Moving from 2020 Fusion to Winner Flex

In Fusion 9.2 onwards, it is possible to extract contacts and designs (.ROM files) out of Fusion and import them into Winner Flex. Once imported it is possible to open the designs (in Fusion read only mode) via the Winner Flex platform. For detailed information follow this article: Winner Flex: How to import contacts and documents from 2020 Fusion

Winner Flex is a design package that can quote and take you through the whole ordering process. Winner is connected to Flex, the platform that stores your data in the cloud and makes it available to your other computers running Winner and via a web browser. Planning, designing, quoting and rendering is produced in Winner. Viewing your customers, projects and sharing documents is managed by the Flex platform. Flex allows access to your data anywhere you log in to Winner. For example it makes working in the showroom and working at your home office easy, so you can continue working on the same designs. Winner Flex needs to be installed on your computers before your first use.

Here is a short introduction to Winner Flex, to click through at your own pace. It shows the features and benefits of Winner Flex. 

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User Accounts

Your existing 2020 user credentials will not allow you to sign in to Winner Flex.

The administrative user will receive an email from Compusoft Support which will give instructions to create user details and how to complete the Flex onboarding Flex wizard, which contains the company details. Your user name for your account is your email address. Once this is completed you can add additional users. Follow this article: Winner Flex: How can I add new users? 

Installation and Activation

Before first use Winner Flex needs to be installed on your computer. Your licence activation is your username and password created by you. Your username for your account is your email address. You will use this email address both to login to Winner Flex on your desktop computers, and to login via a web browser. Follow this article How to download, install and activate Winner Flex.

Before you begin adding customers and designs ensure that you or your administrative user has completed the onboarding process to ensure Winner Flex is setup and ready for your business.

1. Book a call with the Customer Success team here to complete your onboarding process.
   
   
2. Download Catalogues and index them. Follow these articles
   How to download catalogues and updates
   How can I setup my cost and sales index?

In Winner, every design, plan and quotation begins with creating a new Project. A project holds all information, drawings, and documents for the customer. 

Once you have a project you will create a new Milieu (Room type) and then a new Alternative (Design). This video shows where you can find the Menu bar, the Toolbar, and the different windows in an Alternative.

We recommend following our Getting Started Learning Journey series of courses. They will guide you through the process of Designing, Presenting, Quoting and Ordering.

The 8 courses are:

1. Design: Preparing a Project

2. Design: Creating a Design

3. Present: Presenting a Design

4. Present: Exporting a Design

5. Quote: Generating a Quote

6. Quote: Calculating a Quote

7. Order: Processing an Order

8. Order: Completing an Order

Before exporting a render, it is useful to read the tips below:

1. The perspective window shows a real-time render of your plan at the default viewpoint. It is beneficial to check a render on screen so you can adjust lighting and the contrast accordingly. Right-click the Perspective view window, and select Render. You will now see a render in the Perspective window.  
   
   
2. The viewpoint is a camera angle which when setup, will maintain the view regardless of changes in your plan. You can setup multiple viewpoints by manoeuvring in the perspective window via the Viewpoint settings. Once these are saved, you can quickly switch between views, and export a high-quality render from your saved collection of viewpoints while continuing to work. Read Saving and changing viewpoints.
   
   
3. Once additional viewpoints are saved, you can export them to your documentation saved in the Flex platform or save and print locally. Follow the steps in Exporting a Design below to set your export image settings, how to export and explore rendering in 360º:
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Below is a short introduction to the layout of Winner when designing and what each area is referred to.  

These are some of the common terms you will see in Fusion and their equivalents in Winner Flex.

Where are room templates in Winner Flex? 
Winner Flex has easy to use tools to draw any room shape straight away. Instead of opening a template and customising it, you can draw each wall to create your room. Follow these steps in Creating a Design.

Can I import SketchUp plans to Winner Flex?
This import function is not currently available in Winner Flex. This functionality is considered within the current roadmap for future developments for Winner Flex.

Where can I access an overview of my company performance data?

The Winner Flex Dashboard provides a quick overview of key indicators in your business. It shows figures relating to all your data across your company. The Dashboard adds value for company managers because it makes follow ups very easy regardless of physical work location. For more information see Winner Flex: Dashboard.

Where can I get more help?
Winner Flex has a comprehensive Support Centre. You will find it useful to work through the Getting Started digital courses. These are short courses that you can complete at your own pace.

This Winner Flex User Guide provides access to help about all areas of the software.
You can go to the Support Centre home page and search in the main box, or click the chat icon at the bottom right to find articles or begin a live chat with a support agent.

How can I edit supplier details in Winner Flex?

Winner Flex automatically adds in the supplier once a catalogue has been installed. To edit, or add information such as an account number or a contact follow the steps in Registering, editing or deleting a supplier.

How can I search for a customer?

In the Winner Flex platform you can easily locate a customer and all related projects. For more information see Registering a customer.