Home

CounterSketch Studio 4.0

1. Account Info amp Preferences 44 CHAPTER 6 Order SETTING UP YOUR ORDER You have helped your customer select and cus tomize their dream design Now send the infor mation to Stuller and close your CounterSketch Studio sale Order Your Designs From Stuller Place an Order directly to Stuller from the Counter Sketch Studio interface Track this estimate within the CounterSketch Menu gt Quote History Specify the metal alloy and desired level of finish Choose from Semi Finish Casting Finished Casting or Finished amp Set Casting Order gems from Stuller or use your own gems to complete the design You even have the op tion to hallmark your design and add custom engrav ing with or without a fill color Once your order is processed Stuller will email you a Quote Notification Upon approval your job will typically be completed in 8 days or less Keep in mind extra modifications and specialized setting of customer gems may extend the time frame required for manufacturing PLACING AN ORDER Account Info If the account information is already entered in Ac count Info within the CounterSketch menu accessible by clicking on the CounterSketch icon in the top left corner you are ready to place an Order For more information on Account Info refer to the Account Info amp Preferences chapter NOTE Placing an order will NOT begin production of the item Stuller will first provide you a firm estimate that requires your a
2. Symmetrical bends both sides of the object in the same direction Opposite bends both sides in op posite directions One Side bends one side of the model independently from the other The side which is affected can be changed by adjusting the Bend Spine end point Mirror Quickly Mirror parts from Front to Back Side to Side Opposite or across all four quadrants using the Mirror tools When a part is on the Sketch pad the Mirror tools are located at the top of the Stack within Freehand mode The graphical icons will help you determine which Mirror mode to use After toggling on one of the Mirror types the icon becomes highlighted as a visual indication that this Mirror is On Be aware of what you have just clicked Mirrored parts can appear on top of one another and there is no visual cue when this occurs This can cause your quotes to be inaccurate Imagine if you have a Halo Counterpart with fifteen gemstones mirrored using the Quad option If the parts were in the exact same location it would appear as one object However its mirrored CounterParts would have forty five gem stones adding to a hefty price tag NOTE When using the Mirror options make sure that you do not have overlapping gemstones that are not accounted for as they can cause inaccurate quotes Parts List After loading any Design Element or CounterPart onto the SketchPad the Parts List becomes available at the bottom left of the interface This
3. Delete will permanently remove the part from the Parts List and the SketchPad The part still remains in the library and can be added again at anytime by navigating to the part within the library and double clicking to bring it back out onto the SketchPad NOTE As your designs become more complex you may wish to view the design without the distraction of the blue spheres To do so toggle them On or Off using the first icon in the Display Control Panel located in the top right corner of the SketchPad SHOW AND HIDE TOGGLE Use the Show Hide toggle to compare alternate design options for your client to choose between Including your client in the design decision mak ing creates a feeling of ownership over the design and makes for a fun and exciting shopping experi ence Import Part Can t find exactly what you are looking for but have a Matrix file that is exactly what you need No problem Import your Matrix part right into the CounterSketch Parts Library To do so the file must be saved as a 3dm default file ex tension within Matrix Next locate Import Part from within the Countersketch Menu CS Icon in the top left corner of the in terface and navigate to the location on your hard drive where the file is saved Then choose Open After doing so a new tab titled User will ap pear and your part becomes available as a bona fide Coun terSketch Design Element NOTE Make major adjustment
4. 19 CounterSketch Studio 4 0 User Manual The current Portfolio is listed at the bottom of the SketchPad To rename the Portfolio simply double click on the title making it highlight Type the new title into the text box Pick something that is logical and easy to remember We recommend using the customer s last and first name then month and year of the design session When you are ready to save simply hit Enter on the keyboard Keep in mind that if you began in the New Portfolio and decide to rename it a separate Portfolio will be created with the name you assigned leaving the New Portfolio Portfolio blank and unchanged If however you began with another named Portfolio say a Demo Portfolio when you change the name it changes that Portfolio permanently An alternative option for renaming a portfolio can be conducted within the Design Manager Simply click on the desired portfolio and choose Duplicate Enter a new name and click Create USER TIP Create a naming convention for Portfolios and implement it consistently in your store If all your employees use the same naming convention it will be easy to locate files in the event an employee is out of the office or leaves the company completely Customer Info You also have the option to enter your customer s information here including First and Last Name Phone Number and Address The information will automatically transfer to Order saving you a ste
5. Display SPI model number in design Tool Tips allows SPI model numbers to appear as a Tool Tip when your mouse is located over the thumbnail image in the Search Showcase Note Each design within Countersketch is assigned a SPI number sku and if the item is stocked through Stuller it is also assigned a Series number Both numbers can be used within CounterSketch keyword search If available the Series number is located within the Design Details Section of the Search interface and can be used to locate an item on Stuller com CHAPTER 5 Account Info amp Preferences 40 Design Detail Options These options affect what information is displayed in the Design Detail below the Similar Styles section within Search Display Series includes the Stuller series number so the design can be cross referenced on Stuller com Display Components displays all the jewelry items associated with the current design For example if a matching wedding band is included Display Designer Name displays the original design er Enter the artists name into the keyword search to display their designs Display Packages includes the prototype selling kits in which the model is included Display Keywords displays the keyword attributes as signed to the model Estimate Weights This tab allows you to customize and control what is calculated in the Quick Estimate feature covered next from metals to diamond grades and whether or not t
6. Begin by asking your customer to read the instructions which simply tell them to choose one image from a group of images and pick the one they are most attracted to For example which house would they most like to live in Which pair of shoes would most likely be found in their closet or their girlfriend s closet The results are most accurate when they go with their gut feeling and don t spend too much time worrying about what the results may say about them or which image is the best If your customer is shopping for someone else instruct them to pick things they think the recipient would like Click Take the Quiz to begin After choosing their selection of images the quiz will return the results and offer a primary and secondary jewelry design style and recommend items that fit this aesthetic The style categories are Art Deco Art Nou veau Classic Contemporary European Chic Glamorous Modern and Vintage These styles are associated with the Style filter located along the left side of the Search interface To view the jewelry recommended follow the instructions by choosing Browse these Styles Choose Retake to start the quiz from the beginning At any time you can exit the quiz by choosing Close in the top right corner USER TIP Use the Style Quiz as an ice breaker Ask your cus tomer whether the results accurately define their personal sense of style and use this information as a fun and interactive way to begin the
7. If you wish to see each gemstone individu ally and not as part of its matched group toggle the Group Matching Stones Off Some selections require Group Matching Gems toggled to the Off position There are three options for each gem or gem group ing Supplied from Stuller not available in Grouped Mode The Serialized Stone s option requires a Stuller Red Box or Black Box serial ID Enter this information in the text box which becomes available when the option is toggled to the On position Use the Stuller icon to shop at www Stuller com When choosing a Red or Black Box Gemstone the price of the gem will not be included in the final Order price Entering this information allows Stuller to use the exact Gemstone measurements to ensure the gem stone will fit properly into the mounting while being set Entering this information does NOT actually order the Gemstone from Stuller You will need to use your regular method to Order the Gemstones 47 CounterSketch Studio 4 0 User Manual NOTE A gem must be ordered through Stuller com or by calling Stuller Gemstones included in a Counter Sketch Order are NOT placed on hold or Ordered Non Serialized Stone s require you to choose the Type Quality and Color Based upon the gemstone material assigned for each gem on the SketchPad CounterSketch will cross reference Stuller s inventory of gemstones and list the Type Quality and Color choices available NOTE Non
8. In the File Name text box enter the desired name and click Save The file is now saved to the location you choose with a csg file extension Update The Update tab provides easy methods for keeping the software current Update Settings are located within the CounterSketch Menu gt Preferences gt Update Settings Design Library Ignore this button unless Gemvision has sent you a DVD in the mail of new designs to add to your CounterSketch Studio inventory If so mport the new designs by inserting the DVD and clicking the Import Designs button Once complete a window will indicate the number of designs before and after the import Click OK to close the dialog box Demos Demo Portfolios have been created for use at our Gemvision Academy for training purposes Those Portfolios have been included for download in the software Click the Download button to get the demos CounterSketch Application Update Mode The CounterSketch Application Update Mode has two different options Automatic and Manual Counter Sketch makes use of a Microsoft Technology known as Background Intelligent Transfer Service BITS to download all of its updates This same technology is used to update Windows and to transfer files within Live MSN Messenger clients BITS uses bandwidth that is not currently being used by your computer to transfer the data When an update is downloaded BITS works in the background outside of the CounterSketch environment Begin
9. Customer Reference Status and Request Date of each job are displayed To view specific information pertaining to a job click Details located on the far right If the status of a job is currently set to Quoted Awaiting Approval the itemized cost will display and you will have the option to Accept the quote or Cancel the job After accept ing the job click Submit to begin the manufacturing process Submitting Gemstones If you chose I will supply for setting to Stuller when using the Order function within CounterSketch print and include the Stuller Stone Submission Form for Customer Owned Stones you are submitting to Stuller to set This form will require you to provide information about the gemstones you will be ship ping to Stuller including the quantity of gemstones type of gems size quality and declared value You will also receive the Stuller Studio Terms of Service Agreement Please read this information carefully and include the signed agreement with the shipment of gemstones The address for where to ship your gems is included on the submission form Once received your gemstones will go through a quality assurance verification process to ensure the gem descriptions match the actual quantity quality size and value declared on the submission form The gemstones will be paired with your order and Stuller will ensure the gems will fit securely within the con straints of the design NOTE Stuller is
10. Default No Images option or have a Viewport Graph ic selected Hit Reset next to the Viewport Graphic section to remove it if one is uploaded and make sure under Image Theme you have the Default No Images white background selected Have you made many different changes to the inter face and wish you could simply go back to the original CounterSketch Studio theme with one click The Reset Theme button at the bottom left hand corner of the Theme menu automatically clears all selections made while in the Theme tab Users The Users tab is where you manage employees and personnel who will have access to CounterSketch Anyone making sales with CounterSketch and sending orders to Stuller will need to be added to the program here 43 CounterSketch Studio 4 0 User Manual Add Create Users by clicking on the Add button En ter the appropriate information within the Username First and Last Name Email and Phone text boxes then hit Save Choose a User to Edit Edit or Delete users you ve created by selecting the desired name from the drop down window and performing the intended ac tion After editing an employee be sure to hit Save to capture the revised data or hit Cancel to void the changes NOTE Additional functions are accessible within the CounterSketch Menu gt Preferences however they are more related to Utilities or Help For more information please refer to the Utilities Resources amp Help chapter CHAPTER 5
11. Plan ahead and perform them when your computer is not in use Restore After creating a Backup the Restore feature can be used Use this button if you ever need to Restore the program to the point in time when the last Backup was conducted Click Browse to navigate to the folder where you previously created your CounterSketch Studio data Backup Once selected click Restore As an added safety net CounterSketch will ask if you want to perform a backup of the current Counter Sketch Studio data before performing the Restore NOTE Using the Restore feature to restore from a previous Backup point can potentially DELETE proj ects that were created after the date of the restored backup Please use caution and ONLY use Restore when absolutely necessary Also be advised the Re store process may take a long time depending on the size and amount of Portfolios being restored HELP MENU Within the CounterSketch Menu choose Help to view all of the resources available to you as a Counter Sketch Studio member If you have questions on how to become a member or what these member benefits are contact Gemvision for more information User Guide A digital copy of the CounterSketch User Guide is available online and can also be accessed within the CounterSketch program under Help The first option in the list is User Guide Choose this option to launch the internet and view the guide USER GUIDE The User Guide is hosted online and therefo
