iFurniture App - Ver. 4.0
Users Manual
April 2019
Table of Contents
iFurniture App 3
Initial Setup 3
Searching for Inventory Items 4
Searching by Supplier 4
Searching by Category/Subcategory 5
Searching by Style 7
Searching by Collection 8
Searching by Model Number 9
Ordering 10
Clearing a Search 10
Looking at Search Horizontally 10
Selecting a Search Item – Details View 11
Item Description 12
Inventory Markers 12
Item Description 12
In Stock Items 12
Available Items 12
On Order Items 12
Branch Inventory 12
Ashley Integration 13
Related Items and Items on Same Collection 14
Item’s Additional Images 14
Add an Item to a List 15
Add an Item to the Shopping Cart 15
Full Screen View 15
Slideshow 16
Change Image and Add New Photo 16
Add an Item to List or the Shopping Cart 16
Lists 17
Viewing a List 17
Creating a List 17
Selecting a List 17
Deleting a List 17
Filter a List 17
Add listed items to the Shopping Cart 18
Selecting a Branch 18
Selecting a Salesperson 18
Select a Customer 19
Customers 19
Adding a Customer 20
Editing Items on the Shopping Cart 21
Checkout 22
Process Payments 23
Payments 23
Postponing an Order 24
Printing 24
Mail 24
Delete 24
Orders 25
Open an Order 25
Resume a Postponed Order 26
Duplicate Order 26
Settings 27
Scanner 28
Login 28
Adjustments 28
System 28
iFurniture App
Furniture Wizard has made the selling process easier by creating a Point of Sale App for your Apple iPad. All of your current Furniture Wizard inventory items can now be added to iFurniture to easily create catalogs and make selling on the sales floor simpler for your salesperson. iFurniture allows the salesperson to stay with the customer instead of running for multiple catalogs. For information on how iFurniture works, keep on reading…
Initial Setup
On your iPad, go to the App Store and look for the iFurniture POS App and install it.
Once iFurniture is installed, go to your server computer and make sure the web service is running. If the Web Service has not been installed, please contact the Furniture Wizard Technical Support team so they can install it for you.
Searching for Inventory Items
Once iFurniture is loaded with items from Furniture Wizard, items may be searched using the search fields within iFurniture.
Searching by Supplier
To search by a Supplier tap on the Supplier Field on iFurniture’s Filter Tool; this will bring up the list of Suppliers that have been added to the iFurniture from Furniture Wizard. If a Supplier is missing, this means that no items have been added from Furniture Wizard to iFurniture for that Supplier.
The Suppliers will be listed alphabetically. As the list of the Suppliers is scrolled through one or more may be tapped on to filter items by that Supplier. Click Done to apply the filter.
Search results are displayed in the list below the Filtering Tool at the bottom of the screen.
Searching for Category/Subcategory
To narrow the search even further, tap on the Category/Subcategory Field.
If a customer is looking for a full size headboard, the search can reflect that; simply tap the category a full size headboard would be associated with (this would probably be bedroom, however, the categories are pulled from personalized Furniture Wizard Categories, so all iFurniture searches may differ slightly) and then select the subcategory that the full headboard is associated with.
Remember that you can filter the results by selecting multiple Subcategories even if these are under different Categories, the previously selected Subcategories will be concatenated to the newly selected Subcategories.
Click Done to apply the filter.
Now, the search on iFurniture has been narrowed even further by showing the selected Suppliers that have full size headboards.
Searching by Style
If the customer is looking at a contemporary full size headboard, this may be searched as well.
On the main Search screen, tap the Style field, and select the type of Style or Styles the customer is looking for. Click Done to apply the filter.
Now, iFurniture is filtering by Supplier, Category/Subcategory, and Style.
Searching by Collection
Tap on the Collection field, scroll through and tap on the desired Collection(s). Search results will narrow as the collection(s) are selected. Click Done to apply the filter.
Searching by Model Number
Along with all other search criteria, Items might be searched by Model or Item number. Tap in the empty field box marked with a magnifying glass and type in the Model or Item number of the item you are searching for using the keypad. Click Search on the keypad to start the search.
Ordering
By clicking on the Ordering button, the user is able to Sort the results in alphabetical order or list by price: low to high or high to low. The user can also filter the results by availability: All, In Stock, Available or On Order.
Clearing Search
To clear a search of a particular option, go to the search criteria option (Supplier, Category/Subcategory, Style, or Collection) and click Clear Filter on top to clear out that specific filter. For example, if Collection needs to be cleared, tap on the Collection field, then tap the Clear Filter Button.
To clear the entire filtered search, from the main Search screen tap on Clear All Filters button at the top of the screen.
To clear a Model or Item number, tap on the circled x on the search field and then tap on cancel.
Looking at Search Horizontally
To get a better view of search results, the iPad may be flipped horizontally and the results will be shown with larger images.
Selecting a Searched Item – Details view
After a search is performed, an item may be selected by tapping on the listed item. The Details screen will appear with a full description of the item. The Details screen may be viewed vertically or horizontally.
The following section will describe the functionality implemented within the Details screen.
