 | Introduction |
| Welcome |
| An Interior Design Business Model |
| Installation |
 | Before You Start - Installation Requirements |
| Installing on a Stand-Alone Computer |
| Installing on a Peer-to-Peer Network or Dedicated Server |
| Installing on a Workstation (Setting Up Clients) |
| Testing the Network Installation |
| Installing on a Terminal Server |
| Entering Your Product Code |
| Windows 10 Installation |
| Where Do I Start? |
| Starting Design Manager Professional |
| Logging into Design Manager |
| Update Your Design Manager |
| Are You a New User or Upgrading from a Prior Version? |
| Using Design Manager for the First Time |
| Entering General Company Information |
| Adding a Company Logo and the Company Information Window - Logo Tab |
| Passwords and the Company Information Password Tab |
| Configuring Accounting Settings on the Company Information Window |
| Default Account Tabs - Sales, COGS, and Other Accounts |
| Fiscal Month Setting and the Company Information Window - Fiscal Month Tab |
| Work in Process |
| Other Necessary Accounting Configuration |
| Upgrading from Design Manager Professional 6.0 or SE6/DM2011 |
| Basic Operation |
| Tools and Functionality |
| Drop Down Menus |
| Tool Bar |
| Sizing Windows and Sorting Columns |
| Window Button Bar |
| Description/Note Formatting |
| Data Entry and Window Navigation Shortcuts |
| Arranging Windows and the Window Menu |
| Using the Help System |
| The Assistant |
| Printing |
| Forms, Envelopes, and Labels |
| Additional Support Options |
| Projects and Specifications |
| Creating a New Client |
| Creating a New Project |
| Creating a Project Schedule and the Company Information Schedule Tab |
| Project Budgets, Overriding Project Defaults, and the Company Information Budget Tab |
| Creating Vendors and Global Locations |
| Specifying - Adding Items and Components to Your Project |
| Specifications Window |
| Item View Tab |
| Tree View Tab |
| Schedule Tab |
| Entering Items |
| Item Window - Item Tab |
| Item Window - Specification Information Tab |
| Item Window - Pricing Tab |
| Item Window - Status Tab |
| Item Window - Picture Tab |
| Item Window - Workroom Tab |
| Entering Components |
| Specifying for Work Orders |
| Other Methods of Adding Items to a Project |
| Using Groups |
| Using Specification Sheets and Templates |
| Item Status Types and the Company Information Window - Item Status Tab |
| Transferring Specifications to Other Projects or Inventory |
| Creating Specification-related Tasks |
| Specification Search Window |
| Using the Catalog |
| Proposals |
| Creating a Proposal |
| Editing a Proposal |
| Re-printing or E-mailing a Proposal |
| Requesting Additional Deposit |
| Monitoring and Setting the Status of a Proposal |
| Adjusting the Deposit Received Amount for Items on a Proposal |
| Purchase Orders and Work Orders |
| Generating Purchase Orders |
| Purchase and Work Orders Window - Purchase Orders Tab |
| New Purchase Order Window |
| Generated Purchase Orders Window |
| Generating Work Orders |
| Editing a Purchase or Work Order |
| Re-printing or E-mailing a Purchase or Work Order |
| Re-printing Multiple Purchase or Work Orders |
| PO/WO Conditions and the Company Information - PO/WO Tab |
| Faxing and Batch E-mailing Purchase and Work Orders |
| Acknowledging Purchase Orders and Receiving Merchandise |
| Accounts Receivable |
| Entering Cash Receipts from Clients - Deposits, Retainers, and Payments |
| Cash Receipt Payment Types and the Company Information A/R Showroom Tab |
| Collecting a Deposit or Retainer From Your Client |
| Receiving Final Payment From Your Client |
| Receiving Miscellaneous Cash |
| Recording Receipts into the Un-Deposited Funds Account and Processing Deposit Slips |
| Cash Receipts Window |
| Cash Receipts Window - Existing Tab |
| Cash Receipts Window - New Tab |
| Cash Receipts Window - Make Bank Deposit Tab |
| Using Design Manager and MerchantWARE to Post Credit Card Transactions |
| Invoicing Clients |
| Client Invoices / Finance Charges Window |
| Client Invoices / Finance Charges Window - New Tab |
| Accounts Payable |
| Accounts Payable Payment Types and the Company Information Window - A/P Payment Tab |
| Entering Vendor Invoices |
| Deposit for a Project Purchase Order |
| Deposit for an Inventory Purchase Order |
| Vendor Invoice for a Project Purchase Order |
| Vendor Invoice for an Inventory Purchase Order |
| Operating Expense or Miscellaneous Bill |
| Payroll Entries |
| Vendor Deposits, Invoices, and Operating Expenses Window |
| Vendor Deposits, Invoices, and Operating Expenses Window - New Tab |
| Vendor Deposit, Invoice, or Operating Expense Window |
| Deposit on Project Purchase Order |
| Deposit on Inventory Purchase Order |
| Invoice for Project Purchase Order |
