ROES Tutorial

USERS GUIDE | Table of Contents
Welcome to Bay Photo ROES!

This tutorial contains detailed information about working with the Bay ROES, the leading online ordering solution for professional photographers. For video tutorials and additional support, please visit our website at www.bayphotopro.com.
Getting Started
Overview.......................................................................................................................................... 2 Bay ROES Features ............................................................................................................................ 2 Launching Bay ROES - PC Users .......................................................................................................... 3 Launching Bay ROES - Mac Users......................................................................................................... 7 Getting to Know the ROES Interface ..................................................................................................... 9 Entering Customer Information.......................................................................................................... 12 Setting Your Bay ROES Preferences.................................................................................................... 13
Working with Bay ROES

Displaying and Organizing Images ..................................................................................................... 15 Creating an Order............................................................................................................................ 18 Reviewing and Editing Your Order ...................................................................................................... 20 Saving and Re-opening an In-Progress Order....................................................................................... 24 Sending Your Order to Bay Photo Lab ................................................................................................. 26 Managing Sent and Queued Orders with the Queue Manager.................................................................. 29 Placing a Re-order Through ROES ...................................................................................................... 31
Working with Images, Print Sizes, and Templates

Cropping and Rotating Images in a Product ......................................................................................... 32 Using the Pro Tool Palette to Hold Options, Set Image Crop or Fit, and More ............................................ 33 Adding Custom Text......................................................................................................................... 35 Using the Options Palette to Change Background Color, Stroke Color, and More........................................ 35
Modifying Templates or Creating Your Own Designs with Pager

Starting Pager in ROES..................................................................................................................... 37 Getting to Know Pager ..................................................................................................................... 37 Selecting a Product for Use with Pager................................................................................................ 38 Using Pager Design & Selection Tools ................................................................................................. 39 Using the Montage Feature to Automatically Create Grid Layouts & Collages............................................. 42 Applying Node Attributes with Pager................................................................................................... 43 Saving Templates for Future Use ....................................................................................................... 47
Additional Features
The Packager .................................................................................................................................. 49 The Presenter ................................................................................................................................. 53
Troubleshooting and Technical Information

Bay ROES System Requirements ....................................................................................................... 56 About Java ..................................................................................................................................... 56 Updating Java Manually .................................................................................................................... 56 Troubleshooting Bay ROES................................................................................................................ 56 Running Apple Software Updates ....................................................................................................... 57 Contacting Technical Support ............................................................................................................ 57 1 of 57
USERS GUIDE | Getting Started
Overview
Bay Photo ROES (Remote Order Entry Software) is a full-featured yet easy to use desktop Java application which allows photographers to order Bay Photo products and services. The products and services are loaded at launch, maintaining the latest offerings and prices, as well as the latest application feature set.
Photographer image thumbnails and lab products are displayed in a straightforward and easily understood manner, making the first order entry easy, and extended capabilities are accessible but optional, without hindering basic features.
Bay ROES Features

Bay ROES offers a wide selection of features to assist you in speeding up your workflow and expanding your business.
Images are printed on Kodak Professional grade photo paper. Four surfaces to choose from; Light Pebble "E", Matte "N", Glossy "F" and the amazing Metallic surface. Custom crop and rotation Wide selection of print sizes and package prints Hundreds of templates, including album prints, proof books, greeting cards, calendars, and much more Powerful album designer! Modify existing templates or create your own with ROES Pager Easily create specialty items, including press-printed greeting cards and dvd slideshows Full range of retouching options Choose from many finishing services including mounting, canvas mounting, bevel mounting, protective coating & more Set any image to print as black and white or sepia Choose your preferred level of color management: Full Color Correction, Auto Color Enhancement, or Economy No Color Correction Compare images and create slideshows with ROES Presenter
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PC or Mac OSX compatible Upload orders over the internet, or save to a CD Send order immediately, or save to your hard drive for completion at a later date Pick-up prints at a Bay Photo location near you, or choose to have them drop shipped Prints are available for pick-up or shipping the next business day
Launching Bay ROES - PC Users

Bay ROES requires Java from Sun Microsystems to run, and will automatically check to see if you have the proper version installed on your machine. To learn more about Java, visit www.java.com.
Launching Bay ROES for the first time:

1. Visit the Bay ROES Launch Page on our website and click on the link provided, or visit http://www.bayphoto.com/ROESLaunch to launch Bay ROES now. 2. If you are on a PC and you do not have Java, Bay ROES will first download and run a Java Installer.
3.
Click on yes to install Java on your machine. When you click yes the system will then proceed to download the Java installer. This is a fairly large download and only happens the first time you run the application (unless you subsequently delete Java from your machine).
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4.
When the installer is downloaded it will run and the installer's Welcome dialog will be presented.
5.
Click on the Next button to proceed with the installation. This will bring up the Java Licensing Agreement.
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6.
Click the Yes button to agree to the license and proceed with the installation. The installer will then prompt you as to where you would like to install Java; offering you a default path.
7.
Select your destination and click the Next button. The installer will prompt you for which browsers the Java Plug-in should be the default Java runtime.
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8.
Select the browser that you intend to use and click the Next button. At this point the installer will install all the necessary Java components into your system.
9.
When the application has been downloaded, Java Web Start will alert you to the fact that the application is requesting unrestricted access to your machine and ask you if you want to allow the application to run.
10. In this case unrestricted access to your machine means that the application will be able to read and write files to your local machine. This is necessary for Bay ROES to read your image files, so click on the Start button to launch the application.
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Creating a desktop shortcut to the Bay ROES application:

The second time that you launch Bay ROES, Java Web Start will ask if you would like to create shortcuts to the application. If you select YES, you can simply double-click on the shortcut to launch the application in the future. Now and again it is still a good idea to Launch the application from the Bay Photo web site.
Launching Bay ROES - Mac Users

