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Managing & Working with Clients and Projects

Guides to help you with creating items, proposals, purchase orders and order tracking

2 authors52 articles
Adding a Client
Adding a Project
Project Document Tab
Adding an Item
Item Groups
Editing an Item in a Project
Arranging Items on a Proposal or Invoice
Copying Items
Adding a Vendor
Adding a Time Entry
Time Billing
Client Portal Settings
Understanding the Client Portal
Creating a Proposal
Editing a Proposal
How To Request an Additional Deposit on a Proposal
Proposal Document Styles
Creating a Purchase Order
Editing a Purchase Order
Setting a Project to "Agent For" for Purchase Orders
Order Tracking
Create a Budget
Client & Project Reports
Installing the Product Clipper
Work Orders & Workroom
Adding a Design Fee
Adding a Design Fee to an Item
Adding a Discount to an Item
How to Add a Markup to Your Item Cost
Item Search
Project Schedule
Item Documents Tab
Component Documents Tab
The Relationship between Items and Components
Entering Freight or Shipping
How to Add Sales Tax onto a Purchase Order
How to Close and Reopen a Project
How to Set a Vendor to Inactive or Active
Clients Want to Pay Vendors Directly
Purchase Order & Work Order Document Styles
How Component Types are Displayed on the Proposal and Invoice
How can I manage client documents and approvals within Design Manager?
Clarification on the Purchase Order Listing Report
Create a Request for Quote or Bid
How to send and edit a Client Retainer Request
How can I set and update client deposit percentages in the Design Manager Client Portal?
How can I suppress location headers to remove totals within a proposal in Design Manager?
Why does the cost display as $0 in Design Manager when using Fee (% type), and how can this be changed?
How can I update ship-to addresses or warehouse details and apply those changes to items, POs, or projects?
How can I manage vendor information and analyze vendor data in Design Manager?
How can I manage open purchase orders in Design Manager, including removing zero-balance POs from the report?
Understanding Item Statuses