Managing & Working with Clients and Projects
Guides to help you with creating items, proposals, purchase orders and order tracking
Adding a Client
Adding a Project
Project Document Tab
Adding an Item
Editing an Item in a Project
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
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
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