JDM Pro for JTV Version Presented by:

Transcription

1 JDM Pro for JTV Version 3.24 Presented by: User Guide and Instructions Revision: 2/25/2014

2 Table of Contents Table of Contents...2 Introduction - Features...3 Getting Started...4 System Requirements...4 Installation...4 Unlock...5 Register your Jewelry Designer Manager Program...5 Uninstall...5 Starting the Program...5 Samples...6 Terminology...6 Control Tips...7 Navigation...7 Filters...7 Set Program Defaults...9 Enter Jewelry Parts...10 Purchase History...11 Adding Pictures and Web Page Hyperlinks...12 Number In Stock/ Reorder Number...12 Delete a Part...12 Part Sales...13 Jewelry Parts QuickList...13 Vendor Info...14 Assemble Your Jewelry Pieces...15 Remove Parts from Inventory...16 Assembly Instructions...17 Pricing Your Jewelry Piece...17 Markup...17 Suggested or Specify Jewelry Piece Price to Use...17 Adding a Jewelry Piece Picture...18 Copy a Jewelry Piece...18 Delete A Jewelry Part or Piece...18 Discontinued...19 Jewelry Piece QuickList...19 Customer Info and Sales...19 Invoices...20 Invoice Quicklist...20 Bills of Material...21 Printing Reports ing a Report...24 Backing Up Your Data...24 Moving JDM to Another Computer...26 Compacting the Database...26 Technical Support

3 Introduction - Features Thank you for purchasing Jewelry Designer Manager from Bejeweled Software Company. This program was developed to help jewelry designers more effectively manage their business. It allows you to keep track of parts and components, determine prices on finished jewelry pieces based on costs and profit margins, and analyze sales. Whether you sell to wholesalers, craft-fairs, home parties or retailers this program can help you get organized so you can spend more time making jewelry. Organize all your jewelry parts inventory Categorize each part by name, description, size, color, price, order number, etc. Keep track of the number in stock and reorder number of each part Maintain vendor information including: contacts, address, phone, and web sites Use the QuickList to view all parts and purchase history on one screen. Sort and filter on part category, part name, vendor and unit price Automatically calculate part s average weighted unit price Automatically add new purchases to part inventory Sell jewelry parts and ready-made items Determine the exact cost of each piece of jewelry you create Assemble each piece by picking parts that you have in your parts inventory Date of last removal of parts from inventory automatically posted Calculate the exact cost of each piece by adding the total cost of materials, labor and any other costs you want to include Determine the price for your jewelry pieces Set the markup for each piece and for customer types (wholesale, direct, retail) Add labor and any other costs for each jewelry piece Use the QuickList to view all pieces on one screen. Sort by category, name, and price Total Cost of Material for each piece is always up-to-date with Parts current unit price Keep track of your Customers and Sales Maintain a list of all your customer names and addresses Track purchases by customer and by customer type (wholesale, direct, retail) Create Invoices for Jewelry Sales Invoices include tax, shipping/handling, purchase order number and message Remove items sold from finished piece inventory automatically Review all Invoices on Invoice Quicklist screen with sorting and filtering - 3 -

4 Produce a Bill of Materials (BOM) for your Jewelry Orders Create a BOM to help you determine parts needed for a jewelry order, amount of parts already in stock, parts to reorder and vendor information Determine cost to purchase parts needed to produce and sales dollar amount Logos and Pictures of Jewelry Pieces on Reports Print your company logo on Catalogs, Price Lists, Invoices and Memos Print pictures of your jewelry pieces on Price Lists, Invoices and Memos Print Customizable Reports - Customer Mailing Labels - Customer Sales Slip - Jewelry Catalog - Jewelry Costs Finished Pieces - Jewelry Price List for Customers - Jewelry Piece Inventory - Jewelry Piece Assembly - Parts Discontinued - Parts Inventory - Parts Price by Category - Part Price List by Vendor - Part Catalog - Parts Used in Jewelry Pieces - Part Labels - Part Reorder List by Category - Part Reorder List by Vendor - Sales by Customer Detail - Sales by Customer Summary - Sales by Piece Detail - Sales by Piece Summary - Vendor Directory - Invoice - Invoice Detail - Invoice Summary - Bills of Material (BOM) - BOM Parts List - BOM Vendors Sorted by Parts - BOM Vendors Sorted by Vendo - BOM Jewelry Assembly - Jewelry Catalog with Logos - Jewelry Price List with Logos and Pictures - Jewelry Price List with Number in Stock - Sales by Piece by Customer - Jewelry Piece Inventory Value at Sales $ - Invoice with Logos and Pictures - Jewelry Assembly No Prices - Custom Earring Cards Getting Started System Requirements IBM-compatible PC with Pentium 75 MHz or higher processor Microsoft Windows XP, Vista, 7 and 8 32 MB RAM 90MB hard-disk space CD-ROM or DVD-ROM drive SVGA color (minimum 256 color) Optional: Internet functionality for sending s or browsing web pages Installation 1. Insert the CD into the CD-Rom drive or save the download to your desktop and double-click to run the installation

