ProSelect Software

Price Lists & Ordering

Setup of Price Lists, Handling Ordering with ProSelect

Articles

ProSelect XML Order Format

Orders created in ProSelect can be exported out and then imported into other software such as studio management systems. Known systems that currently support importing ProSelect Order data can be found on the Studio Management Area on the Third-Party Links page (under the downloads menu on the website). Order data can be exported as: Standard XML - This consists of an XML file containing the order data and an adjacent folder with thumbnail im...

Producing full composites with mats

When you order a Layout as a "Composite" type, the Hi-Res Production feature will put all images on one piece of paper. When you order it as a "Traditional Matted" layout, the Hi-Res Production will produce all the images in your layout as separate print files. You select "Traditional Matted" or "Composite" when setting up your price list items or when creating a Custom Product in the Place Order dialog. Hint: As a check when ordering the lay...

How to take orders for packages in ProSelect

There are a number of ways to take orders for packages in ProSelect. Which method you choose to use is dependent on what sort of packages you offer in your studio. Here are some possible options: If all the items are the same size then create a price list item of the package and divide the price by the number of items in the package. Then order each image in the package with that price item. The total will be the package price. Note: Pro...

Adding other products into the price list

If you wish to sell retail products using ProSelect such as albums, greeting cards, and photo jewelry, and they are associated with a print or layout order, then you could add them as Extras. If not, then you could add them as Order Adjustments. Please, see the Reference Manual or Tutorial Movies for more information.

Tax setup & rates

If you need to add tax when selling, ProSelect provides the ability to set up multiple tax options including combined State and Federal Taxes (as used in some provinces of Canada). Tax options are set up in the Tax Setup dialog (under Orders Menu). First check the Enable Tax on Orders checkbox to turn on tax on orders. Once set up, you can select a different tax (including no tax) for each Client and have the correct tax automatically ...

No Traditional Matted Price Item Found

If you are seeing this message displayed when you try to order a layout then this is because: 1. You have designed your layout as a Traditional Matted type AND 2. You have set up the price list for the same template/layout as a Composite type or not set up a price at all. If you wish to produce the final layout as a Traditional Matted type (with the image in each opening as a separate print) then you need to change the type...

Missing prices and templates setup data after upgrade

Updating the ProSelect software doesn't remove your ProSelect Setup data (or Resources folder) data unless you manually did this or completely wiped your hard disk. If you start the newly installed version of ProSelect and find this data missing then: A) If you didn't select to clear your ProSelect Setup Data, then they should still be on your computer. You may have logged in to your computer under another User.&...

Finding and Removing Unused and Duplicate Print Paper Sizes

If you have unnecessarily created lots of Print Paper sizes and wish to clean out the unused and duplicate sizes, here is the best method. IMPORTANT: You can only remove Print Paper Sizes if you open the Print Paper Sizes window directly from the Orders menu in ProSelect. If you open the Print Paper Sizes window using the "Setup..." buttons when you have the Price Lists & Products window open, then you will not be able to delete them. (This ...

"No Composite Price Item Found" when ordering

If you are seeing this message displayed when you try to order a layout then this is because: 1. You have designed your layout as a Composite type AND 2. You have setup the price list for the same Layout as a Traditional Matted type. If you wish to produce the final layout as Composite (with the images and mat together one piece of paper) then you need to change the type in your price list. If you wish to produce the final layout as a Tradtional...

Backing up & Retrieving your Price Lists and Templates data

Your important ProSelect's setup data (containing your price lists, templates, rooms, music setup, frames etc) is stored on your computer in a single file (called "ProSelect_Data.xml"). Any associated image files are kept in your ProSelect Resources folder. This information can be lost by computer crashes, hard disk failures, file corruption etc. and while these situations are not common, it is time-consuming to re-enter, will possibly occur ...

