New Customer Training

GalleryPro Configuration

1. Getting Started
• Overview of installation files (Server files and Workstation files)
• Connecting to data file
• Rename Data.asd to company name
• Notes on saving data file in a separate dedicated folder* (move ASD and REP files)
  *Requirement for Vista operating systems
2. Contacts Module
   • What designates a Type
   • What designates a Category
   • Advantage of using Types and Categories
   • Note User Fields and examples of how to use

3. Works Module
   • What designates a Type
   • What designates a Category
   • Advantage of using Types and Categories
   • What the Artist Category is used for
   • Note User Fields and examples of how to use
   • Note User Value Fields and examples of how to use

4. Adding and editing data in drop-down lists
   • Using File>Edit Related Files
   • Advantages of using drop-down lists
   • Best practices for maintaining drop-down lists for use with Web Manager

5. Setting up Images
   • Overview of how Images attach to GalleryPro
   • Image Naming conventions
   • Best practices on where to save images
   • Archive high-resolution image for future uses
   • Image requirements (lower case ending .jpg, RGB mode, Baseline Optimized, etc.)
   • Image Specs for Primary Images / Secondary Images
   • Image Specs for Secondary Images for use with Web Manager

6. Setting up Administrative Options
   • General Tab
     • Prompt to Save Changes
     • What QuickBooks area does for database
     • Set up Security options
   • Works Tab
     • Set Dimension preferences
     • Prompt for duplicate Inventory Numbers
     • Set status of Reserved works
     • Edit Works User field captions
     • Set up options for using Artsystems DataKits
   • Inventory Tab
     • Set database to automatically add Inventory numbers based on: Artist, Ownership, Work or Type
   • Contacts Tab
     • Set up Home Country (Contact address format is based on Country and Region)
     • Edit Contact User field captions
     • Set up Outlook Email feature
     • Recreate Contact Label when Saving
   • Transactions Tab
     • Edit Transaction prefix and numbers
     • Adjust options for financial reports: Payable when Received in Full
     • Turn on/off prompt for Artist Categories
     • Turn on/off prompt for Verify Shipment
     • Select what happens in Works when adjusting retail price on a transaction

7. Review and Answering Questions

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8. We invite GalleryPro users outside of the US to stay an additional 15 minutes to cover the following section:
   • Notes for Non-US Users
   • Regional and Language Settings for use with GalleryPro
   • A4 reports are available from Artsystems Web site.

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