Russell Woodworking Software

Tutorials

Overview

Getting the Basics...

This section deals with the setup and use of our software. Cabinet Door Wizard and Drawer Wizard were purposly designed to be relatively the same in use and setup. Once you are familiar with using one, the other will be nothing new. With this in mind, and for ease of instruction, we will do the setting up and use of Cabinet Door Wizard. When the instruction becomes software specific, the tutorial will then give instruction for Cabinet Door Wizard then Drawer Wizard.

Software Setup

Your Company Information...

Once launching either program, you will be confronted with the Startup Page. This consists of 3 doors for Cabinet Door Wizard and 3 drawers for Drawer Wizard.

Click this button. It is circled in Yellow above. After doing this, the screen will disappear, and you will be confronted with a dropped down menu in the upper left corner of the screen. Click the 'Your Business Information' menu, as demonstrated below.

Once doing that, the 'Your Business Information' screen will appear. Enter information in ALL of the boxes. If you do not have anything specific to enter, type the word NONE. All boxes must be filled in. The only thing to be careful of here, is the Tax Rate field. It must be properly filled in, or your Invoices will not be correct. Enter your information as a decimal. For example, if your tax rate is 7%, a correct entry would be .07. INCORRECT entries would be 07 ( no decimal point) or 7% (use of the % sign not allowed) These would be invalid entries. When finished, click the Enter button. The window will 'tab' to the 'Import Logo' tab. Here, you import a picture that you would like to see printed on the top of all of the reports the software will generate.

First, click the 'Import Picture' button. You will be given the opertunity to navigate to wherever you have your logo stored on your computer. Once you find it, select it as you would any other file, in any other windows application. The picture will show up in the viewer, as in the picture above. If yor happy with it, click the 'Keep Picture' button to complete the import operation. The screen will 'tab' back to the first screen where you entered your company info. Click the 'Update and Close' button to complete the setup of your company information. When this window closes, you will be returned to the green screen with the upper left hand menu dropped down just as when you began. Click the 'Opening Choices' menu option to continue. NOTE: All of the above need only be done once to set up your software. These procedures need never to be changed unless your company info changes.

Opening Choices

Choosing How to Start...

This section deals with starting jobs. We will demonstrate starting jobs for Cabinet Door Wizard. When the instruction becomes software specific, the tutorial will then give instruction for Cabinet Door Wizard then Drawer Wizard.

You should now be looking at the very first screen you saw, with the 3 doors on it. The door on the left is for opening an existing job. The one in the middle, which is more than likely 'greyed out' or un-enabled, is for opening the LAST job you worked on. The reason it is 'greyed out' is that presumably, this is the first time your running the software, and so there shouldn't be a 'last job' yet. The door on the right is for starting a NEW job. Pick that one. You will see the New Job window come up. At the top, choose the 'New Job Name' button. Type in a name for the job. For these tutorials, just type in 'Test'. It will be your practice job. Use it to learn the software. Click the 'Save/Use Job Name' button to enter new job name. the reason it says Save/Use, is that say you have already got a job for 'Bills Gas Station' in yhour database. Now say at some latter time, you are going to do another job for him, or add an additional job to a current job for him. You can just scroll to the already existing jobname and click the Save/Use button to use it. Once done, the bottom of the window will display the Customer Info area. Click the 'New Customer' button to enter a New customer. Also, as above, you could just scroll to a customer that you already have in your customer database and click the 'Use This Customer' button to use the existing entry. It is a time saver.

When your finished with the customer information, click the 'Finished' button in the lower right corner of the screen to have the new job created.

This completes the process of begining a new job.

Entering Door Information

Your First Door...

This section deals with entering a door in Cabinet Door Wizard. When the instruction becomes software specific, the tutorial will then give instruction for Cabinet Door Wizard then Drawer Wizard.

You should be looking at the main page. It says Cabinet Door Wizard at the top, and has a cabinet below with different door styles sliding across it. This animation is simply to exhibit the doors the software is capable of creating. If you would like, there is a little checkbox in the lower right corner of the window that you can check to stop the animation. The page is made up of a series of 'tabs' at the top. Like in a filing cabinet. The 2nd tab is labeled 'View Catalog' Click that. Below is a screenshot of that tab. In the picture, notice the 2 yellow circles on the left. The Top circle is showing the sorting window. This is simply a little utility to sort your catalog entries with. Say you want to see all of your Arched door entries. Click the dropdown box, choose the Top Arched door option. Directly below that, all of your top arched door entries will show up. You can click one and have it appear for you. It is a time saver, so that you do not have to go through every single entry to find the one you want. However, if you do want to go through every single one, the 2nd yellow circle is showing the left/right vcr style buttons that you can use to scroll one by one through your catalog with.

