Design Manager is a flexible project management and accounting package. Although it can be used in many different ways, there is a basic "flow" of work through the system. This flow can be considered a basic model for an average Interior Design business. At its simplest, the order or "work flow" through the software is as follows:
1. | Enter the specifications which are the goods and services for which you will order for and sell to your client. |
2. | Create a proposal or estimate to give to your client. |
3. | Get the approval from your client and collect a deposit so you can begin ordering the merchandise. |
4. | Create purchase orders and vendor deposit checks to send with the orders. |
5. | Obtain acknowledgments of the orders from your vendors. |
6. | Receive the merchandise from the vendor or from the company's inventory and/or deliver it to the client. |
7. | Receive the invoice or bill from your vendor. |
8. | Give a final invoice to your client, remembering to apply the deposit received in #3 above. |
9. | Print checks to pay your vendors. |
10. | Receive the final payment from your client. |
|