IconIntroduction
IconWelcome
IconWhat is Design Manager?
IconWho uses Design Manager?
IconAn Interior Design Business Model
IconOrganization of Design Projects in Design Manager
IconThe Accounting System
IconWhere Do I Start?
IconBefore You Start - Installation Requirements
IconLogging into Design Manager
IconAre You a New User or Upgrading from a Prior Version?
IconUsing Design Manager for the First Time
IconEntering General Company Information
IconAdding a Company Logo and the Company Information Window - Logo Tab
IconSecurity and the Company Information Users & Security Tab
IconConfiguring Accounting Settings on the Company Information Window
IconDefault Account Tabs - Sales, COGS, and Other Accounts
IconSales Accounts Tab
IconCOGS Accounts Tab
IconOther Accounts Tab
IconFiscal Month Setting and the Company Information Window - Fiscal Month Tab
IconWork in Process
IconOther Necessary Accounting Configuration
IconDefining Accounts
IconEntering Sales Tax Codes
IconUnderstanding Sales Categories
IconSwitching Your Accounting to Design Manager
IconWhat You Will Need
IconEntering Project Accounting Information
IconEntering Opening Balances
IconEntering Client Balances
IconEntering Vendor Balances
IconEntering Your Checking Account Balance
IconEntering General Ledger Account Balances
IconEntering Client Payments and Vendor Bills
IconUpgrading from Design Manager or Design Manager Professional
IconBasic Operation
IconTools and Functionality
IconMenus
IconSizing Windows and Sorting Columns
IconDescription/Note Formatting
IconWindow Button Bar
IconData Entry and Window Navigation Shortcuts
IconArranging Windows and the Window Menu
IconSwitch To Window
IconUsing the Help System
IconPrinting
IconPrinter Button Bar
IconPrint Preview Window
IconProject Menu
IconProject Management
IconWhiteboard
IconCreating a New Whiteboard Card
IconCreate Item Entries from Whiteboard Cards
IconCreating Components from Whiteboard Cards
IconMoving Time Entries from the Whiteboard to Projects
IconProjects
IconCreating a New Client
IconProjects Window
IconCreating a New Project
IconProject Window
IconProject Window - Info Tab
IconProject Window - Defaults Tab
IconProject Window - Notes Tab
IconProject Window - Budgets Tab
IconProject Status Window
IconProject Status Window - Summary Tab
IconProject Status Window - Deposits/Retainers Tab
IconProject Status Window - Invoices Tab
IconProject Budgets, Overriding Project Defaults, and the Company Information Budget Tab
IconCreating a Project Schedule and the Company Information Schedule Tab
IconCreating Locations
IconProjects Specifications
IconSpecifying - Adding Items and Components to Your Project
IconSpecifications Window
IconItem View Tab
IconTree View Tab
IconSchedule Tab
IconEntering Items
IconItem Window - Item Tab
IconItem Window - Specification Tab
IconItem Window - Pricing Tab
IconItem Window - Status Tab
IconItem Window - Picture Tab
IconItem Window - Workroom Tab
IconEntering Components
IconComponent Window - Component Tab
IconComponent Window - Special Instructions Tab
IconComponent Window - Order Status Tab
IconComponent Window - Schedule Tab
IconComponent Window - Picture Tab
IconSpecifying for Work Orders
IconOther Methods of Adding Items to a Project
IconAdding Items from Inventory
IconCatalog System
IconQuick Add Line Items Window
IconQuick Quote for Design Manager (optional)
IconInstalling Quick Quote for Design Manager
IconUsing Quick Quote Window for Specifying
IconSaving a Custom Treatment
IconLoading a Saved Custom Treatment
IconTransfering the Treatment to a Project
IconQuoting Multilayered and Specialty Designs
IconCustomizing Quick Quote using the Company Information Window - Quick Quote Tab
IconUsing Groups
IconUsing Specification Sheets and Templates
IconItem Status Types and the Company Information Window - Item Status Tab
IconTransferring Specifications to Other Projects or Inventory
IconCreating Specification-related Tasks
IconSpecification Search Window
IconUsing the Catalog
IconEmployee Time
IconConfiguring Settings for Employee Time
IconRecording Employee Time Entries and the Time Entry Window
IconEmployee Time Window