12. also notice that under the Counter Sketch Application Update Mode section Your Ver sion that you are working with as well as the Latest Version available are both displayed here Help Improve CounterSketch The final option within the Update tab is to Help Improve CounterSketch This option compiles data from the Search feature as well as how you use other areas of the application If you choose to leave this box checked all information gathered is merely collected for statistics and remains anonymous This research information is invaluable in helping to improve CounterSketch and in giving you more of what you love and use most Backup Settings amp Restore In the event you have hard drive failure or your Coun terSketch Studio computer needs to go into the shop you can restore your CounterSketch Studio files onto another computer and get up and running with Coun terSketch Studio in no time with no loss of data by creating a copy or backup of CounterSketch Studio Give yourself peace of mind and get in the habit of creating regular Backups 57 CounterSketch Studio 4 0 User Manual The Backup feature will save your Order History Catalog History Preferences and Customer Portfolios Including your customer s personal information Basically everything of importance that you need To perform a manual backup navigate to the Coun terSketch Menu icon in the upper left corner of the interface Choose Backup gt Backu
13. button allows you to choose from two different options most commonly On Off The round button with a checkmark indicates the control is in the On position If a checkmark is not present it indicates the control is in the Off position Simply click on the button to toggle between the two positions Slider Controls Click and drag any slider control to change the overall look of the design The model will update automati cally on the SketchPad Each slider is labeled to pro vide insight into what aspect of the design it controls Some slider controls have icons next to them to help one visualize which part of the design the slider ef fects Some sliders perform a lot of work behind the scenes and it s imperative to give the program time to process the mathematical calculations necessary to create the design change Hold down the Ctrl key while adjusting a slider to confine its movement to incremental measurements 15 CounterSketch Studio 4 0 User Manual Expand Control Range You will notice that some sliders allow you more flexibil ity within a piece than others This is because the pa rameters were set by the individual who designed that specific piece If you ever find that a slider s range is too limiting for your needs look to see if the Expand Control Range option exists to the right of the slider three small horizontal lines Click on this menu and select Expand Control Range This will automat
14. can be accessed through the Counter Sketch Menu gt Help gt Design Feedback button to open the Feedback menu Answer the questions and add comments within this menu to provide valuable feedback on the designs for Gemvision The feedback you provide us on these models is used to better understand the amount of control and design flexibility our user s desire for a specific piece Once complete click the Submit button to send the feedback to Gemvision In the event you change your mind simply select the Cancel button Thank You for your Feedback We appreciate the time you took to help us make CounterSketch the best ever Release Notes Keep up to speed on exactly what Gemvision s dedi cated programming staff has been up to by reading the Release Notes This helpful documentation gives you access to all of the changes that occur when new upgrades and software patches are released About CounterSketch Studio Ever wonder exactly what version you are using Well maybe not However if you reach out to Gemvi sion s Technical support Department they may need to know this information to help resolve an issue or determine how to best help you If they ask simply access this information by entering into the Coun terSketch Menu and selecting About CounterSketch Studio 61 CounterSketch Studio 4 0 User Manual Gemvision Technical Support 888 357 6272 countersketch gemvision com Stuller CAM Services 800 877 7777 x3
15. design consultation 11 CounterSketch Studio 4 0 User Manual CHAPTER 2 Customize CREATING A RETAIL EXPERIENCE If you were newly engaged and out to dinner with family and friends which story would you rather tell 1 I went into a jewelry store and chose a ring out of their Showcase or 2 I visited my jeweler and I custom designed a one of a kind ring for my fianc If you chose 2 we thought so You agree with 100 of the people we asked Feel free to use this line to help close the sale CREATE A CUSTOM DESIGN In this chapter of the CounterSketch Studio User Guide learn the details of how to customize a design to meet the needs of your client It should be men tioned that CounterSketch Studio was designed to be used in front of your customers Engaging and excit ing them during this crucial phase of the design con sultation will go a long way towards closing the sale Involving them in the search and customization process gives them a feeling of ownership over the creation of the design When the customer plays this key role in the creation of the jewelry item there will be a sense of commitment that goes way beyond simply choosing a ring from the Showcase You are then giving your cli ent a retail experience that will add emotional value to the piece before they even take it home Also don t forget that word of mouth spreads quickly Chances are your customer will eagerly mention to
16. have an additional Scale control which allows you to quickly alter the size and aspect ratio of the part Scale handles appear as discs lo cated just below the Move handles cones at the end and can be located on the X Y and Z axis Hover your CHAPTER 3 Freehand Mode 26 mouse over the Scale handle and it will highlight and a small box will appear surrounding the object This cube or bounding box is used to measure the object and feedback will appear at the center of the part indicating the size in millimeters of the part in that particular dimension If you wish for the object to be larger or smaller and to maintain the exact aspect ratio relative size in each axis use the 3 dimensional Scale handle which appears as a yellow disc NOTE Only one object can have Viewport Control Handles at time Toggle between different objects by clicking on its corresponding blue sphere NOTE Use Undo and Redo to step backward or forward Bend The Bend control allows you to manipulate Design Elements so that they conform to the overall shape of the part you are mating them to or perhaps to fit them into an opening etc Bend can also be used to drastically change the overall appearance of a Design Element Access the Bend handles by activating the Viewport Control Handles then clicking the blue cube The blue cube toggles between three options no handles VCH handles Move Scale and Rotate and Bend When Bend is acti
17. late CounterParts to your heart s content Design Elements are static parts that have more abil ity within the VCH s Easily Move Scale Rotate or Bend a design element on the SketchPad to fit with your design motif NOTE The Viewport Control Handles VCH that are available depend on the type of library part being customized Each axes control can be identified by the VCH s color The Bend handle toggles the controls into an entirely different mode Bend Mode Toggle Rotate Move 1D Scale 3D Scale 25 CounterSketch Studio 4 0 User Manual Viewport Control Handle Toggle After selecting a part in the Freehand library and double clicking it will appear on the SketchPad and a small blue sphere will appear next to the item Click the blue sphere to toggle on the item s Viewport Con trol Handles To temporarily remove the blue spheres from the SketchPad use the VCH Toggle within the Display Controls located along the top right corner of the interface This first icon in the Display Controls tem porarily removes all of the blue spheres from the screen so you can view the design without the visual interruption Remember to toggle the blue spheres back On giving you access to the Viewport Control Handles when you wish to further alter the part NOTE Viewport Control Handles are accessible by clicking on the blue sphere that appears next to the Design Element or CounterPart If the blue sphere is missing
18. list can be reposi tioned up or down by clicking and dragging the list Each time you add a part to the SketchPad it will be added to the bottom of the Part List The highlighted CounterPart s associated Design Stack if available will load above Simply click on another part in the list to view its controls and activate its Viewport Control Handles As an alternative click on the blue sphere on CHAPTER 3 Freehand Mode 28 the SketchPad and the corresponding Design Stack will highlight within the Parts List Each Part in the Parts list has a small thumbnail im age it s title and to the right of the title there are a number of controls available These controls from left to right are as follows Metal Assignment Show Hide Duplicate and Delete The Metal Assignment toggle a large P or S depending on which is active allows you to assign the part as either a Primary or Secondary Metal and corresponds to the metal options displayed along the right side of the interface Show Hide eye icon will toggle the part On or Off This is especially useful when comparing parts and making design decisions Customize a part to your exact specifications using the Viewport Control Handles then use the Duplicate command to create an exact copy The new part will appear in the exact location as the original so make sure to move it to a new location Continue manipulat ing either part as desired
19. not liable for stone breakage STULLER S PROCESS When a new request and CAD file is received it s add ed to the queue so that its progress can be monitored The CAD file is validated to be sure there will be no production problems and a cost estimate is sent to the customer If approved the file moves to fabrication A model will be produced using a variety of 3D printing technologies or by computer aided milling whichever is most appropriate for that specific design Once cast the new piece of custom jewelry is polished and set photographed for our archives and the fin ished jewelry is shipped to the delighted customer If your customer chose the More than a Ring option the entire process is documented for their memory book which will arrive along with the finished design THE CAM PROCESS Among other factors CAM pricing is dependant upon the number of parts or separate cast pieces neces sary in the production process Ex A two tone piece vs a piece consisting of only one metal type Once the prototype is created the item is cleaned and a 53 CounterSketch Studio 4 0 User Manual sprue is added for casting After it is cast the model will enter the finishing stage Next Stuller will finish the item to the degree of completion you requested during the Order process Whether it is a gemstone you supplied or a gem you ordered direct from Stuller Stuller s master stone set ters will take great car
20. of the Showcase to browse the designs Many searches will result in more than one page of items If so click on the page numbers also along the top right hand side The slider located at the top left corner of the Showcase adjusts the size of the result ing images At any point during the design consultation return to the starting screen to begin a new search by hitting the Back to Collections button located in the top left hand corner Refine Your Search Immediately amaze your customer and make the resulting items appear instantly in whatever metal and gemstone color combination they wish to see Select the desired filters underneath Adjust Your Results along the left side if the interface Select the Primary and Secondary Metal Center Stone Side Stone Ac cent Stones Continue to filter the results beneath the Narrow Your Choices menu Choose Center Gem Size Center Shape Center Setting Side Shape Side Set 7 CounterSketch Studio 4 0 User Manual ting Style and Design Elements or enter a specified Center Gem Size into the text boxes The Showcase instantly reflects the updates with the new filters ap plied including metal and gemstone color Remove the filters using the Reset button located at the bottom left of the interface When choosing materials for gemstones open the menu and select the color range at the top This ex poses the gemstone options within this color range Next choose the gem material Hover
21. of three different melee grade costs if appli cable At the bottom of the menu the Accent Gems included in Estimate and Large Gems NOT included in Estimate are both broken down by weight and count As stated before Large Gems are stones 4mm or larger Smaller stones are considered Accent Gems NOTE All gem weights are calculated as ideal cut diamonds Pay attention to which gems are included and excluded in the Quick Estimate by looking at the bottom of the menu This is the point in time to proceed in closing the sale In the event the mounting is still out of the customer s price range try making a few adjustments to bring the cost down in price Would they opt for a lower karat in the same metal or be happy with a different metal type altogether maybe White Gold instead of Platinum If these are not viable options consider de creasing the gem size or quality decreasing the width of the shank or try hollowing the design For some tips on how to hollow a ring refer to the Customize chapter and see the section on Editing Profiles Upon closing the sale your next step is ordering the item from within the CounterSketch interface Region Settings The Region Settings tab customizes region specific settings within CounterSketch Ring Size Settings Select ring size region Select the appropriate region for the ring size from the drop down so that it is cor rect for your country when working with a customer Currency Settin
22. the alternate password into the field Once you are satisfied with your updates to the Ac count Info menu click Close to save them or hit Can cel to negate any changes made PREFERENCES The options within the Preferences menu allow you to customize the look and functionality of your Coun terSketch Studio interface to match the personality of your individual store Locate Preferences under the CounterSketch Menu The Preferences menu has been divided into eight separate sections tabs Display Estimate Weight Region Settings Theme Users Update Backup Restore and Troubleshooting 39 CounterSketch Studio 4 0 User Manual Display The Display Options become available by clicking on the Preferences option within the CounterSketch Menu Among other things this section gives you dis play options connected to the Information Bar within the program as well as display options connected with each designs Sku otherwise known as its SPI number Access to this section of the program may require a password depending on your settings within the Ac count Information section Information Bar These options affect what information is displayed in the area below the SketchPad A checkmark indicates that the selection will be displayed Display Design SPI Name This option displays the model s unique SPI number sku along the bottom of the SketchPad when activated Display Metal Weight displays the estimated weight of the mo