5 2. When the setup program begins, click the Install button, and follow the instructions on the screen. 3. When the program finishes installing there will be a Jewelry Designer Manager Icon on the desktop. Click on the icon to start the program. If there is any problem with the installation please contact Technical Support: techsupport@jewelrydesignermanager.com or call and we will help you. Unlock For security reasons there is an unlock feature for Jewelry Designer Manager. The first time you open the program you will be asked to unlock. The CD Key/unlock code or LogIn Password is on the back of the jewel case. Please select the Internet unlock method to unlock. If you do not have internet access on your machine please select the Manual unlock and or call us with the fingerprint which will be listed. We will then be able to issue a manual unlock code. Register your Jewelry Designer Manager Program If you did not purchase directly from Bejeweled Software Company or have changed your address you can register online at: This will enable us to notify you of new software releases and product updates. Uninstall To uninstall the program: (Please note this may remove all files including your data files unless you select Custom Uninstall. Please backup before you uninstall the program files. See Backing Up for more information.) 1. Click the Windows Start button; click Settings, and the click Control Panel. 2. Double-click Add/Remove Programs. 3. Find the name of the program: Jewelry Designer Manager in the list box and select Remove. 4. Follow the instructions on the screen. 5. Repeat 1-4 with the program: Microsoft Access 2003 Runtime SR-1 Starting the Program Double click on the Jewelry Designer Manager icon on the desktop. The program starts and you will see the main menu on your screen

6 Samples A few sample parts and a sample jewelry piece have been included in the program to help you get started. You can remove them at any time or write over the information with your data. However, you must remove the jewelry piece before you will be allowed to remove the parts. There are also sample vendors which you can remove. Terminology Jewelry Designer Manager is a database application. Certain terms are used throughout this manual and are explained here to help you use the program. A database allows you to store, retrieve and analyze information. The information is stored in fields. For example, information about parts is stored in fields such as part name, size, and description. All the fields pertaining to one part are a record. If you are familiar with spreadsheets then visualize a spreadsheet with columns and rows. In a database each column is a field and each row is a record. On the screen the fields are entered in text boxes or drop-down boxes. You can type directly into a text box or choose an item that is in the drop-down box. To open a drop-down box, click on the arrow on the right side of the box. You can scroll through the list or start typing the item you are looking for and you will go directly to an item that begins with the letters you are typing. Below is an example of a drop-down box for the Category field

7 Some of the fields allow you to only pick from a list of items in the drop-down box. If you enter an item that is not in the list a message appears asking if you want to add a new item to the list. You can choose to add or to cancel. You can also edit the drop-down lists by selecting the Edit button next to the drop-down box. Control Tips When you hover over a field with your pointer a control-tip will appear giving you more information about that field. Navigation To move from one field to another use the TAB key. To move from one record to another you can use the record navigation buttons on the bottom left of the screen. These buttons will take you to the first, next, previous and last records. The PgUp and PgDn move from record to record. There is a Find button (binoculars icon) located on the toolbar at the top of the screen. You can place the cursor in any field, click on the Find tool and then type the text or numbers you are looking for in that field. You may also narrow the search to the beginning of the field or any part of the field. Please note that some fields such as the Category field in the Jewelry Parts screen actually store a number but display text. In this type of field select the name of the screen, i.e., Jewelry Parts in the Look In box of the Search dialog box. You can also select whether you want to search in Any Part, the Whole field or just the Start of the Field. Filters Filters allow you limit the records viewed on the screen. For example in the Jewelry Parts QuickList screen you can filter all parts that are in the semi-precious category. You can also filter on the vendor. You can select one filter or both. Below is an example of semi-precious - 7 -

