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• Welcome to DesignSmart!
• What's New in DesignSmart
• User Guide Updates
• Getting Started
  • Implementation Steps
  • Onboarding Conference Call
  • User Guide Video
  • Terminologies
  • Bars
  • Configuration Settings
  • Pop Up Blocker
  • Browser Back Arrow
  • Install Chrome PDF Viewer
  • My Screen Looks Different!
  • Dark Mode
• Logging Into DesignSmart
  • Resetting Your Password
• Address Book
  • Address Book Video
  • Importing Contacts
  • List View
  • Detail View
    • Company Tab
    • Financial Tab
    • Communications Tab
    • Additional Contacts
    • Attachments Tab
  • Merging Vendors
• Client Deposits
  • Standard Process
  • Client Deposits Explained
    • 100% Client Deposit
  • How to record a deposit
  • Viewing Deposit Balances
  • Reselections
• Customizing DesignSmart
• Damaged Goods
  • Inspection Photos
  • Damaged Photos
  • Damaged Goods Report
• DesignSmart Companion
  • Videos
  • Installing the Companion
  • Project Setup
  • Displaying the Companion
  • Importing Item Details
  • Working with images
  • Linking Vendors
  • Templates
  • Additional Attribute
  • Room and Quantity
  • Saving
    • Saving as a Product
    • Saving Primary Items
    • Saving Component Items
    • Saving Item Numbers Already In Use
  • Trouble Shooting
• DocuSign
  • Setting Up DocuSign
  • Sending Via DocuSign
  • What Your Client Will See
  • After the Proposal is Signed
  • Pricing
  • Frequently Asked Questions
• Expediting (Order Tracking)
  • Expediting Video
  • Unacknowledged POs
    • Unacknolwedged POs Report
    • Not Ack on Status View
  • Acknowledging POs
  • Adding PO Ship Dates
  • PO Tracking List View
  • Back Orders
  • Viewing Ship Dates
  • Project Status View
• Finishes
  • Setup
    • Finish Item Template
    • System Preferences
  • Adding Finishes
  • Editing Finishes
  • List Views
  • Sorting
  • Deleting
  • Finish Report
• Freight
  • Including Freight on a Proposal
    • Estimating Freight by Item
    • Estimating Freight by Aggregate
    • Entering Actual Freight
  • Entering Actual Freight
    • Vendor Freight
      • Line Item Freight Invoicing
      • Subtotal Freight Invoicing
    • 3rd Party Freight
• Images
  • Images Video
  • Adding Images
    • Add image from web
    • Add image from drive
    • Using Snagit
  • Deleting Images
  • Image Annotations
  • Image Zoom
  • Image Captions
  • Image Layouts
  • Rearranging Images
  • Technical Drawings
  • Condensed Specs
  • Image Collage
• Invoices
  • Flag to Invoice
  • Creating Invoices
  • Processing "Flagged to Invoice"
  • Invoice List View
  • Invoice Detail View
    • Accessing the Invoice Layout
    • Editing Invoices
  • Credit Memos
  • Deleting an Invoice
  • Client Payments
• Items
  • Items Videos
    • Item Detail Overview
    • Item Detail View - Left Panel
    • Item List Views
    • Markups Explained
    • Video Training #3 - Pricing
    • How Reports Work
  • Item List Views
    • Other List Views
      • Item List View With Images
      • Split View
      • Status View
      • Accounting List View
      • Custom List View
    • Performance Tip
    • Selecting Items
      • Selecting Multiple Items
    • Excluded Items
  • Item Detail View
    • Upper Left Panel
    • Lower Left Panel
    • Pricing Tab
      • Pricing Computations
      • Sub-Charges
        • How to Show Sub-charges
      • Tax Statuses
      • Client Deposits
      • Include Components
      • Invoice & PO
      • Price Changes
      • Rounding Adjustment
      • Pricing Options
        • Set Price
        • Edit Sales Tax
        • Change Order
        • Alt Bids
    • Details Tab
      • Products Detail Tab
        • Categories and Item Templates
      • Specifications Tab
    • Graphics Tab
    • Components Tab
    • Status Tab
    • Tasks tab
    • Revisions Tab
      • Revisions Sub Tab
      • Audit log
    • Hospitality Tab
    • Attachments Tab
  • Components
    • Adding Components
    • Entering Component Quantities
    • Manually Linking Components
  • Working with Quantities
    • Estimated Quantity
    • Invoice Quantity
    • PO Quantity
  • Financial Summary
  • Revisions
    • Viewing Revisions
    • Revision FAQs
  • Working With Saved Sets
  • Markups Explained
  • Actions Menu
  • Filtering Items
  • Advanced Filters
  • Actions
    • How Item Actions Work
    • Copy Items
  • Item Locks
  • How Reports Work
  • Sidemarks
• Optional Modules
  • Change Orders
    • How COs work
  • Inventory
    • Terminologies
    • Items / Products / Inventory
    • Hardware requirements
    • Setup
      • Inventory Locations
        • Entry Level