Item Description
The Details screen will allow you to view primarily the Item’s Model – in a blue font –, Description and Item number. The price of the item will display in a larger size font followed by Item number, Supplier, Category, Model, Subcategory, Collection, Cover/Finish, Dimensions and Style. This data is synced in real time from Furniture Wizard.
Inventory Markers
On the Details screen there are three circles that serve as Inventory snapshots.
In Stock Items
If items are In Stock, the circle with the “I” labeled In Stock will turn blue and will display the number of items in stock for all Store branches in a red circle in the top right corner. This data is synced in real time from Furniture Wizard.
Available Items
Although items may be in stock, this does not necessarily mean they are available. When an item is available the circle with the “A” labeled Available will be green with a red circle in the top right corner stating the number available of the selected item. Again, this data is synced in real time from Furniture Wizard.
On Order Items
If items are On Order the circle with the “O” labeled On Order will be purple with a red circle in the top right corner stating the number of items on order. This data is also synced in real time from Furniture Wizard.
Branch Inventory
By tapping your finger on any of these circles you will display the Item Availability screen. This screen will show in detail the number of items available by branch.
Ashley Integration
iFurniture also has the ability to check stock from any Ashley Warehouse. If a selected item is an Ashley item, simply tap on the Show Ashley Stock button to bring up the warehouse item availability. This will give a customer a more accurate arrival time of their order.
To close the Ashley Stock view, tap on Hide Ashley Stock. Tap on Done on the top left of the screen to close it altogether.
Related Items and Items on same Collection
If related items are assigned to an item in Furniture Wizard, they will appear in iFurniture on the Details screen. Scroll left or right on the series of thumbnails labeled Related Products to see all of the items. Notice the original item you picked will be listed and highlighted with a yellow rectangle around it. To view the details of a related item, scroll left or right through the series of thumbnails and tap on the desired item.
The same logic and procedure applies to items under Collection.
Item’s Additional Images
Additional images added in Furniture Wizard will also appear under the item’s main image in iFurniture’s Details screen. Tap on any of the thumbnails to enlarge.
Add an Item to a List
To add an item to a list on the Details screen, simply swipe downward with two fingers over the item’s image and the item will be added to a list. If you have previously selected a list, the item will be added to that list; if not, it will be added to the default list.
Items may also be added to a list by tapping on the Add to List button. Add an Item to the Shopping Cart
To add an item to the Shopping Cart, simply swipe downward with one finger over the
item’s image and the item will be added to the Shopping Cart.
Items may also be added to the Shopping Cart by tapping on the Add to Cart Button.
Full Screen View
To view a selected item’s picture in full screen view double tap on the item’s picture and it will show an enlarged image of the selected item.
Slideshow
A slideshow can be shown in full screen view of the item’s main and additional images. To start a slideshow click the Slideshow Button.
Change Image and Add New Photo
By tapping once on the camera icon on the top menu, the user has the ability to replace the current image or add an additional image.
By tapping on the Change Image button, iFurniture will look for a replacement picture inside the Photos folder of your iPad.
If you tap on the Add New Photo button, iFurniture will request permission to use your iPad’s camera to take a photo for an item with a missing image (If an item does not have an image assigned it will show a question mark instead) or to add an additional image.
Once permission is granted, you may use the iPad to take the photo. You will be asked to confirm that you want to use the photo by clicking on the Use Photo button or Retake the photo if you want to take the photo again.
Add an Item to a List or the Shopping Cart
By tapping once on the Square with a Top Pointing Arrow icon the user can either add the current item to a List or the Shopping Cart.
Lists
You can group a series of Items in lists for future use. You might want to save these lists to show to an Associate or Customer, add the contents of the list - or part of it - to the Shopping Cart to make a sale, etc. You can create and name as many lists as you wish. A default list already exists for you to start using immediately.
Viewing a list
When items are added to a list they can always be reviewed. Tap on the List menu button on the bottom navigation bar to display the list view.
Creating a list
To create a new list, tap on the Notepad icon on the top right of menu bar. A New List input form will appear. Using the keypad, type the name of the new list and tap on accept. A new list has been created.
Selecting a list
To select the previous or other lists, tap on the list’s Title on the top menu bar. A drop down will appear displaying all existing lists. Tap on the desired list.
Deleting a list
To delete the displayed list, tap on the Trash Can icon on the top right of the menu bar. An alert will appear confirming you will delete all items on the list. Tap on Accept to delete.
Filter a list
Users can use the main filtering tool to filter lists.
Add listed items to the Shopping Cart
When viewing a list all items may be selected and added the Shopping Cart. Tap on the circle to the left of an item’s thumbnail to select an item individually or tap on the Select All button at the bottom left of the screen. Tap on the Add to Cart button on the bottom right of the screen to add the items to the Shopping Cart. You can tap on the Clear button to unselect all of the items on the list.
Shopping Cart
To view the Shopping Cart screen to complete an order tap the Shopping Cart menu button on the bottom navigation bar.
Selecting a Branch
Tap on the Branch label to the right of the business logo to select a branch for the sale.