IconDefining Employee and Project Time Billing Rate and Cost Defaults
IconTime Entry Import
IconImport Data (Time)
IconExcel Time Sheet
IconProject Documents
IconProposals
IconCreating a Proposal
IconProposals and Documents Window
IconUpdate Item Status
IconNew Proposal Window
IconNew Proposal Window - Proposal Tab
IconNew Proposal Window - Remarks Tab
IconTag Items for a Proposal Window
IconArranging Items on Documents
IconEditing a Proposal
IconRe-printing or E-mailing a Proposal
IconRequesting Additional Deposit
IconMonitoring and Setting the Status of a Proposal
IconAdjusting the Deposit Received Amount for Items on a Proposal
IconPurchase Orders and Work Orders
IconPurchase and Work Orders Window - Purchase Orders Tab
IconGenerating Purchase Orders
IconNew Purchase Order Window
IconTag Components for a Purchase Order Window
IconGenerated Purchase Orders Window
IconEdit Generated PO Window
IconGenerating Work Orders
IconNew Work Order Window
IconTag Components for a Work Order Window
IconGenerated Work Orders Window
IconEdit Generated WO Window
IconEditing a Purchase or Work Order
IconRe-printing or Emailing a Purchase or Work Order
IconRe-printing Multiple Purchase or Work Orders
IconPO/WO Conditions and the Company Information - PO/WO Tab
IconFaxing and Batch Emailing Purchase and Work Orders
IconPurchase and Work Orders Window - Batch Emailing and Faxing Tab
IconTracking Fax Usage for Projects
IconAcknowledging Purchase and Work Orders and Receiving Merchandise
IconPurchase Order Status Window
IconEdit Order Status Window
IconDelivery Tickets
IconDelivery Tickets Window
IconNew Delivery Ticket Window
IconTag Items for Delivery Ticket Window
IconEditing a Delivery Ticket and Updating Shipped Quantities
IconEdit Delivery / Shipped Quantities Window
IconRe-printing or E-mailing a Delivery Ticket
IconAccounting Menu
IconAccounts Receivable
IconEntering Cash Receipts from Clients - Deposits, Retainers, and Payments
IconCash Receipt Payment Types and the Company Information A/R Showroom Tab
IconCollecting a Deposit or Retainer From Your Client
IconReceiving Final Payment From Your Client
IconReceiving Miscellaneous Cash
IconRecording Receipts into the Un-Deposited Funds Account and Processing Deposit Slips
IconCash Receipts Window
IconCash Receipts Window - New Tab
IconNew Cash Receipt Window
IconEdit Cash Receipt Payment Window
IconTag Proposal Window
IconTag Invoice Window
IconCash Receipts Window - Existing Tab
IconEditing a Cash Receipt
IconVoiding a Cash Receipt
IconCash Receipts Window - Make Bank Deposit Tab
IconUsing Design Manager and Cayan/MerchantWARE to Post Credit Card Transactions
IconInvoicing Clients
IconClient Invoices / Finance Charges Window
IconClient Invoices / Finance Charges Window - New Tab
IconNew Invoice Window
IconNew Invoice Window - Invoice Tab
IconNew Invoice Window - Remarks Tab
IconTag Items for an Invoice Window
IconOverride Invoice Price Window
IconPrinting and Posting Client Invoices
IconFinance Charges
IconClient Invoices / Finance Charges Window - Existing Tab
IconRe-printing or E-mailing a Client Invoice
IconReversing/Crediting a Client Invoice
IconAdjusting and Updating a Client Invoice
IconPoint of Sale / Retail Sales
IconConfiguring Employees to use Point of Sale
IconUsing Point of Sale
IconPoint of Sale Log-in Window
IconPoint of Sale Invoice Window - Customer Tab
IconPoint of Sale Invoice Window - Items Tab
IconPoint of Sale Invoice Item Window
IconPoint of Sale Item History Window
IconPoint of Sale Invoice Window - Totals/Payments Tab
IconGift Certificates & Store Credits
IconPoint of Sale Reporting
IconAccounts Payable
IconAccounts Payable Payment Types and the Company Information Window - A/P Payment Tab
IconEntering Vendor Deposits, Invoices, and Operating Expenses
IconVendor Deposits, Invoices, and Operating Expenses Window - New Tab
IconAutomatically Generating Vendor Deposits and the Quick Add Vendor Deposits Window
IconTag POs to Pay Deposits Window
IconVendor Deposits
IconDeposit on Project Purchase Order
IconDeposit for an Inventory Purchase Order
IconVendor Invoices
IconVendor Invoice for Project Purchase Order
IconVendor Invoice Distribution Window - Project PO
