Introduction
Welcome
What is Design Manager?
Who uses Design Manager?
An Interior Design Business Model
The System is Flexible
Organization of Design Projects in Design Manager
The Accounting System
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
Sales Accounts Tab
COGS Accounts Tab
Other Accounts Tab
Fiscal Month Setting and the Company Information Window - Fiscal Month Tab
Work in Process
Other Necessary Accounting Configuration
Defining Accounts
Entering Sales Tax Codes
Understanding Sales Categories
Switching Your Accounting to Design Manager
What You Will Need
Entering Project Accounting Information
Entering Opening Balances
Entering Client Balances
Entering Vendor Balances
Entering Your Checking Account Balance
Entering General Ledger Account Balances
Entering Client Payments and Vendor Bills
Upgrading from Design Manager Professional 6.0 or SE6/DM2011
Conversion Considerations
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
Switch To Window
Using the Help System
The Assistant
Printing
Printer Button Bar
Print Preview Window
Forms, Envelopes, and Labels
Additional Support Options
Projects and Specifications
Creating a New Client
Creating a New Project
Projects Window
Project Status Window
Project Status Window - Summary Tab
Project Status Window - Deposits/Retainers Tab
Project Status Window - Invoices Tab
Project Window
Project Window - Project Tab
Project Window - Site / Ship To Tab
Project Window - Defaults Tab
Project Window - Notes / Information Tab
Project Window - Budgets Tab
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
Entering Locations
Entering Vendors
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
Component Window - Component Tab
Component Window - Special Instructions Tab
Component Window - Order Status Tab
Component Window - More Charges Tab
Component Window - Schedule Tab
Component Window - Picture Tab
Specifying for Work Orders
Other Methods of Adding Items to a Project
Adding Items from Inventory
Catalog System
Quick Add Line Items Window
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
Proposals and Documents Window
New Proposal Window
New Proposal Window - Proposal Tab
New Proposal Window - Options Tab
Tag Items for a Proposal Window
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
Tag Components for a Purchase Order Window
Generated Purchase Orders Window
Edit Generated PO Window
Generating Work Orders
New Work Order Window
Tag Components for a Work Order Window
Generated Work Orders Window
Edit Generated WO Window
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
Purchase and Work Orders Window - Batch Emailing and Faxing Tab
Tracking Fax Usage for Projects
Acknowledging Purchase Orders and Receiving Merchandise
Purchase Order Status Window
Edit Order Status Window
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
Editing a Cash Receipt
Voiding a Cash Receipt
Cash Receipts Window - New Tab
New Cash Receipt Window
Edit Cash Receipt Payment Window
Tag Proposal Window
Tag Invoice Window
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
New Invoice Window
New Invoice Window - Invoice Tab
New Invoice Window - Options Tab
Tag Items for an Invoice Window
Override Invoice Price Window
Printing and Posting Client Invoices
Finance Charges
Client Invoices / Finance Charges Window - Existing Tab
Re-printing or E-mailing a Client Invoice
Reversing/Crediting a Client Invoice
Adjusting a Client Invoice
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
Setting Up Payroll Entries
Creating a Payroll Entry
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
Vendor Invoice Distribution Window - Project PO
Distribute Invoice Cost Window - Project PO
Invoice for Inventory Purchase Order
Vendor Invoice Distribution Window - Inventory PO
Distribute Invoice Cost Window - Inventory PO
Expense / Bill / Miscellaneous
Vendor Invoice Distribution Window - Operating Expense
Payroll Entry
Payroll Account Distribution Window
Automatically Generating Vendor Deposits and the Quick Add Vendor Deposits Window
Tag POs to Pay Deposits Window
Recurring Operating Expenses or Bills
Recurring Operating Expenses Window
Recurring Operating Expense Window
Account Distribution Window
Vendor Deposits, Invoices, and Operating Expenses Window - Existing Tab
Paying Bills
Printing Checks
Hand Check / Wire Transfer Window
Using Credit Cards for Payments
Paying a Vendor with a Credit Card
How To Pay the Credit Card Company
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
Transfer Cash Window
Check Detail Window
Check / Vendor Invoice Detail Window
Deposit Slip Detail Window
Journal Entry Detail Window
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
Credit Card Reconcilation History Window
Delivery Tickets
Delivery Tickets Window
New Delivery Ticket Window
Tag Items for Delivery Ticket Window
Editing a Delivery Ticket and Updating Shipped Quantities
Edit Delivery / Shipped Quantities Window
Re-printing or E-mailing a Delivery Ticket
General Ledger
T-Accounts
Accounts
Account Glossary Window
Transfer to Account Window
Account Balances Window
Account Window
Account Tab
Budget Tab
Journal Entries
Journal Entries Window
Journal Entries Window - New Tab
Journal Entry Window
Journal Entry Distribution Window
Recurring Journal Entries and the Recurring Journal Entries Window
Recurring Journal Entry Window
Journal Entry Distribution Window
Payroll Import
Journal Entries Window - Existing Tab
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 Stock Item Window
Inventory Stock Item Window - Stock Item Tab
Inventory Stock Item Window - Status / Adjustments Tab
Inventory Stock Item Window - Picture Tab
Inventory Adjustments
Generating Inventory Purchase Orders
Inventory Purchase Orders / Receiving Window - Purchase Orders Tab
Search for Inventory Purchase Orders by Item Window
New Inventory Purchase Order Items Window
Inventory Purchase Order Item Window
Select Inventory Items for a Purchase Order Window
Generated Inventory Purchase Orders Window
Edit Generated Inventory PO Window
Editing an Inventory Purchase Order
Re-printing or E-mailing an Inventory Purchase Order
Faxing and Batch E-mailing Inventory Purchase Orders
Inventory Purchase Orders / Receiving Window - Batch Emailing and Faxing Tab
Acknowledging Inventory Purchase Orders and Receiving Inventory
Inventory Purchase Order Status Window
Change Inventory Item Order Status Window
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 Item Window
Point of Sale Item History Window
Point of Sale Invoice Window - Totals/Payments Tab
Gift Certificates & Store Credits
Point of Sale Reporting
SIF Import Module (optional)
Importing a SIF File
Options and Settings
Manufacturer Translation
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)
Creating a Quote
Making the Quote into an Order
Delivery Tickets for Orders
Invoicing Orders
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
Client
Vendor
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
To Do List Task and To Do List Appointment Windows
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
SMTP Settings Window
Live Update
Utilities
Rolodex®
Glossary Windows
Clients
Client Glossary Window
Client Window
Client Window - Client Tab
Client Window - Notes/Information Tab
Client Search Window
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 Activity Exception Window
Employee / Manager / Salesperson Window - Payroll Tab
Employee Payroll Account Window
W2 Information Window
Employee / Manager / Salespeson Window - POS/Showroom Tab
Employee / Manager / Salesperson Search Window
Locations
Location Glossary Window
Location Window
Location Search Window
Sales Categories
Sales Category Glossary Window
Sales Category Window
Sales Category Search Window
Remarks / Notes
Remarks / Notes Glossary Window
Remarks / Notes Window
Remarks / Notes Search Window
Sales Tax Codes
Sales Tax Code Glossary Window
Sales Tax Code Window
Sales Tax Calculation Window
Sales Tax Code Search Window
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
Specification Template Window
Time Activities
Time Activity Glossary Window
Time Activity Window
Time Activity Search Window
Vendors
Vendor Glossary Window
Vendor Status Window
Vendor Status Window - Summary Tab
Vendor Status Window - Detail Tab
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 Insurance Window
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
Balance Sheet Layout Window
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

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