8 parts purchased from one vendor. To remove the filter, click on the Select All button to the right of the Filter by Category drop-down box. The top list box shows all parts. When you select a part the bottom list box will show the purchase history for that part. You can also select one or more parts by holding the Shift and Ctrl keys while clicking on parts. Click on the View/Edit Select Parts command button to open the Jewelry Parts screen filtered to those selected parts. There are sort and filter buttons on the toolbar at the top of every data entry screen (not Quicklists) allowing you to sort records in ascending or descending order. To sort the records, place the cursor in the field you would like to sort on and then click on the Sort Ascending or Sort Descending tool. To remove the sort order, click on the Remove Filter/Sort tool. The Filter By Selection tool allows you to filter or show only the records that are the same as the current selection. For example if you only want to view records that have Semi-Precious in the Category field, place the cursor in the category field on a record that has Semi-Precious entered in this field. Then click on the Filter by Selection button to set the filter. To remove the filter, click on the Remove Filter/Sort tool

9 Using the Program Set Program Defaults The program allows you to customize the reports with your business name, address, , web page, etc. You can also set the markups for your jewelry pieces to any number you wish. To set the defaults go to the Main Menu and select Maintenance and Set Program Defaults. On the Program Setup form you can set the default settings for the following fields: a) Enter the company name and contact information that will appear on reports that are sent to customers such as catalogs, prices lists and invoices b) Select the jewelry part unit price to use c) Enter sales tax rate on invoices d) Enter the markup for jewelry pieces e) Select the customer pricing level (See Figure 1 Program Setup Default Settings) f) Load the logo file to appear on reports that are sent to customers such as catalogs, prices lists and invoices. The maximum size in pixels of the logo is 500w x 130h. g) Load the logo file to appear on earring cards. You can load a logo, picture of your jewelry or your photo. Size the photo to 169 x107 pixels

10 Enter Jewelry Parts The first thing you need to do is to enter your jewelry parts, (i.e., gems, beads, findings, etc.,) into the program. The ideal time to do this is after each purchase when you have all the pricing and vendor information available. Select Jewelry Parts from the Main Menu. The Jewelry Parts screen allows you to enter information about your components such as name, category, size, description, etc. It is very important that you are consistent with your part name. For example, always start with the name of the bead or stone; enter the color, shape, etc. You can change the order or use your own order; the key is to remain consistent. You can always go

11 back and change the part name if you discover later that you don t like the way you named the part. You may enter the pricing information in different ways to determine a unit price. It depends on how you will use the material as a component in your jewelry. If you use entire strands then a unit would be one strand. If you use individual beads or stones then your unit is a bead or stone. You may find that for certain items it is easier to keep the units in grams, feet or even by the container. For seed beads you may enter the price paid per gram or per tube. In the Jewelry Assembly screen the Qty would be entered as the number of grams or the amount of the tube (half tube =.5). used. For wire and chain you may enter the price paid per foot and then in the Jewelry Assembly screen enter the number of feet used. (1/2 foot =.5; 1 foot = 1). There is no set rule; it depends on what is easiest and makes sense for you. Purchase History You can enter all your purchases for a part along with the vendor contact information. The program will calculate the average weighted unit price for each part. When you enter a part purchase the program will ask if you want to add the number of units purchased to the Number in Stock. Adding Pictures To obtain pictures of your parts and jewelry pieces, you can use a scanner, take pictures with a digital camera and download the photos, or take pictures with a regular camera and develop them on a CD. It is highly recommended that you use a jpeg file format and that your pictures be no larger than kilobytes (35 KB = 35,000 bytes). As you add more pictures to the Jewelry Parts and Jewelry Assembly screens, the database will grow larger. If the size of the picture files is too large, performance of the database will be affected and it may take longer to load screens and move from one record to another. Adding pictures can increase the size of a database significantly. To help optimize performance, compact the database frequently. (See Compacting the Database for more information.) You can use a photo editor software program such as Microsoft Photo Editor, Microsoft Paint or Adobe Photoshop Elements to resize the pictures. The standard resolution at which images are viewed on the computer screen is 72 dots per inch (dpi). Greater dpi creates an unnecessarily large file size. However, for printing images a higher dpi ( ) is desirable. We suggest that you keep the original image but load a resized, smaller image for JDM. Otherwise you may have problems printing reports that have photos such as the Jewelry Catalog. You can add a picture of a part on the screen by clicking on the Load command button located below the photo frame. A window will open which will allow you to locate the picture file on your computer s hard drive. Click on the filename and select Open