| Invoice for Inventory Purchase Order |
| Expense / Bill / Miscellaneous |
| Payroll Entry |
| Automatically Generating Vendor Deposits and the Quick Add Vendor Deposits Window |
| Recurring Operating Expenses or Bills |
| Vendor Deposits, Invoices, and Operating Expenses Window - Existing Tab |
| Paying Bills |
| Checking Functions |
| Checking Window - Pay / Print Tab |
| Check Run Window |
| Edit Amount to Pay and Notes Window |
| Assigning Hand Check Numbers or Wire Transfers |
| Select Payment Account Window |
| Checking Window - Checkbook Tab |
| Checking Window - Reconcile Cash Tab |
| Clear Checks and Deposits Window |
| Checkbook Reconciliation History Window |
| On-Line Banking File Window |
| Checking Window - Credit Cards Tab |
| Checking Window - Reconcile Credit Card Tab |
| Delivery Tickets |
| Delivery Tickets Window |
| Editing a Delivery Ticket and Updating Shipped Quantities |
| Re-printing or E-mailing a Delivery Ticket |
| General Ledger |
| T-Accounts |
| Accounts |
| Journal Entries |
| Transaction Search Window |
| Employee Time Billing |
| Configuring Settings for Time Billing |
| Recording Time Billing Entries and the Time Entry Window |
| Time Keeping Window |
| Defining Employee and Project Time Billing Rate and Cost Defaults |
| Inventory |
| Inventory Defaults and the Company Information Window - Inventory Tab |
| Adding Inventory Items and the Inventory Stock Item Glossary Window |
| Inventory Adjustments |
| Generating Inventory Purchase Orders |
| Inventory Purchase Orders / Receiving Window - Purchase Orders Tab |
| New Inventory Purchase Order Items Window |
| Generated Inventory Purchase Orders Window |
| Editing an Inventory Purchase Order |
| Re-printing or E-mailing an Inventory Purchase Order |
| Faxing and Batch E-mailing Inventory Purchase Orders |
| Acknowledging Inventory Purchase Orders and Receiving Inventory |
| Point of Sale / Retail Sales |
| Configuring Employees to use Point of Sale |
| Using Point of Sale |
| Point of Sale Log-in Window |
| Point of Sale Invoice Window - Customer Tab |
| Point of Sale Invoice Window - Items Tab |
| Point of Sale Invoice Window - Totals/Payments Tab |
| Gift Certificates & Store Credits |
| Point of Sale Reporting |
| SIF Import Module (optional) |
| Remote Data Collection (optional) |
| Setting Up the Portable Data Collector |
| Using the Portable Data Collector |
| Lot Types |
| Data Collection Window |
| Point of Sale Invoicing With the Scanner |
| Printing Bar Code Labels |
| Scanner Tips and Troubleshooting |
| Showroom Module (optional) |
| Quick Quote for Design Manager (optional) |
| Installing Quick Quote for Design Manager |
| Using Quick Quote Window for Specifying |
| Saving a Custom Treatment |
| Loading a Saved Custom Treatment |
| Transfering the Treatment to a Project |
| Quoting Multilayered and Specialty Designs |
| Customizing Quick Quote using the Company Information Window - Quick Quote Tab |
| Additional Features |
| Returns and Credits |
| To Do List Tasks and Appointments |
| Configuring the User Settings Window for the To Do List Tasks and Appointments Window |
| To Do List Tasks and Appointments Window |
| Company Advanced Options Window |
| Company Advanced Options Window - Print Tab |
| Company Advanced Options Window - General Tab |
| Company Advanced Options Window - Proposal Tab |
| Company Advanced Options Window - Invoice Tab |
| Company Advanced Options Window - PO/WO Tab |
| Company Advanced Options Window - Time Tab |
| Company Advanced Options Window - Showroom Tab |
| Project Advanced Options Window |
| Project Advanced Options Window - General Tab |
| Project Advanced Options Window - Proposal Tab |
| Project Advanced Options Window - Invoice Tab |
| Project Advanced Options Window - PO/WO Tab |
| Project Advanced Options Window - Time Tab |
| Project Advanced Options Window - Showroom Tab |
| Update Items Window |
| Update Projects Window |
| Update Inventory Window |
| User Settings Window |
| Live Update |
| Utilities |
| Rolodex® |
| Glossary Windows |
| Clients |
| Employees / Managers / Sales People |
| Employee / Manager / Salesperson Glossary Window |
| Employee / Manager / Salesperson Window |
| Employee / Manager / Salesperson Window - Employee Tab |
| Employee / Manager / Salesperson Window - Notes/Info Tab |
| Employee / Manager / Salesperson Window - Time Tab |
| Employee / Manager / Salesperson Window - Payroll Tab |
| Employee / Manager / Salespeson Window - POS/Showroom Tab |
| Employee / Manager / Salesperson Search Window |
| Locations |
| Sales Categories |
| Remarks / Notes |
| Sales Tax Codes |
| Ship To Codes / Warehouses / Showrooms |
| Ship To Code / Warehouse / Showrrom Glossary Window |
| Ship To Window |
| Ship To Code / Warehouse / Showroom Search Window |
