Flex: Set Up

Once your system administrator user first logs in to Flex at

http://flex.cloud

there will be one shop. Go to the Settings icon at the bottom of the left hand menu bar and select Company Settings.

Under Admin area click on Shops and select the shop.  Click Edit Shop on the top toolbar and you will see a page with the following tabs to complete.

• Address – Your shop name and contact address are set here.
• Delivery Address – Tick to use the same as the main address, or specify a different address.
• General Shop Settings – Set opening hours, currency settings and upload a shop logo.
• Identification and Bank Settings – VAT number, company number and bank details.
• Number Range – A default number range is already allocated, which will start counting from Nr. 1. If you want to apply a special rule, you first have to setup a number range rule before you can allocate this rule to your shop (requires setting in Admin area > Number range rules).

When your Flex extension is activated, and before you have completed any setup, your System Administrator user will see the Cloud Synchronisation icon in your Winner desktop app toolbar:

You may install your software on multiple computers (for example at home and at the office), but you can decide which PC should be used to upload your settings.

You should pick the PC where all your catalogues are installed and indexes are set, before you install additional computers, for example at home.  After the settings are synchronised, this will mean your catalogue indexes will be the same from your main device to any PC you use.  User rights can then be set by the System administrator on the Flex platform.  

Click this icon and then Upload for each of the 4 areas:

• Security roles
• System settings and project defaults
• Printout templates
• Catalogue conditions and settings

Settings for security roles and catalogue conditions are uploaded at a company level (so they are shared the same across all shops and cannot be different). System settings and user default settings are uploaded at a shop level (so shops will have their own settings).

Once you have uploaded each item, the Upload button for that item will disappear.

If you upload some data from shop 1 the Upload button will vanish. If you then change shops in Winner desktop app and look in the same place the Upload button for this shop’s information will still be available until you upload it.

When you have completed all your setup, the Cloud Synchronisation icon will be renamed to Cloud Platform migration status.   Clicking on this or going to Help > Cloud Platform Migration Status allows you to check on what has been synchronised with the Flex platform.

Note: After the synchronisation is enabled, you can do the changes of catalogues or system settings on any machine and they will be synchronised to all machines.

You can decide to migrate existing projects from Winner Design (legacy) into Winner Flex desktop app so you can continue to work in your new Flex platform.

Within Winner desktop app:  Click the Project menu > select Import from offline project database.  For more detailed instructions see Project Migration process in Winner Flex