Design Manager comes configured with 6 Component types. Merchandise, Freight, Design Fee, Crating, Installation/Labor & Time.
If you do not use one of these, or need a specific Component type, you can customize one of the types. Note: Merchandise and Time are not changeable.
1. In the left side menu, go to Settings and then click on the Workflow Settings tile. Underneath the Screen Title, type the name of what you wish it to be. Example: Change "Design Fee" to say "Fabric". Doing so will change the default Screen Title for all future & existing Projects. However, the Titles printed on the Proposals, POs and Invoices will not be automatically changed. See step 5 below on how to change this for Proposals, POs and Invoices. Click on Save when completed.
2. In the left side menu, go to Settings and click on the Accounting Settings tile. You will see Fabric listed below Sales Accounts and COGS Accounts. Change the Sales and COGS account for this new component type by clicking in the drop down and selecting the revenue and COGS General Ledger Account. If you do not already have a revenue or COGS account setup for Fabric you should create one now. Follow the next step to create these General Ledger Accounts. If you already have these General Ledger Accounts setup, you can go to Step 4.
3. To create these Sales and COGS accounts, go the left side menu and click on General Ledger and select Accounts. Click on the +Add button in the top right and enter the information:
Account No.: Enter a General Ledger Account Number for the account. Revenue Accounts will typically start with a #4 (Ex. 42700) and COGS Accounts will typically start with a #5 (Ex. 52700). The account numbers should mimic each other excluding the first digit
Name: The Account Name of the Revenue or COGS account (Ex. Fabric)
Account Type: Select either Revenue or Cost of Goods
The following Year and Month fields you can leave as is. When finished entering the information, click on Save.
Example of Revenue General Ledger Information
Example of Cost of Goods General Ledger Information
Once this is completed for both a Revenue and a COGS account, go back to step #2 and fill these accounts in to the corresponding Sales Account.
4. Next, we need to make changes to any Sales Categories that were linked to the other account. We suggest that you print out the Sales Category Report by going to the left side menu and click on Reports. Then go to the bottom under Glossary Listings and select the Sales Categories report. This will list each Sales Category and the account that each type is linked to. Review the report to see if any Sales Categories have the incorrect account linked to it.
5. Then you will need to edit each of these to fix them. To edit these, go to the left side menu and click on Settings. Then click on the Glossary tile and go to the Sales Categories tab. Select the category that needs to be changed by clicking on the name or code. Find the customized Component and uncheck the box next to Company Default and select the new General Ledger Revenue and COGS accounts for the Component. When finished, click on the Save button.
6. To show this customized Component on Proposals, POs, & Invoices, go to the left side menu and click on Settings. Then click on the Workflow Setting tile and go to each of the Proposal, Invoice and PO/WO tabs. Type in the title of your customized Component you wish to see when printed (if List or Total is chosen under Style). Make sure to click on the Save button when making this change and before moving to the next tab.
Example of Proposals Setting
Example of Invoices Setting
Example of PO/WO Orders Setting