23. their family and friends what a great experience they had with this amazing new design program at your store and you know what will happen next Opening a Design To Customize a design you must first choose and open it To do so double click on the thumbnail im age of the design in the Showcase The model will now display full screen on the SketchPad the screen in which you will alter the model and a copy of the design is automatically placed into the active Portfolio discussed later in this chapter Notice that the CounterSketch Studio interface will automatically switch from the Search tab to the Cus tomize tab If you decide the item is not what you are looking for after all click on Search mode and make another selection or from the Search mode use the Back to Collections button to start from the very be ginning of the program Interacting with the Design With a design now open on the Sketch Pad learn the skills necessary to control the model during the Customize phase of the design process Spin the model for a 360 tour of the design and zoom in and out to exam ine the important details Learn how to activate the pan hand and move the entire model to a new position on the SketchPad ZOOM SPIN amp PAN Use the center mouse wheel to scroll amp zoom in amp out on the center of the design If you wish to zoom in on a specific area on the model you can con trol the focus of the zoom by placing your
24. to receive price and weight information on An up to date cost is returned based on the quality of the gem and the metal weight See Quick Estimate within Account Info amp Preferences for more 17 CounterSketch Studio 4 0 User Manual DESIGN MANAGER The Design Manager organizes and archives design sessions and is used to document the design con sultation Portfolios are created for each individual design consultation and are housed within the Design Manger Base Designs unedited model appear in the left column vertically Each saved step or Design History will appear horizontally in a row to the right of it s Base Design Store valuable customer information view the Design History and Favorites all within this powerful feature Portfolios can be used to create meaningful dem onstrations based on customer demographics The Design Manager and its associated Portfolios are an integral part of the design and presentation process Save Alter a design as desired and while making changes document this process step by step Save each new change by clicking the Save button located at the bottom of the SketchPad within Customize and Free hand mode This process is called Storyboarding and is an important habit to get into when working with clients After clicking Save the design will animate and minimize towards the save button This visual cue indicates the image was saved to the active Portfo lio The active Porfol
25. toggle them On using the first icon within the Display Controls located in the top right corner of the SketchPad Move CounterParts and Design Elements can be easily re positioned on the SketchPad using the Move handles The Move handles are identifiable as small cones and are located on each of the X Y and Z axis These controls allow you to Move a part in one axis at a time either left to right towards and away or up and down To do so hover your mouse over the appropri ate Move handle until it highlights Once highlighted right click and drag the end of the axis you wish to move to its new location Rotate Use the Rotation control handle one for each axis to rotate an object into position Rotate handles are identifiable as a curved line with a double arrow Hover your mouse over the control and it will high light with a full circle indicating which axis you will be rotating along As soon as you begin the rotation a dialog will appear reporting the angle of the rota tion in degrees This is helpful information in the event you have another part you wish to match the angle to Holding down Shift while rotating will confine the ro tation angle to 15 degree increments This is extremely helpful to quickly rotate 45 or 90 degrees Each time you use the Rotation handle the angle will reset from 0 degrees so if exact measurements are needed pay special attention to this information Scale Design Elements
26. your mouse over each tile to see a description of the gemstone options After selecting a material the menu it will au tomatically close and the gemstones will update im mediately within the Showcase to reflect this change Some menus have multiple pages of options Quickly navigate between pages by selecting the small circles along the bottom of the menu or navigate page to page with the small arrows on either side of the menu If the customer has a very clear idea of what they are looking for from the beginning you may also use the Keyword Search field located at the top right hand corner of the interface to hone down the search to one or more words relevant to your customers dream item Technically the Keyword Search field recognizes the words in the fields of Stone Shape Stone Setting and Style Ex You can type in halo heart bezel teens channel its SPI number sku number associated to the design if known even filter results further by typing in teen heart You get the idea Click the X located to the left of the keyword to remove the keyword filter RESET The Reset button located in the bottom left hand corner of the interface clears the search filters above To reset a keyword use the small X in the top right corner of the interface which appears after entering text into the keyword text box Design Details At this point in time your customer will probably want to see some of the options up close
27. 0 AM 6 00 PM CST Toll Free 1 800 877 7777 Email camservices stuller com COUNTERSKETCH FORUM Whether you are looking for tips and tricks for a refresher on something you missed during training class or you want to harness the power of the mul titude of Marketing Resources the CounterSketch Forum is your one stop shop for all things Counter Sketch Access all of the tools by clicking the Coun terSketch Menu gt Help gt CounterSketch Forum which will direct you to www countersketchstudio com forum Here you can mingle with Gemvision and Stuller CHAPTER 8 Help amp Resources 60 staff stay in touch with other users keep informed of important updates and peruse the latest and greatest resources that Gemvision and Stuller have to offer The forum houses on demand training videos which allow you to move at your own pace as you work independently through the curriculum Available 24 hours a day 7 days a week access the forum from the comfort of your own home In addition to the training videos our forum also of fers free downloadable Consumer Marketing Program materials give you the tools and resources to help attract business to your store and generate more cus tom design sales from your existing customer base Access these at www gemvisionadvertising com css OTHER Design Feedback To make suggestions for consideration when develop ing the CounterSketch library use the Design Feed back feature This menu
28. 1 Search 6 within CounterSketch in conjunction with live mer chandise to help qualify Information about your clients likes and dislikes is as valuable as gold If you extract important information about your client by all means write it down and file it Find a system that works for you and your work environment This information not only helps with the current sale but can also assist with any future sales The information you can recall about a client s aes thetic a year from now or five years from now can go a long way towards building a lasting relationship that will keep them and in turn their friends and family coming back to your store for generations to come So let s get started PERFORM A SEARCH Designed to have the familiar look and feel of a web site storefront Search is where you and your cus tomer together or your customer independently after a quick lesson from you will begin the customization process Notice that when hovering the mouse over the categories a short description of each category is revealed This gives your customer a bit more informa tion to help them with their decision making process Select an option such as Engagement or Solitaires and the program will return the results and images of all related items within the next screen called the Showcase The resulting number of designs retrieved will appear at the top right of the Showcase Use the scroll bar to the right
29. 804 camservices stuller com Online Resources www countersketchstudio com forum Training www gemvision com training
30. AVING SEARCH RESULTS During the initial steps of the design consultation identify designs your customer is drawn to by click ing on the small circle lower left corner of the image associated with the item This action will place a small green checkmark next to the design After marking an item the Compare button becomes available at the bottom of the Showcase The number of items marked will display a small number in parenthesis within the Compare button USER TIP If you double click a design the Showcase the view will change to the SketchPad and the item will appear full screen In the upper left corner of the interface Customize will become the active mode Click Search to return to the Showcase The marked items can be saved by entering a name into the Portfolio text box Hover your mouse and double click on the Portfolio text box then enter a name into text field The designs will be saved under this name within the Design Manager Portfolios and the Design Manager are explained in detail within the Customize chapter You have the option of teaching your customer how to browse the Showcase independently and identify designs of interest marking them with a checkmark as they go This process creates a jumping off point for the design consultation and allows them a pressure free way to browse your jewelry USER TIP Create a naming convention and stick to it Stan dardizing this means that if a customer needs to co
31. CHAPTER 5 Account Info amp Preferences 42 at the bottom of the menu Click Default No Image or Reset Theme at the bottom of the menu to return to the default white CounterSketch background Keep in mind that Reset Theme will reset the entire inter face back to the CounterSketch default Advanced For even more control over the presentation options of your interface display click on the Advanced tab located on the bottom left of the Theme menu Create Custom Theme Toggle on the button next to Create Custom Theme to make the interface color swatch appear When clicking on the color swatch a rainbow color picker menu opens beneath allowing you to adjust the color for the entire theme Left click and drag the curser across the rainbow shading to select a pastel color The selected shade will appear within the box on the right hand side and represents the lightest color on the far left of the color swatch Control the intensity of the color you are creating with the Saturation slider and depending on the direction slid Brightness adds either white or black to the tone Clicking on the toggle next to Grayscale allows you to select from shades of grey Explore different adjust ments and see what you come up with Hit Apply to see the updated results display within the interface or uncheck the toggle to revert back to the pre created Color Theme you had selected at the top of the menu Import Export Located below the Custom Th
32. DE Freehand Mode offers an entirely new way of model ing and gives you more power to delight your custom er than ever before Add gems and design elements to an existing CounterSketch design or create a new design from the ground up Freehand Mode enables you to say yes to every design request a customer makes Whether you are working in Customize mode and decide to enter Freehand mode to add embellish ment to an existing design or if you start in Freehand mode with a blank screen and build your design from the ground up remember the importance of including your client in the design decisions Involving them in the decision making process gives them a feeling of ownership over the creation of their design and will go a long way to closing the sale Navigating the Library To get started click on Freehand mode in the top left corner of the interface Once in Freehand mode small tabs located along the left side house a variety of parts that can be added even in combination to an existing CounterSketch design or can be used solely to create a model from scratch Click on any tab to load and view it s associated library Use the scroll bar to the right to peruse the items By default the Gems and Settings tab is active when entering Freehand mode At the top of the menu filters are listed to help you narrow your choices and identify the part you re quire These filters are also an ideal way to determine whether parts
33. Introduction 1 2 3 4 5 6 7 8 2 6 14 24 32 38 46 52 56 Getting Started Search Customize Freehand Appearance Account Info amp Preferences Order Deliver Help amp Resources CHAPTER TITLE PAGE Table of Contents 1 COUNTERSKETCH STUDIO 4 EMBRACE CREATIVE FREEDOM Welcome to CounterSketch 4 0 This upgrade is packed full of everything you need to design bridal remounts family jewelry pendants earrings and more The revolutionary new enhancements within this ver sion will assist you and your customer in locating a de sign that matches their exact jewelry needs Whether you use the newly introduced Style Quiz to break the ice or you hand over the mouse to your client provid ing a pressure free shopping experience to browse your virtual inventory at their own pace the new intui tive Search interface leads you down an amazingly user friendly path allowing you to easily Compare items This process of elimination speeds up your time to find the right model that meets your clients needs During the Customize phase the newly developed Design Manger organizes your models allowing you to view Favorites side by side If the model you choose to customize doesn t fit the bill exactly don t worry within the new Freehand mode the design limitations have been removed Get inspired and dazzle your customer within the new Freehand Mode This entirely new way of modeling gi
34. LICENSE TRANSFER CHECKLIST CounterSketch Studio Install Disc 16 digit license key Your 16 digit code appears as a sticker within the CounterSketch Studio CD case Stuller com login Stuller com password NOTE Remember CounterSketch Studio will only be usable on one computer per license at a time and will always need to be unregistered from the first comput er before you are able to use it on the new machine Don t forget to unregister before leaving work if you plan on using the program at home or vice versa Import Export In the event you contact Technical Support and need to send them a file or you need to load a file into CounterSketch Studio that was sent to you use the Import Export Design feature Located within the CounterSketch Menu choose to either Import or Ex port a Design Load a csg file into CounterSketch Studio by click ing Import Browse to the location on your computer where the file is saved and click Open Take note importing a file will override any file that is currently active on the SketchPad If you wish to save this file make sure to Save the active design prior to using the Import function CHAPTER 8 Help amp Resources 56 Any design that is currently loaded onto the Sketch Pad can be exported and saved to your computer To do so choose the Export option A new window will appear Navigate to the location on your computer where you would like to store the file