Selecting a Salesperson
Tap on the Salesperson label to the right of Branch to select a salesperson for the sale.
Selecting a Customer
Select a customer by tapping on the Pick One button on the Customer Info box.
In the Customer Details screen a current Furniture Wizard customer may be selected by tapping on the Customer’s name.
Tap on the Edit button if you wish to edit the Customer information that is displayed.
Data is synced in real time from Furniture Wizard and any changes done on iFurniture to the Customer information will be reflected in Furniture Wizard.
Customers
To view customers tap on the Customers Button at the bottom of the iFurniture Application. All the customer information is synced in real time from Furniture Wizard. Customers may also be added directly from the iPad; simply fill out the customer form with the customer’s information.
Adding a Customer
A new customer can be created directly in the Customer Details screen by tapping on the Plus Sign menu button on the top menu bar.
Fill out the Customer form to create a new Customer record and add to the Shopping Cart.
Data is synced in real time from Furniture Wizard and any changes done on iFurniture to Customer information will be reflected in Furniture Wizard.
Editing Items in the Shopping Cart
If items added to the shopping cart need to be edited, tap the Edit button to the right of the desired line item. The edit Item screen will pop up.
The user can adjust the quantity of the selected item by tapping the plus or minus sign, change the price by tapping over the current price and re-typing it, and type in a note. If checkout is completed, the item note information will be exported, along with the rest of the transaction information, to Furniture Wizard. The note information will be exported to the Item Notes 1 field under Details for the line item on the Invoice.
If you wish to delete an item from the Shopping Cart, tap once on the Delete button.
Tap on Done on the top right of the screen to close the Edit Item screen.
Checkout
An order may be completed by tapping on the Checkout button.
iFurniture will confirm that the order is complete once the Checkout button is tapped, then the order will be exported automatically into Furniture Wizard. You may find the order under the Invoice Quick Search screen. If you received partial or full payment for the Order, you may find the order as a recent Invoice. If no payment was received you may find the Order as a Quote.
Process Payments
If you receive a payment when doing a sale, you may record the payment by tapping the Process Payment button.
The payments options are: Credit Card, Cash, Check or Other. To use Credit Card as a Checkout option you will need to have a ChargeItPro Activation Key previously installed in iFurniture
Payments
Payments will be recorded on the iFurniture App. Once you process a payment, you should be able to review the payment by tapping on the Payments button.
You may take full or partial payments. Note that you do not have to take a payment to be able to Checkout a sale.
Show more Info
Additional information about the items being sold can be displayed by tapping on the Show more Info button: Cost, Actual Cost, Gross Profit, Gross Margin and Markup both for each individual item and for the Order total.
Postponing an Order
If a customer is unsure of an order and not yet ready to commit to the order the order may be postponed and completed at a later date and/or time.
To Postpone an Order tap on the icon on the top right corner of the screen and then tap on the Postpone Order button. The Order on the Shopping Cart will now be postponed and available on the Orders page.
Postponing an order will create a new Invoice in Furniture Wizard if partial payment has been received. If no payment was received the order will be saved as a Quote.
Printing
To print and order on the Shopping Cart, tap on the icon on the top right corner of the screen and then tap on the Print button. You must have an Airprint enabled printer to use this feature. You may also Print a receipt if you have an IP Star TSP100 receipt printer.
You may also send the Order via email by tapping on the Mail button
Delete
Tapping on the Delete button will clear the Shopping Cart.
Orders
The Orders screen displays a list of orders that have been completed and postponed on iFurniture.
The user can use the top filter tool to filter between All, Completed or Postponed orders.
Open an Order
To open an Order tap once on the selected order on the list. This will allow the user to view the full order on the Shopping Cart screen. Completed orders can not be edited.
Remember that all order data is synced in real time from Furniture Wizard.
Resume a Postponed Order
To edit a Postponed order tap on the circular icon with 3 dots inside, then tap on the Resume Order button. The selected order will open on the Shopping Cart screen and may now be edited and completed.
Duplicate Order
To duplicate a Postponed or Completed order tap on the circular icon with 3 dots inside, then tap on the Duplicate Order button. The selected order will be duplicated on the Shopping Cart screen and may now be edited and completed.
Settings
The settings page contains the following functions:
Scanner
To use this feature you will need the Koamtac Bluetooth Barcode Scanner. Flip the switch to enable the paring to the scanner. Using the Koamtac scanner will allow you to scan Item’s tags and add them to a list on iFurniture
Login
To Checkout from the Shopping Cart, the user will need to login using their Furniture Wizard User and Password. The user can also change his password. This action will also take effect in Furniture Wizard.
Adjustments
Adjust the Tax Rate using this setting. Taxable delivery can be enabled. The Disclaimer for the orders can be added.
System
The system section will show information about the data imported: number of items in iFurniture, number of pictures, number of orders, number of customers, number of users.
Use this area to input Activation Key If using ChargeItPro for Credit Card processing.
Tap on verify Connection to Server to pair iFurniture with Furniture Wizard. A pop-up message will appear when the Device is added.
If using an IP printer, type in the printer IP address in this area.