Default size when Ordering

When Ordering Prints or layouts, if you have more than size for that item setup in your price list then the following controls which of those sizes will be selected as the default size when you first open the Place Order window. 1. If you are ordering a Print, it will choose the size that you last displayed the image at in Select Size View (in Working with Images) or in a Room (in Working with Rooms). If not displayed at a particular size befo...

Backing up your ProSelect Setup Data

Keeping a regular backup of your valuable ProSelect Setup Data is important so you don't have to re-enter everything after a computer failure. For a complete understand of this process see the Backup and Sharing Section of the ProSelect Reference Manual (you can open this under Help menu in ProSelect). Below is a summary to get you going quickly. Apart from your preference settings, ProSelect keeps your setup data in two places: ProSelect Data f...

Setting up ProSelect for Ordering Wallets

Initial Setup Add the following new Presentation Options (under the Orders Menu): Wallet Set (8)Wallet Set (16)Wallet Set (32)Wallet Set (48)Wallet Set (64) For your single pose wallet set options, create a price list items using the following process: Orders > Price List Setup, choose the price list where you want the items to appear. Print Orders > Add > Print Items Size = 2.5” X 3.5” Presentation Option = Wallet Set (8...

Protecting Thumbnail Image on Order Report/Invoice

If you wish to protect your thumbnail images shown in your Order Report/Invoice, then the best solution is to use the Order Report option "Add Copyright Stamp" to stamp each thumbnail image. Note: This is Order Report Options window is shown from ProSelect v2015r1 and may differ in other versions. For information about Stamps & Watermarks (and Setup and Applying Stamps), and "Order Report Options II" see the ProSelect Reference Manual (quick...

Adding a discount to an order

You can add a discount to an order in ProSelect as a percentage of the total order or as a fixed amount on the total order or particular item. This following is also demonstrated in the quick tip movie Adding and Showing Item and Order Discounts. Order Adjustment You can quickly apply a discount to the overall order by using "Add Order Adjustment" (located at the bottom of the Place/Review Order window) and either entering: A percentage discount...

Changing your Tax rate

Tax is setup in the Tax Setup window (under the Orders menu). Normally, you would just have one tax type setup. However, if you work across state lines, you may need to have more than one tax setup for each State. See the ProSelect Reference Manual for the different tax setup options. The topmost tax in the list is the one that is used by default for new clients. However, you can select another tax type in the Setup Clients. If the tax that you ...

Making Order Adjustments Non-Taxable

If you setup ProSelect to include tax on your orders, generally all items and credits (or refunds) will be taxable. If you wish to be able to add a refund or prepaid credit to an order without affecting the tax, here what you need to do: 1. In the Tax Setup window (under the Orders Menu), select the tax that you are using and set the options Add Tax to: Selected Price List Items. This will allow you to selectively add tax or not to selected ...

Ordering Digital files

Update 27 April 2017 ProSelect 2017r1 and newer In these versions, handling digital files as part of your client's order is now as simple as with other products. Just setup one or more price list items under the new Digital Files tab specifying the description, maximum output size (in pixels) and whether they are to be priced as a group or on a per image basis. You can even create associated Extras to add that professional touch. Ordered digital ...

Exporting to Account Management software

Updated Nov 15, 2017 ProSelect includes the ability to export orders taken in the Place Order Dialog to most leading Studio Management systems including StudioCloud, Successware, PhotoOne, Spectra, Táve Studio, ShootQ, PXIFI, Light Blue and spreadsheet file (CSV format) accepting applications. As of ProSelect v2014r1, you can directly interact with StudioCloud business management system from within ProSelect. If you are not already using Stud...

Syncing Payments using StudioCloud's Internal CC Processing (Cayan)

If you are processing credit card payments through StudioCloud's integrated processor (currently Cayan), the following processes are suggested. For payments prior to ProSelect album linking (deposits, session fees, etc) Process payment in StudioClould When linking ProSelect album, be sure to select Link & Import Invoice. The payment will be added to your ProSelect order. For payments made during or at the conclusion of the ProSelect orde...