Items in Design Manager can be any good or service you are providing to your Client such as chairs, COM fabric, wallcovering, design fees, etc.
Items will always have at least one Component and could have more. To understand the relationship between Items and Components in Design Manager, click here.
There are two ways to add an Item to your Projects. The first is by using the Product Clipper Chrome extension and the other is by manually adding the Item.
Add an Item using the Product Clipper
Add an Item using the Product Clipper
Before using the Product Clipper confirm you have installed the Product Clipper on your computer. To confirm, find the green Design Manager logo in your extensions. If you don't see the green Design Manager logo, you can download the product clipper here.
1. When you are ready to clip an Item, you can start the clipper by clicking on the green DM icon in the upper right hand corner (or in your extensions folder) and then clicking on the clipping tool to turn it on.
Picture: Click on the picture in the website and then click on Save Image
Search Projects: Select the Project for the Item by entering the first few letters of the Project code. If you haven't created the Project in Design Manager you can leave this blank
Item Name: Click on the Item name in the website and then click on Name
Description: Click on the Items description in the website and then click on Description. Note: You can also highlight text on the website and right click, in the options select Design Manager Product Clipper and then select Add to description
Search Vendors: Select the Vendor for the item by entering the first few letters of the Vendor name. If you haven't created the Vendor in Design Manager you can leave this blank
SKU / MFG. Cat. No.: Click on the sku or item # and then click on SKU / MFG. Cat. No.
Quantity: Enter the quantity
Units: Select the units of measure for the Item
Unit Cost: Enter your cost for the Item
Extended Cost: Automatically calculates with the quantity and unit cost entered. Can be edited
Shipping: Enter the estimated or actual shipping cost for the Item
Show additional fields: This will show the location, sales category and component description fields
2. When you are finished entering the information, click on Save Item.
3. Open Design Manager and to see your clipped Item, go to the Clipped Items section on the Dashboard or in the navigation bar to the left, click on Projects and select Clipped Items.
From here you can edit the Item by clicking on the Items name. You also have several other options by clicking on the three vertical dots in the upper right hand area of the Item.
Create Item: Selecting this will move the Item from the Clipped Items area and into the Project entered with the Item
Create as Component: Selecting this will add the Item as an Component to an Item already in the Project
Duplicate: Selecting this will copy the Item in the Clipped Items window
Transfer to Another User: Selecting this will move the Item from your Design Manger Clipped Items area to another users Design Manager Clipped Items area (users within the same company)
Delete: Selecting this delete the Item from Design Manager
4. When you have created the Item in your Project you can navigate to the Project and you'll find your Item listed under Items.
Add an Item Manually
Add an Item Manually
1. On the Dashboard, if you see the Project you want to add an Item to, click on the Project tile. Or in the navigation bar to the left, click on Projects and select Project List and find the Project you want to add Items to and open it or create a new Project.
2. Click the + Add button.
3. On the Add Item page, enter the Item information. The info you enter here will show on Proposals and Invoices to your Client
Photo: You can upload from your computer or you can drag a photo to the area mentioned. You can add up to four image to the Item. The image on the far left is the main image and will be displayed larger than the other images on Proposals. You can change the main image by dragging and dropping the image tiles.
Name & Description: The info you enter here will show on Proposals and Invoices to your Client
Location: Select the location in the Project this item is going. For example, dining room
Group: Use this field if you wish to show several pieces of items together, such as all of the furniture pieces, on a proposal or invoice to show the client the total price of that collection of items. See more information on Groups here
Quantity: The Quantity entered here will appear on documents that are for the Client, such as the Proposal and Invoice, but NOT on the Purchase Order. As an example, if an Item is one sofa, then the Item Quantity should be set to "1", even though the sofa might be made up of 12 yards of fabric and 1 frame
Unit and Extended Budget: An optional field for you to enter this Item's Unit Budget amount. If the Item has a quantity higher than 1, and you have a specific Budget per Unit, enter in the Unit Budget amount here; the Extended Budget will automatically calculate based on the Item Quantity. This number will appear on the Budget Report
Sales Category: Select the category for this Item. For example, a chandelier would be the lighting category
