Company Advanced Options Window - General Tab

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The General Tab is the second tab on the Company Advanced Options Window.  Here information is entered for the six default Component Types provided by Design Manager:  Merchandise, Freight, Design Fee, Installation, Labor, and Time.  The Time Component Type will only be available if you purchased the optional Timebilling module.

 

company adv -general tab

 

Screen Title: The Screen Titles represent the name or description of the six default Component Types.  Component Types are used to classify the merchandise or service you are purchasing from vendors and selling to your clients.  Varieties of default settings can be applied by Component Type.

 

You have the ability to change the Component Type description throughout the software by altering the desired Screen Title. If you do change a title, the new title will appear in every part of the software where that Component Type is displayed.  Titles may not be changed for Merchandise and Time.  Remember to change the titles for the Invoice, Proposal, and PO as well.

 

Merchandise:  This type includes all furniture, fabrics, accessories and other tangible Items that are sold to clients.

 

When you install the software, Design Manager has the following types set:

Freight

Design Fee

Installation

Labor

Time

 

If you want to define your own categories, you may change the Freight, Design Fee, Installation, or Labor types.

 

The following default settings can be defined by Component Type:

 

% Type:  Select the pricing method you would like to use for each Component Type.  Three pricing methods are available:  Markup, Discount, and Fee.  For a full discussion on pricing methods, see % Type on the Component Window - Component Tab.

 

%:  Enter the default percentage that the pricing method will utilize.  For example, if you have the % Type set to "Markup" for Merchandise, enter the default percentage by which you would like the merchandise to be marked up.  Entering "50" will default all Merchandise Component to initially be marked up by fifty percent.

 

Include In Deposit:  Select this option if you would like the corresponding Component Type to be included in the client deposit calculation.  For example, say you request a 50% deposit from a client, and the client has ordered a chair for $100.00 and the freight charges total $50.00.  If you check this box for Merchandise but not Freight, then the computer will calculate the deposit amount to be $50.00 (50% of $100.00 for the chair).  If this box is checked for both Merchandise and Freight, then the deposit amount will be $75.00 (50% of $150.00 for the chair and freight).

 

Auto:  The Auto option applies to all Component Types except Merchandise.  When selected for a Component Type, whenever a new Merchandise Component is created, another associated Component of the selected type will be created automatically.  For example, if Freight is set to Auto, whenever you add a Merchandise Component, a Freight Component is likewise added automatically.  This is very convenient when certain additional charges are always recorded for the client when selling merchandise.

 

Options

 

Include Tax in Deposit: Check this option if you would like any applicable sales tax to be included in the requested client deposit.  For example, say you request a 50% deposit from a client, and the client has ordered a sofa for $500.00 and the sales tax for the sofa is $35.00.  If the Include Tax in Deposit option is selected, then the calculated deposit will equal $267.00 (50% of $535.00 for the sofa and sales tax).  If this option is not checked, then the deposit amount will be $250.00 (50% of $500.00 for the sofa).

 

Show Discount:  Using this option will show the list price and discount below all Items on the Proposal and Client Invoice.

 

Show Markup:  Using this option will show the cost and markup below all Items on the Proposal and Client Invoice.

 

Auto WIP Accounting:  The Auto WIP Accounting is enabled by default in Design Manager.  This option will cause any costs recorded from entering a Vendor Invoice to first be posted into the Work in Process Account.  Upon invoicing the client for the merchandise, the costs will leave Work In Process and post into the appropriate Cost of Goods Sold Account.  If Auto WIP Accounting is not selected, recording the Vendor Invoice will post the costs of the merchandise or service directly into Cost of Goods Sold.  You may want to discuss with your accountant how you should configure this option.

 

Require Manager:  When adding a new Project, a valid Employee must be entered in the Salesperson/Manager field when the Require Manager option is selected.

 

Require Sales Category (Require Sales Cat.):  If this option is selected, whenever you add a new Item, Time Entry, or Project-related Reimbursable Expense, a valid Sales Category must be recorded.  This option is useful to insure that the proper Revenue and Cost of Goods Sold Accounts are utilized when invoicing the client or paying the vendor, respectively.

 

Bypass WIP:  The Bypass WIP option will only be visible if the Auto WIP Accounting option is selected.  When selected, the Bypass WIP option be defaulted to any new Projects and, subsequently, any Items created for those Projects.  When recording purchases for these Items, the costs will be posted directly into Cost of Goods Sold instead of Work in Process.

 

Keep Description Together: This option will default the Proposal and Invoice Layout - Keep Description Together check box. Each Item has the ability to print on the Proposal with the Description attempting to all stay together or not. If you select the Keep Description Together Check box, then the Items will try to keep all of its Description on the same page.  If the Description is too long to fit on one page, it will end up breaking where it needs to. The system Default will NOT be checked to Keep Descriptions Together, thus, Item Descriptions will automatically break to a new page when needed.

 

User Date 1 Title/Install Date: This field holds a user-defined date title to be used for additional tracking of Purchase Order Components.  It is defaulted to Install Date, but may be changed as you wish. For example, you might name this field "Called On" and record a certain date that you contacted the vendor by phone.  This field will appear on the Component Window - Order Status Tab and the Purchase Order Status Window.

 

User Date 2 Title: A second User Date which is the similar to the above User Date 1.

 

Client Deposit %:  Enter the Default percentage of Deposit that you wish each Project to request from the Client. Each Project and Item can then be changed individually.