12 The Photo Command buttons allow you to Clear or remove the picture; Save the picture as a different filename; and Copy the picture to another record by selecting Copy and then Paste. You can also Zoom In and Zoom-Out of the picture for close-ups and Zoom-fit to size the picture to fit the frame. and Web Page Hyperlinks The and web page fields on the Jewelry Parts screen are hyperlink fields. When you click on them you go directly to the web page or to an message form. Be sure to enter the addresses in the format shown on the screen. address must be entered: mailto:name@aol.com Web pages must be entered: To edit a hyperlink field you can place the cursor in the field and select Insert Hyperlink Toolbar button on the menu bar. In the Text to Display text box, enter the text you would like to appear in the or web page field on the screen. (It doesn t have to be the same as the actual hyperlink address.) In the Type the file or web page name text box, enter for a web page or mailto:johndoe@aol.com for an address. If you have trouble entering or editing a hyperlink field, place the cursor on the field before the hyperlink that you want to edit and then press the TAB key to enter the hyperlink field. Number In Stock/ Reorder Number The Number in Stock and Reorder Number fields allow you to keep track of the number of parts you have in stock and at what level you would like to reorder. There are two reorder reports: Part Reorder List by Vendor and Part Reorder List by Category that list only the parts that need to be reordered. On the Part Price List Report, parts that are low or out of stock are highlighted in grey. Delete a Part To delete a part Click on the Delete command button. If the part is an item that is a component in any of the assembled jewelry pieces, you cannot delete the part unless you delete the part from

13 the assembled pieces first. This prevents you from removing important information in other areas of the program. (There is a report called Parts Used in Jewelry Pieces that will give you a list of all the pieces that use a specific part.) To find a jewelry part that you previously entered, open the Find Part drop-down box, select a part and press ENTER. You can find the part by either the Part Category/Part Name or by the PartID. If you start typing the letters you are looking for you will go directly to the item. You can also use the Find Command button or Ctrl-F to find a Part by Part Name or PartID. To add another part click on the Add Part button. Part Sales The Jewelry Parts form keeps track of all the part purchase information. If you resell your parts or sell ready-made items then you can have the program add a Part to a new Jewelry Piece. You can then include these items on price lists, catalogs and invoices. Click on the Add this Part to Jewelry Piece command button. The Part is added and you now have the option of adding some or all of the inventory from Jewelry Parts inventory to Jewelry Piece inventory. The new Jewelry Piece ID and the number of pieces in stock will be visible. Jewelry Parts QuickList The Jewelry Parts QuickList allows you to see all your parts on one screen, filter on Category and Vendor and sort on Part Name, Vendor and Unit Price. For example, you may want to see all the pearls you bought from a specific vendor. You would enter Pearls in the Filter by Category drop-down box and enter the Vendor name in the Filter by Vendor drop-down box. Now only pearls from that vendor will show on the screen. You can then sort by Part Name or by Unit Price. To return to a list of all parts, click Select All next to the two filter buttons

14 You can select a part on the list by clicking on it. To select more than one part, press the SHIFT key while selecting the parts. You can edit the parts you selected by pressing the View Selected Part(s) button. You can also edit the part by double-clicking on the part. There are two additional list boxes below the Parts Quicklist. One of them shows you all the purchases made for the selected part and the other shows you all the pieces that contain the part selected. From this screen you can return to the Jewelry Parts or Jewelry Assembly screen by clicking on the command buttons. Vendor Info On the Parts screen you can enter Vendor information such as Vendor name, contact, phone, fax, and web page. There is another screen to add additional information such as address and specialty. You can get to this screen by selecting the More Vendor Info button next to Vendor name or directly from the Main Menu. The Vendor QuickList screen allows you to see all your vendors on one screen and sort by Vendor, City and Specialty. Click on the Vendor QuickList button to go to that screen