Bay ROES requires Java from Sun Microsystems to run, and will automatically check to see if you have the proper version installed on your machine. To learn more about Java, visit www.java.com. Macs have Java built in, however, you need to have at least OSX 10.2 in order to run Bay ROES. If you have OSX 10.2 or above installed, it is a good idea to download the latest Software Updates from Apple before launching Bay ROES to insure that you have the latest version of Java installed for your operating system. To learn how to run Apple Software Updates, see the Troubleshooting section of this document.
To launch Bay ROES on a Mac:

11. Visit the Bay ROES Launch Page on our website and click on the link provided, or visit http://www.bayphoto.com/ROESLaunch to launch Bay ROES now. 1. A new browser window with information about Java will appear, and after a short delay (depending on the speed of your internet connection), you will see a dialog box showing the progress of the download.
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2.
You will be asked whether you want to verify the security certificate. Click YES.
3.
A dialog box shows that the application is loading templates and images. Once this process is complete, you will be ready to use Bay ROES.
Creating a desktop shortcut to the Bay ROES application:

The second time you launch Bay ROES, you will be asked whether you want to integrate the application into your desktop environment. Click YES to create a shortcut on your desktop, and to make launching Bay ROES quicker in the future. Now and again it is still a good idea to Launch the application from the Bay Photo web site.
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Getting to Know the Bay ROES Interface

Bay ROES features a streamlined and organized interface that is easy to use, yet full of powerful features. The following graphic shows the different areas of the Bay ROES interface.
IMAGE AREA
The Image Area displays thumbnails of your images along with their corresponding file names. Thumbnails can be organized by dragging and dropping one thumbnail above or below another. Other options for organizing the thumbnails are available by right-clicking (Windows) or Control-clicking (Mac) anywhere in the Image Area.
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LAYOUT AREA
The Layout Area shows the currently selected product. To add an image to the currently shown product, drag it from the Image Area. The current product name is shown beneath the layout area.
SIZES PALETTE
The Sizes Palette contains all of the print sizes and templates available through Bay ROES, organized into tabs. To select a print size or template, simply click once on the product icon of your choice. Additional Catalogs of products can also be accessed through the Sizes Palette. To show the Sizes Palette, hold down the ALT key (Windows) or Option key (Mac) and click on the SIZES button.
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OPTIONS PALETTE
The Options Palette contains special options for the selected print size or template, such as color, black and white or sepia, background color, stroke color, background opacity, font, and more. Retouching and other image options can be found under the Image Options tab of the Options Palette. To change an option on the selected product, simply click once on the option of your choice. To show the Options Palette, hold down the ALT key (Windows) or Option key (Mac) and click on the OPTIONS button.
IMAGE EDITING AREA

The Image Editing Area contains tools for cropping and rotating images and/or layouts. Learn more >>
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CONTROL PANEL
The Control Panel contains several photographer, order, and application-wide settings, including your customizable Bay ROES Preferences. Visit the other sections of this tutorial for more information about available settings.
Entering Your Customer Information

Before you start working with Bay ROES, you will need to enter your Customer Information. This information will be submitted to Bay Photo Lab when you complete your order, and is necessary for processing and tracking your order. To enter your Customer Information, click on the MY INFORMATION button in the Control Panel at the bottom of the ROES screen.
Fill out the fields provided as completely as possible. If you do not have a Bay Photo Account Number, type in NEWUSER, or fill out the New Customer Account Request form on our website. Once you are done entering your Customer Information, click OK. Your Customer Information will be saved in Bay ROES for use with future orders. 12 of 57
Setting Bay ROES Preferences

Bay ROES features a number of user-editable preferences that affect the way the application behaves. To access the Preferences menu, click on the PREFERENCES button in the Control Panel.
Search enclosed folders

When checked, causes the Image Area FOLDER control to search the sub folders within the selected folder for images, in addition to just the selected folder.
Show image thumbnails

When checked, shows a representative thumbnail of the image. When unchecked, a placeholder standard image is used.
Mark ordered thumbnails

When checked, adds a blue border to thumbnails of images that have been included in an order item. Makes it easy to tell what has already been ordered.
Show Queue Window when sending

When checked, shows status of the order being sent in the Queue Window.
Show hot areas when editing nodes

When checked, shows areas of image node that can be clicked and dragged to rotate and/or resize node using Pager.
Revert to edit tool after draw

When checked, automatically switches to the Edit tool after using the Draw tool in Pager.
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Show Banner
When unchecked, the Banner Area with the Bay Photo logo is hidden to give the user more working space on the screen.
Show prices (requires relaunch)

When unchecked, all prices in the application are hidden. Otherwise, lab pricing is shown. This feature allows photographers to show their clients the products available in ROES.
Use pro tool layout

When checked, rearranges the commonly used tools and preferences so that they are available in the layout area for quicker access.
Auto Rotate Affects Print Size Instead of Image

When checked, a vertical print size will rotate to accommodate a horizontal image and vice versa. When unchecked, the image will rotate to accommodate the print size.
Auto Rotate Counterclockwise

When checked, images will be automatically rotated counterclockwise instead of clockwise when the image is a different orientation than the print size.
Days to back up orders

Orders are automatically backed up for the number of days specified. Keep in mind that ROES orders do tend to take up a lot of hard drive space, so we recommend setting this to the lowest value that you feel safe with.
Image Application
You can use the button to the right of this field to browse to an image editing application that is installed on your computer (ie. Photoshop). Once you've selected an image editing software, you will be able to rightclick (Windows) or CONTROL-click (Mac) on a thumbnail and choose OPEN WITH IMAGE APPLICATION to edit the image file.
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USERS GUIDE | Working with Bay ROES
Displaying Images
The Image Area on the right side of the Bay ROES interface is where the image thumbnails are shown. When you choose a folder of images to display in this area, you can easily drag and drop the images into the selected product.
Choosing a folder of images:

1. Click on the FOLDER button in the Control Panel at the bottom of the Image Area.
2. 3.
Browse to a folder of images on your hard drive. Once you've found the folder you're looking for, select the folder and click OPEN.
Resizing thumbnails:
You can make the thumbnails in the image area larger so that they are easier to view, or smaller so that you can see more at once. 1. Click on the ZOOM button in the Control Panel at the bottom of the Image Area.
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2.
To make the thumbnails bigger, drag the slider to the right with your mouse. To make the thumbnails smaller, drag the slider to the left.
Selecting thumbnails:
To select one thumbnail, position your mouse cursor over the desired thumbnail, and click once. The thumbnail will be highlighted when it has been selected successfully. To select a range of thumbnails, hold down the SHIFT key while clicking on the first and last image in the group that you want to select. To select multiple thumbnails individually, hold down the CONTROL key (Windows) or APPLE key (Mac) while clicking on the thumbnails you want to select.
Organizing thumbnails:
Thumbnails can be rearranged by clicking and dragging a thumbnail above or below another thumbnail in the Image Area.
Other thumbnail options:

When you right-click (Windows) or hold down the CONTROL key and click (Mac) on a thumbnail in the Images Area, a menu of viewing and organizational options for the thumbnails will appear.
Show Selected Only Removes all image thumbnails from the Image Area, except for those selected. Show All Shows all images found in the folders, typically used after Show Selected Only to return thumbnails to their original state. Hide Selected Removes the selected thumbnails from the Image Area. The original image files are not deleted. 16 of 57
Select All Selects all thumbnails in the Image Area. Select Others Selects all image thumbnails that are not currently selected, and deselects those that were selected. Select None Deselects all image thumbnails in the Image Area. Refresh Refreshes the current folder view. This is helpful if you add images to a folder while XpressPrints is open, and saves you from having to re-open the desired folder. Rename Shows a rename dialog with several rename capabilities. The rename capability will alter the name of the original files, so use with caution. Example filenames are shown beneath the options, and are updated whenever the user selects a new field or presses <enter>.
Rotate Thumbnail Rotates the view of the thumbnail. The actual image thumbnail and image itself are not modified. Open with Image Application Opens the image file for the selected thumbnail in the image editing application of your choice (ie. Photoshop). Note: You must first specify an image application in the Preferences area.
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Creating an Order
There are three primary steps to creating an order with Bay ROES: selecting a print size or template product, populating the product with your images, and adding it to your order.
Selecting a Print Size or Template

The Sizes Palette features a large selection of print sizes and templates, organized into tabs by product category.
To show the Sizes Palette, hold down the ALT key (Windows) or OPTION key (Mac) and click on the SIZES button. You can also click on the SIZES button and select Show Sizes Palette from the bottom of the menu.
The Standard Catalog is shown by default. To switch to a different catalog, such as Press Printed Greeting Cards, click on the Catalogs button and select the catalog of your choice. 1. 2. Browse through the various products by clicking on the tabs in the Sizes Palette to determine which product you want to order. When you have found a print size or template you are interested in, click once on that product to display it in the Layout Area. Note: If the template contains graphics, it may take a few seconds to load.
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Populating a Product
Each print size or template contains at least one placeholder for an image, also known as an image node. 1. 2. Select one or more images from the Images Area. Drag and drop or double-click on the image(s) to add them to the selected product in the Layout Area.
Several selection options are available in the Images Area. Typical selection rules apply, so the SHIFT key will select a range of images, and the CONTROL key (Windows) or COMMAND key (Mac) selects individual images. If you select multiple images from the Images Area and drag and drop them into the Layout Area, the application will create an item in the order for each image that was dropped. This is a shortcut method that can be used if you need to create the same product for a number of different images. For example, if you add 10 images to a 4x6 print size, you will have the opportunity to add the images to your order as 10 individual 4x6 prints.
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Adding Products to Your Order

Once your print size or template is complete, simply click the ADD TO ORDER button to include it in your order. You can visit the REVIEW ORDER area to edit order items and complete your order when you are ready.
Reviewing and Editing Your Order

The Order Review area allows you to change quantities or delete items from your order, edit print sizes and templates, select order options such as paper surface, retouching, and shipping, and ultimately send your order to Bay Photo Lab.
To access the Order Review area, click on the ORDER REVIEW button in the Control Panel Area at the bottom
of the Bay ROES screen.
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Each item ordered is displayed in a horizontal pane with the following left to right progression of information: PHOTO The image thumbnail as it appeared in the main application window. SIZE & IMAGES The product size and all images in that ordered product APPLIED OPTIONS The options applied to the product, as well as an OPTION button that can be used to change these options. QUANTITY A field for changing the quantity of an item. PRICE The base price of the item. TOTAL The total price of the item, with all options and quantities.
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To change the order in which the items are displayed, click on an order item and drag it above or below other
order items.
To edit or remove a print size or template, right-click (Windows), CONTROL-click (Mac), or double-click on the
order item of your choice. When you are done editing the order item, click on the SAVE CHANGES button (in the same location as the ADD TO ORDER button). The Order Options area contains a variety of options that can be applied to your order, such as paper surface, pick-up and delivery options, and proof book options. Not all options are immediately visible. Use the scroll bar at the bottom of the Order Options area to browse all options.
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The Order Review Control Panel shows the total number of prints in your order, the total size of your order in MB,
and the total cost. It also offers various buttons used to perform necessary order functions.
RENDER This button is used to render the order items for use with Presenter. CLEAR ORDER Deletes all items in the current order. BACK Exits the Order Review area and returns you to the main Bay ROES screen. INSTRUCTIONS Brings up a text box for typing special instructions to send with your order to Bay Photo Lab. SHOW ORDER Creates an HTML page of the order and attempts to open a browser window showing this page. COMPLETE ORDER Prompts you for your payment information and sends your order to Bay Photo Lab.
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Saving and Re-opening an In-Progress Order