        • Basic Level
        • Advanced
      • Manual Adjustment Categories
      • Cycle Counts Settings
      • Barcode Labels
      • Barcode Printers
      • Bin Labels
      • On Site Training
      • Categories
      • QuickBooks
        • QuickBooks Online
        • QuickBooks Desktop
    • Initial Inventory
    • Inventory Detail View
    • Inventory List View
    • Receiving
      • Entry and Basic Levels
      • Advanced
        • On Computer
        • On Mobile Device
      • Back Orders
    • Printing Barcodes
    • Stocking
      • Entry and Basic Level
      • Advanced
        • On Computer
        • On Mobile Device
    • Pick Lists
      • Entry and Basic Levels
      • Advanced
        • On Computer
        • On Mobile Device
      • Client Delivery
    • Transfers
    • Reports
    • Inventory Counts
      • Entry and Basic Levels
      • Advanced
    • Cycle Counts
      • Entry and Basic
      • Advanced
    • Adjustments
    • Historic Levels
    • Manage Stock
    • Landed Costs
    • Client Loans
    • QuickBooks
      • Desktop
      • Online
  • QuickBooks Connector
    • Online Demo
    • QuickBooks Desktop
      • QuickBooks Desktop and DesignSmart
      • Setting Up the Connector
        • QB Connector Installation
        • QuickBooks Preferences
        • QuickBooks Sales Tax
        • QB Items & DS Categories
      • Connecting to QBooks
      • Perparing Accounts and Items For QB Desktop
      • Configuring the Connector
        • Defaults Item Tab
          • Those Crazy Taxes
        • Categories to QB Items Tab
        • QB Items
        • Accounts Tab
        • Payroll Tab
        • Tax Groups
        • Locations
        • Templates Tab
        • Lists Tab
        • Classes Tab
        • Custom Fields Tab
    • QuickBooks Online
      • QBO Connector Overveiw
      • QuickBooks Online and DesignSmart
      • Setup
        • Linking to QBO
        • QBO Preferences
        • Products and Services
      • Preparing Accounts and Products
      • Configuring the Connector for QBO
        • Default Items Tab
          • Those Crazy Taxes
        • Categories to QB Products Tab
        • QB Products
        • Accounts
        • Payroll Tab
        • Sales Taxes
          • Manual Taxes
          • Automated Taxes
      • Working with Clients
        • Pulling Clients
        • Linking Clients
        • Unlinking Clients
      • Working with Vendors
        • Pulling Vendors
        • Linking Vendors
        • Unlinking Vendors
      • Working with Projects
        • Adding Customers in QBO
        • Adding Projects
      • Tracking Client Deposits in QBO
    • Address Book
      • Importing Vendors
        • Classifying Vendors
      • Importing Clients
    •  Recording Client Deposits
    • Vendor Deposits
    • Processing Transactions
    • Starting Later
  • Archive
  • On Site Hosting
    • Hosting on an existing server
    • Hosting on a new server
    • Mac Mini Server
  • Smart Hospitality
    • Best Practice
    • Room Matrix
    • Quantity Method
    • Distribution Tab
      • Select from List
      • Copy from Item
    • Approvals Tab
    • Component Distributions
    • Generating Distribution
    • Exporting Distribution to Excel
  • Gantt Chart
    • Chart Apperance
    • Creating a Gantt
    • Viewing and Editing Gantt
      • Percent Complete
      • Dependencies
      • Adding Gantt Tasks
    • Merging Gantt Charts
    • Sharing Gantt charts
  • Executive Dashboard
    • Dashboard Configuration
      • Dashboard Components
      • Dashboard Reports
  • Commissions Module
    • Assigning Commission Percent
    • Commission Rates
    • Commissions Layout
      • Adding Commission Adjustments
    • Commissions Dashboard
  • Custom Report Writer
    • Getting Started
    • Adding A Report
    • Adding a Report Script
    • Running Custom Reports
• Overture
  • Videos
  • Getting Started
    • Setup
    • Accessing Overture
    • Create/Select Presentations
    • Adding Pages
    • Page Actions
    • Divider Lines
    • Exiting Overture
  • Creating Overture Presentations
    • Menu Options
      • Presentation Setup
      • Open/Create Presentation
    • Pages
      • Cover Page
      • PDF Page
      • Inspirational Page
      • Standard Page
        • Editing Text
        • Changing Image
        • Removing Images
      • Mood Board
        • Editing Mood Boards
          • Re-sizing and Rotating Images
          • Removing Background Color
          • Working with Text
          • Removing Objects
          • Clearing the Canvas
          • Layering
          • Use Picture On Disk
      • Frequently Asked Questions
  • Interactive Client Presentations
