Step 1 doubleclick to unzip it and drag the InBloom Pro folder to your desktop Next click on the Finder icon on the far left of the Dock In the new window click on the Documents folder on the left sidebar then drag your InBloom Pro folder from the Desktop to the Documents folder Open your InBloom Pro folder then open the folder named Add to FileMaker Extensions highlight all three files and go to the Edit menu at the top of the screen and choose Copy 3 Items 4 Install FileMaker Pro Doubleclick the FileMaker installer you downloaded from FileMaker com or run it from the FileMaker installation CD This is usually simple and only requires you t
50. the Workstations pulldown menu to make sure InBloom will auto select the correct printers then click Login In the password dialog enter the Login username and password combo you Se oem the folowing account amp password specified when installing InBloom If you don t remember the correct combo see the Troubleshooting Account Name Password section of the manual for help on C Cancel GOK how to proceed If you or another user has already logged in and you want to login again with a different access level for example simply choose the Re login button on the top right of the Main Menu 54 Logging In To InBloom Over A Network AAA Login to InBloom Logout Please Choose A Workstation amp Login MacBook Pro i Login If you re using InBloom in a multi computer setup you simply need to have the login window above open on the host machine you don t need to fully login to let other users access InBloom over the network Across the network on any client machines users will login using FileMaker Pro 1 Simply open FileMaker Pro on the remote client Q computer FileMaker Pro P3 Edit View Insert Format Records Scripts Window Help New Database New From Starter Solution Open 0 Open Remote HO Save a Copy As Recover 2 Go to the File menu and choose Open Remote 55 3 In the window named Open Remote File that appears make sure the View me
51. the appropriate printer paper orientation and paper label size Capture PORTRAIT Document Printing Settings Print setup for 44594D4F5F4C6162656C5772697465725F33 Doc LANDSCAPE documents 33305F547572626F5F5F5F61646D696E625F3 iagi e est s 9735F694D6163G3C3F786D6C207665727369 g g 6F6E3D22312E302220656E636F64696E673D2 Capture LABEL Printing Settings on Windows Capture RECEIPT Printing Settings on Windows Print setup for PORTRAIT documents Print setup for LABELS Print setup for RECEIPTS Show Print Dialog Yes Reset Printer Settings 100 toe Browse On the Advanced Printer Configuration window click the Capture button for each format of your printer InBloom will enter a series of numbers and letters if the capture was successful Click I m Done when finished 146 Configuring Cash Drawers on Macs InBloom can use your Star Receipt printer to open an electronic cash drawer as soon as a transaction is complete Cash drawers do not work with InBloom in any other configuration you can only use them by connecting through a Star printer To begin configuration first enable the Show Printer Dialog setting e From the Printers amp Workstations screen click the Advanced Printer Configuration button In the Advanced Printer Configuration screen place a checkmark next to Show Print Dialog e Click l m Done From the Printers amp Workstations screen click the Send A Test Pr
52. the find InBloom searches for records that match the criteria you entered If you would like to perform a different find request on the same data you can go to the Window menu and choose the New Window menu item to open another window which will operate independently of other windows 194 Finding Items Redux InBloom uses powerful find capabilities to allow you to perform many different kinds of finds such as e Finding text and certain e Finding empty or non empty characters values e Finding numbers dates times e Finding records that match and timestamps multiple criteria e Finding ranges of information And more Performing these different kinds of finds involves using specific operators to represent the kind of search you would like to perform while finding records that match multiple criteria will usually involve multiple find requests Finding Records That Match Multiple Criteria To begin start a find request as noted on the previous page then narrow your search by entering in as many fields as needed to make your find request specific then click Find Continue or hit the Enter key on the keyboard This is called a logical AND search You can add multiple Find requests together to generate specific found sets of practically any group of records 195 For example if you would like to find all Gucci black jeans under 100 AND all Calvin Klein jeans under 100 you would enter find mode enter Gucc
53. the following hardware but note that you may be able to use any of your existing printers scanners or cash drawers if you are transitioning from another computer and or software package Download and run the InBloom demo to test any hardware that is not specifically recommended 148 Receipt Printers Star Micronics TSP 100 futurePRNT printers are highly recommended for low cost fast and reliable thermal receipt printers These black and white printers are PC and Mac compatible print direct on thermal paper with no inks necessary and come in black or putty color enclosures In addition they can also be modified to have an auto tear bar which slices receipt prints for the user rather than tearing by pulling against a small blade bar Thermal printers from other TSP models or other manufacturers should be compatible Again we recommend testing against an InBloom demo version Star Micronics Model Numbers e Tear Bar TSP113U or TSP113U GRY e Auto Cutter TSP 143U or TSP 143U GRY Laser or Inkjet Document Printers Brother Laser Printers offer affordable network ready laser printers with both two sided printing and two paper trays included But just about any inkjet or laser printer can be easily connected to InBloom You can use these printers for printing contracts checks various reports sheets of mailing labels and more If you plan on using or purchasing another kind of laser printer it is recommended tha
54. the viewed items fle named Acct S021 pa save it to your desktop automatically and display a confirmation alert The Email PDF button will generate a PDF and attach it to a new email in the default email program on your computer i e Apple Mail on Mac and Outlook Express on PC If you use a webmail provider such as 64 Hotmail Gmail or Yahoo you must have an email program set up on your computer to use these services InBloom can not generate a new email through your web browser The Different Printout Types InBloom comes with several templates built in for inventory lists contracts price tags and more Here s a basic explanation of each printout type sahil lt Blank Inventory This is a simple inventory list with the consignor contact info and any contractual info displayed at the bottom This printout does not print any sales data commen hontai gt me Ba Full Inventory z a ees A Full Inventory is an inventory list with the consignor contact info and any contractual info displayed at the bottom All sales return and donation information is also displayed and printed 65 eS f Status Report W A Status Report is a condensed list of inventory with basic info displayed and no sales data This is useful for retrieving items off the sales floor SEE EERE EERE EEE EERE EEE EERE EERE EEE EERE EERE RRR Ee 5021 2 M Blahniks Black Suede Flats p
55. this message can fi Srb134 ODy 4 Set A wrrent Pris InBloom Lite 2 1 s mesam Printing can not continue because this printer is not connected to a port Use the Control Panel to set up a port sometimes show up It may show up because of several reasons and there are multiple solutions Solution 1 Run InBloom InBloom in Compatibility Mode 1 Completely quit InBloom Lite 2 Open your InBloom folder and right click on the InBloom Lite application 3 Choose the Properties option 4 Click on the Compatibility tab 5 Now place a checkmark next to the Run this program in compatibility mode for box and select Windows XP SP2 or SP3 as an option Solution 2 Uninstall And Reinstall Your Printer Drivers To begin completely quit InBloom and or FileMaker Pro Go to the Start menu gt Devices amp Printers option in Windows Highlight the problematic printer Choose Remove Device from the toolbar Once the printer has been removed unplug the printer from your computer and replug it in 6 Click Add Printer in the toolbar Mm A W N 7 Walk thru the install process and install the proper driver for your printer 8 Reconfigure the printer name in InBloom by going to Printers amp Workstations Main Menu gt Other Modules gt Printers amp Workstations and re selecting the printer by name 9 Repeat steps 3 8 for each problematic printer 218 Contact Us Thank you
56. to To modify an existing Markdown Code click the Edit button on the left of the respective line the Markdown Schedule Manager will be displayed InBloom Markdown Manager Re Login Logout To add a new reduction to the markdown schedule click the Add Reduction button below and specify the formula for the markdown in the last blank entry in the list If you make extensive changes to an existing Markdown Code that is linked to current inventory items click the Refresh Code button to save markdown changes to those items Back To Markdown Manager Q Add Reduction Delete Reduction View All Reductions Apply Retroactively Code A Code Details Take O offof the original price after O Days The Consignor will receive 50 of the selling price Take 0 off of the original price after 0 Days The Consignor will receive 50 of the selling price Take 20 offof the original price after 30 Days The Consignor will receive 50 of the selling price Take 50 off of the current price after 60 Days The Consignor will receive 50 of the selling price Take O offof the current price after 90 Days The Consignor will receive 50 of the selling price Take O offof the current price after 120 Days The Consignor will receive 0 of the selling price Inventory Contacts Sales Dashboard Main Menu 100 oe FA Browse 156 In this screen
57. to 215 the Main Menu gt Other Modules gt Printers amp Workstations gt click on the setting for the particular printer and make sure it is available from the pulldown menu of available printers If it is not click Preload Printer List and select the printer again If the printer is not showing up in the pulldown menu doublecheck that it is powered on installed on your computer and attached to your computer If you only see a question mark when viewing the printer menu make sure you have installed the MyFMButlerPrinterSwitch plugin in the Extensions folder in your FileMaker Pro folder This plugin is already included and installed for all InBloom Lite users Emailing through Gmail or other web based emails When InBloom generates emails it uses the default native email program on your computer to compose the message and to attach PDFs of your printouts By default on Macs that program is Apple Mail on PCs that program is Outlook Express or Windows Mail If you are using Gmail Yahoo Mail Hotmail AOL etc you must have a email application on your computer set up to use these accounts Otherwise no email will be generated Note you can have an email program set up on your system only use it for customer emails and still use the web based interface for your general email purposes 216 InBloom error message the printer is not connected to a port After installing InBloom on Windows 7
58. transaction as a Layaway Step 1 Specify the customer to be assigned to this transaction You must enter a name and address Step 2 Specify the deposit amount received the payment type and who accepted it usually your own name Step 3 Specify the due date of the next payment Step 4 Specify any layaway terms you would like printed on the sales receipt from the Terms pulldown menu You can modify the list of Layaway Terms amp Conditions options in the Sales tab of the Settings module In addition there is a Private Notes field which lets you add any comments and notes for store personnel use These notes do not appear anywhere but on screen and are designed to help you keep 89 track of pertinent info without having to resort to scrap paper or yellow sticky notes All four steps are required and must be completed before proceeding Hit the Submit amp Print Receipt button on the bottom right when complete Making Additional Layaway Payments After setting up a Layaway Transaction you can always find it in the Layaway Browser from any Point of Sale window Click the Click here to search and review a Layaway payment button at the bottom of the Ready screen AOA InBloom s gt READY Click here for a new blank invoice 8 2011 3 item s Invoice 28538 168 00 Click here to review the last sale Say SE Te Invoice 28540 44 99 Click here to search and review a Layaway payment Inve
59. w Silk Rosettes amp Bows Br20 09 7 18th Century Brazilian Rosewood Sidetable e008 8 Aromatic Vanilla scented Candle amp Glass Candlabra 7 CONSIGNMENT TERMS 1 Consignor agrees to leave items for 80 cays 2 Consignor wil pick up iterns before 100 days from when items are dropped off 3 Consignor agree that unsold items left after 100 days will be donated to charity 4 These are sample consignment terms amp conditions which are entered in the Settings module under Printing 5 You have basic text control and can format text using bold falicized and underline formatting 6 Advanced formatting of printouts requires Filemaker Pro 7 H you have any additional questions about formatting please email us at support inbloomsoftware com Thanks CLIENT SIGNATURE 177 PRICE 20 00 40 00 24 99 24 99 20 00 40 00 150 00 20 00 ACCOUNT 1000 DATE ACCEPTED September 20 2009 PICKUP DATE December 19 2009 DONATION O DATE SOLD DATE AMOUNT FEES SOLD PRICE PAID PAID CONSIGNOR Ms Alexis Lowe ADDRESS 2841 Luke Lane Oklahoma City OK 73102 CONTACT INFO 580 209 9417 Rex M LoweGdodgt com Backups InBloom zA InBloom Settings General Inventory Contacts amp Sales Payment Types amp QuickBooks Security Printing Backups Graphics Customizations Backup Settings et ea beta a om data Eve cl ape Lia ede ATEN application InBloom will check the settings spec Aae ser
60. you know when the payment routine is complete and then return you to the Main Menu Printing Checks In InBloom In place of handwriting checks InBloom can generate printed checks for you and save you at least 50 of the time reserved for preparing payments Checks can be printed using a laser or inkjet printer InBloom is designed to work out of the box with voucher style checks which feature a pre printed check on the top third of the page with a long single voucher on the remainder of the check page Pre printed 132 checks usually have your company name amp address bank routing number bank account number and a signature line already printed by the check provider Check style DLT104 from Nebs com is an inexpensive multipurpose check Other Quicken QuickBooks and Money style checks are also compatible but may require tweaking the alignment in Layout Mode in FileMaker pea Jay RANG ano Ree a Jah papune gE D __ avian Sener Bank of California fl fertent Bank of California se Hi e VWurdred aed Thirty Five aca EALE th ith iitk iit iibb iti i bhidbhad remus fh E Hise Vurdred aed Thirty Five aca EALE th ith iitk iit iibb iti i th itk d pauan fy E Arie California Back of California pa Sim Anpan LUA PS i 2 MOMS December 2007 He gt POOLIDEY HABTESL SLO SR TSI bake es biiir Ansem LUA F3 MO December MNT n POOLIDEY BHABTESL SLOG Tea take FARRERG AUTO Geo 1108 ety Alt TM Pe eee Teen
61. 0 00 20 00 m 8 000 Remove C 5 000 C 8 000 Status Pending Number of Items 0 Tax 0 00 Tax 2 0 00 Discount Shipping Previous Sale Next Sale Inventory record 26588 of 26588 found Unsorted 26588 Total Inventory Contacts Sales Dashboard Main Menu You can delete sales if they have not been posted and have a Pending status as in the screenshot above Simply click the Delete Sale button If the sale transaction has been processed you must void the sale To begin simply navigate to the sale you would like to undo then go to the Actions menu and choose Void Transaction FileMaker Pro Advanced File Edit View PSS Tools Window Help O s 6GA came h O OD FS aoo 11 33AM 2 Q Delete Sale Make Layaway Make Return Void Transactia Set Sold By Set Payment Specify Credited Items Remove Item Clear Buyer Specify Buyer 83 How To Email A Sales Receipt Click the Submit amp Email Receipt button on the Payments screen to generate a PDF receipt and attach it to your default email client Advanced Point Of Sale Functionality JA ook eae aE At the top of the Sales screen you can use the Point Of Sale toolbar The buttons give you quick access to basic functionality and are further described below Toolbar Button Function This button will simply create a new sale invoice and prepare for New Sale i item entry Delete Sale Deletes the sale from the list of invoices Lookup Item G
62. 122 found Unsorted e 72640 Total Cancel 100 ad Ee Browse If InBloom can match any of your keywords it will display the results in a list that will allow you to pick and choose the item to be added to the current invoice Click the Select Item button on the row of the item you would like to add to the invoice Proceed to complete the invoice as you like Discounting Items When Writing A Sale While creating and editing a sale you can discount each Sneciny line item on the invoice manually or using the Discounts Discounts tool in the Point of Sale screen The Discounts tool lets you modify multiple items at once You can select multiple rows and reduce by percentages or fixed amounts easily 99 InBloom Menu 2 New Delete Lookup Quick Specify Specify Specify Specify Sale Sale Item Add Credits Discounts Buyer Shipping ice 28540 Thursday February 10 2011 7 51 Sales Tax Item Qty Designer amp Description Price Total Price C 5 000 C ER 1000 2 1 Gucci Black Cotton Skinny Jeans 20 00 20 00 R _ 5 000 1000 4 Juicy Couture Neon Green Terry Cloth 24 99 24 99 weatpants C 8 000 l To begin add items to your sale as you would normally e Once you ve added all your items click the Specify Discounts button in the toolbar AOO InBloom Enter a or a whole amount to discount any selected items by that amount If no items are selected the entire invoice will be discoun
63. 28PM developer Phone Extension 3 49 null 2 6 2011 2 07 14PM developer Email Janet Blair trashymail com Janet BlairMail com e 1 3 2011 6 32 11 AM developer Title Dr Mrs n O O mMm C a n re C l S eC 1 2 2011 3 06 06 PM developer First Name Janet2 Janet 1 2 2011 3 06 PM developer First Name Janet Janet2 12 29 20101 32 02 PM developer Resale Number 1234 null 12 29 2010 1 31 58 PM developer Contact ID 6279 e e 12 29 20101 31 58 PM developer Account Number 5225 12 29 20101 31 58 PM developer Default Price Code A eC a l W l C u se r l Y a eC 12 29 20101 31 58 PM developer Default Consignment Duration 90 12 29 20101 31 58 PM developer Title Dr 12 29 20101 31 58 PM developer First Name Janet 12 29 20101 31 58 PM developer Last Name Blair 12 29 2010 1 31 58 PM developer Street 4412 Stuart Street W l C C a n es a n 12 29 20101 31 58 PM developer City Chicora 12 29 20101 31 58 PM developer State PA 12 29 2010 1 31 58 PM developer Zip 16025 12 29 20101 31 58 PM developer Phone Label 1 Main e 12 29 20101 31 58 PM developer Phone Label 2 Home W h e n tO a pa rt C u a r 12 29 20101 31 58 PM developer Phone Label3 Cell Record created on 8 3 2009 1 43 30 AM Record last modified 2 6 2011 2 07 37 PM e e re C O rd h l S l S Record 1 of 1 found Unsorted Total Records 40007 Inventory Con