35. Render If the file was saved as a png the background will disap pear from the image This can be useful when us ing the image for appraisals or other applications If you find Render settings that you are particularly drawn to and wish to repeat this look and feel you can save the settings as the default look within the Render Options menu To do so enter into Render Options make all of your Prop Environment and Resolution choices and click the Set as Default button located in the bottom left hand corner of the menu The next time you click Render these options will automatically apply If at any point in time you wish to remove the defaults enter into the Render Options menu and choose Reset Free Advertising Emailing or printing Renders for your customers to keep only benefits you They ll show friends and family their future piece of jewelry and tell them all about the high tech and personal customizing experience they had at your store 35 CounterSketch Studio 4 0 User Manual CHAPTER 5 Account Info amp Preferences THE COUNTERSKETCH MENU Located in the top left corner of the inter face click the CounterSketch Studio button to reveal many helpful Utilities Located along the top of the interface in previous versions of the software This button contains the fol lowing menus New Session Account Info Preferenc es Unregister Import Design Export Design Import Part Order History Backup and Hel
36. Resolution from the drop down menu list located at the top of the Render Options menu The higher the number the larger the render and the longer it will take for your com puter and the program to create it Larger resolutions are appropriate for banners and posters while smaller email better The program defaults at 600 x 600 dpi This size renders fairly quickly and presents well as a printout and emailed image Experiment and find what s best for you and the job at hand When you are done assigning all the attributes click the Render button located at the top right hand side of the interface or from within the Render Options menu itself The V Ray frame buffer menu appears and the render is created from the top down It may take a few minutes to fully complete the render Take note that the process tends to slow down around the gemstones The more stones in the piece the longer it may take This is because the program must work out complex geometry to manifest light reflecting gem facets When the render is complete click the Save icon computer disc located along the top row of the V Ray frame buffer menu Choose the appropriate loca tion on your computer to save the file Type a name in the File Name text box and select JPEG from the Save as type drop down list Click Save Use any printer utility to render for your client PRINTING RENDERS You must save the file to a location on your com puter before you can print the
37. an update within CounterSketch and it will continue until the transfer is complete even if you choose to close the CounterSketch program If you feel the need to surf the web BITS will automatically reduce its band width usage related to the CounterSketch update ac cordingly so you will not even notice your computer is working on the update Now isn t that high tech BITS only works on Windows platforms and requires the user to have the BITS service enabled Your com puter should already have this function enabled by default Automatic The Automatic option will prompt your computer to routinely check if an update is available without you having to prompt the program to do so If one is available a green Software Update Avail able button will appear in the status bar below the Sketchpad Simply click on it every time you see it to keep the program current This is the setting that we highly recommend NOTE While downloading an update a small green arrow will animate in the bottom right corner of the interface Manual If you would prefer to control when the Soft ware Update Available button appears toggle on the Manual option When the Update All button changes from being greyed out to being active an update is available Click on it to obtain the newest version The program will begin the download and once complete the Software Update Available button will appear as stated previously in Automatic For convenience
38. and personal to help them with the decision making process Click on any library image to select it When selected brack ets will surround the design and the right side of the screen will update with a larger thumbnail image of the piece Four smaller thumbnails will display alter nate views of the model as well Click on any of the four images and this view will replace the larger image above Similar Styles Below the design you will also see Similar Styles dis play if any exist for that model Maybe your custom er is interested in seeing the design with a different Center Stone shape Have them scan the style varia tions to see if an alternate model fits the bill Clicking on the Similar Style image will make it appear in the four thumbnail views and its detailed information will populate below Additional details are located beneath the Simi lar Styles You will find the models Name Series if CHAPTER 1 Search 8 available Components what the jewelry item is and whether or not there are any complimentary items available Ex matching wedding bands Design By design creator Packages displays the name of the Prototype Package containing the design if available See more under Prototypes and Keywords the search filter words linked to the design USER TIP Center gem shapes are included in all 3C models Therefore 3C models do not have similar styles All 3C Designs are available at www stuller com S
39. are comple mentary to one and other Toggle On the radio button of the filter you wish to dis play A small number next to the filter indicates the number of parts available CHAPTER 3 Freehand Mode 24 within that filter If you know that you are looking for a Halo for example use this filter to quickly eliminate every part that does not match that specific criteria If you are wanting to design a very three dimensional and sculptural Floral item you may decide to toggle On Chiseled Domed and Grooved eliminating all of the Flat parts that do not compliment your design After identifying the part you wish to explore double click the thumbnail image to load the part onto the SketchPad The type of part you choose will deter mine the controls you have to manipulate the object Library Part Types There are two differ ent part types that are easily identifiable by the icon in the bottom right corner of each parts thumbnail image A small CP indicates that it is a CounterPart If no icon exists in the lower corner of the thumbnail image this means it is a Design Ele ment It is important to understand the difference between these two distinct part types NOTE CounterParts can be easily identified by the small circle with a CP This icon will not appear on a Design Element CounterParts Identifiable by the small circle with a CP in the bottom right corner of the image a C
40. ation as well After doing so the Order information will be sent electronically to Stuller and once Stuller receives your Order you will receive a message stating Quote Sent Successfully If you do not receive this message you may have an internet connection issue and Stuller may not have received the file Quote History After submitting the Order it is automatically logged into the Quote History portion of the program found under the CounterSketch menu icon in the top left corner Located at the top right of the Quote History menu a drop down menu list includes each user that has been added to the User list within CounterSketch Menu gt Preferences gt Users Choose All Users to see all Or ders placed under your CounterSketch Account Each Order tracks the User as well as the date and time the Order was submitted and the Reference Number if you included this information 49 CounterSketch Studio 4 0 User Manual Revisit any design documented in the Quote His tory menu by double clicking on the correspond ing thumbnail image The design will load onto the SketchPad If you would like to see any order details simply revisit the Order tab while the item is open on the SketchPad This is a simple way to review any cus tomer information or manufacturing details of an item you ordered within CounterSketch Studio Conveniently displayed separately within Quote His tory there is also a Prototype Orders tab that d
41. curser over the area you wish to enlarge while rolling the wheel To spin and examine the design hold down the right mouse button while moving the mouse To slide or pan the design hold down the Shift key while holding down the right mouse button Move the mouse to reposition the model on the Sketch Pad ZOOM SPIN PAN CHAPTER 2 Customize 14 THE DESIGN STACK When a design is open on the SketchPad its corre sponding Design Stack the set of controls pertaining to that specific model for customization purposes loads along the left hand side of the screen No mat ter how similar models may look visually each unique design in CounterSketch is created by a slightly differ ent approach and may elicit very different design flex ibility from that of other designs It s also important to keep in mind that each design may have a completely different layout and naming convention within its Design Stack organization Taking the time to explore designs individually opens up a design option world brimming over with possibilities Design Stack Controls Each Design Stack consists of the Design Options category and additional category controls The Design Options are the most common controls including ring size and toggle controls to turn accent gemstones On Off for example To expand each categories con trols click it s title bar Click the title bar a second time to hide them Toggle On Off A toggle control or radio
42. e during this process When the manufacturing process is complete the item is shipped to the location provided in the Ac count Info section of CounterSketch NOTE Keep in mind that the cost of the item is deter mined by the price of gold on the day the item ships DELIVERY Expect delivery of your custom design in 4 to 7 business days after you approve your project for US orders The best part about it you don t have any of the manufacturing concerns yet you get to take all the credit TURNAROUND TIME Our goal is to have your Order quoted within 24 hours of receiving the request during normal business hours Monday Friday 9AM to 5PM Adding special requests and notes can delay the time in which the Order Quote is processed up to 72 hours Manufacturing turnaround times are dependant on the level of finished desired and will begin the day after you approve the project Semi Finished Casting clip and tumble 4 days Finished Casting polished 5 days Finished amp Set Casting 7 days NOTE All time frames are calculated Monday Friday 9AM 5PM Please allow extra time if submitting gemstones CHAPTER 7 Deliver 54 CHAPTER 8 Help amp Resources UTILITIES Located in the top left cor ner of the interface click the CounterSketch Studio icon to reveal many helpful Utilities located along the top of the interface in previous versions of the software Although most of the items within this menu have bee
43. e interface Click Any Gem Any Color to open a menu where you can assign materials to gems individually The inter face will change removing the stack controls and Render controls A gemstone material assignment menu appears Within this interface gemstones on the screen become active and you have the ability to select and highlight 33 CounterSketch Studio 4 0 User Manual any gemstone isolating it from the rest of the group To do so hover your mouse over the gemstone you wish to change and it will highlight After determining the appropriate gem is highlighted click the gem and it will highlight darker Continue selecting all the gems you wish to change to the the same new material Within the material menu choose the color and mate rial you desire and click Apply The gemstone s will immediately change to reflect this color indicating the new material has been properly applied Continue this process until you are satisfied with your choices If at any time you wish to revert the changes click Clear All Otherwise click Done to return to the SketchPad Render Options The Render Options menu empowers you to add your personal flair to a Render Choose the background Ground Plane and lighting Environment for the Render as well as the resolution for the final image There are even props Render Props such as a ring box or a jewelry pedestal to add to the composition Click Render Options to open the menu and set the p
44. each of the categories Keep in mind 100 percent of 100 100 Pay special attention to the Retail column and double check the Markup percentages entered making sure they reflect the intended total when altering the numbers within the Markup column Close out of the menu and re enter it to see the Retail column update CHAPTER 5 Account Info amp Preferences 38 Add Tax to Quick Estimate Toggle on Add Tax to Quick Estimate and enter the amount within the cor responding text box to have it included in the total Be sure to include decimals Additional Markup You are given 3 additional col umns in which to add your own custom markups Enter a short description in the text field and the dol lar amount you wish to add to the total in the corre sponding Markup column Additional Markups created are automatically included in the Grand Total NEED A LOGIN The Bill to and Ship to sections as well as access to the Account Info menu require your Stuller credentials If you do not have a Stuller account click Need a Login and sign up for a Stuller wholesale account or visit www Stuller com to register NOTE Because the Account Info section allows con trol over the Markup percentage used when calculat ing estimates be sure to complete this information prior to working in CounterSketch with a customer Currency Exchange Rate Glance here to see the current Exchange Rate be tween US Dollars and the currency tha
45. email or through the use of the LIVE Chat Feature available at the top right of the interface LIVE chat is available M F 8 30 5 30 Central Standard Time If you are contracting Gemvision after hours or if all support personnel are with customers a support ticket will be generated You can leave instructions within the software and Gemvision s Tech Support staff will process the request in the order it is re ceived For model edit requests please export your modified model first via the CounterSketch Menu gt Export De sign and attach it to an email along with your request see Import Export for more information Otherwise include the Sku or SPI number and we will use the de fault library version of the model Whenever possible we will make edits to the file however some model requests require a new design in which case you can make this request using the Design Feedback see Design Feedback for more information for consid eration into the next CounterSketch Studio library of digital inventory Stuller CAM Services Experts in jewelry manufacturing Stuller s elite team of CAM Services representatives are eager to create the design of your customers dreams If you have manufacturing questions please do not hesitate to contact Stuller CAM Services CounterSketch Studio Tech Support Weekdays 8 30 AM 5 30 PM CST Toll Free 1 888 357 6272 Email countersketch gemvision com Stuller CAM Services Support Weekdays 8 0
46. eme portion of the menu these buttons make it easy to share the same Custom Theme across multiple computers or to save your favorite themes for easy accessibility later You can create as many themes as you want and switch between them with no guess work about what colors were used To save a Custom Theme click Export create or find a folder to save within that you can navigate easily to later and click Save When you decide to use the saved theme again all you have to do is click Import and find the folder The colors will load into the color swatches automati cally Click Apply to preview the color combination if desired Viewport Graphic Prefer to have your own custom graphic display behind the Customize screen instead of one of the Image Themes we ve created for you Click on the field next to Viewport Graphic to import and upload any image of your own from textures a photograph or perhaps your own logo It s up to you To remove it simply hit Reset Viewport Background Color Instead of choosing an Image Theme see previous pick a custom color to compliment the custom logo applied as the Viewport Graphic or if you have chosen not to add a Viewport Graphic you can simply use this function to change the SketchPad to a solid color of your choice Click Reset to undo NOTE When choosing a Viewport Background Color keep in mind that this option will not be viewable if you have selected an Image Theme other than the