4. There are additional tabs at the top of the Add Item page to enter and see additional information.
Pricing: This will show estimated, actual and billed cost and pricing for the Item and its Components along with profit and sales tax
Status: This will show the status of the Item and allow you to change to status along with marking the Item as inactive or complete. You can see the accounting activity for the Item and what Proposal, Invoice and delivery ticket it is on along with pricing information
Workroom: This will allow you to enter information for the fabrication of the Item if needed. For example, a custom window treatment. The information entered here will show on a created Work Order
Documents: This will allow you to attach documents, files, and links to the Item. For example documents such as Item links, diagrams of Item measurements, additional pictures and Vendor invoices can be uploaded.
5. In the Purchase Components Information section, click on the +Add button. This is where you will enter cost and vendor information.
On the Add Component page, enter the Items information. The info you enter here, except price, will not show on Proposals and Invoices to your Client. The information will show on Vendor Purchase Orders. You can upload a different picture here for the Vendor Purchase Order if needed.
Name: Automatically fills in with the Item name and can be edited
Description: Automatically fills in with the Item description and can be edited
Type: Select the Component type for this item. For example, a chandelier would be merchandise
Vendor: Select the Vendor used
Vendor Deposit: Enter the deposit from the Vendor required for ordering if applicable. If a Vendor deposit has been entered under the Vendor this will automatically show the Vendor deposit
Ship To: Select the name the Item will be shipping to
% Type and % Value: Select the pricing style for the Item
Markup, also known as cost plus, will markup the Item by a percentage you enter
For example, if an Item costs you $1K and you enter a 30% markup this will calculate a price to your Client at $1300Discount will discount the Item's retail price by a percentage you enter
For example, if the retail price of an item is $1K and you give your Client a discount of 20% then the Item costs your Client $800Fee will calculate a separate price from the Items cost by a percentage you enter
For example, if the Item cost is $1K and you enter a 15% fee, you will charge your Client $150
Mfg. Cat.: Enter the Items manufacturer category number, product number or SKU number
6. In the Cost Pricing section you will enter the cost of the Item and Design Manager will calculate the price based on what you entered under % Type and % Value. You can edit these fields that automatically calculate if needed. In Design Manager, the word cost will always refer to what you pay for the Item and the word price will always refer to what your Client will pay for the Item.
7. In the Freight/Design Fee/Additional Charges section you can enter these additional charges by clicking on the +Add button and entering the information
Select the type of additional Component you are adding; merchandise, freight, design fee, install/labor, crating, or time
Under Cost, enter the cost of the additional Component
Under Markup %, enter the markup percentage of the additional Component if needed. A zero can be entered here if there is not markup %
Under Price, this field will automatically calculate with what was entered under cost and markup %
You can mark this additional Component as non taxable if applicable
The Remove button will remove the additional Component in the same line
8. There are additional tabs at the top of the Add Component page to enter and see additional information
Special Instructions: This will allow you to enter special instructions for the Item if needed. For example, shipping, handling, fabrication, or other instructions for a custom window treatment. You can also enter a PO (Purchase Order) sidemark and a Ship On or Before date. The information entered here will show on a created Purchase Order or Work Order
Order Status: This will display useful information for tracking the Component. The information under Purchase and Work Orders - Vendor Invoices is filled in automatically based on the information you have entered for the Component such as Purchase Orders, Vendor Invoices. When a Purchase Order, Work Order and Vendor Invoice have been entered, you can edit and add information here to track the order/Component
Documents: This will allow you to attach documents, files, and links to the Component. For example documents such as Item links, diagrams of Item assembly, additional pictures and Vendor invoices can be uploaded.
9. After entering your information, click on the Save button at the top or bottom. Design Manager will take you back to the main Item page. Here you can check the Client Deposit % field and other fields for accuracy. When finished, click on the Save button.
