Winner Flex: How to set up Flex from a Winner Design installation

For Winner Design (legacy) users follow instructions below to place Winner Flex shortcut icon on your desktop:

1. Navigate to where Winner is installed, usually C:\Winner.
   
   
2. Open the Winner folder, double-click the file named Lansetup and follow the instructions.
   
   
3. The Winner Flex icon will now be on your desktop. You may wish to keep the Winner Design icon to enable you to use Winner when offline. 
   
   
4. Open Winner Flex and sign in as a named user, using your email address and password.
   
   
5. Follow the steps in the Winner Flex User Guide to setup Winner Flex and migrate over the settings and indexes from Winner Design. 
   
   
6. Follow the steps in Winner Flex: Project migration process from offline database to migrate projects from Winner Design into Winner Flex. 

If you previously had Winner Design installed on a local server it will no longer need to be installed on this server. Winner Flex will be installed on the C:Drive of your computer and not on the server. At the point of running the installation it will find the files on your server and migrate them onto the Flex platform. 

How to download Winner Flex

1. Go to the Flex Platform at:
   
   https://flex.cloud/ 
   
   
2. Sign in with your Compusoft credentials.
   
   
3. Click on the settings icon at the bottom of the left side menu bar.
   
   
4. Under the Customer Portal section select Products Download.
   
   
5. Select the download of Winner Design (iso).
   
   
6. Click the Download button. 
   
   
7. Once the download is complete go to your Downloads folder and Open the file. 
   
   
8. When you Open the file, you will see a virtual DVD drive called Winner on your PC, click on the SETUP.exe file within this.
   IMPORTANT: During the installation, Windows security questions may appear. If prompted with a protection message, click More info then Run anyway.
   
   
9. When you run the installer there will be a message This appears to be an upgrade from Winner Design to Winner Flex. A new installation will be made locally. It will also show the existing file path for your Winner Design installation.
   
   
10. Once the installation is complete you will see a Winner Flex icon on your desktop. The Winner folder will now be stored locally on your PC, with the settings from the server. 
    
    
11.  Follow the steps in the Winner Flex User Guide to setup Winner Flex and migrate over the settings and indexes from Winner Design. 
    
    

Once the migration has been completed, the only database that will require manual migration is the projects database.

When migrating projects through to Winner Flex, we advise to check if you have multiple project databases with duplicate project numbers. This is because when you migrate a project it will retain the project number assigned in Winner Design. Where a project or invoice number is already present in Flex, the project will not migrate. In this case you can import the project as new which will give it a new project number and will not have any documents or status attached to it. 

During the migration, Winner Flex will also try to map the Salesperson and Designer assigned to the local project with the same Salesperson and Designer registered in Flex. It is therefore recommended that you register all the users (Salesperson/Designer) in the Flex database before starting migrations of projects. 

It is recommended to only migrate current projects, however if you would like to migrate all projects, this does not have to be completed prior to go live and can be staggered. This can be managed through Number range rules and it is recommended to discuss this with your local support team. 

The PC will need to be connected to the server to migrate over the projects required. Please see Winner Flex: Project migration process from offline database. 

NOTE!: Ensure that there is a backup of the Winner > DB > Projects folder before disconnecting from the server. Only one user will need access and will be able to migrate projects to the Flex platform. Once migrated The projects will be accessible by all users.  New projects created in Flex will be stored on the Flex platform, therefore you only need to migrate old projects that are in progress.

As Flex is a cloud based system, User Defined Catalogues, catalogue settings and index settings (cost & sales price) will be synchronised across all installations within the company and all users will by default have the rights to edit this.  To restrict these rights you can set up security roles see: Creating / Editing a security role and Flex: How to assign roles to users.
Catalogue databases will also be stored locally on users' computer. The user will need to download the catalogues on all PC's but the settings will be downloaded from the Flex platform.

If you have multiple shops and locations who will need different cost and sales prices, or if you would like to have control over how catalogues are indexed you can consider using CMC. The Catalogue Management Component is an extension which enables a nominated system administrator to manage all downloads and indexing for the shop. This is then released by the system administrator for individual users to then download. For more information see: CMC: How to set up and use the Catalogue Maintenance Component

When moving to Flex, all users will need to re-download all supplier catalogues associated with your account and this will ensure they have the newest catalogue version available, however there are options to have the download activated by the System Admin for all users, so this can be discussed with your local support team.

Prior to migration, it is important to consider user roles and rights within the company. System Administrators will have rights to edit all details relating to the Company, Users, Custom Settings, Licenses, System Locks and will also have access to Usage Logs.

This can be managed through User Roles per shop, however it is important to consider which users will take on the role of System Admin.
For more information on how to set User roles see: Flex: How to assign roles to users

A Macro catalogue will be treated the same as all other catalogues and there will be 1 for the company for all users to access. If you have multiple macro catalogues please contact your local support team prior to installation. 

If you use customised forms these will be synchronised across the whole company, however layouts can vary per shop. For more information on forms see: Winner Flex: Synchronisation of my forms

If you use Standard texts in Winner Design, these will need to be exported and imported per shop. All users within that shop will have access to the same standard texts. For more information on Standard texts see: How to create and use Standard texts