47. er control change click the Undo last action button or Redo last action button to step backward or forward a step one slider control change at a time Reset Located in the bottom left use Reset to remove all of the edits and start over with the original unedited Base Design Editing Profiles A very powerful approach to personalizing a design is to edit one or more Profiles within the piece when in the Customize mode Editing a Profile is a quick and easy way to make distinct design changes to the model You can change the overall look of an entire design by simply selecting a different Profile from a Shape Chooser menu and leaving it unedited If however you cannot find the exact Profile or cross section shape you have in mind you ll now learn how to take an ex isting shape and change it on the fly From the shape chooser select the Profile you wish to edit Try to locate something similar to the shape you wish to create you might as well make it easy on yourself The Profile selected will highlight with a box surrounding it Take note that once the Profile Editor menu is open you cannot move or rotate the item on the SketchPad It is important to spin the model and zoom in to a position where the changes taking place on the model can be easily viewed Click the small menu three small horizontal lines to the right of the shape chooser Select Edit Profile and the Profile Editor menu will appear with the Profi
48. for jewelry Gemvision and Stuller s strategic partnership has never been stronger Fully aligned as our partner you can harness the power of Gemvision s technology and the expertise of Stuller s uncompromised customer service and logistical finesse to provide the total solution for jewelry customization within your store SIMPLIFY CUSTOM DESIGN Using CounterSketch Studio even a casual com puter user can be a major player in today s new custom jewelry world 3 CounterSketch Studio 4 0 User Manual CHAPTER 1 Search INTERACTING WITH SEARCH Upon opening CounterSketch Studio the graphic display offers you and your customer many inventory categories to choose from Qualifying your Customer Qualify is a term we will use to define the process that takes place when guiding your customer down the most efficient path toward the custom jewelry design of their dreams Although CounterSketch Studio may be the most powerful tool in your arsenal for selling custom jew elry as with any tool if you do not understand how to use it effectively it s highly possible you may use CounterSketch all day long and never make a sale CounterSketch Studio was created to help lead cus tomers to jewelers and provide a new exciting and more cost efficient way of creating custom designs CounterSketch Studio and your customer have one thing in common they both need YOU Both require a skilled individual with knowledge about jewelr
49. g down a rabbit hole in search of the perfect item Chances are your client will start to feel overwhelmed with all of the choices available to them and end up needing to think about it a bit more then leaving not to return The number of models as well as the multitude of options available for each model within CounterSketch can make one feel that way if you dive in without any sense of the direction or a destination in mind It should be mentioned that the best sales people don t try to push a sale On the contrary a great salesperson asks lots of questions extracting valu able information so they can help assist in making an informed decision in regards to the purchase and in turn building a strong relationship with the client in the process The key to pulling information from a client is asking lots of open ended questions and truly listening to those answers What type of jewelry are they shop ping for Is it an anniversary present or an engage ment ring Do they like yellow or white metal Do they like more modern items or more traditional designs Take note of the jewelry items they wear and ask what they like or dislike about those items It s also highly likely that there is a budget to take into consideration You may choose to use items from your store s showcase or from the CounterSketch Studio Prototype Selling System to assist in qualifying your customer or you may choose to use the images CHAPTER
50. gn alterations they have created by viewing them side by side reviewing only the items they really like and eliminating the less important steps along their design journey Remember the process of elimi nation is an important step and helping your customer to focus on top choices or Favorites can help quiet the visual distractions and pinpoint the item they wish to Order By default the Manager is set to view Design History which includes every Save point including Favor ites as well as the Base Designs To isolate and view only Favorites locate the View drop down menu and choose Favorites The Favorites view will display all designs at the same angle so they are easily com pared Use the slider bar located in the top right cor ner to make the images larger Scale the menu down to provide a more in scale view of the item or to see more results From within this view you can weed out designs from within this menu by clicking the stars to deselect them Helping your client make their final decision FAVORITES VIEWER Mark your customers favorite Designs and view them all at once with the Favorites Viewer This function helps you narrow down their top se lections by comparing the designs side by side Show SPI Number The options to Show SPI number can be toggled On to see the models corresponding sku number The SPI can be entered into a keyword search DEMOGRAPHIC SPECIFIC PORTFOLIOS Make Portfolios which cater
51. gs Select desired currency Be sure to select the curren cy for your region here so that it is appropriate during a Quick Estimate Theme Individualize the CounterSketch Studio interface to re flect the special persona of your store The Theme tab offers a wide range of customizing options Choose one of our pre created Color Themes or design your very own individualized color combination for your interface Next select a background Image Theme upload your own background or simply select a complimentary solid color for the background if you prefer Color Theme A variety of pre created Color Theme options are displayed on the left Scroll through these options with the slider bar on the right and click on the theme of your choice The new theme selected will automatically update onscreen Keep trying on new color themes by selecting new options Hit Cancel at the bottom of the menu at any time to revert back to the previous CounterSketch Studio theme saved hit OK to apply the new choice Note that the traditional CounterSketch Studio theme can be reselected at any time Image Theme Instead of choosing a Viewport Back ground Color see below you also have the option to select an Image Theme that will appear behind the models on the Customize screen The Image Themes available appear on the right side of the Theme tab Scroll through and select from a variety of exciting styles The look selected will update once you hit OK
52. h Casting No Gems provides you with a raw casting with no gems supplied or set Finished Casting No Gems returns a polished mount also with no gems supplied or set Finished amp Set Casting As Specified returns a fully polished and set mount ready to hand to your customer Mounting Ring Size Review the Ring Size information If you need to change the information simply return to Custom ize make the change to the model and return to the Order screen Metal Review the Primary Metal and Secondary Metal ma terials applied to the design If you would like to alter your metal choice or alloy revisit the Materials menu located along the right of the interface and choose a new selection See the Metal and Gem Material as signment section within the Appearance chapter Stone Report The Stone Report lists in detail the Shape Type Size Height Width Depth and Carat Weight Source Details and Quantity for every gemstone included in the design The cumulative totals are located just be low and detail the Weight and Quantity for the Center Gem USER TIP Any gem 4mm or larger on the piece will not be included in a Quote or the Order due to dramatic price fluctuations inherent between gems of this size Click the arrow located to the left of each gem group ing and specify the source for each gemstone group and whether or not you will set the gemstones or rely on Stuller s master gem setters to complete your design
53. ically allow more space for the slider to move You may do this more than once if you wish This can be helpful for example when want ing to expand a ring shank to compliment a very large stone Within this menu you are also given the option to reset the slider controls to their default at any time Shape Choosers Shape Chooser menus are located within the Design Stack and consist of a selection of shapes that change the overall look of the design with a click A shape choosers can define the overall shape of an object or the cross section at specific locations on the design For example a ring design will use a shape chooser to define the outside shape of the design It will also determines the shape of the Profile cross section at a specific location along the design CONSTRUCTION OF THE MODEL Behind the scenes some models use a function called a Boolean A Booly what Boolean is a system of mathematical logic devised by George Boole and is used in some 3D CAD software pack ages Booleans in a sense act like large cookie cutters that cut out areas in the metal of some de signs This is good to know because sometimes a Boolean operation fails When this occurs an item or a portion of an item may disappear or may not appear as it should such as the cut channel around a row of gems Simply tickle or reposition the slider to a new location so that the geometry makes more sense to the computer and the item will rea
54. ickness of channel rails or lengthening the prongs for setting purposes All of the changes will result in an item which aesthetically matches the item you ordered while also meeting nec essary manufacturing requirements for strength STULLER CAM SERVICES Creates a 3D virtual computer file of your design that Stuller will use to produce the item using their impressive CAM capability transforming that model into reality in 8 days or less If the item cannot be customized to meet your exact design needs and you have added Additional Design Notes with special requests for the model Stuller will try to work with you to solve the design dilemma The model validation process happens within one business day of placing the order Please allow up to 72 hours if Additional Design Notes are included After the file is validated a Quote Notification will be communicated to you via email This email notification will include a link to the CAM Services section of the Stuller website There you can manage and track all of the jobs submitted to the CAM Services department at Stuller Approving and Tracking Orders Choose to either follow the link in the Quote Notification email or visit www Stuller com to view and track all submitted orders Stuller com Log in to your account using your Stuller credentials If you choose to follow the link you are automatically directed to the CAM Services section of the website If you are nav
55. igating the site independently click Cus tomization located at the top of the site and select CAM Services The CAM Services section of the website is comprised of four tabs Home New Request View Requests and Edit Profile These different areas of the site are used to approve and manage all aspects of your Counter Sketch jobs and any additional CAM Services jobs that are in process CHAPTER 7 Deliver 52 Updating Your Stuller Account Manage your account information through the Edit Profile tab Here your name phone number email address and account information can be reviewed If you enable the Yes email me status updates you will receive email status updates notifying you which steps of the manufacturing process are complete You can also track the progress of your job step by step The status updates are as follows Request Received Validating File Quoted Awaiting Approval Quote Accepted Order Placed Fabrication Wax Resin Production Spruing Casting Production Clip and Ship Semi Polished Production Polished Setting Memo Review or Shipped If you do not opt for email verification you will only receive the Quote Notification and an email indicating when the item has Shipped Tracking Your Jobs Click on the View Requests tab to manage and track a job through the entire manufacturing process If you have multiple jobs in process you can view each individual job at a glance The Reference Number
56. ing down to 3 5 if possible so as not to overwhelm the customer with the multitude of options available for each design during the Customize phase of the session Selling with Prototypes Stuller s high quality prototypes are a rhodium plated alloy set with cubic zirconia This valuable resource helps your customer visualize and make the trans lation from a computer monitor to a live piece of jewelry Prototypes and jewelry from your stores inventory can be used in conjunction with CounterSketch to qualify your customer After using the Compare tool and as sessing your customers aesthetic gather live jewelry items from your stores showcases to help them with their design decisions Pick things that are similar to their choices within CounterSketch Prototypes can help determine things like setting styles for side gems prong layout gem shape and more This process will help you to identify which of the Coun terSketch models best suits their needs and help to eliminate the designs that don t Keep in mind if by using prototypes and live merchandise your client finds the perfect item from within your stores inventory by all means close the sale There are many ways to harness the power of CounterSketch within your store If after continuing to identify what is important to your client and they still don t find what they are looking for but can find something close continue to the Customize chapter and learn how to personal
57. io is listed at the bottom of the SketchPad It defaults to New Portfolio Make sure to listen to your customer s verbal cues If the customer likes the direction the design consul tation is headed save the changes throughout the entire design process Due to your diligent habits you can refer back to any stage of the consultation you and your customer desire If the customer de cides they don t like the direction the consultation is headed you can simply load the design from any of the save points within the consultation INVOLVEMENT IS KEY During a live design consultation be sure to keep the client involved Don t forget to ask them lots of questions so you have a clear idea where you re heading in the program Remember it s not about what the program can do but about helping your customer create the design of their dreams The more fun you have the more fun they will have and the more invested they will become in the entire process If using the program is nothing but work for you and your customer the whole point of CounterSketch Studio has been lost It s whole concept and design is for creating a fun and interactive jewelry selling experience CHAPTER 2 Customize 18 Design Manager After designs are saved to a Portfolio and you wish to retrieve one simply click on the Design Manager button to view all of your saved designs Design His tory and their associated Base Design the unedited version