With Bay ROES, you can manually or automatically save in-progress orders so that you can work on another order, and/or edit an existing order at a later date. To manually save and/or re-open an in-progress order click on the OPEN & SAVE button in the Control Panel at the bottom of the ROES screen.
Open an Incomplete Order will allow you to browse to and open an incomplete order file, typically ending in ".xml.enc" or ".zip.enc". Save this Incomplete Order will save the current order so that you can edit and/or add to the order at a later date. When you save an order this way, the actual image files are left in place on your hard drive, and are not part of the order file. You must re-open the order in ROES and send it via the Order Completion Wizard in order to package the image files with the order. Also, if you move the images to another location on your hard drive after the order is saved, you will need to put them back in their exact location in order to re-open the order in ROES. Show Queued Orders will take you to the Queue Manager where you can open previously sent orders and alter your Queue Settings.
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To use the built-in Auto Save feature, simply exit ROES by closing the main window, or by clicking on the EXIT
button in the Control Panel at the bottom of the screen. If you have added items to your order, you will be asked whether you want to Auto Save the current order.
To automatically save the order for use the next time you launch ROES, click AUTO SAVE. If you click EXIT,
your existing order will be deleted. If you have saved an order with Auto Save, the next time you launch Bay ROES you will see the following message:
To load the saved order, select LOAD AUTO SAVE. If you select DELETE AUTO SAVE the incomplete order will be
deleted permanently.
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Sending Your Order to Bay Photo Lab

When you are ready to complete your order, the Order Completion Wizard will guide you through a sequential set of steps to upload your order directly to Bay Photo Lab, or save it to media to be delivered physically. If you choose to upload your order to Bay Photo Lab, you must have an active internet connection. 1. Click on the REVIEW ORDER button to enter the Order Review area. Double-check to make sure that you have selected your desired Order Options. 2. Click on the COMPLETE ORDER button near the bottom of the screen.
3.
If you have not yet entered your Customer Information, you will be prompted to do so. Once you are done with this step, you will need to re-click the COMPLETE ORDER button to send your order.
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4.
Select a delivery method from the options provided, then click NEXT.
Send now via the Internet will upload the order file directly to the lab's servers for processing. Save for sending later via the Internet will queue the file to be uploaded later through the Queue Manager. Save to disk for alternate delivery simply saves the order file to a location specified by the user, so it can be burned to CD or DVD for another delivery method. Orders which are saved to an alternate location aren't kept in the Order History area.
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5.
Select a payment method from the options listed.
Credit Card on file is for use by customers who have their credit card number on file with Bay Photo Lab. To put your credit card number on file with us, please contact us. COD-for lab pickup only is only available on orders that will be picked up at one of Bay Photo Lab's store locations. Charge Bay Photo account is for use by customers with a Bay Photo Account Number entered in the My Information area of ROES. To request a Bay Photo Account Number, please fill out our New Customer Account Request form at http://www.bayphoto.com/bayweb/pro_newcustomer.htm. 6. Once your payment information has been submitted, click next to send, queue, or save your order according to the option you selected in step 4. 7. An email confirmation will be sent as soon as Bay Photo Lab receives your order.
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Managing Sent and Queued Orders with the Queue Manager

After you set up an order to send through the Order Completion Wizard, ROES orders are processed through the Queue Manager. Using the Queue Manager, orders can be sent right away, or saved to be sent at a later time. The Queue Manager also allows for automatic retries, which is very helpful when working with less reliable internet connections. When you immediately send, the Order Completion Wizard will end with a simple notice that the order has been added to the immediate queue:
The order will be added to the Queue and you can continue working on another order right away while the Queue sends in the background:
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With the Queue Manager, you can see transfer rate, total size of the order, and a progress bar. To send one or more orders, just press SEND on each, or press SEND ALL to send all orders. The orders will be sent one at a time.
To schedule an order to be sent later, use the Settings within the Queue:
Simply enter the time you want the orders sent. From Settings you can also determine how many times to retry to send if the connection fails, and how frequently. We recommend that you set the times to retry for 5 and the Minutes between retry attemps to 10.
To access the Queue Manager without going through the Order Completion Wizard, click on the OPEN &
SAVE button in the Control Panel at the bottom of the ROES screen and select Show Queued Orders.
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Placing a Re-order Through Bay ROES

When you have placed an order through Bay ROES and you want to send an order containing the same images again, there is no need to resend the images since they are already at the lab. This saves you from the long upload times that are a result of sending transferring large image files over the internet.
To place a re-order through Bay ROES:

1. Create the order items the way that you want them, making sure to only use images that have been sent in a previous order. 2. In the Review Order Area, enter the ROES order number (ie. ROES123456) for the previous order in the Reorder field. If you are unsure of the ROES order number, please contact us at roes@bayphoto.com.
3.
Click COMPLETE ORDER and follow the prompts to send the order to Bay Photo Lab for processing just as you would send a regular order.
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USERS GUIDE Working with Images, Print Sizes, & Templates
Cropping and Rotating Images in a Product

To change the crop on an image, simply drag the image with your mouse. To change the scale or rotation of an image, use the Crop and Rotation tools located in the Image Editing Area, just below the Layout Area.
ROTATE LAYOUT
Rotates the selected print size or template 90. To change the direction of rotation, hold the ALT key (Windows) or the OPTION key (Mac) and click on the ROTATE LAYOUT button.
ROTATE IMAGE
Rotates the selected image 90 counter-clockwise. To change the direction of rotation, hold the ALT key (Windows) or the OPTION key (Mac) and click on the ROTATE IMAGE button. Clicking on the arrow to the right of the ROTATE IMAGE button will bring up a slider which allows rotation of the image in 1 increments to 180.
ZOOM
Shows a zoom slider similar to the one in the Image Area. Dragging the slider to the right will make the selected image larger within the node, while dragging it to the left will make it smaller until the outer edges of the image are at the bounds of the node. For more image editing options, visit the Using the Pro Tool Palette section of this tutorial. 32 of 57
Using the Pro Tool Palette