IconDistribute Invoice Cost Window - Project PO
IconVendor Invoice for an Inventory Purchase Order
IconDistribute Invoice Cost Window - Inventory PO
IconVendor Invoice Distribution Window - Inventory PO
IconOperating Expense or Miscellaneous Bill
IconVendor Invoice Distribution Window - Operating Expense
IconRecurring Operating Expenses or Bills
IconRecurring Operating Expenses Window
IconRecurring Operating Expense Window
IconAccount Distribution Window
IconPayroll Entries
IconCreating a Payroll Entry
IconPayroll Account Distribution Window
IconVendor Deposits, Invoices, and Operating Expenses Window - Existing Tab
IconPaying Bills
IconPrinting Checks
IconHand Check / Wire Transfer Window
IconUsing Credit Cards for Payments
IconPaying a Vendor with a Credit Card
IconHow To Pay the Credit Card Company
IconChecking and Credit Card Functions
IconPayments and Print Checks
IconCheck Run Window
IconEdit Amount to Pay and Notes Window
IconAssigning Hand Check Numbers or Wire Transfers
IconSelect Payment Account Window
IconCheckbook Window
IconTransfer Cash Window
IconCheck Detail Window
IconCheck / Vendor Invoice Detail Window
IconDeposit Slip Detail Window
IconJournal Entry Detail Window
IconReconcile Cash Window
IconClear Checks and Deposits Window
IconCheckbook Reconciliation History Window
IconOn-Line Banking File Window
IconEdit Deposit Slip and Date
IconCredit Cards Window
IconReconcile Credit Card Window
IconCredit Card Reconcilation History Window
IconGeneral Ledger
IconT-Accounts
IconAccount Glossary Window
IconTransfer to Account Window
IconAccount Balances Window
IconAccount Window
IconAccount Tab
IconBudget Tab
IconJournal Entries
IconJournal Entries Window
IconJournal Entries Window - New Tab
IconJournal Entry Window
IconJournal Entry Distribution Window
IconRecurring Journal Entries and the Recurring Journal Entries Window
IconRecurring Journal Entry Window
IconJournal Entry Distribution Window
IconPayroll Import
IconJournal Entries Window - Existing Tab
IconTransaction Search Window
IconInventory
IconInventory Management
IconInventory Defaults and the Company Information Window - Inventory Tab
IconAdding Inventory Items and the Inventory Stock Item Glossary Window
IconInventory Stock Item Window
IconInventory Stock Item Window - Info Tab
IconInventory Stock Item Window - Status / Adjustments Tab
IconInventory Adjustments
IconInventory Stock Item Window - Picture Tab
IconRemote Data Collection (optional)
IconSetting Up the HT580 and PT2000 Portable Data Collectors
IconUsing the HT580 and PT2000 Portable Data Collector
IconData Collection Window
IconLot Types
IconPoint of Sale Invoicing With the Scanner
IconPrinting Bar Code Labels
IconScanner Tips and Troubleshooting
IconRGIS Export
IconInventory Documents
IconGenerating Inventory Purchase Orders
IconInventory Purchase Orders / Receiving Window - Purchase Orders Tab
IconSearch for Inventory Purchase Orders by Item Window
IconNew Inventory Purchase Order Items Window
IconInventory Purchase Order Item Window
IconSelect Inventory Items for a Purchase Order Window
IconGenerated Inventory Purchase Orders Window
IconEdit Generated Inventory PO Window
IconEditing an Inventory Purchase Order
IconRe-printing or E-mailing an Inventory Purchase Order
IconFaxing and Batch E-mailing Inventory Purchase Orders
IconInventory Purchase Orders / Receiving Window - Batch Emailing and Faxing Tab
IconAcknowledging Inventory Purchase Orders and Receiving Inventory
IconInventory Purchase Order Status Window
IconChange Inventory Item Order Status Window
IconShowroom Module (optional)
IconCreating a Quote
IconMaking the Quote into an Order
IconDelivery Tickets for Orders
IconInvoicing Orders
IconSIF Import Module (optional)
IconImporting a SIF File
IconOptions
IconManufacturer Translation
IconAdditional Features
IconAccount Management Portal
IconAdditional Support Options
IconAddress Book
IconClientConnect
IconClientConnect Settings
IconClientConnect - General Tab
IconClientConnect - Front Page Tab
IconClientConnect - About Us Page Tab
IconClientConnect - Options Tab
IconClientConnect - Email Message Tab
IconClientConnect User Website Setup
IconClientConnect - Website Users View