64. 7 Or if you have dated files find the most recent file with a date in the name e g 1 2 2011 InBloom fp7 e Drag this file inside the Modules folder you had previously renamed the Data file in Rename the file you just dragged to InBloom Data e Make sure to include the same file extension i e IBL or FP7 as the rest of the files in that folder e Reopen InBloom as you would normally You re all done Restoring From A Data Only Backup This is the best way to restore your data from a bad computer crash or if you are upgrading to a brand new copy of InBloom It takes a couple of minutes to perform but it s important to note that if by doing this you are reverting your copy of InBloom to the last saved backup and that any changes you made since that backup will not be present in the restore To begin e Download a new copy of InBloom from InBloomSoftware com downloads e Unzip the new copy of InBloom you just downloaded 164 Make sure to close out of your existing copy of InBloom Go to your InBloom folder on your computer Go to the Backup Data folder inside the InBloom folder e Select all the files with the latest backup date in their name Drag these files from the old Backup Data folder to the new Backup Data folder inside the new InBloom folder you downloaded in Step 1 Reopen InBloom as you would normally e Click the Upgrade InBloom button e Specify the date of the files you are using as a restore p
65. 7 11 6 2007 Settings fp7 11 6 2007 Stations fp7 11 6 2007 Wishlist fp7 12 11 2007 Contacts fp7 12 11 2007 Graphics fp7 12 11 2007 Menus fp7 ry 12 11 2007 MultiUserGlobals fp7 12 11 2007 PriceCodes fp7 12 11 2007 Settings fp7 ia Backup Data FMP Acknowledgements pdf ay J J InBloom BL Modules a E E E Fl el el a a Fn Fn Fn Fl Fl Fl Fl nl el el Notes About Restoring amp Upgrading There are two components which are not imported into your new version of InBloom Your new version of InBloom does not have any of the original usernames and passwords from your previous version You must re enter all users with the User module All value list changes in the Settings module must be re entered This includes Inventory Size Contact Title Contact State Contact Phone Labels Contact Source and Sales Invoice Sold By 169 Settings Managing Your InBloom Settings The Settings module features multiple tabs at the top with several different modifications of functionality They are described by tab order from left to right General Tab InBloom PZ InBloom Settings Re Login Logout General Inventory Contacts amp Sales Payment Types amp QuickBooks Security Printing Backups Graphics Customizations Company Name amp Address company name and address that will appear on printed forms and contracts Company Phone 212 765 8189 ite i o co This is the
66. Category Code Qty On Hand Status 33 The main inventory screens has a toolbar that perform the following functionality ed ee 2 SSS Add Item Hide Item Hide Above Hide Below Delete Item View Account Find Mode Price Research Actions Print Adds an item to the account of the currently selected item Temporarily hide the selected item from the list of items viewed Temporarily hide items ABOVE the current item from the item list Temporarily hide items BELOW the current item from the item list Permanently deletes an item from the inventory Displays all items in the account of the selected item Enters the powerful Find Mode to search your inventory by any criteria Performs a historical price comparison based on descriptive keywords Lets you mark items as returned to the consignor donated on behalf of the consignor or back on the sales floor Lets you print or email contracts inventory lists price tags account Status reports and more The Search Field The Search field is a simple and smart way to search for any inventory record without typing specially formatted queries like in Find Mode letting you search like you do with Google but in your copy of InNBloom 34 The Inventory Footer Mrs Janet Blair Date Accepted 3 15 2010 4412 Stuart Street Pickup Date 6 13 2010 Chicora PA 16025 Main 724 445 7311 Retail Price Inventory record 12 of 21 found Unsorted 72643 Total Inventory C
67. February 10 2011 7 51 Sales Tax Item Qty Designer amp Description Price Total Price 5 000 a ae 1000 2 1 Gucci Black Cotton Skinny Jeans 20 00 20 00 Remove C 5 000 E wind 1000 4 luicy Couture Neon Green Terry Cloth 24 99 24 99 Remove Sweatpants Quickly Add New Items To Your Invoice Click Add Existing Item for merchandise that has an existing Item Click Add New Item for new merchandise without an Item Add the Account Item Designer Description Quantity and Price in the fields below Add Existing Item Delete Item cou Add New Item to Account Designer ipti juantit Price Category Add To Invoice To add new items click on the Add Existing Item button for as many items as needed If you added an incorrect item click on Delete Item to remove the record 97 To add new items to an existing account and have InBloom use the next available item number enter the account number in the Account field and click the Add New Item to Account e When you ve added all the items you would like to add to the invoice click the Add to Invoice button on the bottom right Looking Up Items During A Sale While entering a transaction you can also add items by iseki keyword if you have lost the price tag and or SKU Item InBloom Menu 2 New Delete Lookup Quick Specify Specify Specify Specify Sale Sale Item Add Credits Discounts Buyer Shipping ice 28540 Thursd
68. Fike Larry s Landscaping amp Garden Supply Access may Mdude reading and modifying QuickBooks data as well as enhanong the QuciGoots user rterface The Aockc ation Cals Rot FMBooks Connector Cattis Information Description Dewelper Piette ire a Developer certify hes been verfied by if pati Veron Class 3 Code Sgio 2 e OurtBocks Siors Marhetplace earch for cformaton about thes ac es Stra Mart g Ouchpcs u wart to aow thes appic vir to No les prompt each time read and maxify the company file les whenever this QuickBooks company Fie is oper les always allow access even F QuichBoobs is not running Aliw this application to access persona data such as Social Securty Numbers and ustomer credit card mformatiorn Tel me more 140 under the Edit gt Preferences gt Integrated Applications Area in QuickBooks After these two steps InBloom will attempt to create a new Vendor in your QuickBooks file named InBloom Shop Software and alert you to any errors if the process was unsuccessful Step 5 Configure Your Bank Account amp Vendor Categories In order for InBloom to sync checks with QuickBooks INBloom must know which exact Account you use as specified in QuickBooks for checks This is listed in the Chart of Accounts in QuickBooks choose the Company menu option gt Lists gt Chart of Accounts You must use the exact name of the account as specified in Quicken e g if yo
69. INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description e e e e e e e e e e e e e e e e e e e e e e e e e e e e e e e e e e e e 185 watch pendant bra robe gt 0 gt gt 0 gt 0 lingerie pant suit pantsuit pants slacks capris jeans scarf pochette pareo shawl shoe gt 0 stiletto pump loafer sandal sneaker mule slide gt 0 gt gt gt gt 0 gt 0 slingback flats gt 0 maryjane mary jane moccasin skimmer oxfords gt gt skirt suit skirtsuit shirt gt 0 sweater gt cardigan twinset gt vest gt 0 or 0 or or gt 0 gt 0 gt 0 or gt 0 or 0 0 0 or or gt 0 or gt 0 gt 0 gt 0 0 0 O O gt gt 0 3 0 gt 0 0 or 1 or r
70. InBloom Shop Software Manual v2 1 4 INBloom Shop Software v2 1 Setup and User Guide SECRET WEAPON LABS 408 EAST 92ND STREET NEW YORK NY 10128 917 720 2185 WWW INBLOOMSOFTWARE COM InBloomSoftware com SecretWeaponLabs com Secret Weapon Labs LLC 2010 All rights reserved No part of this publication may be reproduced or redistributed in any form without the prior written permission of the publishers Thank you to all the users testers and customers with their input patience and loyalty 67 75 63 5 42 39 26 24 16 10 9 6 TABLE OF CONTENTS About InBloom Mac Computer Requirements PC Computer Requirements Multi User Requirements Installing InBloom Setting Up InBloom Lite On A Mac Setting Up InBloom Lite On A PC Setting Up InBloom Pro On A Mac Setting Up InBloom Pro On A PC Running The Install Process Step 1 Step 2 Step 3 Step 4 Meet InBloom The InBloom Main Menu Some Basic Things The Basics Of Inventory Viewing Your Inventory The Inventory Toolbar The Search Field The Inventory Footer The Different Views Of Your Inventory 10 10 10 11 12 13 15 17 19 20 21 22 24 28 29 30 32 33 33 34 35 35 The Consignor Info View The Consignment Entry View The List View The Item Details View Consignors And Buyers Basics One Really Great Address Book Digging Deeper Into Your Contacts Point Of Sale The Sale Confirmation Screen The Sale Payment Screen Loggin
71. KU and price in the default Point Of Sale Entry screen as you would normally Then add the item s being returned but give the item s a negative quantity such as 1 e Click the Continue button to proceed to the Confirmation screen Ms S ha M 4 Purch 20 28545 Sun Apr 3 2011 10 40a urchased 0 00 Miva Pay Consignor Ms Janet Kerr 4 iii Fri Apr 8 2011 1 15p 93 e INBloom will display a popup window to select the transaction where the item was originally sold Choose the appropriate item by clicking the Select button on the right of the item The view will return to the pending sale click Continue to proceed through the sale transaction as you normally would Solution 2 Writing A Return Only Transaction Return transactions can easily be handled by InBloom and begin much in the same way as Layaway transactions above To start enter the sale information for any of the items to be noted as returned in the default Point Of Sale Entry screen e Click the Continue button to proceed to the Confirmation screen Perform Return e Click the Perform Return button on the toolbar You ll now see the Return Setup screen AAA InBloom Menu 2 Setup A Return Invoice 28540 InBloom Menu Record created on 2 10 2011 7 51 42 AM Record last modified 2 10 2011 7 52 AM Payment Totals Previous Payments Step 1 Specify The Buyer Making The Return Total 44 99 NO BUYER SPECIFIED a Paid
72. P7 2 in the Modules folder InBloom Data IBL gt InBloom Data FP7 3 in the Modules folder Printouts IBL Printouts FP7 4 in the Modules folder Reports IBL gt Reports FP7 5 in the Modules folder Files IBL Files FP7 e You re done From now on you simply need to doubleclick InBloom fp7 to open InBloom 212 213 Troubleshooting Questions amp Answers You can t login Make sure your username and password are typed with the proper case when logging in The username and password were specified when you first set up INBloom in Step 1 of the installation You can also try using admin as both the username and password If you still can not get into InBloom email InBloom support at support inbloomsoftware com with this issue and we can reset your password for you InBloom doesn t switch to the correct printer when printing The printer InBloom chooses for printing is based on the current Workstation printer setting First make sure you are using the proper setting by verifying that the Workstation is set properly by checking the setting on the bottom left of the Main Menu The Workstation is specified everytime you login to InBloom Next make sure that the selected Workstation has the proper printer O T name Note that InBloom expects the mee Es te exact printer name so if there is a O Ee misspelling this can cause issues pn when auto switching printers Go
73. Print Multiple Print CONTACT LIST CONTACT DETAIL AIL Account 5225 Mrs Janet Blair 4412 Stuart Street Chicora PA 16025 Main 724 445 7311 www JanetsThings com Sort by Name Account City State Zip Ocala FL 34471 US Ms Rebecca Hart 1243 Tecumsah Lane Davenport IA 52804 US Ms Ashley Elias 3811 Abner Road Eau Claire WI 54701 US Mrs Janet Blair Ac 25 Dashboard Main Menu e INBloom will display the full list of contacts including both buyers and consignors e This list view gives you simple and easy to read access of all of the contacts stored within InBloom Click any contact to select that record and view a general synopsis of their information on the top panel To edit this contact you can change any of the basic fields in the field list at the bottom of the list view or you can click on the Contact Detail tab at the top or on the Edit button 108 Managing Your Contact Information InBloom Menu 2 oe oF oOo ff New Contact Omit Contact Delete Contact Find Mode j View Account irist Segia j Print ST CONTACT DETAIL General Info Detailed info InBloom ID 2794 Ms Cameron Tanner Account Number Next Item Number Default Consignment Default Markdown Durati Schedule ress 1872 Goodwin Avenue g aail ayar _ Emaii v Spokane Valley WA 99206
74. SIGNOR INFO ri NMENT ENTRY ch e ee items transacted on na h Invoices Purchased Items Payments amp Credits Alerts Wishlist Log Additional Info Internal S a e S n VO ce S W e re Date Sold Item Number Designer amp Description Qty Price 4 6 2000 1604 4 No Label Gold tone link necklace with jade beads 1 100 00 t h j S CO n ta Ct wa S 5 8 2009 3266 534 GERRY WEBER White Linen Fitted Shirt w Moc Tortoise Buttons 1 20 00 5 8 2009 2908 45 LORENZINI Multicolor Striped Cotton Fitted Shirt 1 25 00 4 19 2010 5225 3 CARMEN M V Black Acetate Rayon Long Skirt w Pleated Back Train 11 68 00 1000 00 e S p e C fi e d a S a b u ye r 7 9 2010 1030 5 HERMES Aubergine Togo Leather Cacahuete Bag e 8 14 2010 1636 230 HERMES Burgundy Viscose V Neck L S Sweater 130 00 8 14 2010 1636 230 HERMES Burgundy Viscose V Neck L S Sweater h e tota Va u e of a 12 20 2010 3071 395 ESTEE LAUDER Honey Bun Go Pout Lipcolor 12 20 2010 3071 396 ESTEE LAUDER Honey Bun Go Pout Lipcolor 150 00 8 00 8 00 12 20 2010 3071 394 ESTEE LAUDER Honey Bun Go Pout Lipcolor 8 00 1 2 1 1 1 1 S a e S fo r t h l S C u sto mMm e r 12 20 2010 3071 2 TOCCA Pink Silk Sleeveless Dress w Burgundy Floral Embroidery 5 59 00 1 1 sed 3071 2 TOCCA Pink Silk Sleeveless Dress w Burgundy Floral Embroidery 59 00 3071 8 N KAMALI Black Nylon Bustier S h O W n a t t h e b ott O Mm 13 Item s Have Been Purchased B
75. Take 10 off of the original price after 120 days And the Consignor will receive 0 of the selling price For more info and help see the Managing Markdown Codes amp Reductions section in the Stuff Done Occasionally chapter Click the Finish Setup button when you are ready to finish the installation process The install wizard will now finish applying all of your settings to InBloom and will display a progress while doing so Please do not quit the program or end the install process until it is complete it can take a minute or two depending on the speed of your computer 25 When complete you will see a confirmation screen shown below Click on the InBloom Menu button and you will be directed to the Main Menu Oe InBloom 2 Installation Complete You re done Installation is now complete click the InBloom Menu button below to start using InBloom You have been logged in with the username and password you specified For questions you can always email for free tech support to support inbloomsoftware com or check our forums online where you can browse topics and answers submitted by us and other users The forum address is http www InBloomSoftware com forums InBloom Menu 100 ad FS Browse 26 Introduction Meet InBloom The InBloom Main Menu After installing and logging into InBloom the Main Menu screen is displayed It is your starting point offers easy access to nearly all of the major functio
76. W_ ITEM DETAILS VIEW _WEB DETAILS VIEW _ SEARCH a The Omit Button Search Operators Following is a list of all of the lt less than search operators that can be used lt less than or equal in Find Mode to narrow down a gt greater than particular set of records greater than or equal exact match range lt Less Than duplicates today s date Finds all the records that are less invalid date or time than what you specified one character one digit zero or more characters gt Less Than Or Equal ae cay Sea relaxed search Finds all the records that are less field content match or equal to a value that you specified gt Greater Than Finds all the records that are greater than what you specified lt Greater Than Or Equal Finds all the records that are greater than or equal to a value that you specified 197 Exact Match Searches for each full word match for each word specified Without the operator a search for Bob would return records of Bob Jones Bob Williams and Billy Bobbett If you did a search using the exact operator Bob then your search would return Bob Jones and Bob Williams Billy Bobbett would not be found when using the exact match search operator Range This is used to find the matching records between two values ina particular field This is most useful when dealing with numbers date and time fields If you were to go into Find Mode and type 10
77. acking up your data When saving backup information as Data Only the data files that are subsequently created do not have any password protection Thus any potential user with a copy of FileMaker would be able to read this information You may want to store these data files in a secure location by copying on to an external hard drive of removable disk of some kind USK key drive iPod etc and then delete the data files from your computer Backup Frequency No two businesses are alike Therefore it is only our recommendation to have InBloom backup daily The general rule of thumb is to determine if loss of one day one week one month s work would be catastrophic If so increase the backup frequency until you determine that a data loss would not be catastrophic Backup Structure InBloom stores all backup files in the Backup Data folder in your InBloom folder Opening this folder will show all backup files In the case of Full Backups and Data Only backups all files are stored with dates as prefixes in the Backup Data folder 168 11 6 2007 Accounts fp7 11 6 2007 CheckStubs fp7 11 6 2007 ContactNotes fp7 11 6 2007 Contacts fp7 11 6 2007 Graphics fp7 11 6 2007 InBloom fp7 11 6 2007 Inventory fp7 11 6 2007 Menus fp7 11 6 2007 MultiUserGlobals fp7 11 6 2007 PriceCodes fp7 11 6 2007 PriceCodeSchedule fp7 11 6 2007 Sales fp7 11 6 2007 SalesCredits fp7 11 6 2007 SalesDays fp7 11 6 2007 SalesDetails fp7 11 6 2007 SalesPayments fp
78. arl Strand 200 00 N A B 5 225 13 N L Copper Thespian Cufflinks 25 00 N A B 5225 14 N L Silver Link Bracelet w Multi colored Stones 40 00 N A Bracelets B Mrs Janet Blair Date Accepted 3 15 2010 4412 Stuart Street Pickup Date 6 13 2010 Chicora PA 16025 Main 724 445 7311 Retail Price Inventory record 9 of 21 found Unsorted e 72643 Total f Inventory Contacts Sales Dashboard Main Menu 100 oof FS Browse A DEWA Iela elad indicates which item is the selected record This 39 view also features the standard inventory toolbar and footer to give you easy and intuitive access to item information in as few clicks as possible This is the primary inventory management screen and while simple at a glance is very powerful the more you use it Each of the field labels such as Designer Price Category etc is also a button that will let you sort your list of inventory by that field When you do so you ll see the items grouped within the list For example if you click on the Category label you ll see items grouped like this AAA InBloom Menu 2 Cc gt i Sy amp O uM 2 Add Item Hide Item Hide Above Hide Below Delete Item 7 View Account Find Mode Price Research 7 Actions Print CONSIGNO Oo CONSIGNMENT ENTRY LIST VIE EM DETAILS VIE EB DETAILS VIE SEARCH Q Designer Description Qty ae Status Bags 3 Item s 5225 5 BALENCIAGA Black Pebbled Leather Clutch w Bronze Buckle 125 00 Bags B 5
79. atus Pending Number of Items 2 Customer has 246 00 available in credit e Click Continue to proceed through the sale normally and on the Payments screen the amount of available credit will be indicated at the top of the screen InBloom Menu 2 Submit amp Email Submit amp Print Receipt Specify A Payment Past Payments This customer has 246 00 available in credit 7 44 99 MasterCard Total Due 44 99 Discover Paid Prior AMEX ae Change Due PayPal Balance Due Store Credit e Click the Store Credit payment button on the left to use the specified amount of credit to the purchase In the example screenshot above the specified amount is 44 99 so when the user clicks the Store Credit button 44 99 will be taken out of the customer s 246 00 credit 96 Using Quick Add Selling Items Before They re Inventoried While creating and editing a sale you can add items to Quick your inventory while simultaneously adding the items to Add your current invoice This functionality is especially useful for businesses migrating from old inventory systems paper or other programs and would like to perform the process gradually for the existing items currently in stock To Start click the Quick Add button at the top of the sales screen InBloom Menu 2 New Delete Lookup Quick Specify Specify Specify Specify Sale Sale Item Add Credits Discounts Buyer Shipping ice 28540 Thursday