Some commonly used tools are available between the Image Editing Area and the Control Panel in the Pro Tool Palette. The Pro Tool Palette can be toggled on or off in the Preferences menu.
HOLD CROP Holds the Crop when a new product or image is selected. This is only possible when the image and product have the same aspect ratio as the ones currently in use. If the aspect ratios differ, a best approximation is used. HOLD OPTIONS Holds the options on a product after pressing ADD TO ORDER. When this is unlocked, options on the working product will be removed after adding the item to the order.
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HOLD QUANTITY Holds the quantity on a product after pressing ADD TO ORDER. When this is unlocked, the quantity on the working product will be revert to one after adding the item to the order. HOLD IMAGES Keeps images in the layout between product changes. HOLD IMAGE Holds the image in a node by ignoring drags and drops. This is useful to lock a photographer logo into a node while adding many images to an order. This tool is only enabled on products with more than one node. CROP OR FIT Changes the behavior or the node to crop the image or fit it entirely. Fit will scale the image so that the image bounds are entirely within the product bounds; this frequently introduces white space into the product, but it is useful for proof sheets. Hold the ALT key (Windows) or OPTION key (Mac) to set crop or fit mode on all nodes in a product. ROTATE IMAGE Attempts to match aspect ratios on an image by applying a rotation when a vertical image is dragged and dropped into a horizontal node and vice versa. If a node is square, the rounding error in calculating the larger axis may cause an image to be rotated or not. RECTICLE Displays a recticle in every image node on the product.
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Adding Custom Text

Some products in Bay ROES, such as Promotional Prints, Greeting Cards, Magnets, Trader Cards, and Memory Mates, allow you to type custom text directly into a product. If a product allows you to add text, you will see a text node with a message similar to "Type here or remove this text."
When you click on the text node, a text box will slide out of the node. To add text, type or paste your custom message into the text box. If you do not wish to add text to the product, simply delete it from the text box. For information about changing text color, style, and font, see the Options Palette section.
Using the Options Palette

The Options Palette allows you to customize the attributes of the selected template based on your personal preferences. Available options vary from product to product, however the most common are Image (Color, Black and White, or Sepia), Background Color, Background Opacity, and Stroke Color. Additional options such as Border Style, Border Color, and Vignette Style are available on Standard Size Prints. On templates with text nodes, Text Font, Text Color, and Text Style can be applied. Image Options such as Retouching, Digital Artwork, and Restoration are accessible by clicking on the IMAGE OPTIONS tab.
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To show the Options Palette, hold down the ALT key (Windows) or OPTION key (Mac) and click on the OPTIONS button. You can also click on the OPTIONS button and select "Show Options Palette" from the bottom of the menu. To select an option, simply click on the item of your choice in the Options Palette. A visual representation of the option will appear in the Layout Area. Note: Option sets can be expanded/collapsed by clicking on the title of the option.
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USERS GUIDE Modifying Templates or Creating Your Own Designs with Pager
Starting Pager in ROES
PAGER is an advanced feature available in Bay Photo's ROES. With Pager, you can create your own template designs directly in ROES, without any Photoshop skills. You can also alter our pre-existing template designs to suite your needs. Add text fields, drop shadows, fill colors, image masks, and additional image nodes. Change the position of exisiting image nodes, and choose from a full palette of stroke, text, and fill colors. It's official: the possibilities are endless! After you have launched ROES, click on the Pager button just below the lower left-hand corner of the Layout Area. A selection of Pager tools will appear just below the layout area and images area, as well as a floating window called the Templates Palette.
Getting to Know Pager

There are a large number of tools in Pager, all designed to give you ultimate flexibility when designing templates.
TEMPLATES PALETTE
Allows template designs to be saved and organized for future use.
DRAWING & SELECTION TOOLS

