On the left side menu and under Settings, click on Workflow Settings.
General:
Screen Title, %Type and Percentage: Set pricing types and the percentage for the the Component types of Merchandise, Freight, Design Fee, Install/Labor and Crating
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
Inc. in Dep: Set if the Component types should be included in Client Deposits that are requested
Auto: Set if the Component types should be automatically added to a Merchandise Item. For example, if Freight is set to Auto, whenever you add a Merchandise Component, a Freight Component is added automatically
Include Tax in Dep.: This box should be checked if you include estimated Sales Tax with Client Deposits
Loc in S/M: This box should be checked if you would like the location of the Item included in Purchase Order sidemarks
User Date 1 Title: This is a custom field that shows with on the order status of an Item under a Purchase Order. This field is used for order tracking. Examples: install date, walk thru date
CDep.%: This is the Client Deposit % asked for on a Proposal. For example, if your Items all total $10,000 but you're asking for a 50% deposit, your Client only needs to pay $5,000, and when the Items are delivered you can create an Invoice for the other $5,000
Ship To: If you use a receiver/installer for all of your Projects, you can select them from here to be set as a default for all Projects after you have added them as a Vendor
Shipping Cost Type: You can set the shipping cost to be a Component type. Generally, Freight is chosen for this
Note: These defaults show in each Project and Item and can be changed at the Project and Item level
Style: Set the document style for Proposals, Invoices, Purchase Orders, Work Orders and Statements (reports). To see the document styles, click here
Abr. Header: Checking this box next to the document will only show the company information and logo on the first page of the document
Pg. X of Y: Checking this box next to the document will show the total page number on a document, for example, Page 2 of 4 instead of Page 2 (unchecked)
Ref No.: Checking this box next to the document will show the Item and Component reference numbers on the document
Document Margins: You can change the document margin settings
Report Options
Trim Printer Alignment: When printing checks from Design Manager, you can adjust the alignment on printing. Increasing the number shown will the move the printing down the page
Check Format: When printing checks from Design Manager, select the format of the check: top, middle and bottom
Client Status Dates: Select the dates to print on a Client Status Report
Time
Set the default location and the Sales Category for time entries. These have already been set to the standard. Note: It is recommended to contact Design Manager Customer Support for assistance if you want to change this.
Proposals
Title and Style: Set the Component types for how they show on a Proposal
Combine: Will add the price of the Component to the Item. For example:
List: Will show the price of the Component under the Item on a Proposal. For example:
Total: Will show the total amount for all Components on a Proposal at the bottom of the Proposal. For example:
Ignore: Will not show or include the amount of the Component anywhere on the Proposal. This option is not recommended
Remarks: Set your company standard remarks to show on the Proposal
Additional checkboxes are included for options of other components you can add to or delete from your Proposal
Note: Some of these defaults show on Proposals and can be changed on a Proposal
Invoices
Title and Style: Set the Component types for how they show on an Invoice
Combine: Will add the price of the Component to the Item. See example from Proposal shown above
List: Will show the price of the Component under the Item on an Invoice. See example from Proposal shown above
Total: Will show the total amount for all Components on an Invoice at the bottom of the Invoice. See example from Proposal shown above
Ignore: Will not show or include the amount of the Component anywhere on the Invoice. This option is not recommended
Pricing: Set how the Component types are priced
Proposal: Will charge or include the estimated price for the corresponding Component to the Client on an Invoice
Always Actual: Will markup the costs recorded on Vendor Invoices. If this option is used, the Client should not be invoiced until all of the Vendor Invoices have been received and entered into Design Manager. For example, if you are buying a chair for $100.00 and you are marking it up by 50%, then the Proposal price will be $150.00. When the Vendor Invoice comes in, the chair actually costs $90.00, this option will cause the invoicing system to pass the savings onto the Client by charging $135.00
Automatic: Will charge the higher price of the Always Proposal or Always Actual options
Remarks: Set your company standard remarks to show on the Invoice
Additional checkboxes are included for options of other Components you can add to or delete from your Invoice
Note: Some of these defaults show on Invoices and can be changed on an Invoice
PO/WO Orders
Title and Style: Set the Component types for how they show on a Purchase Order or Work Order
Combine: Will add the price of the Component to the Item
List: Will show the price of the Component under the Item on a Purchase Order or Work Order
Total: Will show the total amount for all Components on a Purchase Order or Work Order at the bottom of the Purchase Order or Work Order
Ignore: Will not show or include the amount of the Component anywhere on the Purchase Order or Work Order. This option is not recommended
Additional checkboxes are included for options of other Components you can add to or delete from your PO or WO