58. isplays all of your prototype orders for easy reference CHAPTER 6 Order 50 CHAPTER 7 Deliver From Stuller to You Focus your attention on custom creative designs and the enhanced profits they provide CounterSketch Studio delivers custom designs and higher profits to your store with quick turnaround times Rely on Stuller and take the guesswork and overhead expense out of manufacturing With Stuller reliability you get exactly what you need on time every time QUOTE CONFIRMATION Within a few minutes a confirmation email is sent to the CounterSketch User s email address supplied dur ing the Order process The subject line of the email will include the Reference ID number and the body of the email will include a brief description of the Order The Account Manager assigned in the Account Info section of the interface will automatically be carbon copied on this correspondence To assign the Account Manager information look in the CounterSketch Menu by clicking the CounterSketch icon in the top left cor ner of the interface and choose Account Info File Validation Once Stuller receives the file the first step is file valida tion Stuller does this to be sure there are no subse quent problems during the manufacturing process During the validation process Stuller may make a few changes to some of the parameters to ensure manu facturing ease Changes made may include increasing the prong size increasing the th
59. ize a design especially for them All Kits Include Displays loaded with tagged product Access to Stuller Showcase for retail pricing Follow ups from their prototype specialists Financing options for eligible clients Contact Stuller s prototype specialists at 1 800 877 777 ext 414 for more information NOTE If you are ordering an item from outside of the United States please contact Stuller with any ques tions and or more information about turnaround times New Session If you would like a clean slate with which to begin a new design consulta tion locate New Ses sion under the Coun terSketch menu The CounterSketch icon in the top left corner of the interface You will be prompted to save the Portfolio Answer Yes and give it a name or choose No to completely reset the program without saving The CounterSketch interface will reset as if the program had just been opened clearing any search criteria from the SketchPad and loading a new empty Portfolio New Session is useful if you have finished working with a client and want to prepare for your next design consul tation CHAPTER 1 Search 10 The Style Quiz What defines your personal sense of style Is it hard to put into words The CounterSketch Style Quiz can help you get started Located along the top right hand side of the Counter Sketch interface while in Search mode click What s Your Style to prompt a short visual quiz
60. le enlarged Small orange squares will appear along the left hand side of the Profile shape The orange squares are called Control Points NOTE As you modify the shape of the Profile you will be able to see the changes update in real time Because you will not be able to change the view in the viewport once the edit window is open orient the model to a position where the changes are easily viewed first Profile Control Points Drag any of the control points to the desired location and watch the design update automatically onscreen Select more than one point at a time this is called region selecting by holding down the left mouse button and dragging a box from left to right around multiple points The selected points will highlight You can then drag all of the selected points simultane ously to the new location When done with the altera tions click the X in the upper right hand corner to close the Profile Editor menu If you wish to return to the original Profile enter the options again and select Reset Control to Default NOTE Do not overlap control points Doing so will create invalid geometry causing problems with manufacturing and can effect the accuracy of a quote Quick Estimate When it is time to talk dollars and cents with your client use the Quick Estimate button to determine a price estimate Under the CounterSketch Menu gt Preferences gt Estimate Settings you will select the metals and gems you wish
61. listic representation of how the ring will look on their hand Choose Flip Design to rotate the ring 180 for asymmetrical gems or designs After you are satisfied with your selection click OK To revisit the menu click the Try On icon After the hand is applied continue to use the Design Stack and make real time design adjustments on the ring The changes take place and display automati cally At any time rotate and zoom in and out to view the design from all angles Use the hand to help a client visualize how high the stone will sit or how the stone size will look relative to the hand Who knows you might even be able to up sell the diamond To deactivate the feature simply click Try On to re enter the menu and choose Remove DOES SIZE REALLY MATTER The Try On feature help your customer understand the scale translation from a computer monitor to a live jewelry item The client can keep a real world perspective about the size of the diamond how high the stone will sit off the finger and the pro portion of the ring in relation to their hand Render Although the image onscreen does a fantastic job of communicating the finished designs overall look you can take it one step further and Render the item with the powerful and user friendly Render feature to cre ate a stunningly realistic photo image to send home or email to your customer The Render feature utilizes the latest technology offered by V Ray in conjunction with exclusi
62. me back at a later time anyone can quickly locate the customer s designs We recommend using the customer s last name followed by their first name Compare and Clear After identifying the items your client likes use the Compare button to display only the marked items Compare becomes visible only after marking an item with a green checkmark This filtering process allows you to eliminate designs and is an important step in the design consultation By removing unnecessary 9 CounterSketch Studio 4 0 User Manual designs you can see at a glance the style of item you client desires Use the Design Details area to further discuss and eliminate items click on an item and the Design De tails will appear to the right of the Showcase Click on any of the 4 views to see that view in a larger for mat To continue removing designs toggle the green checkmark Off to remove it from the group Return to the Showcase to continue viewing the inventory by clicking the Return to Results button located at the bottom of the interface If you wish to remain within the current Portfolio but remove the items marked with a green checkmark use the Clear button The Clear button is only visible when items are marked with a green checkmark This function removes the green checkmark and reverts you back to your initial Search results USER TIP Although there is no limit to the amount of de signs that can be marked we recommend filter
63. n discussed in previous chapters there are a few helpful utilities that will be discussed in this chapter License Transfer Want to spend some time learning and practicing CounterSketch Studio after business hours Need to prepare for an upcoming design consultation and wish you could work from your home PC Unregister your CounterSketch Studio license quickly and easily and transfer the license from one computer to another as often as you like Follow these simple steps and walk the path to CounterSketch Studio freedom Install CounterSketch Studio onto the desired computer s using your original CounterSketch Studio install disc Details for the install process are included on the installation disc In order to move your license to a new machine you will first need to unregister the old computer To do this go to the CounterSketch Menu gt Unregister Read the dialog that appears Click ing Yes will unregister the machine and automatically close CounterSketch Studio Now you are ready to move your license When opening CounterSketch Studio on the new computer you will receive a prompt to enter your 16 digit license key Stuller com login and Stuller com password so remember to keep this information handy The first time you open CounterSketch Studio on the new machine you will be prompted to set up your Account Information again including your Mark ups Enter your information in the appropriate fields and you re ready to go
64. nterSketch Studio at Stuller You have a chance to network with fellow jewelers attending class and share ideas for implementing CounterSketch into your busi ness This experience is the most effective and memo rable way to learn how to use CounterSketch Studio Live Online Training This is an option for people who find leaving the store less practical This training eliminates the costs as sociated with travel and still offers an instructor led experience and the opportunity to ask questions On line training is ideal for the more tech savvy who can attend the class prepared with CounterSketch Studio already installed on their computer ready to tackle any computer issues that may arise If you have any questions about classes contact Shelly Ellis shelly_ellis gemvision com 1 800 357 6272 ext 104 LET US HELP YOU A tool is useless if you don t know how to use it and Gemvision wants to help you and your staff become CounterSketch Studio Power Users With every training method we offer you not only learn how to run the program but also how make the sales 59 CounterSketch Studio 4 0 User Manual SUPPORT Gemvision Technical Support Gemvision s expert Technical Support staff is ready willing and able to answer your toughest questions about the CounterSketch Studio software The sup port staff are your biggest ally and are eager to help you solve any problems you encounter Contact the Gemvision staff by phone
65. o com municate any special instructions you wish to relay to Stuller about the order Click on the button and type the full instructions into the text box Adding Addi tional Design Notes could delay the quote process 1 3 days CHAPTER 6 Order 48 USER TIP Be aware that adding special requests and notes can delay the time in which the Order Quote is processed up to 72 hours More Than A Ring You ve taken the time to get to know your customer and design a ring they will love Set your store apart from others by delivering More Than a Ring This look book details the journey of your customer s ring from its beginning as a CAD rendering to the wax model then the raw casting and finally the finished piece in all its glory Sure to be a cherished possession the book has a place for a photo of the newly engaged couple and a holder for your business card Give the gift that tells the story of how a couple s engagement mirrors the journey of their love with this beautiful keepsake Click View Book Example to help visualize the finished book SUBMITTING YOUR ORDER When all the information has been entered and you are ready for Stuller to process the order and return finalized pricing for the item use the Get Quote but ton Use the drop down window to assign the quote noti fication to the sales staff member User associated with the order The Account Manager will automati cally be included in the quote notific
66. o include the mounting The Weights section corresponds to the Metal Weight field that appears below the SketchPad when you are working within the Customize Tab Quick Estimate Settings Select desired Metal Color for Quick Estimate Calcu lations Choose White or Yellow Choose which Metals and Gems to Show on Quick Estimate Determine which metals gems and corre sponding prices are listed on the Quick Estimate menu when it loads Opt to have them all appear or choose to be more selective with what is viewed by simply toggling the associated buttons On and Off Weights Located on the bottom right just below the SketchPad click the update icon to view the current Metal Weight and Carat Weight Keep an eye on the details with out having to open the Quick Estimate Select desired unit of measure for weight Choose Pennyweight or Grams Select desired Metal type for Weight Calculation Within the drop down select from a variety of metal types and karats Are a majority of your sales in white gold of a certain karat Have this reflect accordingly QUICK ESTIMATE When it s time for you and your customer to address cost and are ready for an estimate look for the calcu lator icon displayed in the bottom right corner of the interface while working in Customize Freehand and Order Quick Estimate will display the pricing informa tion for all designs in CounterSketch s virtual invento ry based on the current p
67. of model as it appears in the Showcase The Design Manager menu stores all portfolios and their associated customer information In the top left cor ner you will see all Portfolios listed in alphabetical order Below you will find the customer information for the active Portfolio highlighted Each Portfolio organizes all of the Base Designs un edited model ver tically in a column along the left Each saved step will appear horizontally in a row to the right of it s Base Design The most recent Save point is listed first next to its Base Design This organizational method pairs all of the Save points Design History with its Base Design helping you keep associated designs grouped so that when you are reviewing the consultation with your client you can easily discuss their design options TIPS FOR SAVING Save Points are instrumental in visualizing chang es throughout the design process Rotate the model to a meaningful position and zoom In to display relevant design elements when saving When reviewing the design the vantage point of the save is documented leaving you a visual cue of that particular point in the design consultation Load a Portfolio Access saved Port folios using the drop down menu located at the bottom of the Sketchpad and choosing the de sired Portfolio After loading a Portfolio the Save feature will store the save point under the active Portfolio Additionally you can access all Por
68. ounterPart is a parametric part with associated slider controls similar to a models Design Stack in Customize that can be used to manipulate and alter the item in countless ways After loading a CounterPart onto the SketchPad its associated slider controls automatically appear along the left side of the interface Title bars indicating the types of controls that you will find are listed To expand each set of controls click its corre sponding title bar Click the title bar a second time to hide them Explore the Design Stack using the sliders toggles and shape choosers For a refresher on how to manipulate a Design Stack look to Chapter two titled Customize Design Elements Unlike CounterParts Design Elements have no associ ated sliders Design Elements are static parts that can be manipulated using the Viewport Control Handles Read on to understand how to manipulate a Counter Part or Design element using VCH s Viewport Control Handles USING COUNTERPARTS AND DESIGN ELEMENTS Viewport Control Handles The Viewport Control Handles used to control Coun terParts and Design Elements are similar but not the same A CounterPart at a minimum can be moved and rotated and many CounterParts can also be bent If gemstones are included in the CounterPart this will usually eliminate the Bend control But don t be fooled the added functionality within the Design Stack allows versatility that will allow you to manipu