Use these tools to draw new nodes and resize and rearrange existing elements on a template.
ATTRIBUTE TOOLS
Change element attributes such as stroke color, text color, opacity, and more.
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Selecting a Product for Use With Pager
After starting Pager in ROES, the primary step to using Pager to design or alter a template is to select a product from the Sizes Palette. Bay Photo offers a large selection of pre-designed templates. We recommend choosing one that is close to your finished design in order to save time. For the example below, we went to the 5. Templates > 12x12 tab, and chose product number 114-12.
(suggested screen configuration) NOTE: If a template is not Pager enabled, Pager tools will be grayed out. If this happens, please choose another template as your starting point.
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Using Pager Design & Selection Tools
Once a template is selected, Pager Design & Selection Tools can be used to add, move, and resize template nodes and elements.
Before making any changes to a template, you must first select the appropriate tool from the Design & Selection Tools palette.
The IMAGE button is used to move or crop an image within a node. For more information on how to insert images into template nodes, please view our ROES Video Tutorials. The EDIT button is used for making changes to an existing node. Use to select a node, then resize the node or apply attributes (see "Applying Node Attributes With Pager" section). The DRAW button is used to draw new image nodes on the selected template.
The TEXT DRAW button is used to draw new text nodes on the selected template.
The MONTAGE button gives you several options for automatically generating grid layouts or collages.
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To Move and/or Resize a Node: 1. 2. Click on the EDIT button. Place your mouse cursor over the node that you want to move or resize. Depending on the area of the node you are over, the cursor will change to one of the following: MOVE NODE Hold mouse over center area of node. RESIZE EDGE Hold mouse over edge of node. RESIZE CORNER Hold mouse over corner of node. ROTATE NODE Hold mouse near inside corner of node. 3. When you see the desired cursor, click and hold the mouse to drag the node to its desire size or location.
TIP: Select the "Show hot areas when editing nodes" option in the PREFERENCES menu for a visual of the
interactive cursor areas on the selected node. To Create a New Node: 1. 2. 3. 4. Click on the DRAW button to create an image node, or click on the TEXT DRAW button to create a text node. Go to the Layout Area and point the cursor in the location where you would like to start drawing your node. Click and hold the mouse button while dragging the cursor along the template. When you've finished creating the image node, release the mouse button.
To Move One Node Behind or In Front of Another: 1. 2. Click on the EDIT button, then click once on the node that you want to move. Use the LAYER buttons to move the node forward and back.
To Delete a Node from the Template: 1. 2. Click on the EDIT button. Right-click (Windows) or Control-click (Mac) on the node you want to remove.
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3. Select REMOVE NODE.
TIP: Other common actions can also be performed by Right-clicking (Windows) or Control-clicking
(Mac) on the image node of your choice, such as duplicating nodes, setting the layer order, and setting the node type (see below). To Set the Node Type: Setting the node type can be helpful when you want to change a node from an image node to a text node, or when you want a node to be for stroke or fill purposes only. 1. 2. 3. Click on the EDIT button. Right-click (Windows) or Control-click (Mac) on the node for which you would like to change the node type. Scroll to NODE TYPE, then select one of the three available options: IMAGE NODE Accepts images only (no text). TEXT NODE Accepts text only (no images). EMPTY NODE For layout purposes only. Useful for creating layout elements such as strokes and filled boxes.
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To Duplicate a Node: There are certain Pager Attributes that can only be applied to new, user-created nodes. Sometimes it is useful to duplicate a node in order to be able to apply these attributes (see Pager FAQs for details). Also, this is a good way to create multiple nodes that are exactly the same size. 1. 2. 3. 4. Click on the EDIT button. Right-click (Windows) or Control-click (Mac) on the node that you wish to duplicate. Select DUPLICATE. The new node will appear exactly on top of the existing one. Use the MOVE tools to pick up the node and put it in the desired location. Working with Layout Grids: A layout grid can help you align and position nodes more accurately. To add a layout grid, click on the GRID button in the Attribute Tools area, then set the spacing for your grid. Check the "Snap to Grid" box to move your nodes in specified increments only.
Using the Montage Feature

The Montage feature offers several tools for automatically creating grid layouts and collages. Several sizing, rotation, and positioning options are available for customizing your layout, including a random placement feature.
To automatically generate image nodes using the Montage feature:

1. Select a print size or template from the Sizes Palette. For best results, we recommend starting with a single-node product, such as those found in the Standard Sizes tab. 2. Click on the MONTAGE button in the Pager Design & Selection Tools palette.
3.
4.
Choose the settings for your template from the options available. Click on the CREATE NEW MONTAGE button to create the montage on the selected print size or template. To randomize the placement of the nodes once the montage has been created, click on the RANDOMIZE button.
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Applying Node Attributes with Pager
The Attribute Tools can be use to change a node's stroke color, fill color, opacity, text color, and more. You can also apply a mask file or a drop shadow to an image node using the Attribute Tools palette.
To Change/Add Color Attributes on a Node:

1. 2. Click on the EDIT button and select the node that you want to edit. Choose the appropriate Attribute Tool for the item that you would like to add/change. STROKE COLOR Edit the stroke color, width, and opacity of the selected node. FILL COLOR Edit the fill color and opacity for the selected node. TEXT COLOR Edit the text color for the selected node (works only for nodes with text).
TIP: The eyedropper tool can be used to select a color from one of the available color palettes, or from any of
the elements on your template. To finalize your color choice and move on to editing the next item, you will need to re-click on the EDIT button. If you don't do this, the eyedropper will pick up the color from the next item you click on, and override your original color choice.
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To Change the Image Opacity for a Node:
1. 2. Click on the EDIT button and select the node that you want to edit. Click on the OPACITY button in the Attribute Tools palette and use the sliding scale adjust the image opacity to the desired setting.
To Add or Edit a Drop Shadow on a Node:

1. 2. 3. Click on the EDIT button and select the node that you want to apply the drop shadow to. Click on the DROP SHADOW button in the Attribute Tools palette. To apply the drop shadow, you must first check the "Shadow On/Off" button to turn the drop shadow on.
4.
Adjust Shadow Blur, Shadow Opacity, and Shadow Coordinates (X/Y) to your desired settings. TIP: Drop shadows can take a few seconds to generate. For better performance, we recommend adding them after all of the nodes have been positioned on your template.
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To Change Other Node Attributes:
To change an image to black and white or sepia, or to change the font for text, click on the EDIT button and select the node that you would like to edit. Next, click on the NODE button, and select from the available options.
Working With Backgrounds:

To easily add a background image to your layout without creating a new node, click on the BACKGROUND button and browse to the the background image file on your computer. Click OPEN to apply the file. To remove a background image after it has been applied, Right-click (Windows) or Control-click (Mac) on the background of the template, and click REMOVE BACKGROUND. TIP: You cannot crop a background image when it is applied via the BACKGROUND button. To add an image you can crop, first create an image node that is the size of the entire template, then use the LAYER - button to move the node to the back.
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Working With Masks:
An image mask is a graphic file made up of black and white areas. When applied to an image, the black areas of the file will act as a window through which you can see the image, while the white areas are transparent. This is especially useful for creating nodes with fuzzy edges or irregular shapes.
To easily add a mask to an image node, first click on the EDIT button and select the image node that you would like to apply the mask to. Next, click the MASK button and browse to the location of the mask on your computer. Click OPEN to apply the mask. To remove a mask after it has been applied, Right-click (Windows) or Control-click (Mac) on the image node that contains the mask, and click RESET. NOTE: When adding a stroke to an image node that uses a mask, the stroke will be applied to the outside of the node itself; not the outside of the mask. Drop shadows do not work reliably with masks.
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Saving Templates for Future Use
Pager allows you to save the templates you create for future use. The templates can also be organized using the Templates Palette.
Getting to Know the Templates Palette:

The Templates Palette is a floating window with features to store and organize templates designed with Pager.
Templates can be organized into multiple groups (or tabs) for easy retrieval. The Templates Palette comes with one default group titled "New group." Use the Templates Palette Tools to rename and create new groups. TIP: The Templates Palette will appear when Pager is opened in ROES. You can close the Templates Palette window to create more working space. To re-open the Templates Palette, you must toggle the Pager button.
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Using Templates Palette Tools:
ADD GROUP Type in the name of the new group, then hit the ENTER or RETURN key on your keyboard. The new group will appear as a tab in the Templates Palette. RENAME Select the group and/or template you wish to rename, then click the RENAME button. Type in the new name of the group and/or template, then hit the ENTER or RETURN key on your keyboard. The group and/or template will be renamed with the name you specified. DELETE TEMPLATE Select the template you wish to delete, then click the DELETE TEMPLATE button. The template will be removed from the Templates Palette. DELETE GROUP Select the group tab you wish to delete, then click the DELETE GROUP button. The group will be removed from the Templates Palette. NOTE: Deleting a group while working on a template will cause the inprogress template to disappear, and unsaved changes to that template will be lost.
To Save a Pager Template:

1. 2. With your template design open, click on the SAVE button in the Design & Selection Tools palette. Type in a unique name for your template.
NOTE: The template name must be different from others you have saved previously. A template with a duplicate name will be retrievable, however if you delete one of the templates, all templates with the same name will also be deleted. 3. 4. Hit either the ENTER or RETURN key on your keyboard. The template will be saved in the Templates Palette for future use.
To Retrieve a Saved Template:

1. 2. 3. Go to the Templates Palette. If the Templates Palette is not open, toggle the Pager button to open and close Pager, and the Templates Palette will appear. Click on the template you wish to use. The template will appear in the Layout Area, ready to be used with your images.
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USERS GUIDE | Additional Features
The Packager
The Packager is an option that allows photographers to group Bay Photo's single node products into packages and groups of their own choosing. The package is represented as a series of concentric layouts in the layout area, with dotted lines showing where each layout's bounds will fall. When an image is added to a package and the package is added to the order, each product in the package is added to the order. This speeds order entry for commonly offered photographer products. The Packager is used by creating groups and packages in the My Packages palette, and dragging lab products from the Sizes Palette to the newly created packages.
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To create a package group, click the Add Group button. A tooltip is available on each button.
Clicking Add Group will add a tab to the palette, and show a text field where the new group's name can be entered.
To add a new package, click the Add Package button and type in a name for the package.
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When the new package is first created, it will be disabled since it contains no products. To add a product to the new package, simply drag a product from the Sizes Palette to it. When a product is dragged onto a user package, the package is badged with a green "+" to signify that if it's dropped on that package, it'll become an item in that package.
The area below packages will show the constituent products in the selected package. This area offers the ability to rotate a product and change the product's quantity in the package.
This area also allows selection of the outermost, bounding layout in the package. This is the package which constrains drags and has all other layouts plotted relative to it. The bounding layout is signified by a blue square badge on the package icon. To make a layout the bounding layout, click its icon.
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To rename a package, click the "abc" button. If a package is selected, then two text fields are shown, "Enter a new
group name" and "Enter a new package name". If no package is selected, only the group rename text field is shown.
To remove a package, select it and click the Remove Package button:
To remove an entire group, click the Remove Group button:

When removing a group, a confirmation dialog is shown. Photographer packages are saved in a file in the application preference folder as "packages.xml", and are backed up to prevent data loss in a file called "packagesbackup.xml".
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The Presenter
The Presenter allows you to show your images in a comparison mode for two images, and as a slide show with music. Images can be rearranged and these arrangements saved for later use, e.g. if you wish to lay out a sequence of images before your customers arrive at the studio.
The Presenter is shown by clicking the Presenter button to the left of the Image Area's Zoom button.
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Thumbnail Area
The thumbnail area is identical to the one in the main application window, but has additional features. The area can be expanded by dragging the horizontal divider at the top of the thumbnails. There are several controls available for this thumbnail area, which are shown below the thumbnails. The Zoom and Folder... controls are identical to the main thumbnail area's. The other controls have the following functions: Allows an arrangement of image thumbnails, with their rotations, to be stored to disk for use later. Opening and saving arrangements use a standard file dialog for browsing the filesystem. Displays a dialog of settings for the slide show
Music can be played during the slide show by entering the path to a music application and a music file. Mac OS X Java 1.4.1 and 1.4.2 has some issue opening an application path from Java that contains a space. To avoid this, use a path that doesn't contain spaces. Starts a slide show of images with the settings specified.
Closes the Presenter.
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Comparison Area
The comparison area consists of two identical panes in which images can be shown side by side. To show an image in the comparison area, just drag it from the thumbnail area. Several controls are offered for each pane area:
Shows the image in the thumbnail area before the one shown in this pane.
Shows the image in the thumbnail area after the one shown in this pane.
Removes the image in the pane from the thumbnail area, and displays the next image. The image is not deleted from disk, it simply isn't shown in the thumbnail area. Scales the image much like the layout area zoom control.
Rotates the image shown in the pane and its thumbnail by 90 clockwise.
Rotates the image shown in the pane and its thumbnail by 90 counterclockwise.
Due to differences in music players and the limited standard abilities to communicate from one application to another, the music player will continue playing after the slide show is done, but it can be safely stopped by using the controls in the music player at any time.
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USERS GUIDE Troubleshooting & Technical Information
ROES System Requirements