80. ay February 10 2011 7 51 Sales Tax Item Qty Designer amp Description Price Total Price 5 000 E Fa 1000 2 1 Gucci Black Cotton Skinny Jeans 20 00 20 00 r Remove 5 000 uicy Couture Neon Green Terry Cloth E es 1000 4 1 weatpants 24 99 2433 E e To begin looking for an item click the Item Lookup button at the top of the sales screen Lookup Item Number Type in any info about the particular item you are researching in the feld below 100 r fF Browse In the dialog box that opens simply enter any descriptive keywords or account numbers and hit the Continue on your keyboard 98 AAA Lookup Item Number Lookup Existing Items 0 Select a particular item to add it to your current invoice SKU amp Item Description Status Price 5225 9 Gucci Black Cotton Denim Jeans 10 00 Select Item 5225 15 MAX STUDIO Black amp White Corduroy Low Rise Jeans 40 00 Select Item 1000 1 Levis Faded Blue Denim Boot Cut Jeans Mixed 20 00 Select Item 1000 2 Gucci Black Cotton Skinny Jeans 40 00 Select Item 1030 28 A GOLDSCHMIED Faded Blue Cotton Denim Low Rise Jeans 69 00 Select Item 1501 14 POLO JEANS Kakhi Cotton Twill Pants w Button Fly Paid 25 00 Select Item 1515 8 DIESEL Red Cotton Jeans w White Metal Buttons Paid 25 00 Select Item 1537 28 Escada Sport Faded Blue Cotton Jeans 6 Paid 39 00 Select Item 1580 30 Votre Nom Yellow Tencel Jeans 6 Paid 35 00 Select Item Inventory record 1 of 1
81. box Flags this contact as a consignor that allows wants donations Mailing List Flags this contact as a mailing list participant Checkbox Email Checkbox Flags this contact as an email list participant Default Markdown Schedule This markdown code will automatically prefill into any items entered into this consignor s account Default Consignment Duration This consignment duration will automatically prefill into any items entered into this consignor s account Tax Exempt Number Keeps track of a tax exempt number for this contact Source Keeps track of where a contact learned about your business Notes Keeps track of any private notes you would like to keep track of How To Find Contacts You can search for any contact in your system in two ways Sort by Name Account City State Zip Search Jane SI r Jal items 1 First you can use the QuickSearch field to enter any name or address info Simply enter the search criteria and hit the Enter key on your keyboard or click anywhere outside of the field e g searching for Jane S in the image above As soon as you hit Enter InBloom will perform the search and show any matching results 110 2 Or you can use Find Mode to specify the exact search criteria Find Mode is covered in depth in the Find Mode chapter Digging Deeper Into Your Contacts Detailed Info The Detailed Info button just under the tab switches Detailed I
82. ch by using Find Mode In Find Mode you can build complicated finds easily e g Show me every pair of shoes that came after December 1 less than 150 in size 6 For full instructions read about this mode in the Find Mode chapter 61 Deleting Inventory You can permanently delete inventory by clicking the Delete button on the inventory toolbar This will delete any transactional history for the item as well Hiding Inventory The Hide toolbar buttons remove the o c Pat selected item from your view of the Or ee a ee ee current set of Inventory It s important to note they do not delete the items only temporarily hide them from the set of found records Hide Item temporarily hides only the selected item Hide Above temporarily hides the records above the selected item Hide Below temporarily hides the records below the selected item Because InBloom modifies and prints whatever set of records you are viewing you can print a mixed or partial list using the Hide buttons 62 For example let s say you wanted to print only the new items for existing consignor 25 First you ll search for account 25 Let s say all the items after item 101 are the new items you like to print Click on item 101 to select the record and click Hide Above This will omit the older records 1 thru 100 from the found set now click Print If you wanted to print only the old items you would click on item 101 and click Hide B
83. click the Payment Types amp QuickBooks tab Enter the license provided to you in your License email in the License field Make sure your Company file is open in QuickBooks and click Push A Test Contact To QuickBooks You will see a screen similar to the one to the right entitled Application Certificate Once this screen appears select the appropriate radio button to continue and allow InBloom to communicate with QuickBooks We recommend selecting the 4th radio button as shown below These settings can be changed later in QuickBooks s amp QuickBooks Security Printing Backups Graphics Customizations InBloom to QuicBooks Settings InBloom can communicate with Intuit QuickBooks and sync your checks generated in InBloom with your company file At this time this functionality only works on Windows QuickBooks File Location Specify Location Enter the exact name of the account you would like InBloom to push checks to in QuickBooks Enter this name exactly as you have it in QuickBooks You can see the available accounts in your Chart of Accounts choose the Company menu option gt Lists gt Chart of Accounts Enter the exact name of the Expense Category you would like checks to be categorized in QuickBooks as Push A Test Contact To QuickBooks Push A Test Check To QuickBooks Quickiiooks Application Certificate An appbcation amp requesting sccess to the following QuickBooks company
84. count enter the account you would like to search in the Account field then click the Search Single Account button 127 Hide Item Hide Up Hide Down View Account MENTS VIEW Qty me esigner amp Description Date Sold Initial Price Sold Price Sold Total Sale Price Paid j Action 8 item s Account 1502 Mr John Mann 1502 19 G Beene black silk Gown w beige trim 2 17 2002 500 00 200 00 1 200 00 200 00 View Ite m View Sale 1502 22 N L Taupe Wool Challis Shawl w Red 1 13 2001 135 00 135 00 1 135 00 135 00 View Item Paisley Motif View Sale 1502 24 Danskin Black Nylon amp Lycra Tank Top 12 1 2001 15 00 6 00 1 6 00 6 00 View Item W Thin Straps View Sale 1502 26 L Barbera White Cotton Flat Front Capri 12 2 2000 35 00 9 00 1 9 00 9 00 View Item Pants 10 View Sale 1502 30 Escada Black Silk Taffeta Skirt w Lace 6 4 2002 95 00 95 00 1 95 00 76 00 View Item Trimmed Petticoat View Sale 1502 31 A Landau Black Velvet Shawl w Red Silk 10 19 2002 150 00 150 00 1 150 00 260 00 130 00 6 Pay 50 of 60 00 View Item Lining amp Black Silk Trim View Sale 1502 34 Wathne Brown Cotton Lycra Flat Front 6 15 2002 65 00 65 00 1 65 00 65 00 View Item Pants w Zipper Pockets 12 View Sale 1502 37 N L Pink Cashmere Twin Set w Gold 3 8 2002 200 00 90 00 1 90 00 80 00 View Item Jeweled Buttons View Sale Total 375 50 ee ee A N a eee eee ee ee a Mr John Mann 1901 Hemlock Lane Date Accepted 9
85. ct All link on the top of the column and click the Apply Discount button The amount discounted for each invoice item will appear in the Item Discount column then click the Continue button To discount selected items by a percentage amount enter the value in the Discount Amount field e g 10 select the items to discount by 101 clicking the checkbox for each item or clicking the Select All link on the top of the column and click the Apply Discount button The amount discounted for each invoice item will appear in the Item Discount column then click the Continue button AAA InBloom New Delete Lookup Quick Specify Specify Specify Specify Sale Sale Item Add Credits Discounts Buyer Shipping Invoice 28540 Thursday February 10 2011 7 51 Sales Tax Item Qty Designer amp Description Price Total Price 5 000 1000 2 1 Gucci Black Cotton Skinny Jeans 36 00 36 00 8 000 10 Remove 5 000 L 2 Juicy Couture Neon Green Terry Cloth 8 000 1000 4 1 Sweatpants 24 99 2493 _ 5 000 1000 8 Aromatic Vanilla scented Candle amp Glass 18 00 18 00 8 000 Candlabra on niin 5 000 Hi 8 000 Status Pending Number of Items 3 Tax 0 00 Tax 2 0 00 Discount Shipping Previous S ale Next Sale Inventory record 1 of 26589 found Sorted 26589 Total Inventory Contacts Sales Dashboard Main Menu When you return to the invoice screen after applying any discounts you ll see the discount applied b
86. d Printer List button below the printer fields If the printer still does not appear make sure it is currently on and that you can print to it in other applications Click the Next Step button when you are ready to proceed 23 AOA install Create a markdown code for inventory You can specify a markdown code and a schedule of price reductions for your inventory These codes and their descriptions appear next to every item in your inventory Give the markdown a descriptive name such as Default Markdown Code Standard Consignor Markdowns or any descriptive name you find helpful e Note the markdown code e g A e Last fill out as many entries in the markdown schedule that resemble how you reduce prices in your store You can add as many reductions as you like by clicking the New Reduction button Click Finish Setup to complete installation Start Over Step 4 InBloom 2 Name Description Code Markdown Schedule Graduated Rate Price Code A Type Of Markdown Days Take 0 off of the original price after And the Consignor will receive 50 Take 0 off of the original price after And the Consignor will receive 50 Take 20 off of the original price And the Consignor will receive 50 New Reduction Delete Reduction Previous Step of the selling price of the selling price after 30 Days of the selling price 0 Days 0 Days 4 Finish Setup
87. der the General tab which displays additional information such as Purchase Price Consignor Minimum Sold Invoice Number and more The Markdowns amp Custom Fields tab displays a schedule of the price markdowns of this particular item as well as any additional info stored in fields you can easily label and modify The Files tab is used to relate and store any documents or images that may relate to a particular item You can store PDFs DOCs JPEGs and many other kinds of files through this tab The Log tab contains an audit field showing any and all edits to the current item and by which user 43 Consignors And Buyers Basics One Really Great Address Book InBloom Menu 2 o O m g New Contact Omit Contact Delete Contact Find Mode l View Account Sort Records Print Single Print Multiple Label Labels CONTACT LIST Account 1740 Consignor Eg Ms Cameron Tanner m 1872 Goodwin Avenue puyer Spokane Valley WA 99206 Donate L Mailing List _ Cell 509 439 9002 emaii E Sort by Name Account City State Zip Items Ms Kevin Robbins 595 Pine Garden Lane 1 item s Account 1739 Atlanta GA 30339 US View Account Ms Cameron Tanner 1872 Goodwin Avenue 73 item s Account 1740 Spokane Valley WA 99206 View Account Mr Leon Campbell 4375 Lauren Drive La Crosse WI 54601 US View Account Ms Mary Rogers 41 River Road 20 item s Account 1742 Colorado Springs CO 80903 US
88. dit tax percentage defaults salesperson names and whether you would like the Sales module to lookup prices when adding new items to Sales Invoices 173 An example of specifying your taxes Let s say you have a state tax of 5 and local tax of 4 you can enter each as Sales Tax Percentage 1 and Sales Tax Percentage 2 If you want to have the 5 tax applied automatically to every item you sell enter 5 in Default Sales Tax 1 With these settings your 5 tax will be automatically applied and you can apply the 4 tax on an item by item al basis Both taxes can be managed on each item as i cane you sell the item by checking or unchecking the appropriate tax checkbox on an item in a Sale invoice invoice 2854 Sales Tax Payment Types amp QuickBooks Settings AAA InBloom Se z InBloom Settings Re Login Logout General Inventory Contacts amp Sales Payment Types amp QuickBooks Sec urity Printin ng Ba Backups Graphics Customizations nana oo oe ere eee ngs n edit or change the default of payment types Bloo nea ahi it Qui rae S and sync al checks gen sara om nil om with y N y file gers agian lara po samara on Window Name Cash Add Icon Image FMBooks License Icon Se 6 Delete Icon Ima D I QuickBooks File Location Specify Location Name Visa Add VISA pemg Enter the exact name of the account you would like InBloom to push checks to in Delete Type Q
89. ditional questions about formatting please email us at support inbloomsoftware com Thanks Settings Inventory Contacts Sales Dashboard Main Menu 100 ad E Browse The Printing tab lets you easily select the templates used for printing contracts receipts and more For each of the print types you can choose the template that will be used for printing In addition you can specify the number of copies of sales receipts that will print at the completion of each transaction You can also specify the Consignment Terms amp Conditions which are merged onto the Blank Inventory and Full Inventory printouts PAA InBloom ZA InBloom Settings General Inventory Contacts amp Sales Payment Types amp QuickBooks Printing Choices Place a checkmark next to all the groups you would like to grant permissions to for specific program features Of Sales Receipts To Print 1 Sales Receipt Sales Receipt Default Style 3 x9 Credit Receipt Inventory Credit Receipt Default Style Layaway Receipt Layaway Receipt Default Style Return Receipt sales Return Receipt Default Style Promo Receipt Promo Receipt Default Style Inventory Price Tags Label Dymo 30336 Payment Check Check 9209 Condensed Payment Check Check 9209 Multipage Blank Inventory Blank Contract Full Inventory Full Contract Status Re
90. dow The Different Views Of The Dashboard Additional tabs at the top of the screen provide further views that specify financial figures for the time period selected These different views are explained in the following table Recent Inventory Displays a list of all inventory items created in the selected time period All Figures Displays totals for the various transaction types separated by days Sales Displays the counts and financial totals for all normal sales transactions 123 Dashboard View Description Layaway Purchases Displays the counts and financial totals for all completed layaway transactions Active Layaways Displays the counts and financial totals for all pending layaway transactions Returns Displays the counts and financial totals for all returns transactions Voids Displays the counts and financial totals for all voided transactions 124 Payments How To Pay Consignors You can search for all sold and unpaid items using the Consignor Payments functionality You can note payments to consignors as either Cash Store Credit Handwritten Check or InBloom printed Check Regardless of the method you choose you can manage the payments precisely The basics are outlined in the five step process below Step 1 Click Consignor Payments InBloom To begin the Payments workflow simply start n at the Main Menu then click the Consignor _ Payments button biii If you can not acc
91. e or not enter any criteria and choose Search For Account 59 10 record s were found Choose one and click Open Account Ms Janet Anderson Ms Jane Kim Ms Janet Kerr Ms Janet Wagner Ms Jane Duran Ms Janette Landry Ms Jane Mchale Sort By Last Name Sort By State Sort By Account Number Inventory Contacts nae Dashboard Main Menu e From the list of results click Open Account for the consignor e INBloom will retrieve all of the items entered for the consignor AOO InBloom eee ie m Additem Hideltem Hide Above Hide Below CONSIGNMENT ENTRY Acct eo Designer Description SEARCH janet blair 9 Category Code Qty On Hand Status 5021 1 Gucci Black Stiletto Pumps w Floral Detail 5021 2 M Blahniks Black Suede Flats 5021 3 No Label Black Leather Jacket 45 East 89th Street Palm Springs CA 90034 Main 212 666 7777 Inventory record 3 of 3 found Sorted 72641 Total Date Accepted 4 14 2010 Pickup Date 7 13 2010 Retail Price Inventory Contacts Sales Dashboard Main Menu e Click the Add Item toolbar button to continue adding new items to the account The shortcut is Cmd N on Mac or Ctrl N on PC 60 Searching For Inventory You can search for Inventory using two methods e Search by using the Search field This searches across all inventory for any matches in the Designer Description Account Number and SKU fields e Sear
92. e Dashboard screen is designed to give you easy one click access to the basic numbers about your business Because this can be highly sensitive information it is also limited to certain groups of users based on your preferences in the Security tab of the InBloom Settings The Dashboard is easily accessible by clicking the Dashboard button on InBloom will quickly summarize all transactions for the current day based on your settings You can filter different time periods by choosing from the Filter Sales pulldown menu The menu offers several pre configured options such as the current day current week current month previous day previous week previous month financial quarters Q1 thru Q4 of the current year and previous year individual months and a custom date range option The basic figures displayed related to the filter time period as well as the transaction type The figures are the number of inventory items created the number of new contacts created the total amount of Tax 1 and Tax 2 collected the total number of transactions the total number of items transacted the net sales and the gross sales Filtering The Dashboard By Transaction Type Include Purchases Returns Pending Layaways Voids Layaway Purchases In addition you can also filter by transaction type and include purchases pending sales completed layaways returns and voids in summary amounts and counts based on selected checkboxes at the bottom of the win
93. ecify the additional payment deposit in Step 1 then enter the following payment due date in Step 2 If you need to correct any 91 previous payments you can edit the past payments from the Previous Payments tab on the top right Otherwise click the Submit amp Print Receipt button on the bottom right In the case of the sample transaction above the shopper has already placed a 100 initial deposit towards the 4300 Layaway invoice In this following payment s he will be adding an additional 500 deposit to the invoice The ability to modify both the Customer and Terms amp Conditions for this invoice have been locked To change any of these requires clicking the Revert To Sale button on the bottom left and making changes in standard invoice mode Returning Merchandise There are multiple ways to return merchandise in InBloom Because accounting can be significantly more complicated with consignment 92 items you can only return items sold through InBloom where the consignor has not been paid for the sale of the item Solution 1 Returning Items amp Selling Items InA Mixed Transaction Most customers will generally return items and put the store credit towards the purchase of another item at the same time This creates mixed transactions where a sale invoice may have one or more items being sold while simultaneously having one or more items being returned InBloom handles this gracefully for you To start enter the S
94. ed click the Issue Payments button on the top of the toolbar to begin walking through the Payment Wizard Issue Payments 129 100 ee Browse 77 The Payment Wizard walks through the small steps of specifying the type of payment you are issuing 100 wood E Browse You can specify the starting check number if paying by check and even a custom message that can print on the voucher of any InBloom printed checks e g We are pleased to include a check for items sold from 5 1 2010 to 5 31 2010 130 EE Regardless of the payment type you can specify the date you are paying the consignors which also appears on printed checks and any fees to be deducted from the consignor payments You can also specify whether to include any previously issued store credits in the consignor payments This is especially useful when issuing checks 131 A AM Payment Wizard Step 5 of 5 Would you like to print a report spreadsheet of all the checks issued Yes No 100 sae Browse Last but not least you can also print a soreadsheet after all of the payments have been generated As soon as you have completed all steps in the Payment Wizard window screen be sure to insert check paper into your current document printer if you are printing checks Click the Finish button to proceed with generating your payments InBloom will create print requests for each check to be printed display a confirmation dialog to let
