Using the New Card option on the Whiteboard

Modified on: 2019-03-13 17:14:09 -0400


The Design Manager Whiteboard is only available to Pro Cloud v530 users.  Please contact sales@designmanager.com for more information. 



To create a new card without needing to use the Product Clipper or Mobile App, select the New Card button.  


Then, select the type of card to create.


Creating a New Whiteboard Item Card

When you create a new Item card, the only information that is immediately required is the Item Name or Client Description. All other details can be left blank if desired; however, when the item is to be created into a Project, the Project field will also be required.


Enter as much or as little detail as you like.  Then select OK to save it.


NOTE: The Unit Price field is ONLY used for reference when the Project default % Type is set to Markup. When a project is in markup mode, the price entered here will not be saved. The item will use the Unit Cost along with the Project Markup percentage to determine the Price to the client.


If the Pro Cloud Project default is set for Discount mode, or the Vendor used has Terms associated with them, then this Unit Price field will complete the List Price field in the Item - Component window.


To create, duplicate, transfer or delete the new Client Item card, select the More buttonat the bottom right-hand side of the card and choose the option you wish to complete.


  • Create Item - this option will create the Item into the project selected on the Item card.  If no project has been included, the system will require you to choose one. If the project selected is also a Whiteboard card, you will be asked to create the Project card first. If a vendor is included for the Item and that vendor is also a Whiteboard card, you will be asked to create the Vendor card first. Once completed, you can create the Item.  When the Item is created successfully, it will ask if you wish to open it to review it. Selecting Yes, will take you to the Item window, where you can add or edit any details. Choosing No, will take you back to the Whiteboard.


  • Create as Component - selecting this option, will create the Item card as a component of an item already in the project selected on the Item card. You will be asked which item to join this card as a component to. Highlight the Item and select Choose.  When the component is created successfully, it will ask if you wish to open it to review it. Selecting Yes, will take you to the Item window that the component was added to, where you can add or edit any details. Choosing No, will take you back to the Whiteboard.


  • Create Inventory Item - when selected, this option will create a new Inventory Stock Item using the data entered into the Item card.  If a vendor is included for the Item and that vendor is also a Whiteboard card, you will be asked to create the Vendor card first. When the Inventory Item is created successfully, it will ask if you wish to open it to review it. Selecting Yes, will take you to the Stock Item window, where you can add or edit any details. Choosing No, will take you back to the Whiteboard.


  • Create Catalog Item - this option will add the Item card information as an item in your Catalog Glossary. You will be asked to enter a New Catalog Number (required) and any Color/Finish or Style/Size you wish to include. Once completed, choose OK to continue.  The Catalog item will be created and the system will ask if you wish to open it to review it. Selecting Yes, will take you to the Catalog Item window, where you can add or edit any details. Choosing No, will take you back to the Whiteboard.


  • Duplicate - creates an exact, duplicate card for the Item.


  • Transfer to another user... - opens the Transfer Card to Another User window and shows a drop down option of users the card can be transferred to.  Select the user, and Click on the Transfer button to complete the transfer to the user.


  • Delete - removes the Item card from the Whiteboard and Mobile App. The Item will not be created and the card cannot be restored. It will be completely deleted.



Creating a New Whiteboard Client Contact Card

Enter the Client Contact information desired into the fields. When finished, select OK.


To create, duplicate, transfer or delete the new Client card, select the More button at the bottom right-hand side of the card and choose the option you wish to complete.


  • Create Client - will open the Client window and fill in the fields with the data you entered into the Client Whiteboard card. Here you can complete any other fields you wish to.  A five character code will automatically be created, but can be changed at this time.  A Client Code is required.


When you have completed entering the details, select the OK button to create the new client. The Client will now be added to your Client Glossary.


  • Duplicate - creates an exact, duplicate card for the Client.


  • Transfer to another user... - opens the Transfer Card to Another User window and shows a drop down option of users the card can be transferred to.  Select the user, and Click on the Transfer button to complete the transfer to the user.


  • Delete - removes the Client card from the Whiteboard and Mobile App. The Client will not be created and the card cannot be restored. It will be completely deleted.



Creating a New Whiteboard Project Contact Card




Enter the Project Contact information desired into the fields. When finished, select OK.


To create, duplicate, transfer or delete the new Project card, select the More button  at the bottom right-hand side of the card and choose the option you wish to complete.


  • Create Project - will open the Project window and fill in the fields with the data you entered into the Project Whiteboard card.

Here you can complete any other fields you wish to. The Client, Project Code, Sales Tax Code and Ship To fields are required.  A five character code will automatically be created, but can be changed at this time.   


When you have completed entering the details, select the OK button to create the new project.  If the Client selected for the Project is also a Whiteboard card, you will be asked to create the Client card first. Once completed, the Project will be added to your Projects List.


  • Duplicate - creates an exact, duplicate card for the Project.


  • Transfer to another user... - opens the Transfer Card to Another User window and shows a drop down option of users the card can be transferred to.  Select the user, and Click on the Transfer button to complete the transfer to the user.


  • Delete - removes the Project card from the Whiteboard and Mobile App. The Project will not be created and the card cannot be restored. It will be completely deleted.


Creating a New Whiteboard Vendor Contact Card

Enter the Vendor Contact information desired into the fields. When finished, select OK.


To create, duplicate, transfer or delete the new Vendor card, select the More button  at the bottom right-hand side of the card and choose the option you wish to complete.


  • Create Vendor - will open the Vendor window and fill in the fields with the data you entered into the Vendor Whiteboard card.

Here you can complete any other fields you wish to.  A five character code will automatically be created, but can be changed at this time.  A Vendor Code is required.


When you have completed entering the details, select the OK button to create the new client. The Vendor will now be added to your Vendor Glossary.


  • Duplicate - creates an exact, duplicate card for the Vendor.


  • Transfer to another user... - opens the Transfer Card to Another User window and shows a drop down option of users the card can be transferred to.  Select the user, and Click on the Transfer button to complete the transfer to the user.


  • Delete - removes the Vendor card from the Whiteboard and Mobile App. The Vendor will not be created and the card cannot be restored. It will be completely deleted.



Creating a New Whiteboard Employee Contact Card

Enter the Employee Contact information desired into the fields. When finished, select OK.


To create, duplicate, transfer or delete the new Employee card, select the More button  at the bottom right-hand side of the card and choose the option you wish to complete.


  • Create Employee - will open the Employee window and fill in the fields with the data you entered into the Employee Whiteboard card.

Here you can complete any other fields you wish to.  A five character code will automatically be created, but can be changed at this time.  An Employee Code is required.


When you have completed entering the details, select the OK button to create the new client. The Employee will now be added to your Employee Glossary.


  • Duplicate - creates an exact, duplicate card for the Employee.


  • Transfer to another user... - opens the Transfer Card to Another User window and shows a drop down option of users the card can be transferred to.  Select the user, and Click on the Transfer button to complete the transfer to the user.


  • Delete - removes the Employee card from the Whiteboard and Mobile App. The Employee will not be created and the card cannot be restored. It will be completely deleted.





Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.