| Specification Template Glossary |
| Time Activities |
| Vendors |
| Vendor Glossary Window |
| Vendor / Payee Window |
| Vendor / Payee Window - Vendor Tab |
| Vendor / Payee Window - Payee Tab |
| Vendor / Payee Window - Defaults Tab |
| Vendor / Payee Window - Notes/Information Tab |
| Vendor / Payee Window - Insurance Tab |
| Vendor / Payee Search Window |
| Departments |
| Account Search Window |
| Purchase Orders Search Window |
| Project / Order / Quote Search Window |
| Item Search Window |
| Proposal Search Window |
| Invoice Search Window |
| POS Address Search Window |
| Inventory Purchase Order Search Window |
| Group / Name Search Window |
| Inventory Stock Item Search Window |
| Reports |
| Report Ranges |
| 1099 Report |
| Account Inquiry Report |
| Acknowledgement Report |
| Aged Accounts Payable Report |
| Aged Accounts Receivable Report |
| Back Order Report |
| Balance Sheet |
| Bookings Report |
| Budget Analysis (Project Level) Report |
| Budget Analysis (Item Level) Report |
| Cash Flow Statement Report |
| Cash Receipts Journal |
| Cash Requirements Report |
| Cash Receipts by Sales Tax Code Report |
| Catalog Printing (Catalog / Inventory / Groups) |
| Chart of Accounts Report |
| Check Stub Report |
| Client Accounting Inquiry Report |
| Client Invoice Labels and Envelopes Report |
| Client Listing Report |
| Client Status Report |
| Commission Report |
| Committed Analysis Report |
| Cost of Goods Sold Accrual Report |
| Cut For Approval Report |
| Credit Card Purchases Report |
| Delivery / Shipping Report |
| Department Listing Report |
| Deposit Analysis Report |
| Deposit Slips Report |
| Disbursements Journal (Check Register) |
| Employee Time Analysis Report |
| Employee / Manager / Salesperson Listing Report |
| Expected Ship Report |
| Freight Analysis (Installation / Labor / Etc.) Report |
| General Ledger Report |
| Hours Journal |
| Income Statements |
| Income Statement Layout Window |
| Monthly Income Statement |
| Quarterly Income Statement |
| Yearly Income Statement |
| Comparative Income Statement for Custom Periods |
| Inventory Accrual Report |
| Inventory Labels by Purchase Order Report |
| Inventory Labels by Quantity On-Hand Report |
| Inventory Labels by Received Quantity Report |
| Inventory Labels by Stock Item Report |
| Inventory List Report |
| Inventory List by Warehouse Report |
| Inventory Purchase Order Listing Report |
| Inventory Sales Report |
| Inventory Transaction Register Report |
| Invoice Listing with Item Detail Report |
| Journal Entry Journal |
| Location Listing Report |
| Material Reference Report |
| Misc. Project Expense Listing Report |
| Open Client Deposit Report |
| Open Inventory Purchase Orders Feport |
| Open Purchase Orders Report |
| Open Quotes Report |
| Open Store Credits Report |
| Open Vendor Deposit Report |
| Order Summary Report |
| Orders / Acknowledgements Labels and Envelopes Report |
| Paid Purchases by Account Report |
| Payroll History Report |
| Payroll Register Report |
| Physical Count Report |
| Pick List Report |
| Point of Sale Customer Labels and Envelopes Report |
| Point of Sale Sales Report |
| Pre-Billing Report |
| Profit Analysis Report |
| Profit and Loss by Project Summary Report |
| Project Received Labels Report |
| Project Labels and Envelopes Report |
| Project Cash Allocation Report |
| Project / Order Cash Flow Report |
| Project / Order Status Report |
| Project Profit and Loss Report |
| Projects / Orders / Items Listing Report |
| Project Time Analysis Report |
| Proposal Listing Report |
| Proposal Labels and Envelopes Report |
| Purchase Order Labels and Envelopes Report |
| Purchase Order Listing Report |
| Purchases Journal |
| Quotes Labels and Envelopes Report |
| Receiving Report |
| Remarks Listing Report |
| Re-Order Analysis Report |
| Request for Bid |
| Sales Category Listing Report |
| Sales Journal |
| Sales Tax Code Listing Report |
| Sales Tax Report |
| Ship To / Warehouse Listing Report |
| Showroom Activity Report |
| Showroom Profit Analysis Report |
| Specification Template Listing Report |
| Statements |
| Statement Labels and Envelopes Report |
| Status Code Listing Report |
| Stock Item Inquiry Report |
| Time Activity Listing Report |
| Time Budget Analysis Report |
| Time Work In Process Report |
| Transaction Register Report |
| Trial Balance Report |
| Twelve Month Income Comparison Report |
| Twelve Month Cash Flow Statement Report |
| Unordered Components Report |
| User-Defined Date Report |
| Vendor Accounting Inquiry Report |
| Vendor Check Labels and Envelopes Report |
| Vendor History Report |
| Vendor Insurance Report |
| Vendor Labels and Envelopes Report |
| Vendor Listing Report |
| W2 Report |
| Work in Process Report |
| Work In Process History Report |