IconClientConnect Proposal Status
IconClientConnect Invoice Settings
IconCompany Advanced Options Window
IconCompany Advanced Options Window - Print Tab
IconCompany Advanced Options Window - General Tab
IconCompany Advanced Options Window - Proposal Tab
IconCompany Advanced Options Window - Invoice Tab
IconCompany Advanced Options Window - PO/WO Tab
IconCompany Advanced Options Window - Time Tab
IconCompany Advanced Options Window - Showroom Tab (Add-on Module)
IconDesign Manager Vision
IconEmail
IconExport Glossaries & Grid Information
IconForms, Envelopes, and Labels
IconImport SIF/Import From File
IconMobile App
IconGallery
IconCapture
IconTime
IconContacts
IconHelp & More
IconPicture and Image functions
IconPositive Pay
IconProduct Clipper
IconInstalling the Product Clipper
IconUsing the Product Clipper
IconProject Advanced Options Window
IconProject Advanced Options Window - General Tab
IconProject Advanced Options Window - Proposal Tab
IconProject Advanced Options Window - Invoice Tab
IconProject Advanced Options Window - PO/WO Tab
IconProject Advanced Options Window - Time Tab
IconProject Advanced Options Window - Showroom Tab (Add-on Module)
IconReturns and Credits
IconClient Refund
IconVendor Refund
IconTo Do List Tasks and Appointments
IconConfiguring the User Settings Window for the To Do List Tasks and Appointments Window
IconTo Do List Tasks and Appointments Window
IconTo Do List Task and To Do List Appointment Windows
IconUpdate Items Window
IconUpdate Projects Window
IconUpdate Inventory Window
IconUser Settings Window
IconSMTP Settings Window
IconUtilities
IconUser Activity Log
IconGlossary Windows
IconClients
IconClient Glossary Window
IconClient Window
IconClient Window - Info Tab
IconClient Window - Notes Tab
IconClient Window - ClientConnect Users Tab
IconClient Search Window
IconEmployees / Managers / Sales People
IconEmployee / Manager / Salesperson Glossary Window
IconEmployee / Manager / Salesperson Window
IconEmployee / Manager / Salesperson Window - Info Tab
IconEmployee / Manager / Salesperson Window - Notes Tab
IconEmployee / Manager / Salesperson Window - Time Tab
IconEmployee Activity Exception Window
IconEmployee / Manager / Salesperson Window - Payroll Tab
IconEmployee Payroll Account Window
IconW2 Information Window
IconEmployee / Manager / Salespeson Window - POS/Showroom Tab
IconEmployee / Manager / Salesperson Search Window
IconLocations
IconLocation Glossary Window
IconLocation Window
IconLocation Search Window
IconSales Categories
IconSales Category Glossary Window
IconSales Category Window
IconSales Category Search Window
IconRemarks / Notes
IconRemarks / Notes Glossary Window
IconRemarks / Notes Window
IconRemarks / Notes Search Window
IconSales Tax Codes
IconSales Tax Code Glossary Window
IconSales Tax Code Window
IconSales Tax Calculation Window
IconSales Tax Code Search Window
IconShip To Codes / Warehouses / Showrooms
IconShip To Code / Warehouse / Showroom Glossary Window
IconShip To Window
IconShip To Code / Warehouse / Showroom Search Window
IconSpecification Template Glossary
IconSpecification Template Window
IconTime Activities
IconTime Activity Glossary Window
IconTime Activity Window
IconTime Activity Search Window
IconVendors
IconVendor Glossary Window
IconVendor Status Window
IconVendor Status Window - Summary Tab
IconVendor Status Window - Detail Tab
IconVendor / Payee Window
IconVendor / Payee Window - Info Tab
IconVendor / Payee Window - Defaults Tab
IconVendor Insurance Window
IconVendor / Payee Window - Notes Tab
IconVendor / Payee Search Window
IconDepartments
IconAccount Search Window
IconPurchase Orders Search Window
IconProject / Order / Quote Search Window
IconItem Search Window
IconProposal Search Window
IconInvoice Search Window
IconPOS Address Search Window
IconInventory Purchase Order Search Window
IconGroup / Name Search Window
IconInventory Stock Item Search Window
IconReports
IconReport Ranges
IconAccount Inquiry Report
IconAcknowledgement Report
IconAged Accounts Payable Report
IconAged Accounts Receivable Report
IconA/R and Deposit Summary Report
IconBack Order Report
IconBalance Sheet
IconBalance Sheet Layout Window
