Interior Design & Accounting Process in Design Manager

Create Client

Create Project and check Project Settings (markups, sales tax code, etc)

Add Items or specifications with all information; cost, price, Vendor, Ship To, etc

Create a Proposal with Items or specifications

Receive and enter Proposal payment into Design Manager

Create Purchase Orders when Items or specifications have been ordered

Enter Vendor Deposits or Invoices when PO's have been paid

Enter tracking information on Purchase Orders (expected ship date, backordered date and status, received date, install date, etc)

Run order tracking reports for Purchase Orders to see status of orders and to prepare for delivery or installation

Before or on delivery/installation day, create Client Invoice and send to client if needed

Receive and enter client payments on Client Invoice

Check Purchase Order to see if all have been paid with a Vendor Invoice and if not, enter Vendor Invoices

Run a Project P&L or Profit Analysis report

Entering general company wide expenses such as advertising, credit card paytments, etc

Entering reimbursables or project related expenses

Client Return and Credits

Vendor Return and Credits

Journal entries for transactions outside of Design Manager such as payroll