Windows:
Internet Explorer 5.5 or Netscape 6.0 500MHz Speed Processor or Higher 256MB RAM Minimum
Mac:
OSX 10.3 or later 500MHz Speed Processor or Higher 256MB RAM Minimum
About Java
Java is a programming language used in numerous cross-platform applications. Visit www.java.com to learn more.
Updating Java Manually

Occasionally problems can be solved by updating the version of Java running on your computer. To download the latest Java software, do one of the following:
Windows:
Visit the Sun Java Download Site http://java.com/en/download/manual.jsp
Mac OSX:
Run Apple Software Updates (this will automatically check for the most recent version of Java available for your version of OSX)
Troubleshooting Bay ROES

Most issues with web-based programs like Bay ROES can be resolved with a simple clearing of your Java and browser cache. It is very important to know how to perform these procedures.
To clear your Java cache:

PC Java cache: Go to Start -> Settings -> Control Panel -> Java -> Cache tab or General Tab "Clear JAR cach" or "Delete Files" Mac Java cache: Macintosh Hard Drive -> Applications Folder -> Utilities -> Java -> Java Plug-in Settings -> Cache -> Clear Cache
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USERS GUIDE Troubleshooting & Technical Information
To clear your internet cache: PC Internet Explorer: Tools -> Internet Options -> General Tab -> Delete Files Mac Internet Explorer: Explorer -> Preferences -> "Web Browser" section -> Advanced Options -> Empty Cache PC and Mac Netscape: Edit -> Preferences -> Advanced -> Cache -> Clear Cache PC and Mac Mozilla: Edit -> Preferences -> Advanced -> Cache -> Clear Cache PC and Mac Firefox: Tools -> Options -> Privacy -> Cache -> Clear Cache Mac Safari: Safari -> Empty Cache Once you've cleared your caches, restart your computer. On rare occasions, PC users will continue to experience problems launching Bay ROES even after emptying the caches as described above. A complete uninstall and relaunch of Java is necessary to restore your Java settings.
Apple Software Updates

Often, a system software update will include a new version of Java--the software that is necessary for running Bay ROES.
To check for software updates on Mac OSX:

1. 2. 3. 4. Open the Apple Menu by clicking on the Apple icon in the upper left hand corner of the screen. Click on Software Update. The Software Update window will open, and your computer will begin checking for updates. NOTE: You must be connected to the internet to successfully check for and install updates. If your computer has found any new software, it will be displayed in the window.
To install software updates on Mac OSX:

1. 2. 3. 4. Follow steps 1-4 above. Check the Install box next to the software update you want to install. Note: You do not need to install Airport or iPod software updates if you do not have these items. Click the Install button. You will most likely be asked to provide your password, and to agree to licensing terms. Follow the instructions to proceed with the installation. Restart your computer.
For a full list of OS X software updates available from Apple, visit http://www.apple.com/support/downloads/
Contacting Technical Support

For help with technical support issues, please email us at support@bayphoto.com. 57 of 57

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USERS GUIDE | Table of Contents

Welcome to Bay Photo ROES!

Working with Bay ROES

Working with Images, Print Sizes, and Templates

Modifying Templates or Creating Your Own Designs with Pager

Troubleshooting and Technical Information

USERS GUIDE | Getting Started

Bay ROES Features

USERS GUIDE | Getting Started

Launching Bay ROES - PC Users

Launching Bay ROES for the first time:

USERS GUIDE | Getting Started

USERS GUIDE | Getting Started

USERS GUIDE | Getting Started

USERS GUIDE | Getting Started

Creating a desktop shortcut to the Bay ROES application:

Launching Bay ROES - Mac Users

To launch Bay ROES on a Mac:

USERS GUIDE | Getting Started

Creating a desktop shortcut to the Bay ROES application:

USERS GUIDE | Getting Started

Getting to Know the Bay ROES Interface

USERS GUIDE | Getting Started

USERS GUIDE | Getting Started

IMAGE EDITING AREA

USERS GUIDE | Getting Started

Entering Your Customer Information

USERS GUIDE | Getting Started

Setting Bay ROES Preferences

Search enclosed folders

Show image thumbnails

Mark ordered thumbnails

Show Queue Window when sending

Show hot areas when editing nodes

Revert to edit tool after draw

USERS GUIDE | Getting Started

Show prices (requires relaunch)

Use pro tool layout

Auto Rotate Affects Print Size Instead of Image

Auto Rotate Counterclockwise

Days to back up orders

USERS GUIDE | Working with Bay ROES

Choosing a folder of images:

USERS GUIDE | Working with Bay ROES

Other thumbnail options:

USERS GUIDE | Working with Bay ROES

USERS GUIDE | Working with Bay ROES

Selecting a Print Size or Template

USERS GUIDE | Working with Bay ROES

USERS GUIDE | Working with Bay ROES

Adding Products to Your Order

Reviewing and Editing Your Order

USERS GUIDE | Working with Bay ROES

USERS GUIDE | Working with Bay ROES

USERS GUIDE | Working with Bay ROES

USERS GUIDE | Working with Bay ROES

Saving and Re-opening an In-Progress Order

USERS GUIDE | Working with Bay ROES

USERS GUIDE | Working with Bay ROES

Sending Your Order to Bay Photo Lab

USERS GUIDE | Working with Bay ROES

USERS GUIDE | Working with Bay ROES

Select a payment method from the options listed.

USERS GUIDE | Working with Bay ROES

Managing Sent and Queued Orders with the Queue Manager

USERS GUIDE | Working with Bay ROES