IconBookings Report
IconBudget Report
IconBudget Analysis (Project Level) Report
IconBudget Analysis (Item Level) Report
IconCash Flow Statement Report
IconCash Receipts Journal
IconCash Requirements Report
IconCash Receipts by Sales Tax Code Report
IconCatalog Printing (Catalog / Inventory / Groups)
IconChart of Accounts Report
IconCheck Stub Report
IconClient Accounting Inquiry Report
IconClient Invoice Labels and Envelopes Report
IconClient Listing Report
IconClient Sales History Report
IconClient Status Report
IconCommission Report
IconCost of Goods Sold Accrual Report
IconCut For Approval Report
IconCredit Card Purchases Report
IconDelivery / Shipping Report
IconDepartment Listing Report
IconDeposit Analysis Report
IconDeposit Slips Report
IconDisbursements Journal (Check Register)
IconEmployee Time Analysis Report
IconEmployee / Manager / Salesperson Listing Report
IconExpected Ship Report
IconFreight Analysis (Installation / Labor / Etc.) Report
IconGeneral Ledger Report
IconHours Journal
IconIncome Statements
IconIncome Statement Layout Window
IconMonthly Income Statement
IconQuarterly Income Statement
IconYearly Income Statement (P&L)
IconComparative Income Statement for Custom Periods
IconInventory Reports
IconAged Inventory Report
IconData Collection Physical Count Report
IconCommitted Analysis Report
IconInventory Accrual Report
IconInventory Transaction Register Report
IconInventory Labels by Purchase Order Report
IconInventory Labels by Quantity On-Hand Report
IconInventory Labels by Received Quantity Report
IconInventory Labels by Stock Item Report
IconInventory List Report
IconInventory List by Warehouse Report
IconInventory Purchase Order Listing Report
IconInventory Sales Report
IconOpen Inventory Purchase Orders Report
IconPhysical Count Report
IconRe-Order Analysis Report
IconShowroom Activity Report
IconStock Item Inquiry Report
IconSuspected Inventory Problems by Warehouse Report
IconTear Sheet
IconInvoice Listing with Item Detail Report
IconJournal Entry Journal
IconLocation Listing Report
IconMaterial Reference Report
IconMisc. Project Expense Listing Report
IconOpen Client Deposit Report
IconOpen Purchase Orders Report
IconOpen Quotes Report
IconOpen Store Credits Report
IconOpen Vendor Deposit Report
IconOrder Summary Report
IconOrders / Acknowledgements Labels and Envelopes Report
IconPaid Purchases by Account Report
IconPayroll History Report
IconPayroll Register Report
IconPick List Report
IconPoint of Sale Customer Labels and Envelopes Report
IconPoint of Sale Sales Report
IconPre-Billing Report
IconProfit Analysis Report
IconProfit and Loss by Project Summary Report
IconProject Received Labels Report
IconProject Labels and Envelopes Report
IconProject Cash Allocation Report
IconProject / Order Cash Flow Report
IconProject / Order Status Report
IconProject Profit and Loss Report
IconProjects / Orders / Items Listing Report
IconProject Time Analysis Report
IconProposal Listing Report
IconProposal Labels and Envelopes Report
IconPurchase Order Labels and Envelopes Report
IconPurchase Order Listing Report
IconPurchases Journal
IconQuotes Labels and Envelopes Report
IconReceiving Report
IconRemarks Listing Report
IconRequest for Bid
IconSales Category Listing Report
IconSales Journal
IconSales Tax Code Listing Report
IconSales Tax Report
IconShip To / Warehouse Listing Report
IconShowroom Profit Analysis Report
IconSpecification Template Listing Report
IconStatements
IconStatement Labels and Envelopes Report
IconStatus Code Listing Report
IconTime Activity Listing Report
IconTime Budget Analysis Report
IconTime Work In Process Report
IconTransaction Register Report
IconTrial Balance Report
IconTwelve Month Income Comparison Report
IconTwelve Month Cash Flow Statement Report
IconUnordered Components Report
IconUser-Defined Date Report
IconVendor Accounting Inquiry Report
IconVendor Check Labels and Envelopes Report
IconVendor History Report
IconVendor Insurance Report
IconVendor Labels and Envelopes Report
IconVendor Listing Report
IconW2 Report
IconWork in Process Report
IconWork In Process History Report
Icon1099 Report

© copyright 2019, Design Manager, Inc.