95. ed different printer settings These settings are saved as Stations Create a station name for Receipt Printer Document Printer Adobe PDF 8 0 the current computer e g Back Office Tag Printer l Brother HL 5170DN series admin s iMac Computer then click on the down arrow for Brother MFC 290C each kind of printer to specify which printers CP 200 you would like this computer station to print to CUPS PDF Clicking the Reload button will refresh the list of Dell Laser Printer 1710 currently available printers DYMO LabelWriter 330 Turbo admin s iMac HP Photosmart C4200 series Click Next Step to continue TSP113 STR_T 001 frontdesks iMac Zebra LP2824 Start Over Previous Step Next Step 100 so af Browse 22 In Step 3 you specify a configuration for the three different printers InBloom uses Each configuration is called a Station and is especially useful and important for InBloom Pro users that have networked copies of FileMaker Pro and are sharing printers between several computers First name the configuration then click on each printer field to specify the printer you are using for receipts generally a thermal receipt printer for documents a laser or inkjet printer and for price tags a thermal label printer or thermal tag printer Choose a printer from the popup menu that appears under each field If you are looking for a printer and it is not appearing in the printer list hit the Reloa
96. ed database to extract recent work and move it into a known good backup of the original database Generate new file Copy file blocks as is Copy logical structure same as Compacted Copy Scan blocks and rebuild file drop invalid blocks v Scan record data and rebuild fields and tables schema vi Scan and rebuild scripts layouts etc structure M Rebuild field indexes Now Later as needed v Delete cached settings page setup sort order etc __ Bypass startup script and layout requires admin privileges F pp TSN Cancel FOK M Oo In the next screen make sure the Copy logical structure middle bullet is selected Click OK FileMaker will scan and retrieve any and all information from the database and let you know of the results in a dialog window Once you see the Recovery completion dialog go to your Modules folder rename InBloom Data to InBloom Data DAMAGED then rename InBloom Data Recovered to InBloom Data This will make the recovered data file your primary database and you should be able to open InBloom again as you did before Because you are working on a recovered file it is strongly recommended that you do a Data Only backup and then restore your information into a new copy of InBloom The restore process is explained above in the Restoring From A Data Only Backup section 167 Backup Considerations There are several important considerations for b
97. ed here C Program Files FileMaker FileMaker 11 Extensions e Start InBloom Lite FileMaker Pro Confirm that the plug in has been successfully installed by navigating to the Preferences menu option then click the Plug ins Tab There you should see the plug in listed 138 with a corresponding check box This indicates that you have successfully installed the plug in Once installed make sure your computer is connected to the internet so you can register with the license server This registration is a one time process and does not require full time access to the internet Step 2 Install the QBXMLRP2 file This installer is found in the QBXMLRP2 folder Inside this folder you will find a file called OBXMLRP2Installer exe Please double click this file and run the installer Step 3 Install the Microsoft XML Processor Included in the package is a download link for all users of Windows Name of link is Install MSXML processor update from Microsoft Required Install This link will direct you to install version 6 of the MSXML Processor from Microsoft com We use version 6 of the MSXML processor in the plug in and require that you install this processor Please save the file to your desktop and then run the file locally from your machine to ensure proper installation 139 Step 4 Establish A Connection Between InBloom amp QuickBooks In InBloom click on Other Modules then click Settings then
98. ed in standard retail environments to ensure all inventory is accounted for Carried Credits Search for and print any pending store credits that were generated with InBloom but have not been fully used Sales Tax Print the total amount of sales tax collected for a given period and the total value of sales shipped for that period Buyer amp Consignor List Prints summarized contact lists for Buyers and or Consignors Buyer Wishlists This report will search for any inventory items that match customer wishlists Mailing Labels Print sheets of mailing labels for any contacts matching various criteria Email Contacts Use this report to generate a single email message in your default email program that is automatically addressed to all of your contacts Category Report Print a summary of sales for each inventory category End Of Day Prints totals for various payment types tax collected and more Daily Totals Prints a list of each transaction for a given time period Payment Totals Employee Sales Prints a list of all payments accepted for a given time period Prints a summarized report of all sales by salesperson name 120 The InBloom Dashboard Using The InBloom Dashboard zA Main Menu Main Menu Inventory Search Inventory Contacts Sales Dashboard Consignor Payments Other Modules InBloom Re Login Logout Get Help Dashboard Recent Inventory
99. ed to manually click in the Payment Price field and change the value from 200 to 80 InBloom will use the percentage in the pulldown menu and automatically update the green amount to be paid Qty Payment Initial Price Sold Price Spoig Total Sale Price Paic 200 00 80 00 1l 80 00 g0 00 40 00 2 Pay 50 of 200 00 Using InBloom With QuickBooks If you use QuickBooks on Windows you can sync your InBloom generated payments with the QuickBooks check register using an add on module which can be purchased from InBloomSoftware com This module will only sync with the Windows version of 137 QuickBooks syncing with QuickBooks for Mac is not supported The following versions of QuickBooks are supported For use with QuickBooks US Versions 2006 2011 e QuickBooks Simple Start e QuickBooks Pro e QuickBooks Premier Accountant e QuickBooks Enterprise For use with QuickBooks UK Canadian and Australian Versions 2006 2011 e QuickBooks Pro e QuickBooks Premier Accountant e QuickBooks Enterprise Step 1 Install The QuickBooks Plugin You can install the QuickBooks plugin easily e Quit InBloom Lite FileMaker Pro completely e Download the plugin from the InBloomSoftware com site then locate the plugin which will have a fmx extension e Copy the actual plug in and paste it to the Extensions folder which is inside the InBloom Lite folder or the FileMaker program folder On Windows this is normally locat
100. elow to omit the newer records Printing amp Emailing Inventory You can print a number of different tags and forms for a single piece of inventory or for the full set of items you are browsing This powerful method of browsing and printing lets you print and reprint selections of items very easily without having to remember any specifics of the account You simply print whatever record you have selected or whatever you are viewing You always begin printing by click Print on the toolbar keyboard shortcut Cmd P on Mac Ctrl P on PC This will display the printouts selection window 63 Print Select A Type Of Print amp Choose The Format D ee 3 Blank Inventory Full Inventory Status Report U T a Sy UE Ny Item Price Tag Batch Price Tags Return Receipt Or choose a custom printout G 100 af FS Browse Simply choose the type of printout you would like to print then choose Print The standard print dialog will appear and InBloom will have selected the appropriate printer for the task i e your label printer to print price tags If InBloom did not automatically choose the correct printer see the Troubleshooting section for more help You can also preview what the printout will look like before sending it to the printer by clicking Print Preview If you click Save As PDF InBloom will jushanaoukoon our has been generated and saved to the desktop as a generate a PDF for
101. em Details View 41 The Item Details View InBloom Menu 2 eegm eweise m B Add item Omititem Omit Above OmitBelow Delete item View Account Find Mode Price Research CONSIGNMENT ENTRY LIST VIEW ITEM DETAILS VIEW WEB DETAILS VIEW Ss arch a Designer Description Price Fee Code Size Category Qty In Stock GRAB amp MAC Teal Cotton Cropped Hoooded Sweat Shirt 30 00 1 00 A Shirts _ 5 bas General Markdowns amp Custom Fields Files Log SKU 5225 1 e Item Notes Date Accepted 3 15 2010 EJ n Time Accepted 4 41 PM Consignment Duration Days Pickup Date 6 13 2010 E Purchase Price Consignor Minimum Transaction Date i Payment Status Paid Amt Date Paid 5225 1 Monday April 19 2010 Purchased Paid 29 00 6 25 2010 Inventory record 1 of 21 found Unsorted 72643 Total Inventory Contacts Sales Dashboard Main Menu 100 oe Browse The Item Details View is a deeper look at the specifics for the currently selected item You can still browse the specific items from the other views but this view shows only one item at a time Because of the possible sensitive nature of such information this view can be password limited allowing only specific users to view this information In addition this view displays an extensive amount of information about the particular item in several layers 42 The first layer shown above is denoted un
102. ements e Windows Vista Ultimate Business Home SP 1 or Windows XP Professional Home Edition SP 3 e Pentium III 7ZOOMHz or higher e 256MB of RAM e SVGA 1024 x 768 or higher resolution video adapter and display InBloom Pro only FileMaker Pro version 10 0 or greater Multi User Requirements InBloom uses a standard client and server configuration That means when you network multiple computers to share the InBloom data one computer must be designated the central point that all other computers connect to Thus we recommend that you choose your most powerful computer to be the central server If you have five or more users we strongly recommend that you designate a Mac or PC to only serve your InBloom data over your network Also note that if you share files serve web pages play video games or stream iTunes Pandora from this computer it can greatly slowdown the performance of FileMaker over a network Installing InBloom Setting Up InBloom Lite On A Mac Download InBloom Lite from InBloomSoftware com download Download the ZIP file of the Lite version for Mac from the InBloom website Note that you can always download the latest copy from the website and input your serial number in the Help menu Install Barcode Fonts only if using a barcode scanner See the Installing Barcode Fonts page for full instructions If you re not using a scanner skip to Step 3 Install InBloom Lite In Your Applications Folder
103. eneath each price for each item Adding Non Inventory Items To A Sale Because you can only sell items in InBloom when they are Quick in your inventory we ve designed a function where you Add can add items to your inventory while simultaneously adding the items to your current invoice 102 To begin use the Quick Add button on the top of the Point Of Sale screen AAA Add Items To Current Invoice Quickly Add New Items To Your Invoice Click Add Existing Item for merchandise that has an existing Item Click Add New Item for new merchandise without an Item Add the Account Item Designer Description Quantity and Price in the fields below Add Existing Item Delete Item Account Add New Item to Account Item Description 100 toe F Browse e The Quick Add window will appear If you re migrating from another inventory system and adding items on the fly you can click the Add Existing Item button A new blank inventory record will be created where you can specify an Account Number Item Number Designer Brand Description Quantity Price Category and Price Code You can click the Add Existing Item button repeatedly to add multiple rows AAA Add Items To Current Invoice Quickly Add New Items To Your Invoice Click Add Existing Item for merchandise that has an existing Item Click Add New Item for new merchandise without an Item Add the Account Item Designer Descripti
104. enu gt Other Modules gt Printers amp Workstations In the Printers amp Workstations window click on the pulldown menu for each printer to amg You can create You can also relo Taie ie E sic choose the proper printer to use If you are looking for a printer that is not appearing in the pulldown menu click the Refresh Printer List button If your printer is still Set As Current Printer Send A Test Print Set As Current Printer amp Send A Test Print Brother MI CP 200 Set As Current Printer i Send A Test Print CUPS PD Set As Current Printer L Set As Current Printer Send A Test Print al Set As Current Printer amp Send A Test Print 7 Set As Current Printer amp Send A Test Print Set As Current Printer Send A Test Print not appearing make sure it is properly installed on your computer and is powered on 145 Configuring Printers On Windows PCs can have more complex printer settings so InBloom provides a st Advanced Print Setup Configuration for Windows only deeper configuration for PC specific setups Simply click on the Advanced Printer Configuration button to manage these setups AAR Printouts Advanced Printer Configuration This screen is designed to capture the Print Setup for various printers on Windows only Click Capture to show the Print Setup for each printer Please specify
105. er you will find six different sizes of the same Code 128 Barcode symbology in a True Type Font format Install these in your default Font folders The instructions for how to do so on Mac amp Windows follows respectively Installing Barcode Fonts on Mac OS X To install the barcode fonts in Mac OS 10 3 x and later 151 Download the fonts from InBloomSoftware com downloads Find the downloaded file on your Mac and double click it to unzip it e Doubleclick each of the font files The Font Book application will open and preview the font e Click Install Font Installing Barcode Fonts on Windows In Windows XP you can simply drag all of the font TTF files from this folder to the Fonts folder accessed through your Windows Control Pant or you can use Windows installer tool e Download the fonts from InBloomSoftware com downloads Find the downloaded file on your PC and double click it to unzip it Choose Start gt Control Panel Click the Appearance amp Themes control panel e Click the Fonts folder on the top left of the window From the File menu choose Install New Font Locate the fonts you want to install In the Folders list select a folder that contains the fonts you want to install Make sure you have unzipped them first The fonts in the folder appear under List of Fonts Select the fonts to install To select more than one font hold down the CTRL key and click each font Your font selection should
106. es Tab AAA InBloom Menu 2 wo o Wa ra ey 4 Print Sing New Contact Omit Contact Delete Contact View Account Find Mode Browse Mode Label Print CONSIGNOR INFO MENT EW i VIEW VIEW search ia k General Info Detailed Info Invoices Purchased Items Payments amp Credits Alerts Wishlist Log Additional Info Internal Date Invoice Items Subtotal Tax Tax 2 Credits Discoun ts Price View Invoice 4 6 2000 48 1 Item s 100 00 8 38 8 38 116 76 View Invoice 5 8 2009 28287 2 Item s 45 00 1 97 1 97 50 74 View Invoice 4 19 2010 28502 1 Item s 748 00 32 73 32 73 780 73 View Invoice 7 9 2010 28506 1 Item s 1000 00 0 00 0 00 1000 00 View Invoice 8 14 2010 28510 2 Item s 410 00 0 00 0 00 455 00 View Invoice 12 20 2010 28527 3 Item s 24 00 0 64 0 64 25 34 View Invoice 12 20 2010 28528 1 Item s 295 00 11 80 11 80 332 61 View Invoice 1 4 2011 28534 2 Item s 84 00 0 00 0 00 84 00 8 Invoice s Are Linked To This Person Totals 2706 00 55 52 2845 18 Record created on 8 3 2009 1 43 30 AM Record last modified 2 6 2011 2 07 37 PM Record 1 of 1 found Unsorted Total Records 40007 Inventory Contacts Sales Dashboard Main Menu 112 The Purchased Items Tab The Purchased Items a 0 t t h New Contact Omit Contact Delete Contact View Account Find Mode Browse Mode Prime Hele ati CON
107. ess sales the Consignor nn Payments screen re ae login with a username and password that has jos Manage Payment You can search for sold items using by the dates the items sold Enter a start date as well as an end date to search You can optionally search all accounts a range of accounts or specific accounts Find items sold from 1 1 2010 to 2 15 2011 Search All Accounts 45000 To Search Account Range 4500 From If you would like to view the past payments click the View Past Payments button access in the Security tab of the InBloom Settings 126 View Past Payments v2 1 Build 14 InBloom Shop Software Step 2 Perform The Search Enter a date range for the sold items in the top two fields For example if you were searching for all sales that occurred in May 2010 your date range would be 5 1 2010 to 5 31 2010 Find items sold from 1 1 2010 to 2 15 2011 Search All Accounts Search Account Range Search Single Account A 4500 45000 From To ccount Next you can search for sold items in all accounts in a specified account range or a single account To search through every accounts click Search All Accounts To search a range of accounts enter the starting and ending account numbers in the respective From and To fields then click the Search Account Range button To search a single ac
108. et of items from multiple accounts all while showing basic information such as Account Number Item Number Designer Description Price Item Fees Size Category Price Code Quantity Accepted Available Quantity Date Accepted and Item Status AOA InBloom Menu 2 C e3 a amp C Wa 9 a Add Item 7 Hide Item Hide Above Hide Below Delete item View Account Find Mode Price Research Actions Print CONSIGNOR INFO CONSIGNMENT ENTRY LIST VIEW ITEM DETAILS VIEW WEB DETAILS VIEW SEARCH Q Acct 4 Designer Description Price Fee Size Category Code Qty On Hand Status 5225 1 GRAB amp MAC Teal Cotton Cropped Hoooded Sweat Shirt 30 00 1 00 Shirts B 4 5225 2 THEORY Black Cotton Blend Turtleneck 25 00 Tops C 5 5225 3 CARMEN M V Da Acetate Rayon Long Skirt w Pleated Back 85 00 6 Skirts B 15 5225 2 N L Turquoise Sequined Floral Print Cotton Pareo 25 00 Scarves B 5 5225 5 BALENCIAGA Black Pebbled Leather Clutch w Bronze Buckle 125 00 Bags B 0 Mixed 5225 6 W amp DAVIS Ivory Metal Mesh Clutch w Leather Trim 75 00 Bags B 4 5225 7 BARNEYS Ebony Triangular Pierced Earrings w Gold Post 60 00 Jewelry B 1 5225 8 DKNY Swim Black Cotton Beach Tunic w Criss Cross laces 45 00 S Tops B 5225 9 Gucci Black Cotton Denim Jeans 10 00 34 Jeans B 5 4 5225 10 VINTAGE 14K Gold amp Natural Pearl Earrings 40 00 N A Jewelry B 1 5225 11 THE SAK Wooden Beads Tote w Leather Handles 39 00 N A Bags B 4 5225 12 N L 16 Cultured Pe
109. euver prices to help an item sell that may not be outlined in your Price Code Current Price A number field used to store the price an item has been reduced to because of the Price Code Reductions are triggered by the Markdown Report in Reports Custom Fields 1 thru 10 A set of 10 text fields that can be customized to store information that InBloom hasn t been set up for by default Date Accepted A date field that is automatically filled on the date the inventory record is created Default Markdown Schedule The default Price Code to be entered for each new piece of inventory found in the Consignor Info tab Description A text field that is designed to store a lengthy description of your inventory item Designer A text field that is designed to store brand names of inventory InBloom generates a pop up list of the unique values in this field when you are entering inventory Item Fees Any fees to be removed from the consignor s portion of the sale of an item e g if you have a 60 40 split with consignors a 5 00 fee and the item sells at 100 the consignor will receive 40 00 5 00 35 00 Item Number The place number in the consignor s account for each piece of inventory e g 1 2 3 4 88 89 90 The next used item number is set by the default from the Consignor Info tab 75 Field Functionality Markdown Schedule A prefilled explanation of when the price is to be reduced o