15 Assemble Your Jewelry Pieces Once you have entered all your parts, you are ready to assemble your finished pieces, determine the actually cost, and set the wholesale, direct and retail prices. On the Jewelry Assembly screen you enter the Category, Size, and Piece Name along with all the parts that were used to make the finished piece. Select the quantity of parts used for the piece and then choose the part from the Item drop-down list. You can choose the part by either Part Category/Part Name or by PartID. (When you start typing the category or PartID the list will go directly to the letters typed.) The program will automatically calculate the Unit Price, Extended Price and Cost for each part item and then determine the Total Cost of Materials. There is an Edit/View button next to each item for easy part editing. Click on the button to view or edit the part in the Jewelry Part screen

16 Remove Parts from Inventory There is a Part Inventory tab that shows the number in stock for each part used in a piece. Click on the Remove Parts from Inventory Go command button to remove the parts automatically for one or more pieces. The last date parts were removed will be listed to remind you. If you take apart a jewelry piece and put all the parts back into stock you can enter a negative number and the parts will be added back automatically. Please note: If you try to remove parts from inventory and the program gives you a message saying there are not enough parts in inventory, then you may have a blank row in the list of parts. You must delete the empty row by selecting the row and then pressing the Delete key on the keyboard. To select the row, click on the square to the left of the Qty field. The row will be highlighted; then press delete. There will always be one blank row for new records at the bottom. It has an asterisk * next to it. The program will only take parts and pieces out of inventory when you click on the Update inventory command buttons. The order should go like this: 1. You purchase parts and add them to Jewelry Parts inventory 2. You make a jewelry piece and take the parts out of Jewelry Parts inventory and add the piece to finished piece inventory 3. You sell the jewelry piece on an invoice or place it on consignment and take the piece out of finished piece inventory. If an item is returned on a Memo it will be added back. You can adjust the Number In Stock for parts and jewelry pieces at any time. You can also print the reports: Jewelry Part Inventory and Jewelry Piece Inventory to help you take physical inventory or to update your data

17 Assembly Instructions Click on the Assembly Instructions tab to enter information about making the piece. Pricing Your Jewelry Piece The program calculates the Total Cost of Materials based on the current total of all the parts used in the piece. Click on the Labor tab to enter the labor items, number of hours for each labor process, description and laborer. You can also add Other costs or you can leave fields as zero. Markup The Jewelry Designer Manager program allows you to assign a different markup for each item and for each type of sale: wholesale, direct and suggested retail. You can keep the defaults (3, 4, 6) or change them to whatever you want for each piece. If you want to change the defaults for all new records go to the Main Menu, select Maintenance/Setup Program Defaults. The formula for the Sales Price is: ([Total Cost of Materials] x Markup) + Labor + Other Cost. The formula is listed above the Pricing section. The program allows you to have three different selling prices for each piece: wholesale, direct and retail. Wholesale is intended to be used when selling to customers who will be re-selling your jewelry. The Direct price can be used for whatever purpose you choose. Some designers use it as an in-between wholesale and retail price when selling at home parties or craft fairs. The reports will allow you to select which prices to print for your jewelry pieces. Suggested or Specify Jewelry Piece Price to Use The program gives you the option to use the Suggested selling price or to Specify the jewelry piece price. The Suggested price automatically recalculates when the total cost of materials changes, i.e. when metal prices go up each piece that uses the metal will have a price increase. If the Specify price option is selected then the user must change the prices manually by entering the prices in the text boxes. This option can be different for each jewelry piece

