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How to Customize a Component

Jeremy Powers avatar
Written by Jeremy Powers
Updated over 10 months ago

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.

How to change a preexisting component to another component name of choice


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.

Change the accounts to the new component in Accounting Settings

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 Revenue General Ledger Information

Example of Cost of Goods 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.

Review Sales Category 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.

Edit a Sales Category by clicking on the Category Code or Category Name


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 Proposals Setting with edited component

Example of Invoices Setting

Example of Invoices Setting with edited component

Example of PO/WO Orders Setting

Example of PO/WO Orders Setting with edited component

Note: Doing the above step (in the Company Settings) will only change the system for future Projects - any Project that has already been created in the program will not automatically have the title changed.

To have your existing Projects updated with this new Component printing on Proposals, POs, & Invoices, you must edit each Project. Go to your list of Projects and open the Project by clicking on the Project name or code. Go to the Settings tab and select the Advanced/ Mark-up button. Go to each of the Proposal, PO and Invoice tabs and change the titles shown just like you did under Workflow Settings in Step 5. Repeat this step for each current Project you will be using this new Component type for.

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