69. p These important utilities allow you to set your Mark ups cater the look and feel of the CounterSketch Studio interface to your preference as well as access some fundamental utilities that will assist you in management of your CounterSketch Users and Orders ACCOUNT INFO Manage your account settings under the Counter Sketch Menu located in the top left hand corner of the interface After you have entered your Stuller cre dentials the Account Info menu becomes accessible Read more below for a complete breakdown of the options within this menu Account Info Bill To Account Ship to Account displays your Bill to and Ship to account information If your Stuller account has more than one store location use the drop down arrow and choose the appropriate Ship to address In the event the account information is incorrect please go to www Stuller com and update your account information Custom Markup Next customize the markup per centage for the Mounting Gems in Mounting and CAM Fees within the Custom Markup category The markup percentage is used when calculating a Quick Estimate See the Quick Estimate section for more info Notice the Cost column is mul tiplied by the Markup In turn the Re tail column reflects the client s cost equivalent After entering the desired markups hit the Tab key or Enter to see the Retail column update with your changes Mounting Gems in Mounting Enter the profit percentage for
70. p when ordering a piece from this client s Portfolio You may also opt to leave out this information and fill it out later during the ordering process Delete Portfolio Delete a Portfolio and its corresponding Base Designs and Design History files permanently from Counter Sketch Studio and your computer by entering into the Design Manager and clicking on the name of the Portfolio to active it After doing so two icons will appear Click the small X and dialog will appear asking Delete current Portfolio Click Delete to permanently remove the files Cancel will leave the files untouched Delete can help to manage your files and get rid of old or outdated information Keep in mind however that memory storage is not all that expensive and old client information can sometimes be useful One example would be when a husband needs some help with an anniversary gift for his wife An old Portfo lio to browse might help him and you visualize his wife s aesthetic Load the Portfolio and custom design a pair of earrings to complement her engagement ring Duplicate Portfolio This option allows you to begin with an existing Portfolio i e a Demo folder you created to target a specific demographic and Duplicate it under a new name when your demo turns into a sale By doing so you will leave the Demo folder intact while creating a new Portfolio under your customer s name Simply enter the Design Manage
71. p Settings De pending on your Account Info settings you may be prompted to enter your password Specify where you would like to store the backup file within the Backup Directory Location text field by clicking Browse Be sure to save to an external loca tion instead of your hard drive Select the folder you wish to save your data in or click Make New Folder to create a new one Name the new folder and click OK Next click on Create Backup Underneath the Backup Log CounterSketch Studio will fill you in on what s happening during the process This backup informa tion takes up a lot of hard drive space We advise that you only keep the most recent two or three backups and delete the rest in order to save space on your computer In the future simply click Backup from within the CounterSketch Menu choose the Backup sub option and CounterSketch Studio will automatically send the data to this location At any time you may change the destination by clicking Browse again and specifying a new location or folder Clicking Reset will clear the text field entirely BACKUP Backup is just a way to access the Backup feature without entering the Preferences menu Access it quickly and easily by going to the CounterSketch Menu gt Backup gt Backup The Backup will auto matically be saved to your predefined location NOTE Performing a Backup or a Quick Backup can take 8 10 minutes or longer depending on your computer s processor speed
72. ppear Custom Gem Sizes Certain gems have the ability to appear in custom sizes For example say your customer brings in an emerald cut stone with dimensions slightly different from the default options available The Height H Width W Depth D and Percentage are adjust able Each dimension can be altered by typing a new value within the text box Press enter to effect the change Make note that the depth and percentage are linked This means that making a change to one of the values automatically updates the other Matching Bands At the top left of the SketchPad you will see at least one and up to three toggle control indicating which if any complementary jewelry components are avail able The first toggle control titled Ring or Pendant for example is the control to turn the main design CHAPTER 2 Customize 16 On and Off having it disappear and reappear on screen If one or two accompanying wedding bands have also been created for the design you will see the buttons to toggle them On and Off Selecting Band 1 and or 2 if available will add a new tab with it s accompanying Design Stack created for it You are given many design options for these accompanying bands including whether or not you want gems and or milgrain on the surface Undo and Redo During the Customize phase of the design consulta tion in the event the client liked the design prior to a slid
73. pproval before proceeding USER TIP If you want more than one person to have visibility on all orders it may be wise to use a distribution email address or an email address where all Counter Sketch Studio users can access the correspondence NOTE When communicating or if there are any ques tions about your order Stuller will contact the User who placed the order and carbon copy the Account Manager on ALL correspondence Reference amp Customer Info In the top right corder of the Order information enter a Reference for your records and fill out the cus tomer information as needed It is recommended to complete all of the customer information in its entire ty However only the customer s first and last names are required to proceed This information will auto fill if you filled out the customer info within the Design Manager Enter any additional comments about the customer into the Order Comments field This information is used solely for your purposes and is not meant to be used as a notes field for Stuller CHAPTER 6 Order 46 Finishing Next choose the level of finish you desire Choose Prototype to order a finished Prototype in brass and glass Prototypes allow you to build Collections within your store without the costly overhead of precious metals and gemstones Prototypes are a great tool for helping the customer visualize and make design decisions during a consultation Semi Finis
74. r and highlight the name of the Portfolio you wish to copy and the Duplicate icon will appear two small boxes Click the icon and dia log will appear asking Create a Copy of this Portfo lio Enter a name into the text box and Click Create Choosing Cancel will revert the action Deleting Saved Designs Delete any unwant ed step or Save during the design consultation by entering the Design Manager and click ing the small X lo cated in the upper right hand corner of each thumbnail image After doing so the option to Delete will appear Clicking Yes will permanently re move the thumbnail image and its associated file CHAPTER 2 Customize 20 Favorites The concept of Favorites helps with the decision mak ing process allowing you to quickly mark and identify important designs during the consultation and review them later If your customer indicated the design is a Favorite click the Star icon located in the bottom left of each thumbnail image within the Design Manager Add a star to make this indication Later when review ing the design consultation and looking at the story board the Favorite icon will be a helpful reminder of the de signs importance Sorting the View The Portfolio Manager can be sorted to display the Design History or you can filter the view further and display only the items marked as Favorites Doing so allows the customer to compare and contrast the dif ferent desi
75. re an internet connection is required to view the file If you wish to view the file offline simply save the file to a location on your computers hard drive Take note the file can change at any point in time so it is recommended to view the file from the online location CHAPTER 8 Help amp Resources 58 Troubleshooting If you are receiving error message popups or having any other issues our Technical Support team may ask that you enter the Troubleshooting tab Show CounterSketch Log If you are working with our Technical Support team to solve an issue you may be asked to select this button and possibly send this in formation to us Also access this tab without needing to enter Preferences through CounterSketch Menu gt Help gt Troubleshooting Be sure to check out the other invaluable resources available to you under the Help tab See the Help amp Resources section for more information Launch Troubleshooter If any areas on the left within the menu appear in red when launched it can give our support team valuable clues to the cause of your issues From within this menu there exist further options that Technical Support may request you to engage if it is necessary This screen may also launch itself automatically if certain issues are encountered If this happens be sure to contact Technical Support Where to get Help If you ever receive an error mes sage try to pay attention to the sequence of buttons
76. references for your composition Choose Props and apply the Primary Material and Secondary Material for the object At its default None a prop will not be included in the scene If you prefer toggle On the Lay Flat option and force your jewelry item to rotate so that it lays down flat on the Ground Plane or one of the Props you have chosen to include in the scene Next choose the Ground Plane or the surface on which the jewelry item sits and what appears in the background Ring items stand up on the Ground Plane unless the Lay Flat button is selected within Render Props Lastly choose the Environment Think of a render as a photograph and think of the Environment as the setting and lighting where the picture was taken The overall look of the picture changes depend ing on these things Light is an important factor in the overall look of the ren der Some Environments have spotlights some have windows and others have both direct spotlights and indirect windows light sources Experiment with different Environments to find a look that appeals to your aesthetic and works best with the piece CHAPTER 4 Appearance 34 Set Render Position Rotate and zoom the jewelry item to an aesthetically pleasing position that displays the models unique design elements Keep in mind Render will mirror this exact layout If a Prop is included in the Render zoom out to include it in the scene Resolution Select the
77. rice of metals in the market that day Note that you will need an active connection to the internet to retrieve this information Also keep in mind that any gem 4mm or larger on the piece will not be included in the estimate due to dramatic price fluctuations inherent between gems of this size In CounterSketch gemstones of this size are considered Large Gems and all smaller gems are considered Ac cent Gems Be sure to visit Account Info under the CounterSketch Menu CounterSketch icon located in the top left corner to enter your markups prior to giving an estimate NOTE BEFORE using the Quick Estimate feature in front of a customer visit Account Info under the CounterSketch Menu to apply your Markup percent 41 CounterSketch Studio 4 0 User Manual ages Refer to the Account Info section for more infor mation If your markup is not entered prior to placing a Quick Estimate the information retrieved will reflect wholesale pricing with absolutely NO markup applied Add Tax to your estimate by selecting Add Tax to Quick Estimate With the chosen ring design displayed on the Sketch Pad click on Quick Estimate located in the bottom right corner calculator icon Soon the Quick Estimate menu will expand display ing a breakdown of the metal selections you edited within CounterSketch Menu gt Preferences gt Estimate Weights see above their cost as the mounting and their corresponding weight Also displayed is as a range
78. s displays the X Y and Z Axes Top View Through Finger View Side View and Per spective allow you to view the design from their cor responding angles Click Perspective View to return to the view that automatically loads when the model is initially loaded onto the SketchPad Try On See Try On section Try On The last icon in the Display Controls menu is Try On hand icon Use this feature to help your client visualize in scale how their ring design will look on their own hand Begin with the chosen design on the SketchPad and click the Try On button located in the upper right hand corner Select the finger on which to display the design The hand model will appear in the viewport and your design will appear on the finger selected within the diagram Select the gender using the drop down menu The band may load a little higher or lower on the finger than how one might naturally wear it Use the Loca tion slider below the image of the hands to adjust the ring s position on the finger SEND THEIR DESIGN HOME WITH THEM With photo realistic rendering at your fingertips CounterSketch makes it easy to email your cus tomer their finalized custom design You also have the option to print and send it home with them Using this amazing feature will reinforce to your customers that they chose the right jeweler CHAPTER 4 Appearance 32 Next select the closest match of your client s Skin Tone and Nail Color for a more rea
79. s to the ring size and overall shape prior to entering Freehand mode This will save time and energy so that after designing the item with CounterParts and Design Ele ments you will not have to reposition all of the items onscreen because of a change to the finger size 29 CounterSketch Studio 4 0 User Manual CHAPTER 4 Appearance PRESENTATION CounterSketch contains helpful tools you will use to create polished presentations The functionality within the program allows you to immediately change the materials assigned to the jewelry item on the Sketch Pad create stunning images using the Render fea tures and help your client visualize what their custom design will look like while it s being worn using the Try On feature These tools will assist you in presenting and selling with CounterSketch Studio Display Controls Running along the top right hand corner of the SketchPad are the Display Controls The icons from left to right are Show Hide Viewport Control Handles displays the Viewport Control Handles within Freehand mode Show Hide Grid Lines displays a grid representing millimeter increments for reference purposes when modifying a design Show Hide Curves are colored lines appearing on and around the piece and are used during the de sign s creation process In certain situations it is help ful to see the curves in the design to better under stand the effect of a slider control Show Hide Grid Axi