110. fill upon creating a new contact ntages in the Set your next invoice number and the sales tax perce fields below enter them as and InBloom will convert them to decimals for you e g 8 375 Default Title ms 7 Next New Sales Invoice 28541 Default City NewYork Sales Tax Percentage 1 05 Default State Sales Tax Percentage 2 08 Default Zip 10028 Default Sales Tax 1 Default Country O Default Sales Tax 2 Default Phone Labell Sales Options l Modify options for the pulldown menus by choosing the Edit option in that menu Default Phone Label2 Default Phone Label3 Invoice Sold By Default Wishlist Contact Duration days Contact Sourc Default Wishlist Contact Format amp Email L Report ll Layaway Menu Options Lookup Price POS Ba Yes Settings Invento ry Contacts Sales Dashboard Main Menu 100 ood FA Browse The Contacts amp Sales tab lets you modify the default prefill information for new Contacts records and for Sales records as well as the pulldown menu options available in both For Contacts you can specify default values for the Contact Title City State Zip Country and Phone Labels 1 3 These values will be automatically entered when you create a new buyer or consignor You can edit the menu options for the Title Contact Source Phone Label and State fields here as well For Sales you can edit tax percentages as well as e
111. for using InBloom Shop Software If you have any problems with the application please visit our Web site at www nBloomSoftware com support or write an e mail to support inbloomsoftware com For more information about InBloom products and services visit our Web site at www nBloomSoftware com or e mail us at sales InBloomSoftware com InBloom Shop Software is designed by a team of developers and users led by Denis Somar of Secret Weapon Labs LLC in New York City Secret Weapon Labs 408 East 92nd Street New York NY 10128 http www SecretWeaponLabs com 917 720 2185 220
112. g In Logging In To InBloom Logging In To InBloom Over A Network Inventory Adding Inventory To A New Consignor Adding Inventory To An Existing Consignor Searching For Inventory Deleting Inventory Hiding Inventory Printing amp Emailing Inventory The Different Printout Types Marking Inventory As Returned To Consignor Marking Inventory As Donated Filtering How To Show Only Available Sold Paid Unpaid Do nated Items Researching Inventory Prices Automagically Easy Sorting amp Visual Browsing Capturing Inventory Information Sales Writing Sales 36 39 4 42 A4 45 47 49 50 51 53 54 55 57 58 59 61 62 62 63 65 6 7 69 70 1 4 4 78 79 Deleting amp Voiding Sales 83 How To Email A Sales Receipt 84 Advanced Point Of Sale Functionality 84 Adding Customers To An Invoice 85 Adding Shipment Info To An Invoice 86 How To Write A Layaway Sale 87 Making Additional Layaway Payments 90 Returning Merchandise 92 Solution 1 Returning Items amp Selling Items In A Mixed Transaction 93 Solution 2 Writing A Return Only Transaction 94 Giving Customers Store Credit 95 Using Quick Add Selling Items Before They re Inventoried 97 Looking Up Items During A Sale 98 Discounting Items When Writing A Sale 99 Discounting The Invoice 101 Discounting Selected Items 101 Adding Non Inventory Items To A Sale 102 Managing Contacts Your Buyers amp Consignors 104 One Really Great Address Book 105 Browsing amp Edi
113. have specified the path by clicking the Specify Location Location button If you always sync when QuickBooks and your company file is open then this field does not require a value QuickBooks File When InBloom syncs any checks to QuickBooks the checks must be issued from a bank account you have specified in the QuickBooks Chart Of Accounts The name in this field must exactly Account match the Account name in QuickBooks So if you have a checking account in QuickBooks named CitiBank Checking and this is the account you would like checks to be noted under in QuickBooks enter the exact CitiBank Checking name in this field in InBloom This is the exact name of the Expense Category you would like your Category checks to be categorized as when synced with QuickBooks Before syncing with QuickBooks we recommend testing the configuration settings by using the Push Test Contact and Push Test Check buttons View the section on QuickBooks syncing for more details 175 Security AAA InBloom z InBloom Settings Re Login Logout General Inventory Contacts amp Sales Payment Types amp QuickBooks Security Printing Backups Graphics Customizations User Security Settings Place a checkmark next to all the groups you would like to grant permissions to for specific program features Manage Stations Manage Markdowns O Use Reports Use Dashboard Use Price Quo
114. i in the Designer field enter black jeans in the Description field and enter lt 100 in the Price field Then choose the Requests menu and choose Add New Request and enter the second set of criteria enter Calvin Klein in the Designer field enter black jeans in the Description field and enter lt 100 in the Price field Hit the Enter key on your keyboard to perform the search Find Records That Match One Set Of Criteria But Not Another You can exclude omit records while performing a find In other words you can find information in your database that does not equal your specified criteria For example you can find all items except those whose designer is Gucci For example if you would like to find all items in the inventory except Gucci enter Find Mode then type Gucci into the Designer field then select the Omit button on the top toolbar following image Hit the Enter key on your keyboard to perform the search AAA InBloom Pr o G Q D E es Q Cg Rl Find Requests New Request Delete Request Perform Find Cancel Find Saved Finds Layout Consignment Entry z View As Matching Records include o Insert Operators Script Is Paused Continue Cancel Exclude records that match the criteria in the oO L Ga Y Biren find request am Add Item Hide Item Hide Above Hide Below Delete Item View Account Find Mode Price Research Actions Print _ CONSIGNOR INFO _ e cata lace USTVIE
115. icate but OOO Backup Data 11 items 15 09 GB available 1 17 2011 Files fp7 1 17 2011 InBloom fp7 1 19 2011 Files fp7 1 19 2011 InBloom fp7 1 21 2011 Files fp7 1 21 2011 InBloom fp7 2 8 2011 Files fp7 2 8 2011 InBloom fp7 2 16 2011 Files fp7 2 16 2011 InBloom fp7 2 20 2011 Files fp7 optimized and compressed version of your data all in one file The file is dated according to the creation date and stored in your Backup Data folder inside your InBloom folder f ee ee at f af a af a Because you are saving dated and versioned copies of your database this option is secure and reliable but takes up much more roomon 4 eE your hard drive This backup type is useful if you are not using automated backup software and are copying your essential files manually to some form of external hard drive A Data Only Backup O Backup Data The Data Only backup type exports all of 105 tems 15 09 GB available C eo a orreer 1 19 2011 ContactNotes fp7 1 19 2011 Contacts fp7 i your information into several distinct FileMaker databases The files are dated according to the creation date and stored in your Backup Data folder inside your InBloom folder 1 19 2011 Files fp7 1 19 2011 Graphics fp7 1 19 2011 Inventory fp7 1 19 2011 InventoryCategories fp7 1 19 2011 Menus fp7 1 19 2011 MultiUserGlobals fp7 1 19 2011 PriceCodes fp7 1 19 2011 PriceCodeSchedule fp7 1 19 2011 Sales fp7 1 19 2011 SalesDays fp7 1 19 2011 SalesDetail
116. ie SoS Pee een kiai ete ers Laer Doo E foe bo EA he imit khe a FERALAS ism Poari leabha Fal Bienes at eos Piia E Eria pee Waki a Er P RDE De hiili at Decca rT Btr Daira Ta a Fi a LR b n Poe eera irap siye ran ira gte eya DE wt a rath GERRI Lir Leier iesjiy Mie Hee iari T E kii EL DA LHET Mrana Maahi E mid bi Pn WALJA Man Usro rar bigs ean Beale Los e Tegra ang Ia PARDA CDi b Varkala Sad Pia a Daae Baai n mah bpt re Tan Cramer Dan pees g Dega ve veh sea HE Ra WEB Laver labar E spyry Hah mmi Berar Sandals oy por aa ey Geet Ca ie be Pt So Pri n rr feats 13 Ce Gei rapes dee eee ead a re EZ AE BOTH Bhar nae Puriy ai Ar hiiia Dr kab td DOr a ee Labia ijai ie eet bax ahah ma PARJA isa Di im aesan ipiam Pee ma En BUDCE kriy Pied E Dad jpili aT r mw ka iI Wiepie led Dee Cee piapa Deen ea TE Tat Er La FHEEEH Cira piim pra Flai leari Jen awe a 19 Ca eet Cs Chat Lite Pa ii rea ana ile pi SS Feo le oe Lee iip ee E E jar man SCRA Tade Dur aii Cheri Laren Soares De kaii SEAL Ter ba Deere irpan Deam ri mii r Eal GUTES Taimi Gian TET ovate in ION HAALL aD ceed rine eg bit pod Tes mapa eu Cre L amp Cou Bii iio TOTAL AAMC T TO 0E PAR Jiki e Long Voucher Style Check Condensed Voucher Style There are two templates for voucher check printouts included with InBloom The first style is the Long Voucher Style Check which is designed to handle payments for up to 32 inventory items on a single check printout
117. ight have seen the character in your date fields right after running a script step that sets a date field to You can fix this by using the set script to set the field equal to TextToDate and the will now appear One Character This is used to put a wildcard character into one character space that makes up part of a search setting For example a search for Mo could return Mom Moe or Mod This means any character could take 199 the place of the character However only one character is all that can be replaced Records with moon move or moot would not be found because of the one wild character limitation Zero Or More Characters This is one of your more taking a blind stab at it type of search operators This will find matches for the wildcard for zero or more characters So a search for Mo would return matches such as Mo Moe Modern and Moomoo Literal Text This is used when you are searching for a literal string of text pieces So a search on LeSaux Media Services would not find LeSaux Media Services Inc However since we are talking about string pieces it would find LeSaux Media Services Media Services LeSaux or Services Media LeSaux This is because all the matching strings are there When you really want the exact match as entered you go for the Field Content Match search operator Field Content Match This is used for finding exact matches to what you typed in your search set
118. int button next to the Tag Printer field it doesn t matter which workstation you choose e When the Print window appears Print ma ke su re the rig ht triang le IS Printer TSP113 STR_T 001 frontde s Ca aimed upwards to view all the standard print settings T E From the pulldown menu in the Fiero 3 middle choose Printer he Features zo Scheduler From the Feature Sets pulldown Cr T Print menu click the Cash Drawer Control menu option 147 Set Option 1 to Open Drawers 1 Print Printer TSP113 STR_T 001 frontde 1 a a nd 2 Presets Standard 4 e Set Optio n 2 tO 200 Copies 5 M Collated Pages All l milliseconds O E Printer Features 34 From the Presets men u at the Feature Sets Cash Drawer Control FA 1 Cash Drawer Open Drawers 1 and 2 HA to D C h oose Save As eco 2 Cash Drawer 1 Pulse Width 200 milliseconds HH Enter Open Cash Drawer e Make sure Only this printer has a bullet next to it O CE oo ai e Click OK to close the dialog e Click Print on the bottom right of the print window A test receipt should print and the cash drawer will open automatically This will now be the default behavior every time you process a sale and print a receipt Recommended Hardware InBloom is designed to use FileMaker s powerful capabilities to network between printers and multiple computers We recommend
119. iption keywords and add 6 to the Size menu Note that wishlist items are automatically set to expire within 90 days If you want to remove this expiration simply delete the date from the Expiration field Finding Customer Wishlist Matches To find inventory that matches customer wishlists simply run the Wishlist report in the Reports module From the Main Menu click Other Modules 116 e Click Reports e Click the report named Buyer Wishlists e Click Run Report This functionality is further explained in the Reports chapter Printing Mailing Labels InBloom gives you quick access to printing mailing labels from the Contacts and Consignor Info screens If you use a Dymo label printer to print adhesive labels and adhere them to tags these buttons give you quick access to printing a single mailing label or a strip of many labels Simply select the Ms Janet Smith contact whose address you would like to Saol PA 10901 print and choose Print Single Label InBloom will switch to your label printer and print the label The Print Multiple Labels button sends all the contacts you are looking at to the label printer This is useful for small batches less than 100 of mailing labels 117 Reports Browsing amp Running Reports Reports Select A Report Close Window aul 2 O 5 a O A
120. le options It s important to first narrow down the records you are viewing when performing one of these Batch Actions otherwise you can accidentally edit all of the records in your Inventory Any batch changes can not be undone You can also renumber items in an account if you want them to be grouped numerically by a certain criteria such as sorting by Designer then renumbering so all of the brands are grouped To perform this action choose Renumber Item Numbers from the Batch Actions menu 73 Easy Sorting amp Visual Browsing AAA InBloom xy Sy a ll Q B Add Item Hide Item Hide Above Hide Below Delete Item View Account Find Mode Price Research ONSIGNOR INFO CONSIGNMENT ENTRY IEW TEM DETAILS VIEW Designer Description Price 86 H BENDEL Salmon Cashmere amp Silk Shawl ccepted Fri Mar 21 2008 Pickup Date Thu Jun 19 2008 2 Item s 90 CHANEL Gold Quilted Canvas Heel Mules w Logo Clasp 225 00 92 R LAUREN Camel Suede Skirt w Ruffled Bottom 175 00 ccepted Sat Apr 5 2008 ickup Date Fri Jul 4 2008 1 Item s 100 SIGNED Periwinkle amp White Porcelain Turtle ccepted Wed Apr 9 2008 Pickup Date Tue Jul 8 2008 2 Item s 102 BALDWIN Set of two Weighed Brass Candlesticks 103 REBECCA MOSES B amp W Glen Plaid Cotton Lycra Flat Front Pants ccepted Fri Apr 18 2008 Date Accepted 8 1 2008 aig et Pickup Date 10 30 2008 nta Clara 408 893 3814 Retail Price Inventory
121. lue Denim Boot Cut Jeans 100 00 100 00 8 000 Remove 5 000 Gucci Black Cotton Skinny Jeans 48 00 48 00 8 000 Remove 5 000 0O ieee Banana Rep Brown Leather Cowboy Belt 20 00 20 00 g Remove 5 000 8 000 Status Pending Number of Items 3 Customer has 30 00 available in credit Tax Mrs Janet Blair 4412 Stuart Street Tax 2 Chicora PA 16025 Piccount Shipping Edit Buyer Clear Buyer Previous Sale Next Sale Inventory record 26587 of 26587 found Unsorted 26587 Total Inventory Contacts Sales Dashboard Main Menu 100 oof FS Browse The Sales interface is designed to be straightforward and easy to use You can do multiple sales functions returns discounts layaways store credits emailing receipts and more from this part of InBloom and nearly all of it is managed through the toolbar buttons on the top of the window You have an unlimited number of lines to add to sale and can manage two different sales taxes for each particular item After you type or scan your inventory on the invoice click Continue 49 The Sale Confirmation Screen InBloom saas oa Invoice 28538 Tax 1 Su btotal Invoice Status Pending Invoice Date Tue Feb 8 2011 Tax 2 Subtotal Invoice Created Tue Feb 8 2011 9 46a l Modified Tue Feb 8 2011 10 01a Invoice Discount 3 Item s In This Invoice S h p pi n g 1000 1 Levis Faded Blue Denim Boot Cut Jeans 100 00 or wi 182 24 a 1000 2
122. m Number Designer and Description fields much like having a web search engine like Google but for your inventory items QuickSearch is perfect for searching with names numbers and keywords without separating the parts of your search criteria Simply type your search criteria such as black jeans or pine armoire and hit a black jeans the Enter key on your keyboard Any matching records will be immediately displayed in the same window You can also use this to quickly search for accounts e g searching for account 1900 or searching for a range of items e g 1900 120 150 will search and display inventory items 120 through 150 in account 1900 Using Find Mode To Find Items You can also find inventory in InBloom by using the powerful Find Mode Enter Find Mode by clicking the Find Mode button on the top toolbar or by clicking the Find Items button on the Main Menu Entering Find Mode clears the display of any records it looks as though you have a blank record and enters the currently selected field awaiting search criteria following image 193 Description i Size Category Code Qty On Hand Status End of inventory records Date Accepted Pickup Date Retail Price Inventory Contacts Sales Dashboard Main Menu The Consignment Entry View in Find Mode In order to search for specific criteria you type the value or values to find into fields in a find request When you perform
123. n any piece of inventory e g Price Code A After 1 1 2011 the price will be 30 00 with a store consignor split of 50 50 After 1 31 2011 the price will be 24 00 with a store consignor split of 50 50 After 3 2 2011 the price will be 12 00 with a store consignor split of 50 50 After 4 1 2011 the price will be 12 00 with a store consignor split of 50 50 After 5 1 2011 the price will be 12 00 with a store consignor split of 100 0 Next Item Number A number field used the next item to be used when adding inventory to an account Pickup Date A date field that is auto calculates by adding the Consignment Duration field to the Date Accepted e g if the Consignment Duration is set to 90 for an item accepted on January 1 the Pickup Date will be April 1 Price Code A text field that has can have values chosen from the Price Code pulldown menu The Price Codes contain the store consignor split for the item the reduction schedule if any and menu options can be changed in Settings This is set by the default from the Consignor Info tab or from the Settings Purchase Price A number field used to store your purchase price of the item Retail Price A number field used to display a retail price on the price tags of inventory SEE EEE EERE EEE EEE EEE EEE EERE EEE EEE EERE EEE EEE EEE EEE EERE RRR RR Ee Teal Cotton Cropped Hoooded Sweat Shirt Retail 100 s A gt 4 gt gt
124. nated Mark All Items Donated Return 5021 2 To Floor Return All Items To Floor Simply click the Mark Returned button the item number will be shown in place of the on the left to mark the currently selected item as returned If there is more than one unit available InBloom will ask you to confirm the number of pieces being returned Please specify the of pieces you are returning Currently 4 piece s can be marked returned Quantity to return Gc Cancel Continue gt Once you enter the quantity to return and continue InBloom will mark the item as returned in your Inventory and note it in the Status field 5021 2 M Blahniks Black Suede Flats 200 00 8 Shoes A 4 i Gaoi If you would like to mark all of the outstanding items in the consignor s account as returned you can instead click the Mark All Items Returned button to proceed This will do it for any items that are available and being viewed If you don t want to include any 68 particular items select each item to omit and click the Hide button in the toolbar Marking Inventory As Donated If your business donates items to a third party such as a non profit charity you can note this in your inventory using the Actions toolbar button as well AAA Item amp Batch Actions What action would you like to perform Mark 5021 2 Returned Mark All Items Returned Mark 5021 2 Donated Mark All Items Donated Return 5021 2 To Floor Return All I
