The Tool Bar is located at the top of the main Design Manager window. The buttons and drop-down menus provide access to every function and window in Design Manager. The top row contains nine headings (ten if the optional Showroom module has been purchased): File, Project, A/R, A/P, G/L, Inventory, Glossaries, Window, and Help, each with its own drop-down menu. Click on the heading to view the menu, and then click on your selection to open the corresponding window for that function.
The nine drop-down menus are listed below:
File:
Live Update: Accesses the Live Update function to download and install any revisions to Design Manager.
Utilities: Opens the Utilities Window (to do backups, repair the database, etc.).
User Settings: Displays the User Settings Window to configure default e-mail message, Outlook folder locations, etc. for a given user.
To Do List / Appointments: Opens the To Do List Tasks and Appointments Window.
Rolodex®: Displays the Rolodex®.
Exit: Closes the Design Manager program.
Project:
Projects: Displays a listing of all Projects recorded in Design Manager.
Specifications: The main window for the creating and editing of Items and Components and related functions.
Employee Time: A user-friendly interface for quickly recording and maintaining Time Sheets for multiple managers and designers.
Import SIF (optional with the .sif Import Module): Allows users to import Items and Components from specifying software such as CAP™ and Giza™.
Proposals and Documents: Displays the Proposals and Documents Window used for managing Proposals, Specification Sheets, etc.
Purchase and Work Orders / Receiving: Allows users to generate and maintain Purchase and Work Orders and record and review order tracking information.
Delivery Tickets: Launches the Delivery Tickets Window for creating shipping receipts for Clients and delivery personnel.
Reports: Displays the Reports Window for Project Management reports.
Showroom (optional with the Showroom Module):
Quotes and Orders: The Quotes and Orders Window is used for generating and manage custom merchandise orders for Clients who do not currently have an active Project.
Specifications: The main window for the creating and editing of Items and Components and related functions for Quotes and Orders.
Purchase Orders / Receiving: Allows users to generate and maintain Purchase Orders and record and review order tracking information.
Delivery Tickets: Launches the Delivery Tickets Window for creating shipping receipts for Clients and delivery personnel.
Reports: Displays the Reports Window for Showroom reports.
A/R (Accounts Receivable):
Client Invoices / Finance Charges: Displays the Client Invoices / Finance Charges Window for creating, crediting, and adjusting Client Invoices and generating Finance Charges for Clients.
Point of Sale / Miscellaneous Invoices: Launches the Point of Sale Login Window to allow users access to the Point of Sale module.
Cash Receipts: Opens the Cash Receipt Window for recording Client Deposits, Retainer, and Payments along with Miscellaneous Cash Receipts.
Reports: Displays the Reports Window for Accounts Receivable reports.
A/P (Accounts Payable):
Vendor Invoices (Deposits, Invoices, Expenses): The Vendor Invoice Window is used to record and review all payables for Vendors.
Checking (Print Checks, Checkbook, Credit Cards): Printing, recording, and reconciling Checks and
Credit Cards.
Reports: Displays the Reports Window for Accounts Payable reports.
G/L (General Ledger):
Accounts: The Chart of Accounts Window to manage the financial Accounts for use throughout the software.
Journal Entries: Displays the Journal Entries Window to record General Ledger Journal Entries in order to directly affect Account activity.
Returns and Credits: Launches the Returns and Credits Window used to guide users through the process of recording various refunds for Vendors and Clients.
Transaction Search: Shows the Transaction Search Window used to quickly locate specific financial records in Design Manager.
Company Information and Settings: Opens the Company Information Window.
Reports: Displays the Reports Window for General Ledger reports.
Inventory:
Stock Items: Displays the Inventory Stock Item Glossary to enter and review all Stock Inventory Items in Design Manager.
Purchase Orders / Receiving: Allows users to generate and maintain Inventory Purchase Orders and record and review order tracking information.
Remote Data Collection (optional with the Remote Data Collection module): Displays the Data Collection Window to transfer Inventory between Warehouses, deliver merchandise to Projects, perform Inventory Physical Counts, and other functions.
Reports: Displays the Reports Window for Inventory reports.
Glossaries: Select from the following twelve Glossaries all of which are explained in full detail under the Glossaries Windows section:
Catalog
Clients
Employees / Managers / Sales People
Groups (optionally)
Locations
Remarks
Sales Categories
Sales Tax Codes
Ship To / Warehouse and Showroom Codes
Specification Templates
Time Activities
Vendors / Payees
Window:
Tile Vertically: Arranges all open windows vertically within the main window.
Tile Horizontally: Arranges all open windows horizontally within the main window.
Cascade: Arranges all open windows one under the other with just the caption bar of each showing.
Arrange Icons: Arranges all minimized windows in an orderly fashion at the bottom of the main window.
Switch To: Displays a list of open windows. Selecting one will bring that window in the foreground.
Help:
Contents: Displays a list of contents in the Design Manager help file.
Context Sensitive: Brings up help for the window in the foreground.
Search For Help On: Allows help to be searched for a particular keyword.
Show Assistant: Clicking on this option will cause Peedy™ to appear on your computer screen.
Assistant Properties: Opens the Advanced Character Options window, which contains options for controlling how Peedy™ speaks and shows his dialog.
About Design Manager: Opens the About Design Manager Design Manager window where information on the software version, serial number, etc. is displayed.