When you arrive at the door style that you want to use, just click the 2nd tab at the top, labeled 'Door Entry' to be taken to the tab where you enter your door size.

Above, you will see that page, with a door already entered in it. YOU HAVE TO CLICK THE NEW DOOR BUTTON TO BEGIN ENTERING A DOOR!!! So, click it. Enter the qty, height,width and name of the door. then click the ENTER button. The door is calculated. Now. A brief look at the buttons. the first yellow circle is showing the New Door button. The second one is the Enter button, and last, the Cancel button. These should all be self explanitory. Also, note the Delete button. This is the only place that you can delete a door!

In Drawer Wizard, all of the above procedures are identical. Te only obvious differences is that you will be looking at a drawer and not a door. See below.

Now that you have calculated a door, lets see those parts! On to the next section...

Generating Reports

Seeing The Fruits of Your Labors...

This section deals with generating reports in Cabinet Door Wizard. As before, all of these instructions work for Drawer Wizard,too. However, when it is neccessary the tutorial will give instruction for Cabinet Door Wizard then Drawer Wizard.

Now that you have clicked the Enter button, and calculated parts, you will have a few other tasks that you will undoubtedly need to do. Look at the parts, or edit the parts. The software generates Reports to display the results. The software will also display your parts in a 'Grid' fashion. Here are the differences:

Grid view is for Editing the parts. It can NOT be printed.
The Reports are for Printing. They can NOT be edited.

To see the Grid view, click the View menu option at the top of the program in the main menu. Below is a screenshot.

Many of the fields can be edited. However, some can not. Notice the blue circle. It is showing a little button in the first field. The Catalog Name field. This is for changing the entire style for a door. Lets say you did your door, but upon looking back, you see it should have been an arched door not square. No problem. Just click in the first field, and the little button will appear. Click it. You will be taken back to the View Catalog screen where you can pick another style. Then, click the Door Entry tab. It will ask you if you are sure you want to use the style you just picked. Click Yes. Then, YOU MUST CLICK THE ENTER BUTTON TO COMPLETE THE EDITING PROCESS!! Thats it. Door has been changed. Now, while in Grid view, if you need to just change the quantity or size, etc, just click in the field that needs to be changed, make your change, then click somwhere outside of the field, like, the blank area just above the bottom scrollbar. See the picture below.

Ok. Now that we have learned how to edit the cutsheet, lets take a look at one of those nice Reports. Close the Grid view. Choose the Report Center menu option at the top of the main screen. You will see another menu drop down with all of the Reports the software will generate.

They are all fairly self explanitory, aside from a few. For example, in the Material Lists menu, you will notice many material reports available. The first one will show each individual door and the amount of material it requires. Then, at the bottom of that report, there will be a grand total on the parts. The other material reports will generate a report for each individual part. Like one for all of the rails, one for all of the stiles, etc. This is incase your shop has 'stations' where certain parts are cut out separatly. With this, each station will have it's own cutlist and grand total of material for their part.

The Cutlist will show each door, with its overall size, material and it's parts listed, as well as other information.

The Invoice will generate an Invoice for your job, calculating the prices from the per inch price you entered in your Catalog Entry for that door style. Also, if there are additional charges that you need to add to the Invoice, you will be asked to do it just prior to the Invoice being displayed. See the picture below.

In the picture, you will see 3 yellow circles. When you first open this job, there are no items entered in your extra charge library. You have to add them. The first circle shows the location of the Charge Library menu. Click it, then choose the Add Item option. Enter your item, then click OK. The item will now show up in all of the dropdown boxes on the screen. Drop down the first box, and select your new item. Go to the right of the item and enter a price for that new item. Now, the second yellow circle, in the lower left hand corner, is showing the Accept Value button. Click this to enter all of your extra charge items, and have them totaled up at the bottom. If your done, click the Show Invoice button to have the Invoice generated. The Invoice will display, with your charge items in their own little box. The extra items are added to the Invoce totals AFTER tax. So it goes, Door Total Price, add tax, add Extra charge items, then grand total it all.

The next item to discuss, is the Door Legend report. This merely prints a report with a picture of the door style currently in use in the job. It is handy if you or one of the men in your shop doesnt know what the 'Woodbridge Collection' doors look like. Just a quick refference for them.

Lastly, is the very top menu item in the Report Center, called 'Creat Print Job' This is for selecting each report that you want printed, and have Cabinet Door Wizard print them in a group. This is so you do not have to open and click print for each report you want. Its a time saver.

This concludes the instructions on entering doors in Cabinet Door Wizard. Again, the steps are identical for Drawer Wizard.