125. nfo the screen to display deeper views of related data Here you can see invoices linked to this consignor items purchased past payments amp store credits items on the contact s wishlist and any popup alerts to display when viewing this person s inventory The Additional Info Tab The Additional Info i ta b d is p ay st h e5 m iii sc custom fields with ge eae nes wes erate custom labelsin pE addition to sell thru cm e and total value information for the __ cen E i Consignor You can O change the field labels by clicking on the label seisenimmumsmmsor ee text You can also filter for a total of various kinds of transactions by choosing from the appropriate checkbox on the bottom left The 111 Transacted Percentage is also commonly called the Sell Thru percentage which indicates the of items a Consignor has sold while the Transacted Average Percentage is a percentage for all of the Consignors in the found set This value is useful only when you view multiple or all Consignor records at once as this field calculates the average of the Transacted Percentage across all records The Invoices tab displays all invoices where the contact was specified as a buyer The total value of all sales is shown at the bottom of the screen A View Invoice link lets you open the selected invoice in a single click The Invoic
126. not certain of the consequences Main Menu Inventory Search Inventory Contacts Sales Dashboard Consignor Payments Other Modules Current Workstation MacBook Pro v2 1 Build 18 InBloom Shop Software 100 oe E Browse e e aaa InBloom Shop Software a INBloom gives hi evel users InBloom Inventory Administration fP bd id Date Sold Date Paid Pickup nsignme _Markdown Schedule _ nearly unlimited access to the fu ee z A 1 1625 11 5 30 2000 7 18 2000 90 300 Pi Znani Arawn I a or A 360 1 1625 20 1625 20 10 39 29 AM 4 19 2000 4 24 2000 7 18 2000 90 95 Ruri Haneauecalar A P 389 11625 49 1625 49 10 39 31 AM 4 19 2000 4 17 2001 7 24 2001 7 18 2000 90 250 Pi znani Alark Reawunn At data being stored in various ert e e e AAi a Tavhirad Ai u 921 1 1635 108 1635 108 10 39 50 AM 5 13 2000 R 10 03 03 8 11 2000 90 50 Pi eu ha Enameled 4 1300 1 1637 1 1637 1 Gucci 10 39 59 AM 6 13 2000 9 11 2000 90 85 Pi Raina iada Buimne A 5570 11661 13 1661 13 10 40 21 AM 12 28 2000 4 13 2001 5 18 2001 3 28 2001 90 125 Pi Znani ark At 1382 1 166521 1665 21 10 40 23 AM 6 15 2000 6 16 2000 9 13 2000 90 150 Pi Nuar Alark Mamae Ai ta e S E e S e ta eC S a re ste y 5429 1 1666 50 1666 50 _ _ 10 40 39 AM 12 20 2000 12 19 2000 1 15 2001 3 20 2001 90 10 Pi Benin useri Rad Qil At 7764 1 1666 64 1666 64 10 40 39 AM 4 22 2001 6 6 2001 7 24 2001 7 21 2001 90 95 Pi z akhi Antan
127. ns of the software and can be accessed from nearly every screen within InBloom AAA InBloom Menu 2 zA Main Menu Re Login Logout Get Help Main Menu Inventory Search Inventory Contacts Sales Dashboard Consignor Payments Other Modules Current Workstation MacBook Pro v2 1 Build 12 InBloom Shop Software 100 oe FS Browse The left sidebar buttons quickly let you browse amp search inventory browse amp search contacts write sales view your daily sales totals pay consignors and more Use the Re Login button to change access while staying connected to the database Add your logo to make your InBloom yours The current workstation setting which is linked to your printer preferences appears at the bottom 29 Some Basic Things InBloom is set up to be smooth and fairly easy at a glance Here are some important things to note about the interface 1 There is no save button All of your changes are saved the instant you change records automagically You won t be harassed about whether or not you want to save changes to each and every thing you type In case you accidentally remove a description or name there is a log of changes to refer back to 2 The main functions are centralized to the toolbar at the top of the window Every primary screen lets you manage through clicks at the top Deeper functions are available through menu bar options at the top of your screen Q ry Sy
128. ntory record 26589 of 26589 found e Unsorted e 26589 Total Inventory Contacts Sales Dashboard Main Menu 90 e You will immediately see any Layaway transactions in the Layaway Invoice List Click the View Invoice button on the transaction you would like to add a payment to AAA InBloom Invoice Number amp Item Count Customer Name 22388 1 Item s Monday July 2 2007 204 32 104 00 1636 480 CHANEL Charcoal Canvas Bow Pumps w Woven Heel 175 00 Layaway Terms 50 down pay at the end of the month Notes 27976 1 Item s Tuesday March 31 2009 1409 38 500 00 3508 1129 GUCCI Black Marabou Feather Jacket 1250 00 Layaway Terms 50 down pay at the end of the month Notes Settings Inventory Contacts Sales Dashboard Main Menu v 100 ad F Browse e This will display the Layaway Payment screen Browse 21 Make A Layaway Payment Invoice 332 6 29 3008 11 14 01 PM Modified Layout POS Laya gt Payment Totals Previous Payments a o total 4300 00 mt Type VISA rapi Accepted By Patty Flint Paid 1 00 0 0 ale Step 2 Specify Next Payment Due Date Balance mee 4 2 0 0 z 0 O Date 8 30 2008 Change Due Customer Ms Jane Smith Private Notes 1000 Main Street Way Atlanta GA 91450 Terms Nonrefundable deposit Balance due date specified below Invoice Notes 100 sE Browse Simply sp
129. nu on the top right is set to Local Hosts A Open Remote File View Local Hosts ad Hosts Back Office 192 168 1 102 Available Files Filter Q InBloom Add to Favorite Hosts Add to Favorites Network File Path fmnet 192 168 1 102 InBloom Example fmnet hostiPAddress fileName Cancel Open A 4 Click and highlight the available host machine under Hosts 5 Then click InBloom in the available files on the right 6 Click the Open button on the bottom right If you don t see your other computer under Hosts in Step 3 make sure InBloom is open on that machine Also make sure that sharing has been enabled on that fille Main Menu gt Other Modules gt click Share InBloom Data 56 Inventory Adding Inventory To A New Consignor To begin adding inventory Log in to your InBloom system and go to the Main Menu e Click the Inventory button to view the Inventory Menu AAA InBloom Menu 2 zA Main Menu Re Login Logout Get Help The next new account is 1 Click Create New Account to Main Menu proceed Hold the SHIFT key when clicking to specify Create New Account another account number Inventory You can search for an existing account below Enter the c account number first name or last name and then click ontacts Search For Account Search For Account Consignor Payments If you just need to get to the Inventory screen and then z you ll figure out what to do click here
130. o business with Because most consignment businesses have an overlap of consignors that are buyers both consignors and buyers are stored in this same database Don t worry you do not have to have two separate records if they are both buyer and consignor InBloom manages this very easily for you You can view the contacts as one long list under the Edit Contact List tab or edit info one contact at a time by clicking either the Contact Detail tab or the Edit button to the right of the contact s name in the list InBloom Menu 2 i View Account New Contact Omit Contact i Delete Contact a Find Mode CONTACT DETAIL Me Ne Print Single Print Multiple Label Labels Qi General Info Detailed Info 1740 Default Consignment Duration 90 Account Number Title First Last Name Ms Cameron Tanner Company Address 1872 Goodwin Avenue Settings _ Buyer x Consignor Next Item Number Default Markdown Schedule Email Mailing List city Spokane Valley Tax Exempt Country Source Phone 1 Notes 509 439 9002 Phone 2 Phone 3 Website Email 1 Cameron D Tanner dodgit com Email 2
131. o type in your name company and FileMaker serial number when prompted You will also need to install some plugins for FileMaker Once the FileMaker installer is complete go to your Applications folder open the FileMaker Pro 11 folder then open the Extensions folder Go to the Edit menu at the top of your screen and choose Paste Items Start Using InBloom Go to the InBloom Pro folder in your Documents folder and doubleclick the InBloom fp7 file Y Note you can drag this file to your Dock for easy access but do not move it from the InBloom Pro folder InBloom fp7 Setting Up InBloom Pro On A PC 1 Download InBloom Pro from nBloomSoftware com download Download the ZIP file of the Pro version for PC from the InBloom website Note that you can always download the latest copy from the website and input your serial number in the Help menu 2 Install Barcode Fonts only if using a barcode scanner See the Installing Barcode Fonts page for full instructions If you re not using a scanner skip to Step 3 3 Install InBloom Pro In Your Documents Folder Find the ZIP file you downloaded in Step 1 doubleclick to unzip it and drag the InBloom Pro folder to your desktop Next click on the Start menu then My Documents then drag your InBloom Pro folder from the desktop to the My Documents folder Open your InBloom Pro folder then open the folder named Add to FileMaker Extensions highlight all three files right click on them
132. oint Click Continue Restore Note that you ve now setup an entirely new copy of InBloom so your old username and passwords were not imported You re all done Recovering From A Damaged File When monsters attack and a bad crash happens sometimes your InBloom database will be corrupted because of the sudden unexpected closure of the file You can only recover from a damaged file using FileMaker Pro InBloom Lite customers must contact Support to have their file repaired You can temporarily repair a file using the Recover command from the File menu in FileMaker Pro 165 Next select the InBloom Data fp7 file from the Modules folder within your InBloom folder In the next window specify the Modules folder within your InBloom folder and leave the name that is pre specified as InBloom Data Recovered OQO recovered file Save As InBloom Data Recovered fp7 4 lt gt Ga m C Modules H Q gt DEVICES yY F7 9 Y SEARCH FOR Files fp7 InBloom Data fp7 Printouts fp7 Y Reports fp7 _ Use Advanced Options Specify Ms Then click the Specify button next to Advanced Options at the bottom of next screen 166 Advanced Recover Options Recover allows you to generate a new database from a damaged one and optionally rebuild the schema and structure Recover may not be able to rebuild all of a severely damaged If problems are found during Recover you should only use the recover
133. on Quantity and Price in the fields below Add Existing Item Delete Item Account 1000 J Add New Item to Account Account Item Designer Item Description Quantity Price Category Code 1000 9 oe AL Add To Invoice 100 oe F Browse If you would like to sell an item that hasn t been inventoried yet but add the item to an existing account you can enter the consignor s account in the Account field e g 1000 then click the Add New Items to Account button to create a new record in that consignor s account You can click the Add New Items button repeatedly to add multiple new items to the same account e Click the Add To Invoice button to proceed to add all items to the pending sale invoice 103 Managing Contacts Your Buyers amp Consignors One Really Great Address Book AAA InBloom Menu 2 9 l Et 3 KA Print Single Print Multiple New Contact Omit Contact gt Delete Contact Find Mode View Account Sort Records Label Labels CONTACT LIST CONTACT DETAIL Account 1740 Ms Cameron Tanner 1872 Goodwin Avenue Spokane Valley WA 99206 Cell 509 439 9002 Ms Kevin Robbins Ac 739 Ms Cameron Tanner Account 1740 Mr Leon Campbell Ms Mary Rogers Account 1742 Dashboard Main Menu v The Contacts database within InBloom is a central address book that stores basic and detailed info about any person or company you d
134. on When the Add Customer screen appears you can search for an existing contact or create a new contact and automatically assign them as the customer for the invoice AAA InBloom Add Customer To Invoice 28539 8 S 6 Adding Shipment Info To An Invoice By default when you create a new sale no shipping info is assigned You can specify or clear shipment info by clicking the Specify Shipping toolbar button or by going to the Buyer amp Shipment Info tab at the top of the sales Confirmation screen and clicking the Specify Shipping link 86 AAA InBloom Ss lt lt Go Back Set Up Layaway Perform Return er amp Shipment Info Sold To Subtotal 64 99 Mr Bruce Wagner Tax 1 Subtotal 2s 3104 Ashmor Drive Duluth MN 55802 Tax 2 Subtotal 1 60 Invoice Discount Shipping rota 67 84 Paid 6 7 8 4 E Change Due 0 O O Balance Owed 0 O O ry ou ed tal Inventory Contacts Sales Dashboa You can also record the Shipment Type and a tracking number with the sale These two fields appear on the receipt when they have data Clicking Generate Shipment Email will generate a new email in the default email program on your computer with a pre formatted message denoting Shipment Type and tracking info See the section on the Customization tab of the Settings module to read more about customizing that email template How To Write A Layaway Sale Before a sale
135. ontacts Sales Dashboard Main Menu The footer of the Inventory lists gives you a synopsis of basic consignor contact information as well as additional info about each inventory item of when an item came in when the item is due to be picked up and the retail price a k a MSRP of an item The bottom most part of the footer displays information about the currently selected record the found records and the sort status The Different Views Of Your Inventory On each inventory view is a series of tabs which lets you drill down to a specific set of information for every piece of inventory CONSIGNOR INFO CONSIGNMENT ENTRY Consignor Info lets you browse and edit the full array of info you can keep track of for each consignor Consignment Entry is the primary screen for browsing searching and editing Inventory List View is a deeper spreadsheet like view of all the transactions for a list of items 35 Item Details View is a more specific view of every piece of information about your Inventory that is tracked by InBloom Web Details View is a more specific view of any details maintained for exporting to a webstore The Consignor Info View A AH InBloom Menu 2 Cc oO O WMM 4 New Contact Omit Contact 7 Delete Contact View Account Find Mode Browse Mode in ingie Print CONSIGNOR INFO CONSIGNMENT ENTR General Info Detailed Info i i Donate Title First amp Last Name
136. oose the appropriate action from the footer of each Data Administration screen right image to begin the data export process The data export functionality is useful for performing advanced reporting functions using a separate program such as Microsoft Excel Sharing InBloom Data The Share InBloom Data button on the Other Options screen is used only in networks of computers This button turns FileMaker sharing on InBloom sharing on and refreshes the current list of networked FileMaker users Upgrading from InBloom Lite to InBloom Pro If you ve grown out of InBloom Lite and need networking and or printout customization capabilities you can upgrade from InBloom Lite to InBloom Pro in under a minute Your InBloom serial number works just the same for InBloom Pro as it does for InBloom Lite You simply need a multiuser license to use InBloom with multiple computers You can purchase the multi user upgrade license from InBloomSoftware com at any time You also need a unique copy of FileMaker Pro installed on each machine you ll be using concurrently Feel free to email us at support inbloomsoftware com with any licensing questions before purchasing copies of FileMaker Upgrading then becomes a very quick process e Quit out of INBloom Lite Install FileMaker Pro on each computer e Go to your InBloom folder and change the file extension for IBL files to FP7 the following filenames are changed 1 InBloom IBL InBloom F
137. ory Calculation You can use this calculation to auto enter categories for you based on any criteria you type when adding new Inventory InBloom comes with a lengthy pre configured calculation that is designed for the Categories already included If you would like to modify it we recommend copying the whole calculation in the Category Customization field pasting it into a simple text editor program like Text Edit on a Mac or WordPad on PC and edit the calculation there Once complete copy and paste it back into the Category Customization field The example calculation is somewhat lengthy but a shorter version is included below Case PatternCount INVENTORY Description Bag gt 0 or PatternCount INVENTORY Description Purse gt 0 or PatternCount INVENTORY Description Handbag gt 0 or PatternCount INVENTORY Description minaudiere gt 0 or PatternCount INVENTORY Description tote gt 0 or PatternCount INVENTORY Description clutch gt 0 or PatternCount INVENTORY Description Bag gt 0 or 183 PatternCount Bags PatternCount Belts PatternCount Blouses PatternCount Boots PatternCount Bracelets PatternCount PatternCount PatternCount PatternCount Coats PatternCount Dresses PatternCount Furs PatternCount Hats PatternCount PatternCount PatternCount PatternCount PatternCo
138. p If Sales Contacts via ShipTo ID Last Name Sales Contacts Title amp amp Sales Contacts Last Name Sales Contacts via ShipTo ID Title amp amp Sales Contacts via ShipTo ID Last Name amp II1Thank you for your purchase and your prompt payment This is just a quick note to let you know that we have prepared and shipped your recent purchase via amp Sales Sales Shipment Method amp TT amp You can track your package online amp Case PatternCount Sales Sales Shipment Method USPS gt 0 at USPS com PatternCount Sales Sales Shipment Method FedEx gt 0 at Fedex com PatternCount Sales Sales Shipment Method UPS gt 0 at UPS com amp using tracking number ber amp TT amp Sales Sales Shipment Tracking Num Thank you for shopping with us and enjoy your purchase 11Best 1 amp Menu Settings Company Name Here s the result of that calculation To Janet smith com Subject Your recent purchase at Two Time Too Resale 182 Message Dear Ms Smith Thank you for your purchase and your prompt payment This is just a quick note to let you know that we have prepared and shipped your recent purchase via USPS Priority Mail You can track your package online using tracking number 1234567889 at USPS com Thank you for shopping with us and enjoy your purchase Best Two Times Too Resale The Categ
139. pipra wifi ae tabase according to your prefer Se es aieae ted days or every day and you can select the iis epale se Data eas les cine ae orts all of your infor nto ral distinct FileMaker databases The files are dated according to the creation dat red in acini es Tlie ek pps m folder Piet emir as ily TOPS ate but o ees aap ndc sed v saa r data and InBloom data all in one file The file is dated scala te eation date and stored in areca Ga aa tah pe aana m folder Hipag gere Dated Backup s tp ne tarsi gel sepe ehi a sed v of your data and InBloom data all in one file The file is NOT dated a eye scl uae erwri Data Backup Frequency Do not backup Perform Backup Now Data Backup Type Data Only Need more help Read the comprehensive article on backups in the online help at http inbloomsoftware co elp setting u asic backups Settings Inventory Contacts Sales Dashboard Main Menu 100 ad Browse This tab lets you choose between the three different forms of automatic data backup that InBloom provides A Full Non Dated Backup saves a duplicate but optimized and compressed version of your data all in one file however the file is NOT dated and each back will overwrite the previous backup A Full Backup saves a duplicate but optimized and compressed version of your data all in one file The file is dated according to the creation date and stored in your Backup Data folder inside your InBloom folder
140. port Status Report Consignor Return Receipt Inventory Return Receipt Default Style Single Mailing Label Mailing Labels Dymo 30336 Bulk Mailing Label Mailing Labels Bulk Avery 5160 Sheets i Re Login Logout Printing Backups Graphics ent Terms amp Conditions Onsignor agrees to leave items for 90 days onsignor will pick up items before 100 days from when items e dropped off Consignor agree that unsold items left after 100 days will be donated to charity 4 These are sample consignment terms amp conditions which are entered in the Settings module under Printing 5 You have basic text control and can format text using bold italicized and underline formatting 6 Advanced formatting of printouts requires Filemaker Pro 7 If you have any additional questions about formatting please email us at support inbloomsoftware com Thanks Settings Inventory Contacts Sales Dashboard 100 00d FA Browse CONSIGNMENT AGREEMENT Two Times Too Resale DATE ITEM DESCRIPTION s2009 1 Levis Faded Blue Denim Boot Cut Jeans i 1 20 06 2 Gucci Black Cotton Skinny Jeans 112008 3 Juicy Couture Pink Cotton Terry Cloth Zip up Sweatershirt i 112005 4 Juicy Couture Neon Green Terry Cloth Sweatpants 2006 5 Banana Rep Brown Leather Cowboy Belt 12006 6 Ann Taylor Black Leather Sandals
