Glossary Windows

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Design Manager provides several Glossaries which maintain listings of frequently used or accessed information.  For example, the Vendor Glossary displays a complete directory of all Vendors entered into the software, with columns for Vendor Name, Code, Payee Name, Type, and Category.  These Glossaries allow users to quickly locate information from anywhere in Design Manager, and can be accessed in the following ways:

 

To access the Glossary Windows in Design Manager, select Project and/or Accounting which will display the following Glossaries to choose from: Catalog, Clients, Employees / Managers/ Salespeople, Groups, Locations, Remarks, Sales Categories, Sales Tax Codes, Ship To / Warehouse and Showroom Codes, Specification Templates, Time Activities, and Vendors / Payees.  Click on  the desired selection to open the corresponding Glossary.

 

vendor glossary

 

Clicking on the Search button when the cursor is in a corresponding field can also access the  proper Glossary. Note: This is useful for adding records to Design Manager “on the fly”.  For example, if  adding a Component to an Item and need to locate a Vendor, place the cursor in the Vendor Code field and click on the Search.  This will open the Vendor Search Window.  If the Vendor is not on the Vendor Search Window, click the Add button to create a new Vendor.  With the Vendor highlighted, click on the Choose button to return to the previous window, where the selected Vendor Code will appear in the correct field.  Using Searches will be described in greater detail throughout the documentation where appropriate.

 

Below is a picture of the Vendor Glossary when it is in Search mode:

 

vendor glossary-search

 

Clicking on the Search button when the cursor is in a Description, Notes, or Remarks field will access an additional Remarks Glossary for commonly used notes and remarks.

 

All Glossary windows have an Add, Edit, and Delete buttons at the bottom of the window.  The Delete button will not be available on the Search Windows.  Clicking on the Add or Edit buttons will open a window where a new entry can be added or changes made to an existing one.