18 Adding a Jewelry Piece Picture You can add a picture of your finished Jewelry Piece on the screen by clicking on the Load command button located below the photo frame. A window will open which will allow you to locate the picture file on your computer s hard drive. Click on the filename and select Open. The Photo Command buttons allow you to Clear or remove the picture; Save the picture as a different filename; and Copy the picture to another record by selecting Copy and then Paste. You can also Zoom In and Zoom-Out of the picture for close-ups and Zoom-fit to size the picture to fit the frame. Copy a Jewelry Piece You may want to make a duplicate or copy of an assembled piece. The Copy Piece button on the bottom right of the screen allows you to make an exact copy without having to re-enter all the information manually. Just click on the button and the Jewelry Piece part name, category, picture and all the items will be copied to a new record. The new record will have the word COPY next to the piece name. You can edit the new piece by giving it a new name and changing parts, item number, etc. Please note: if you have opened the Jewelry Assembly screen from the QuickList and make a copy of the Piece, you will not see the piece until you close the Jewelry Assembly screen and reopen it. Delete A Jewelry Part or Piece To delete an item in the section, click on the record selector or box to the left of the Qty field to select the record. Then press the DELETE key on your keyboard. The Delete Piece button on the screen will delete the Jewelry Piece along with all of its parts. Please note: you cannot delete a part if it is listed in a jewelry piece and you cannot delete a jewelry piece if it is listed in an

19 Invoice, Memo or Bom. You can check the part or piece as Discontinued if you do not want them listed on reports, QuickLists or drop-down boxes. Discontinued Check the Discontinued checkbox if you do not want a jewelry piece to appear on any of the reports, QuickLists or drop-down boxes. Jewelry Piece QuickList You can view all your assembled pieces on one screen by clicking on the Piece QuickList button. This form allows you to see all your pieces on one screen, filter by Category and sort on Piece Name and Price. For example, if you want to see all the bracelets you have made, enter Bracelets in the Filter by Category drop-down box. Now only bracelets will appear on the screen. You can then sort by Piece Name or by Price. To return to a list of all jewelry pieces click Select All next to the filter button. You can select a piece on the list by clicking on it. To select more than one piece, press the SHIFT or CTRL key while selecting the pieces. You can edit the pieces you selected by pressing the View Selected Piece(s) button. You can also edit the selected piece by double-clicking on the piece. This will take you to the Jewelry Assembly screen for editing. The bottom list shows all customers who have purchased the Jewelry Piece selected in the Quicklist. Customer Info and Sales The Customer Info and Sales screen allows you to enter information about your customers such as name, address, phone, etc. You can create different customer type categories for your customers such as wholesale, home party, consignment, etc. The list box on the bottom will show you all the invoices for this customer. You can create a new invoice for the customer by clicking on the Invoice command button. You can also go directly to a previous invoice by

20 selecting the invoice (click on the record selector to the left of the Invoice #) and then clicking on the Invoice command button. Invoices You can create an Invoice by opening the screen directly from the main menu or via the Customer Sales and Info screen. The system automatically assigns an invoice number and calculates sales tax. You can have the program remove the items sold from your finished piece inventory by clicking on the Update finished piece inventory button on the Invoice. Invoices can be printed directly from the invoice screen or from the Print Menu. Invoice Quicklist The Invoice Quicklist allows you to view all your invoices on one screen, sort by Invoice #, Customer Name, Customer Company, etc. It allows you to filter by Customer and/or purchase

21 dates. You can select an invoice and view all the items on the invoice in the listbox at the bottom of the screen. Bills of Material The Bills of Material screen will allow you to enter an order for jewelry pieces that you need to produce. Several reports will give you the following information: Bills of Material report listing date, description and quantity of each jewelry piece A jewelry assembly report with the piece picture and all the parts used in the piece Parts list report with amount on hand and amount needed to order List of Vendors that supply all needed parts with contact and pricing information

22 Printing Reports Once you have entered your parts and pieces you will want to go to the Report Menu. Here you can choose reports to print price lists, mailing labels, jewelry costs, a jewelry catalog, invoices, memos and much more. The Report Menu in JDM Pro 3.24 allows you to select a report by Report Group and Report Name. You can also select the items to print on the report from the list box. Additional tab controls contain filters to narrow your item selection by category or date and choose the sort order of the columns on the report. Use the Shift and Control keys to select the items that will be on the report on the first tab. Shift will allow you to select every item in between the first and last item selected. The Ctrl key will allow you to select or de-select items one at a time. You can also Select All