141. red E FileMaker Pro Advanced File Edit Format ition Filter gt Actions Sold amp Not Paid Add Item Sold amp Paid Duplicate Item Sort Inventory Refresh Stock Count Available Donated Delete Item R Sold Delete All Viewed Items Passed Pickup Date Expired Modify Last Find Go to Record Find Missing Items Omit Item Add Missing Items As Placeholders Omit Multiple Items Show All Records Batch Actions Get Price Quote Found Set Summary The Find Missing Items option is used to find out of sequence numbers in a complete inventory list e g if you are looking at consignor 25 who has over 200 items and you want to determine if there is an item number deleted or removed from the account you use the Find Missing Items option The Add Missing Items As Placeholders option is deprecated from InBloom 2 1 and is no longer necessary Researching Inventory Prices Automagically You can research the historical trend of similar inventory using the Price Research button on the toolbar This will price research display the Price Research dialog and place the cursor in 71 the price research field Here you you can type keywords for inventory to investigate price trending such as the average starting price average selling price duration on the sales floor and more To perform a research query simply click the Price Research button on the toolbar type your keywords then hit Return or Enter key on your keyboard
142. reduced price after 12 weeks but have the items expire and the Consignor receive 0 you would add the following Take 20 off of the current price after 120 days The Consignor receives 0 of the selling price Setting Default Price Codes You can set a single price code e g Code C to be the default for every new item you add to InBloom This is done through the Settings module and is further discussed in the Inventory section of the Settings chapter In addition you can set a default Account Number Next Item Number 119 2 Default Consignment Default Price i 90 Code A price code on an account basis So if you have a subset of consignors that ee suver O Emai Donate you want to have a different a commissions percentage or reduction schedule you can specify this using the Default Price Code field on the Contact Detail or Consignor Info screens Whenever you add new items to this Consignor s account the items will be auto assigned this Default Price Code 158 Modifying A Price Code If you change the settings for a Price Code i e adding new reductions deleting reductions changing consignor commission percentages etc the changes only affect inventory you add after having made the changes If you would like to apply the changes to the existing Inventory click the Apply Retroactively button in the toolbar 159 Backups amp Security The Basics
143. rt text will pop up J CO n S l g n O r S a CCO u n t a S Alert Text is a package of items to be returned to Janet on the shelf in the office Status Closed Mary Added 7 9 10 well as the previously oe dismissed alerts Alerts are little popup windows that display Record created on 8 3 2009 1 43 30 AM Record last modified 2 6 2011 2 07 37 PM reminders You can i memory MD sates cechtoard main menu enter text that will be displayed anytime a contact is specified as a buyer in a transaction or if their consignment account is searched for The alert text will be OAE Contact Notes displayed in a dialog Notes amp Reminders io Don t forget to return her garment bags to her when she above the current comes back in on Monday window You can choose to permanently dismiss the dialog or tO osam sos have InBloom remind you again later 114 The Wishlist Tab The Wishlist tab EEES u s H Print Single e e h t New Contact Omit Contact Delete Contact View Account Find Mode Browse Mode Label Print CONSIGNOR INFO CONSIGNMENT ENTRY Seal qQ e e criteria for the contact e h h Invoices Purchased Items Payments amp Credits Alerts Wishlist Log Additional
144. ry item on the invoice automatically through Settings or you can manage this on an item by item basis by clicking the appropriate Sales Tax percentage checkbox on the left e You have an unlimited number of lines to add to an invoice simply repeat the previous two steps for every item you would like to sell _ s 000 1000 6 Ann Taylor Black Leather Sandals w Silk Rosettes 20 00 20 00 E SGUU amp Bows This item is out of stock in your inventory Remove 80 If you mistype an item or there is an inventory error InBloom will alert you immediately by displaying a warning line for that item e Click Continue to proceed to the Confirmation screen InBloom will now display the invoice totals AAA InBloom lt lt Go Back Set Up Layaway Perform Return Subtotal 64 99 Tax 1 Subtotal 1 25 Invoice Status Pending invoice Date Wed Feb 9 2011 Tax 2 Subtotal 1 60 Invoice Created Wed Feb 9 2011 6 57p z Modified Wed Feb 9 2011 9 57p Invoice Discount 3 Item s In This Invoice S h i p pi n g Cut J 20 00 rt 67 84 1000 5 Banana Rep Brown Leather bl Cowboy Belt 20 00 1 20 00 1000 3 Juicy Couture Pink Cotton Pai d Terry Cloth Zip up Sweatershirt 24 99 1 24 99 Change Due TE 67 84 Inventory record 26588 of 26588 found e Unsorted e 26588 Total Inventory Contacts Sales Dashboard Main Menu After you review the invoice totals click the Continue bu
145. s fleas shown on the mee n Sn Layout PRINTOUTS Hewer Manage Layouts D 30 right Note that all ofthe layouts ev murous OPP POPPY after the layout named CUSTOM Inventor Printouts ee are what appear in the printout mal menu ane a Ea print layouts It can only be This functionality is useful if you Custom Contract Click here to close this window have a special price tag inventory list or other form of printout you need to print on a custom basis rather than every time you print a contract within InBloom 100 20d E Layout O Undoing Printout Customizations If you ve made too many changes to your CustomPrintouts fp7 file and have possibly broken a printout you can simply delete the file and create a new copy from the Printouts fp7 file Note that you will lose ALL of your printout customizations when doing this but you will have restored back to a fully working default 208 Stuff Done Occasionally Exporting Data To A Spreadsheet or PDF gt o o Bloom Main Menu Re Login Logout Get Help This area is intended to manage any errors or fix data issues at the lowest level These screens are intended for Intermediate to Advanced InBloom users You can click any button to go to the related view of that Data Table WARNING You can do irreparable harm to your InBloom database system while in the Administration views Tread carefully and avoid performing any actions or changing any data that you are
146. s for you so you can run your business more easily and more effectively InBloom was built using the FileMaker Pro the leading desktop database engine and was developed as well as refined through real world use by consignment businesses of all sorts and sizes There are two versions of InBloom InBloom Lite amp InBloom Pro InBloom Lite InBloom Pro Designed for use with only one computer Designed for use with one or more computers Does not require any additional software to run Requires FileMaker Pro on each computer You can only customize printouts with your You can customize printouts down to every pixel company name address and logo point and margin including but not limited to fonts layout and images You can upgrade easily between the two versions at any time See nBloomSoftware com upgrade for info e Have questions Email support inbloomsoftware com The salient difference is that InBloom Pro absolutely requires FileMaker Pro to run in the same way you need Microsoft Excel to run a spreadsheet whereas InBloom Lite already contains a stripped down version of FileMaker within the application that lets you do everything except customize the design of printouts and network between multiple computers Mac Computer Requirements e Mac OS X 10 6 or 10 5 7 e PowerPC G4 867MHz G5 processor or Intel processor e 256MB of RAM InBloom Pro only FileMaker Pro version 10 0 or greater PC Computer Requir
147. s fp7 1 19 2011 SalesPayments fp7 1 19 2011 SalesPaymentTypes fp7 1 19 2011 Settings fp7 1 19 2011 Stations fp7 1 21 2011 Files fp7 i This backup type is used especially when l a a ee l t d d d d t a doing a full database upgrade or when 162 recovering from a hard crash with a damaged InBloom Database file Restoring From A Backup If you need to restore from a backup there are two different methods 1 You can quickly swap the InBloom Data file from the Modules folder within the InBloom folder with a backup from the Backup Data folder or 2 You can download a new copy of InBloom from InBloomSoftware com downloads and restore from a Data Only backup Swapping A Data File This is the quickest way to restore your InBloom data and can be done in under a minute It s important to note that if by doing this you are reverting your copy of InBloom to the last saved backup and that any changes you made since that backup will not be present in the restore To begin e Make sure to close out of InBloom e Go to your InBloom folder on your computer e Go to the Modules folder inside the InBloom folder 163 Find the file named InBloom Data and rename it to InBloom Data OLD include the same extension in the file name e g rename InBloom Data IBL to InBloom Data OLD IBL e Make a note whether your file ends in IBL or FP7 Go to the Backup Data folder inside your InBloom folder and find the file named InBloom fp
148. s on this screen by clicking Add Another Cancel Account in the toolbar When your re ready to finish click the Done button on the bottom right 190 Using Find Mode An Introduction To Find Mode InBloom features exceptional searching functionality as being able to find data is just as important as the process of entering it in Searching allows you to isolate a set of records within InBloom this set of records is commonly called the found set Find Mode is a type of setting whereby you are in a search specific environment allowing you to enter the search criteria execute the search and display the matching records Depending on what you search for InBloom will return one of two results InBloom finds what you were looking for and isolates those records into the found set You can then browse the found set using the interface for moving through the inventory records InBloom does NOT find what you were looking for and displays a No Records Found dialog box shown below and gives you the options of exiting Find Mode or modifying the search criteria 7 4 I No records match this set of find requests Cancel f Modify Find The No Records Found Dialog 192 Using QuickSearch To Find Items The QuickSearch field is available on all as inventory and contact screens on the a top right corner You can use it to enter any descriptive information or keywords stored in the Account Number Ite
149. t the printer have a multi purpose 149 tray of up to 50 pages which can be used for printing checks more easily Label Printers InBloom supports the DYMO LabelWriter 300 330 400 450 and newer Dymo printers for adhesive product labels to be used with price tags Label Printer Models e Dymo LabelWriter 300 330 330 Turbo e Dymo LabelWriter 400 450 450 Turbo Cash Drawers There are currently only two ways to connect a cash drawer to an InBloom station You must connect the drawer to a Star Micronics printer or use a Serial cable and a serial to USB adapter for a direct computer connection We recommend connecting through a Star printer as the best method Drawer Models e APG Vasario Cash Drawer VB320 BG1616 e APG Vasario Cash Drawer VB320 BG1915 e APG Vasario Cash Drawer VB320 BG1618 150 Barcode Scanners We recommend the Metrologic Voyager CG barcode scanner for use with InBloom Any barcode scanner that can be configured to add a carriage return the equivalent of hitting the Return or Enter key on the keyboard is usable with the InBloom Sales module Check with your scanner s documentation to verify that it comes with driver software that can manage this configuration Scanner Models e Metrologic MK9540 32A38 BLK USD Voyager CG Barcode Scanner e Unitech MS210 CCD Barcode Scanner e Honeywell 3820 Wireless Barcode Scanner Installing Barcode Fonts In the Barcode fold
150. t your Inventory All of these screens feature a toolbar and footer with various functions to help you navigate your inventory as easily as possible InBloom Menu 2 eo on GSi Oi wf Add Item Hide Item Hide Above Hide Below j Delete Item i View Account CONSIGNMENT ENTRY LIST VIEW Designer Description Price i Category Code Qty On Hand Status GRAB amp MAC Teal Cotton Cropped Hoooded Sweat Shirt 30 00 1 00 Shirts B THEORY Black Cotton Blend Turtleneck 25 00 Tops C CARMEN M V a Acetate Rayon Long Skirt w Pleated Back 85 00 Skirts N L Turquoise Sequined Floral Print Cotton Pareo 25 00 Scarves BALENCIAGA Black Pebbled Leather Clutch w Bronze Buckle 125 00 Bags W amp DAVIS Ivory Metal Mesh Clutch w Leather Trim 75 00 Bags BARNEYS Ebony Triangular Pierced Earrings w Gold Post 60 00 Jewelry 5 DKNY Swim Black Cotton Beach Tunic w Criss Cross laces 45 00 S Tops VICTORIA S Black Nylon Padded Bra w Detachable Straps 10 00 34C Lingerie VINTAGE 14K Gold amp Natural Pearl Earrings T N A Jewelry 5 1 THE SAK Wooden Beads Tote w Leather Handles N A Bags B 5 4 mmm a mm Mrs Janet Blair Date Accepted 3 15 2010 4412 Stuart Street Pickup Date 6 13 2010 Chicora PA 16025 Main 724 445 7311 Retail Price Inventory record 7 of 21 found Sorted 72643 Total Inventory Contacts Sales Dashboard Main Menu eio o S O m 9 Add Item Hide Item Hide Above Hide Below i Delete Item View Account Description Size
151. tacts Sales Dashboard Main Menu e 100 oe FA Browse especially useful for undoing accidental changes to fields 115 Creating Customer Wishlists InBloom can maintain D N eteblinis tear oeass a naan eee meena se m CONSIGNOR INFO CONSIGNMENT ENTRY LIST VIEW ITEM DETAILS VIEW WEB DETAILS VIEW 502 Customers and search Cem mem Invoices Purchased Items Payments amp Credits Alerts Wishlist Log Additional Info Internal fo r t h e W S h S t C r te r d Designer Description Keywords Category Size Date Added Expiration Chanel silk J 4 12 1 2010 3 31 2011 fq j n YO U r ava j a b e Seven jeans 4 12 1 2010 3 31 2011 ff Seven jeans 6 12 1 2010 3 31 2011 ff e F ft inventory To add new criteria e Acce S S t h e Wi S h j st Wishlist Contact Format X Email L Report Last Wishlist Last Contact Date 11 18 2010 Record created on 8 3 2009 1 43 30 AM Record last modified 2 6 2011 2 07 37 PM ta b fo r t h e CO n ta ct Record 1 of 1 found Unsorted Total Records 40007 Inventory Contacts Sales Dashboard Main Menu 100 oe FA Browse e Click on the empty row and enter the literal search terms You can compound criteria by adding them to the same wishlist row e g if you want to search for Gucci black jeans in size 6 enter Gucci as the Designer enter black jeans as the Descr
152. ted Cancel Undo Discount Apply Discount Discount Amount Selectall Clear Select Item Qty Designer amp Description Item Disc Price Total Price 1000 2 1 Gucci Black Cotton Skinny Jeans 40 00 40 00 L 1000 4 1 Juicy Couture Neon Green Terry Cloth Sweatpants 24 99 24 99 1000 8 1 Aromatic Vanilla scented Candle amp Glass Candlabra 20 00 20 00 Total Number of Items 3 Discount 100 ad E Browse Your invoice will switch to Discount mode e Here you can apply discounts in four different ways 1 2 oy 4 You can apply a discount by amount to the whole invoice You can apply a discount by percent to the whole invoice You can apply a discount by amount to any selected items You can apply a discount by percent to any selected items e Apply the discount in your preferred manner and click Continue 100 Discounting The Invoice To discount the entire invoice by a flat amount enter the value in the Discount Amount field e g 50 00 and click the Apply Discount button then click the Continue button To discount the entire invoice by a percentage enter the percentage value including the e g 50 in the Discount Amount field and click the Apply Discount button then click the Continue button Discounting Selected Items To discount selected items by a flat amount enter the value in the Discount Amount field e g 70 00 select the items to discount by clicking the checkbox for each item or clicking the Sele
153. tems To Floor Close Simply click the Mark Donated button the item number will be shown in place of the on the left to mark the currently selected item as returned If there is more than one unit available InBloom will ask you to confirm the number of pieces being returned 69 Please specify the of pieces you are donating Currently 4 piece s can be marked as donated Quantity to return oe en Cancel Continue a re Once you enter the quantity to mark as donated and continue InBloom will mark the item as Donated in your Inventory and note it in the Status field If you would like to mark all of the outstanding items in the consignor s account as returned you can instead click the Mark All Items Donated button to proceed This will do it for any items that are available and being viewed If you don t want to include any particular items select each item to omit and click the Hide button in the toolbar Filtering How To Show Only Available Sold Paid Unpaid Donated Items You can narrow down the filter of an inventory list to display items matching certain criteria Simply go to the Records menu choose Filter then choose any filter criteria 70 You can filter for sold inventory sold and paid sold and unpaid available inventory inventory marked as Donated inventory marked as Consignor Return inventory beyond the Pickup Date and inventory that has been marked as Expi
154. tes Browse Sales History Void A Transaction Manage Users Give Credit to Buyers Toggle Toolbar Visibility You can maximize screen space by hiding the statusbar on the left hand side of every window Indicate your preference below Toolbar Visibility Settings Inventory Contacts Sales Dashboard Main Menu InBloom offers multiple layers of security to protect your information You can use the options available in the Security tab to limit user access to features such as check printing displaying the dashboard the Inventory List View inventory price research functionality and more This is done by placing checkmarks for the the group of users you would like to give access to To learn more about User Groups read the Adding amp Managing Additional Users section You can also choose to have InBloom open each new window with or without the default FileMaker toolbar located on the top Select your preference under the Toggle Toolbar Visibility setting 176 Printing AAA zl InBloom Settings InBloom Re Login Logout General Inventory Contacts amp Sales Payment Types amp QuickBooks Security Printing Backups Graphics Customizations Printing Choices Place a checkmark next to all the groups you would like to grant permissions to for specific program features Of Sales Receipts To Print Sales Receipt Sales Receipt Default Style 3 x9
155. tes Now you re ready to sync any batches of checks you have issued Simply go to the Main Menu gt Other Modules gt click View Past Payments gt click View These Payments for a particular batch On the Payment List screen click the Push Checks To QuickBooks button InBloom will push every check to QuickBooks and alert you of any errors 142 Configuring Printers Barcodes amp Cash Drawers Installing Printers InBloom can manage switching between three different kinds of printers for you in a seamless and straightforward fashion 1 Your document printer 2 Your tag printer 3 Your receipt printer In a multi computer setup you can configure each computer using InBloom to store its own unique printer settings as a Workstation This ensures that a front point of sale machine will always print to the front printer rather than a back office printer Likewise this also ensures that InBloom can pre select your label printer when printing tags AAA Login to InBloom Thus when you login to InBloom you are always required to choose which Workstation settings you want to use You can change these settings by choosing Re Login from the top right corner of the Main Menu 144 Viewing Workstations From the bottom left of the Main Menu you can quickly determine which workstation setting you are currently using Managing Workstations You can edit the printers for your workstation by clicking Main M
