Transferring & Loading Frames into the OfficeMate Products Database

1. Open FrameMate. For more information, see Opening FrameMate.
2. Click Tasks and select Transfer Into OfficeMate.

   The Transfer to OfficeMate window opens.

3. Select a manufacturer from the Manufacturer drop-down list.
4. (Optional) Select a designer from the Designer drop-down list.
5. Select a Frame Criteria option.
   You cannot transfer discontinued frames into OfficeMate.
6. To include eye sizes, colors, and product codes in the transfer, select the Detail check box.
7. Click Calculate Fee.

   The Fee Calculation Specifications window opens.

8. Enter the markup in the Factor text box.
9. Enter additional markup dollars in the Dollars text box.
10. Select the Round Up or Down check box.
11. Enter the value in the Cents text box with which you want the price to end.
12. Click OK.
13. Click Cross-reference.

    If an exact match for the manufacturer selected for transfer cannot be found in the OfficeMate database, the Cross-Reference Catalog & OfficeMate Data window opens.

14. Select a manufacturer from the OfficeMate Data drop-down list.

    OR

    If the manufacturer is not listed, enter the name of the manufacturer and click Add.

    
    Use the Cross Reference Catalog & OfficeMate Data window to create new manufacturers in the OfficeMate database, select an existing manufacturer that corresponds to the one you are importing from the FRAMES Data catalog, and assign OfficeMate-specific details to the products you are importing.
    
    The Catalog Data column lists the manufacturer and designers you are importing from the FRAMES Data Catalog.
    
    The OfficeMate Data column lists the manufacturers, designers, and OfficeMate-specific details from your OfficeMate products database. Use the Add buttons to add new manufacturers or designers.
    
15. Select designers from the Designer drop-down menus.

    OR

    If the designer is not listed, enter the name of the designer and click Add.

16. Select the insurance fee type, vendor, stocking type, unit of measure, financial group (if necessary), and production group (if necessary) from the appropriate drop-down menu.
17. Click OK.
18. Click Load.
19. Select or deselect frames by clicking Select All, Unselect All, or individually selecting and deselecting Sel check boxes.
20. If you did not calculate the fees in step 7, enter fees in the Fee text boxes.
21. Ensure that the OfficeMate Products window is closed.
22. Click Transfer.
23. Click Yes on the Transfer Warning window.
24. Click OK when the transfer is complete.
25. Repeat these steps for each manufacturer and designer that you want to transfer into your OfficeMate Products database.