23 The Saved Lists control allows you to save a list of items you have selected to print on a report. You can use the saved lists when printing the same report or for other reports that contain the same items. In Figure 12 - Report Menu we saved a list called Fall 2014 Collection which contains the four jewelry pieces selected. This selection can be recalled the next time this report, or any other report that prints jewelry pieces, is selected. Report Filters allow you to narrow down the items that will print on the report. Filters will change depending on the report you select. A report may allow you to filter by date, vendor, category, etc. depending on which fields or columns are listed on the report. If you want the name of your business, phone, fax, , etc. to appear on the reports go to the Main menu, select Maintenance, select Setup Program Defaults. Enter your contact information here. If you leave these fields blank these items will not appear on your reports. This is also where you load your logos for reports and earring cards

24 . ing a Report You can any of the reports in JDM by creating a PDF. Check the PDF checkbox on the Print menu and click on Print. A PDF file will be saved in the PDF folder. Create an and attach the file. Depending on how many pictures you have any how big they are, you may not be able to send your entire catalog. You may have to send one category at a time or select pieces on the Print menu. Backing Up Your Data You should back up your data on a regular basis. There is a Backup and Restore utility on the Maintenance Menu. The default file location on XP is the C:\Program Files\Bejeweled Software Company\Jewelry Designer Manager Pro folder. On Vista and Windows 7: C:\ProgramData\Bejeweled Software Company\Jewelry Designer Manager Pro. JDMData.mdb is the file you should backup regularly since you can always reinstall the program from the CD or download an update from the website. In the example below the file we are backing up is: C:\ProgramData\Bejeweled Software Company\Jewelry Designer Manager Pro\JDMData.mdb. The destination for the backup is a folder called Backup:

25 C:\ProgramData\Bejeweled Software Company\Jewelry Designer Manager Pro\Backup Use the Browse buttons to select the target and destination folder/filenames. After you select the file that you want to back up the destination folder will automatically fill in. The word backup and today s date will be added to the filename. This allows you to have many backups in the same folder. You will also be able to tell that the file is a backup and the date just by looking at the file name. Here is the backup destination example for a backup that will be saved in the Backup folder on February 25, C:\ProgramData\Bejeweled Software Company\Jewelry Designer Manager Pro\Backup\JDMDataBackup_ mdb You can change the destination to another drive. Use the Browse button to select the drive and fill in the file name. In the example below the JDMData.mdb file is being copied to an external drive L: The filename is entered at the bottom: JDMDataBackup_ mdb

26 You can also use Windows or another backup program like the Iomega Zip Drive backup utility to backup these files. You can use Windows Explorer to copy the files to an external floppy or zip disk or a USB memory stick. Whatever media you use just be sure to back up often. Please note: If you are backing up to a CD/R or CD/RW please use your CD software. There are Additional Backup Instructions on the Backup form in JDM on the More Info tab. Moving JDM to Another Computer If you need to move the JDM program from one computer to another computer after you have been using the program and have entered information you must follow these steps: 1. Install the Jewelry Designer Manager program using the CD or download link to the new computer to install all the required system files. 2. Replace the JDMData.mdb that was installed by the CD with your JDMData.mdb from the other computer using Windows Explorer or the Restore feature in JDM. Caution If the existing database file in the database folder and the backup copy has the same name, restoring the backup copy may replace the existing database file. If you want to save an existing file, rename it before you copy the backup file. Please technical support or call if you need more information. We can help you over the phone so that you don t lose any important data. Compacting the Database As you work with the Jewelry Designer Manager database, it will grow in size. As you add and remove items from the database it becomes fragmented and performance may suffer. Compacting the database will reclaim all space occupied by deleted data and make the database smaller. It will also reorganize the database files and improve performance. This process should be performed regularly to improve performance and conserve disk space. Remember to backup

27 the database regularly. It is a good idea to back up the database before attempting to compact it. Defragmenting the hard drive regularly is recommended also. To compact the database, go to the Main menu and select Maintenance/Compact Database. The process can take anywhere from a few seconds to minutes depending on the size of the file and the speed of your computer. A message, Compacting is Finished! will appear when the process is done. Technical Support Visit the website for Frequently Asked Questions (FAQ), send us an at techsupport@jewelrydesignermanager.com. We ll be happy to answer any questions you may have. Please be sure to register your product to be eligible for technical support, product updates and information about new software releases. You may register on the website or send us the registration card by mail. We will continue to enhance and improve Jewelry Designer Manager and we welcome your comments and suggestions. Please let us know if there is anything that you would like to see added to a future update. End of User Guide