156. ting Contacts 107 Managing Your Contact Information 109 How To Find Contacts 110 Digging Deeper Into Your Contacts 111 The Additional Info Tab 111 The Invoices Tab 112 The Purchased Items Tab 113 The Payments amp Credits Tab 113 The Alerts Tab 114 The Wishlist Tab 115 The Log Tab 115 Creating Customer Wishlists 116 Finding Customer Wishlist Matches 116 Printing Mailing Labels 117 Reports Browsing amp Running Reports A Description Of Each InBloom Report The InBloom Dashboard Using The InBloom Dashboard Filtering The Dashboard By Transaction Type The Different Views Of The Dashboard Payments How To Pay Consignors Step 1 Click Consignor Payments Step 2 Perform The Search Step 3 Auto Calculate Consignor Payments Step 4 Scan Through Pending Payments Step 5 Issue The Payments Printing Checks In InBloom How To Print A List Of Pending Payments Viewing Past Payments Modifying Consignor Payments Using InBloom With QuickBooks Step 1 Install The QuickBooks Plugin Step 2 Install the QBXMLRP2 file Step 3 Install the Microsoft XML Processor Step 4 Establish A Connection Between InBloom amp QuickBooks Step 5 Configure Your Bank Account amp Vendor Categories Step 6 You re Ready To Sync Configuring Printers Barcodes amp Cash Drawers Installing Printers Viewing Workstations Managing Workstations Configuring Printers On Windows Configuring Cash Drawers on Macs 118 119 120 121 122 123 123 125
157. tings The match will only find the exact same words no more or less in the exact order you entered them 200 NOTE For case sensitivity when searching for text information you will need to index the field in ASCII see indexing discussion for details Customizing Printouts A Brief How To Guide You can easily start customizing any of the InBloom printout templates to your preference This requires a little bit of familiarity with FileMaker Pro s layout capabilities but is nonetheless fairly straightforward To begin e Logout of InBloom Go to the folder on your computer where you installed InBloom e Within the InBloom folder open your Modules folder Find the file named Printouts fp7 e Create a duplicate of the Printouts file using right click and Duplicate on a PC or go to the File menu in the Finder on a Mac and choose Duplicate e Rename the duplicate file to CustomPrintouts fp7 note there is no Space between any letters 203 AAA C Modules es 1 of 5 selected 6 88 GB available jj Add to File ions folder nh CustomPrintouts fp7 Preview J Backup Data i Files fp7 InBloom fp7 InBloom Data fp7 Modules gt yp Printouts fp7 Reports fp7 Name CustomPrintouts fp Kind FileMaker Document Size 2 9 MB on disk Created 7 26 10 5 14 PM Modified 1 24 11 12 14 AM Last opened 1 24 11 12 14 AM More info II II II lt EE I Now re open InBloom as you would normally e
158. tton On the Payments screen you can break down the forms of payment received for this transaction You can record receiving various forms of payment such as credit cards cash check and more Note the Pay field has the Invoice total and is already selected you simply need to change the amount to what is being paid and click on the form of payment to record receiving it 81 Specify A Payment Past Payments l amp Cash VISA Visa Pay 6 7 n 8 4 Total Due 67 84 Paid Prior aa Change Due PayPal Balance Due 67 84 Store Credit 100 ad FA Browse In the pictured example we have a total bill of 67 84 if we wanted to record 30 00 received as Visa 20 00 received as American Express and 17 84 we would type as follows Type 30 then click Visa e The display will update with a balance of 37 84 Type 20 then click AMEX The display will update with a balance of 17 84 e Click Cash Now that we have recorded all of the payment received we click Submit amp Print Receipt 82 Deleting amp Voiding Sales AAA InBloom Cc New Delete Lookup Quick Specify Specify Specify Specify Caninia Sale Sale Item Add Credits Discounts Buyer Ship To Se Invoice 28539 Wednesday February 9 2011 6 57pm Sales Tax Item Qty Designer amp Description Price Total Price E 5 000 i 1000 1 Levis Faded Blue Denim Boot Cut Jeans 2
159. u write s amp QuickBooks Security Printing Backups Graphics Customizations InBloom to QuicBooks Settings InBloom can communicate with Intuit QuickBooks and sync your checks generated in InBloom with your company file At this time this functionality only works on Windows QuickBooks File Location Specify Location Enter the exact name of the account you would like InBloom to push checks to in QuickBooks Enter this name exactly as you have it in QuickBooks Account You can see the available accounts in your Chart of Accounts choose the Company menu option gt Lists gt Chart of Accounts Enter the exact name of the Expense Category you would like checks to be categorized in QuickBooks as Push A Test Contact To QuickBooks Push A Test Check To QuickBooks checks from an account named CitiBank Checking Acct then you must enter the same name in the Account field In addition you must also specify an Expense Category for each check to be categorized as Create this category in QuickBooks first then enter the exact name in the Expense Category field 141 Once this is all set you can test syncing a check by clicking Push A Test Check To QuickBooks nBloom will attempt to sync an imaginary check for 550 55 for a series of items and alert you to any errors if the process was unsuccessful Step 6 You re Ready To Sync gt Push Checks to QuickBooks Export to spreadshee mt Items Paid No
160. ual payments Modifying Consignor Payments You can modify the payments of any specific items in the Payments window InBloom is designed this way to give you the ability to manage any corrections that may be necessary if it calculates the price incorrectly or there was an error when the item was sold Items highlighted in red are where the item is paying above the sold price and you are effectively overpaying the consignor Items that are grayed out are items where they are set to be marked as expired You can make any corrections to the Paid Amount based on the Payment Selection menu 2 Mark As Expired at the right of each item which offers the V 3 Pay 50 of 24 99 A 4 Pay 50 of 19 99 payment options to according to the Price Code 5 Pay 50 of 9 00 6 Pay 50 of 9 00 of the item You can delay payment of the item 7 Pay 0 of 9 00 until the next time requested Pay Later absorbing the sale of the item Mark As Expired or pay according to the price break down via the item s Price Code 136 You can also edit the price items are paid at by changing the value in the Payment Price field For example Let s say you take an item at 200 00 but sell it at 80 00 because the item is damaged even though you do not have any kind of reduction set in the Price Code Qty Payment Initial Price Sold Price Solg Total Sale Price 80 00 200 00 100 00 2 Pay 50 of 200 00 You ll ne
161. uickBooks Enter this name exactly as you have it in QuickBooks me MasterCard Add Icon Image Account Icon S Delete icon Image You can see ae T spea n of Accounts choose the Delete Type Company menu option gt Lis So Of A ts Name Discover Add Icon Image sws ries t name a e Category you would like checks to be Icon DISCOVER Delete Icon Image tegorized in QuickBooks i Delete Type Expense Category me AMEX Add Icon Image Icon AMERICAN Delete Icon Image Push A Test Contact To QuickBooks EXPRESS Delete Type sal Push A Test Check To QuickBooks Settings Inventory Contacts Sales Dashboard Main Menu 100 salad E Browse The Payment Types list lets you add remove and modify the icon for the available payment types when writing a sale Note that you must 174 have an option named Store Credit in order to use the feature where consignors can pay with existing store credit The QuickBooks settings are all the fields needed to configure the export of your information from InBloom to QuickBooks Here is a specification of what each field is expecting if you plan on using this functionality Field Function InBloom syncs to QuickBooks using an add on module which can FMBooks License be purchased from InBloomSoftware com This add on module includes a license number which must be entered here This field store the exact path of your QuickBooks Company file If QuickBooks is not open when you perform the sync operation you must
162. uides the user through quickly searching the inventory for a Number particular item and automatically adding it to the current invoice Guides the user through adding new items to the inventory Quick Add database while simultaneously adding them to the current invoice Displays the Specify Credits screen where the user can specify Specify Credits payments for sold inventory items that can be used as credit for purchases Displays the Discount Manager screen that lets you manage Specify Discounts applying bulk price reductions to all the items on an invoice or adding it as a flat reduction from the invoice 84 Toolbar Button Function Guides the user through quickly specifying a new or existing buyer Specify Buyer name and address on the current invoice Guides the user through quickly specifying a new or existing name Specify Shipping and shipping address on the current invoice On the sales confirmation screen you have two more toolbar buttons Displays the Layaway Entry screen and guides the user through Set Up Layaway details related to denoting a sale paid in multiple increments Displays the Return Entry screen and guides the user through Perform Return accounting for item returns and returning credit to the customer Adding Customers To An Invoice By default when you create a new sale no customer is assigned making it an anonymous sale To add a customer click the Specify Buyer toolbar butt
163. unt Gloves PatternCount Gowns PatternCount PatternCount PatternCount Jackets PatternCount PatternCount PatternCount PatternCount PatternCount PatternCount ee m m ee SP ee m I I m m m m SP INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description Glasses amp Sunglasses INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description INVENTORY Description e e e e e e e e e e e e e e e e e e e e e e e e e e e 184 travel case Belt gt 0 Blouse gt Boot gt 0 bracelet coat parka cape trench gt 0 gt 0 gt dress fur gt 0 hat gt 0 glasses sunglasses eyeglass gloves gt mittens gown gt 0 bolero blazer Jacket necklace earring ring choker
164. ur business the easy way From here you can start following our very quick and easy step by step setup or you can purchase a serial number to register and remove the 200 record limit on the number of items and consignors you can enter What would you like to do Install InBloom Developed by Secret Weapon Labs ar Upgrade InBloom Purchase InBloom 100 ef F Browse Step 1 AAR InBloom Install Enter your serial number Enter your serial number from your InBloom Serial Number for example 555 444 333 purchase confirmation email If you are using a demo version skip this field Username for example Hank Password for example Ak5178 Create a user account Specify a username and password for a new administrator account It s important to remember this name and password exactly as you type it here including capitalization This administrator account can perform tasks such as adding new users changing security settings modifying window layouts modifying fields and more Click Next Step to continue Start Over Next Step 100 ad Browse In Step 1 you begin by entering in basic information to register and personalize our copy of InBloom Simply begin by entering your serial number from your purchase confirmation email in the serial number field If you are running a demo version of InBloom you do not have to enter a number Next enter a username and password The user account you
165. ure Pink Cotton Terry Cloth Zip up Sweatershirt 24 99 M Jewelry A 2 1 1000 2 Juicy Couture Neon Green Terry Cloth Sweatpants Q 24 99 Pants 1000 7 18th Century Brazilian Rosewood Sidetable 150 00 Furniture A Donated 1000 8 Aromatic Vanilla scented Candle amp Glass Candlabra 20 00 A 20 15 End of inventory records 179 Customizations AAA InBloom zA InBloom Settings Re Login Logout Genera I Inventory Contacts amp Sales Payment Types amp QuickBooks Security Printing Backups Graphics Customizations Printing Choices Place a checkmark next to all the groups you would like to grant permissions to for specific program features atternCount INVENTORY Description Bag gt 0 or atternCount INVENTORY Description Purse gt 0 or atternCount INVENTORY Description andbag gt ontacts via ShipTo ID Contact ID 1 ontacts Title amp amp Sales_Contacts ba E xzLast Name Sales_Contacts via ShipTo ID Title amp amp Sales_Contacts via ShipTo ID Last Name amp 49 Thank you for your purchase and your prompt payment Settings Invento ry Contacts Sales Dashboard Main Menu 100 ood FA Browse The Customization tab lets your program various conditions and responses for specific parts of InBloom such as printing promotional receipts after every sales transaction auto specifying the Category of inventory as you t
166. us Step Next Step 100 ad I Browse In Step 2 enter in your company information in the appropriate fields This information is used in the general settings and the logos are displayed on receipts printouts and the home screen You can change these settings later whenever you like in the Settings area Next enter in any tax percentages you regularly charge customers InBloom lets you choose one or both of these taxes for items sold in the Point of Sale module Enter a default tax value if you want a sales tax to be automatically added to each item in the Point of Sale module Enter a number you would like to start numbering consignor accounts with Generally new businesses will start with 1 while pre 21 established businesses will already have pre existing account numbers For pre established businesses enter the next available account number you would like InBloom to use Lastly if you have a logo for your business you can make your copy of InBloom yours by inserting a small logo and a large logo in the appropriate fields The small logo is used for printing on both receipts contracts as well as reports and should generally be in black and white The large logo only appears on the Main Menu screen described in the Other Options chapter of this manual Click the Next Step button when you are ready to proceed Step 3 InBloom 2 Install Configure your printers Station Name Each computer using InBloom may ne
167. vertical Line 3 must be Document Tag or Receipt and Line 4 must be All records or Current record This text box will not appear on printouts Horizontal Tag All records 30336 Here is a list of the instructions which can be passed to this layout e Line 1 Usually contains instructions and should be left blank if no instructions are included Line 2 The print orientation is specified as Horizontal or Vertical This is used to specify whether to print the document in Landscape or Portrait mode respectively e Line 3 Specifies the printer type that InBloom should switch to Three types can be passed on this line Tag Document or Receipt Line 4 Is deprecated and can be disregarded Custom Inventory Printouts AAA Print Select A Type Of Print amp Choose The Format Cancel SSS SSS Cs ad aia Blank Inventory Full Inventory Status Report U E A Item Price Tag Return Receipt 100 oa FE Browse When printing inventory items and lists you can specify a custom printout from the pulldown menu in the InBloom Print window The options that populate this Custom Printout menu are specified in the 207 Printouts file based on layout order Note that in the sample window above there are three custom printouts available e Custom Contract e My new contract and My thank you letter These correspond to the layouts in si 5p mmm m the Printout
168. y This Person avi ee Record created on 8 3 2009 1 43 30 AM Record last modified 2 6 2011 2 07 37 PM of t h e S C re eC n Record 1 of 1 found Unsorted Total Records 40007 Inventory Contacts Sales Dashboard Main Menu 100 ad E Browse 25 00 2706 00 The Payments amp Credits Tab The Payments tab o ar New Contact Omit Contact Delete Contact View Account Find Mode Browse Mode Wa 9 displays all hand SESCA written checks Invoices Purchased Items Payments amp Credits Alerts Wishlist Log Additional Info Internal Check Date Paid Notes Payment InBloom generated checks and store credits for this contact mais 10895 4 19 2010 Items 3 21 There is also a Notes field where you can add any info relating to se ar ee mT a payment The ae FEE information in the Notes field is not printed anywhere and is only displayed within InBloom 113 The Alerts Tab The Alerts tab displays F 5 gt s a O the list of active CONSIGNOR INFO ME Y VIEW DETAILS VIEW DETAILS VIEW search messages that can ewan oi Invoices Purchased Items Payments amp Credits Alerts Wishlist Log Additional Info Internal ders and alerts for this persons contact record Every time they are searched for in InBloom an alert open when you VIEW q You can enter remin dialog with the ale
169. you can create an unlimited number of scheduled reductions for each Markdown Code Each reduction is configured in a natural language editor i e Take 50 off of the original price after 60 days The Consignor will receive 40 of the selling price Note You must enter in a zero day reduction for all reduction codes This code should occur on the 0 days and have a default split such as 50 that is usually given to the Consignor Price Codes and Markdown Schedules are one of the most effective ways to automate the price reduction of any and all merchandise in your business as well as manage the commission between your business and your consignors An Example Price Code If your business takes items for two months and reduces the price every two weeks by 10 then 20 then 30 then 40 with the consignor receiving 50 your reduction schedule would read as follows Take 0 off of the original price after 0 days The Consignor receives 50 of the selling price e Take 10 off of the original price after 15 days The Consignor receives 50 of the selling price Take 20 off of the original price after 30 days The Consignor receives 50 of the selling price Take 30 off of the original price after 45 days The Consignor receives 50 of the selling price Take 40 off of the original price after 60 days The Consignor receives 50 of the selling price 157 If you wanted to take an additional 20 off of the already
170. ype and generating pre configured shipment emails when preparing a sales transaction with shipping Managing these customizations requires some familiarity with FileMaker Pro and the calculations FileMaker can interpret You can click the Reset button next to any of the customizable fields to insert a working sample calculation that can be further customized for your business needs For example to have a promotional receipt print after each sales transaction enter the following code in the Receipt Promo Calculation field Sales Contacts Contact ID or Sales Contacts Contact ID 1 180 This means that if no Buyer is specified when writing up a sale InBloom will print a promotional receipt to your receipt printer The promotional receipt is specified under the Printing tab and can be customized using FileMaker Pro see the chapter on Customizing Printouts Shipment emails can be sent when writing up a sale For an example of how a shipment email is formatted use the template provided below for the various components of the Purchase Email Calculation To If sales Contacts via ShipTo ID Contact ID 1 or sales Contacts via ShipTo ID Contact ID Sales Contacts Email Sales Contacts via ShipTo ID Email If a shipping address has not been specified then we try to use the Buyer contact s email Subject Your recent purchase at amp Menu_Settings Company Name 181 Message Dear am

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