Managing & Working with Clients and Projects
Guides to help you with creating items, proposals, purchase orders and order tracking
By Jeremy and 1 other2 authors57 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 Status Tab
- Item Pricing Tab
- Item Workroom Tab
- Item Documents Tab
- Component Special Instructions Tab
- Component Order Status 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