80. serialized gems list only gems available through www Stuller com However it is possible that a particular size is not available If so a Stuller CAM Services representative will contact you so you can decide how to proceed with the Order I will supply for setting For this option you will send your gem s to Stuller and have Stuller set the gem s for you Choosing this option gives access to the Type of Supplied Stone text box Specify the type of gem for example diamond or ruby by typing into the text box Below enter the Value of the supplied Stone The value is used to determine the setting charge and insurance value declared when shipping the item to your store No stone supplied set myself This option needs little explanation Take special care to verify the Height Width and Depth fields to ensure your gemstone fits the manufactured mounting snugly and correctly Hallmark In addition to the options above CounterSketch Stu dio also allows you to add a Hallmark to further per sonalize and brand your custom design Opt to mark the design with the quality mark for example 14K Stuller logo or your own logo Or choose a combina tion or any of the three options Choose from the following options No quality mark or trademark Laser engrave a quality mark and Stuller trademark Laser engrave quality mark and my logo or opt for all three and choose Laser engrave quality mark Stuller trademark and my logo Submit yo
81. t has been selected within Preferences as the default for the software See the Preferences section Click on the underlined currency to be taken directly to Prefer ences gt Region Settings gt Currency Settings in order to change it Account Manager Input the Account Manager s email and phone num ber here and Stuller will automatically include them on ALL communication regarding an Order or Quote for your store along with the User who placed the order Application Permissions Require a password to access Preferences The fea tures available within the Preferences menu control the Display options as well as Regional settings and other important utilities Do you prefer not to have the Preferences menu password protected An option in the Account menu allows you to lift the password pro tection on the entire Preferences menu so that all its tabs can be accessed and modified by anyone within your store that uses CounterSketch Keep in mind the Account Info menu and the proprie tary information within including where your Markups are determined and stored will always remain pass word protected Use an alternate Password instead of Stuller Creden tials If you prefer not to have your Stuller Account be the universal password used to gain access to the Ac count Info and Preferences menus the second toggle allows you to create and use an alternate password of your choice When selected a text box will appear Enter
82. tfolios by clicking on Design Manager located along the bottom of the SketchPad The Design Manager menu will appear and located in the top left corner you will see every saved Porfolio listed alphabetically Use the scroll bar to navigate through the list and click on any name to load the corresponding Portfolio NOTE Designs that were marked with a green check mark and saved to a portfolio will appear in the Base Design column of the portfolio Load a Design To open a particular design from a Portfolio double click the desired thumbnail image and the corre sponding design will open full screen on the Sketch Pad If you wish to revisit a save point re enter the Design Manager and repeat this sequence NOTE When loading a design from the Portfolio Manager onto the SketchPad when one already exists there CounterSketch will ask if you wish to save the item currently on the screen first Choosing No will overwrite the design losing it if it has not previously been Saved New Portfolio Click on New located in the top left corner of the Design Manager to create a new blank Portfolio You will then be prompted to enter the desired name for the new Portfolio and click Create If you change your mind and decide a new portfolio is not needed click Cancel Naming Portfolios At any point during the consultation a Porfolio can be created By default a temporary portfolio is automati cally loaded under the name New Portfolio
83. to specific demograph ics Ex Be prepared to present a meaningful dem onstration to someone who pops in the store before going to their appointment next door Plant the seed when a client brings a friend along for compa ny Try creating a Portfolio that you can quickly run through with a potential customer that effectively demonstrates this amazing technology You never know a high paying customer may be watching BACKING UP YOUR PORTFOLIOS All Portfolios are saved to the computer s hard drive and can be recalled at any time It is recommended to back up your saved Portfolios on a regular basis Go to CounterSketch Menu gt Backup gt Backup and save a second copy of the information in a loca 21 CounterSketch Studio 4 0 User Manual tion other than the existing computer another computer in your store at home or on an external hard drive to ensure your information is safe and will not be lost In the event the computer s hard drive does fail the Portfolios can then be restored See Backup Restore for more CHAPTER 2 Customize 22 CHAPTER 3 Freehand Mode INTERACT WITH THE DESIGN Choose design elements from within the Freehand Mode library and add them to your model Use the new Viewport Control Handles to Move Scale Rotate and Bend a part until it looks just right Freehand Mode remove design limitations and al lows you to explore your creative side Go ahead imagine the possibilities FREEHAND MO
84. unting in either Pennyweights or Grams depending on the selections chosen in the Estimate Weights tab discussed later in this chapter Display CTW is the estimated weight of the gem stones within the design CounterSketch calculates the gems weight based on the specific gravity of an ideal cut diamond NOTE The Metal Weight Calculator de faults to display the estimated weight of the mount in 14K White Gold until you change it to the metal of your choice within the CounterSketch Menu gt Preferences gt Region Settings All gem weights are calculated as ideal cut diamonds Miscellaneous Options After opening a design expand the first set of controls Enable this option to automatically expand the first set of Design Stack slider controls when a file is opened If the option is in the Off position upon opening the file the Design Stack menu will be rolled up Reopen Last Portfolio Used If this option is toggled On and CounterSketch is shut down the last Portfo lio used before closing will automatically load when the program is re opened Show Link to eGraver If you have an eGraver account with Stuller selecting this will add a link to the site at the top right hand corner of the interface Con tact Stuller for more information about this fantastic resource Search Results Options Display SPI model number below search results places a small sku number below each thumbnail im age in the Search Showcase
85. ur logo to camservices stuller com and Stuller will keep the logo on file for your future use Engraving Add Custom Engraving is typically used to personal ize the item for your end customer If custom engrav ing is desired toggle this option on to see it s sub options Enter your customer s special message into the text box Keep in mind the amount of space for the engraving Next choose the desired font and font size The font style selections made in the drop down will update immediately within the text box to help your customer visualize their options Choose from Bookman Old Style Colonna MT Edwardian Script ITC Old English Text MT Script MT Bold or Lucida Handwriting Select Fill to add color and contrast to the engraving Choose from black blue brown green pink or red If no fill color is desired leave the Fill option unselected Engagement Rings If the order is a matching band for an engagement ring that has been previously produced be sure to toggle this option to ensure the two bands correctly match each other Stuller s CAM department strongly recommends sending the engagement ring along with the order to ensure your satisfaction Check whether or not you agree or refuse to send in the ring If the latter is the case check the box stating that you understand that Stuller cannot guarantee a perfect match without the ring as a guide Additional Design Notes The Additional Design Notes tab is supplied t
86. vated a grid appears that runs through the object indicating the plane on which the bend will take place Bend the object by clicking and dragging the large orange sphere up or down and in or out A shadow of the object previous to the bend will remain indicating the original shape Adjust the amount an object is affected by the Bend by repositioning the Bend Spines start point and end point When the points are close together small adjustments will make drastic changes Click and drag the Spines Start Point 90 degrees to change the direction in which the object will bend Change the axis in which you are bending by spinning the Viewport so that you are looking flat at the object from the vantage point in which you would like to bend The grid behind the object will reposition itself providing you a visual cue as to which axis the bend will occur Bend Mode Toggle Spine Start Spine End Bend Amount Direction 27 CounterSketch Studio 4 0 User Manual NOTE Located at the top right of the inter face toggle between Top Down Through Finger and Side View to quickly change vantage points Remember to toggle back to Perspective View if you wish to spin the design on the SketchPad There are three types of bends that affect how the part is manipulated Symmetrical Opposite and One Side While in Bend mode toggle between these three types by clicking the small Bend icon located slightly above and to the side of the part
87. ve rendering materials that were created to reflect a wide variety of gemstone options most of which are available for purchase through Stuller The Render tool can also be used to create multiple ver sions of the same ring displayed with a variety of gem and metal colors for marketing materials or websites Your virtual inventory possibilities are endless Click Render at any point during the design consul tation to see the current materials rendered to your specification The image created will directly reflect the SketchPad Spin and zoom the design to cre ate the composition of your choice prior to clicking Render Metal and Gem Material Assignment The materials applied to the item dur ing the Search phase of the design consultation are carried through to the Customize and Order phase However if you would like to review and change a material applied to an object for example if you need to change the rings overall appearance from Platinum to White Gold look to the menu along the right side of the interface Similar to the method used in Search click on the thumbnail images for Pri mary Metal Secondary Metal Center Stones Side Stones and Accent Stones to assign a new material The change is immediately reflected on the model Any Gem Any Color If the controls available do not allow you to reflect the gemstone in the material you prefer look to the Any Gem Any Color menu lo cated at the bottom right of th
88. ves you more power to delight your customer than ever before Add gems and Design Elements to an existing CounterSketch model or create a new design from the ground up This exciting new approach to designing and selling allows you to interact with your design like never before using the powerful new Viewport Control Handles Viewport Control Handles allow you to Move Scale Rotate and Bend Design Elements on screen until they are just right By combining the flexibility of the Coun terSketch library beautiful Design Elements and flex ible CounterParts you gain creative freedom without sacrificing speed and ease of use And if you don t find the exact part you want to use simply Import a part you created from Matrix Gemvision s award winning CAD software package Customization doesn t end INTRODUCTION Getting Started 2 with sliders Experience the power of CounterSketch Studio Version 4 After customizing a design to perfection choose from over 100 new gemstone materials to Render your item And best of all create a stunningly photorealistic ren der picturing Any Gem in Any Color As if that wasn t enough the Order process has been streamlined Faster than ever the materials assigned during the Search and Customize phase of the con sultation automatically transfer to the Order process saving you time so you can focus all of your attention on providing your customer with a fun and innovative way to shop
89. y and selling jewelry in order to help conceptualize and manifest a beautiful design It is extremely important to qualify the customer first The first step is to determine whether custom de sign is even the right option for your client Can they spare the extra time that the manufacturing of custom requires and do they find added value in creating something unique to their own lifestyle and aesthetic If custom is the right choice CounterSketch will offer an exciting shopping experience However before sitting down in front of Counter Sketch further qualify your customer The more infor mation you know prior to launching Counter SELLING TIP Remove any inhibitions your customer may have about being in a jewelry store and their precon ceived notions of a high pressure sales experience by teaching them how to mark a design with a green checkmark allowing them time to browse the library independently and return to visit with them after a few minutes Then use the Compare tool to begin the design consultation When you ask a customer What is your style many times they cannot find words to describe their taste After providing them with the tools and a few minutes to browse it may become clear they actually have a very clear idea of their design aesthetic maybe just a more visual idea than a verbal one Sketch Studio the better and faster the experience is for everyone involved By qualifying you avoid go in
90. you pushed the tab you are in etc This is valuable information for our programmers when they are trying to solve software issues and bugs Write this informa tion in the text field and click Submit Debug Report CounterSketch will send your comment along with important data to help resolve your issue Notice also that our Support contact information also appears below Be sure to contact them if you encounter any problems They re an amazing team and always glad to help TRAINING Gemvision offers multiple training options for Coun terSketch Studio and our other products For Coun terSketch choose from Hands On or Live Online Training To view the dates for CounterSketch Studio training enter the CounterSketch Menu gt Help gt Train ing and you will be automatically connected to our website at www gemvision com where you can view the class descriptions and class dates and locations Hands On Training Attend CounterSketch Studio training in person for the most comprehensive exposure to the program This hands on approach offers a learning environment with minimal distractions and maximum return This class is offered at the Stuller s headquarters in Lafay ette Louisiana or at one of our remote locations While attending class at Stuller you will enjoy a fac tory tour of the facility in which you are taking train ing and have the opportunity to meet the folks who manufacture the custom creations you design in Cou

CounterSketch Studio 4.0

Contents

Download Pdf Manuals

Related Search

Related Contents