    • Preparing for the presentation
    • Showing the Overture presentation
    • Frequently Asked Questions
• PaySmart
  • Payment Options
    • ACH Only
    • Credit Card Only
    • Client Decides
  • Getting Started
    • PaySmart Application FAQs
    • Setting up Policies
    • Setting up Email Default Text
    • Setting Up Clients
    • QuickBooks Setup Tasks
      • Setting up Credit Card Fee
      • Payment Methods
  • Credit Card Subcharge
  • Common PaySmart Questions
• Personal Preferences
  • Outlook Setup
  • Gmail Setup
• Pick Lists
• Products
  • Products Video
  • Products versus Items
  • Products Library
  • Product IDs
  • Product Item Details Tab
  • Product Specifications Tab
  • Creating Products
    • Items Creating Products
    • Manually creating products
    • Adding Products via DesignSmart Companion
    • Save As
  • Linking products to items
    • Linking by Product Number
    • Linking by Searching Library
  • Updating Costs
  • Product Cost Difference Report
  • Favorites
    • Finding Favorites
• Projects
  • Projects Video
  • Active Project Explained
  • Projects List View
    • Other List Views
      • Active Project Statuses
      • Pending Proposals
    • Priority Projects
  • Project Detail View
    • Details Tab
      • Predefined Ship To Addresses
    • Rooms Tab
    • Notes Tab
    • Markups & Allowances Tab
      • Update Invoice Switch
      • Markups Versus Margins
    • Profitability
    • Contacts Tab
    • Budgets Tab
    • Billing Rates Tab
    • Terms
    • Attachments Tab
    • Specifications Tab
    • PresentSmart Tab
    • Gantt Tab
    • Staff Tab
  • Videos
• Proposals
  • Proposals and Subtotals
  • Creating Proposals
    • Cost Breakdown Tab
    • Hiding Pricing
  • Alternate Items
  • Showing "Included" Componets
  • Viewing Proposals
  • Editing Proposals
  • Deleting Proposals
  • Aggregate Charges
    • Aggregate Charges Setup
• Purchase Orders
  • Video
  • Flag to Order
  • Creating POs
    • Ship To Address Enhancement
    • Batch POs
    • Combine On PO
  • Processing Flagged Items
  • PO List View
    • Deleting a PO
  • PO Detail View
    • Accessing the PO Detail View
    • Adding Items to a PO
    • Editing POs
      • Editing Quantities and Costs
      • Editing PO Attributes
      • Editing PO Header Info
      • PO Revisions
    • Cancelling a PO
    • Issuing Purchase Orders
    • Deleting Items from a PO
    • P.O Item Split
    • Adding items with Different Ship to Addresses
  • Adding Charges to POs
    • Add PO Charges as Items
  • Web Orders and Local Purchases
• Payment Requisition
• Reports
  • Reports Video
  • Alternative Bids
    • Alternative Bids
    • Min-Max Pricing
  • Approvals
    • Approvals Report
  • Budget Reports
    • Budget Work Sheet
    • Proposal Pricing - Summary
    • Proposal vs Invoiced - Detail
    • Proposal vs Invoiced - Summary
    • Proposal vs PO Costs - Detail
    • Proposal vs PO Costs - Summary
    • Invoice Pricing - Detail
    • Invoice Pricing - Summary
    • Invoice Pricing vs PO Costs - Detail
    • Invoice Pricing vs PO Costs - Summary
  • Categories
    • Category Report
  • Deposits
    • Deposit Report
    • Client Deposits Report
  • Distribution
    • Spec Distribution
    • Guest Rooms
    • Excel Distribution Spreadsheet
  • Excel Export Reports
    • Custom Excel Export
    • Master Excel Export
    • Rooms Distribution Report
    • Pricing Excel Export Report
  • Expediting
    • Unacknowledged Purchase Orders
    • Expediting Report
    • Item Status
  • Invoice By Month
    • Invoice By Month Detail Report
  • Invoice Projection Reports
    • Invoice Projection Detail Report
    • Invoice Projection Summary Report
  • Image Collage
  • Invoices
    • Invoice
    • Items Flagged To Invoice
  • Items
    • Item List View Report
    • Item Summary Report
    • Material Reference
  • Pick List
    • Pick List
  • Product Reports
    • Products Expired Pricing
    • Products With Images
    • Products Without Images
  • Profitability
    • Estimated Profit Report - Margin
    • Projected Profit Report - Margin
    • Actual Profit Report - Margin
    • Estimated Profit Report - Markup
    • Projected Profit Report - Markup
    • Actual Profit Report - Markup
  • Proposals
    • Sample Proposals
    • Show Components
    • Alternates
  • Purchase Order
    • Purchase Order
    • Items Flagged To Purchase Order
    • Purchase Order Costs Report
    • Purchase Orders List Report
    • PO Tracking Report by Vendor
    • PO Tracking Report by Project
    • PO Status Update Report
      • Configuring the report
      • Populating the report
  • RFQs
    • RFQ
  • Schedules
    • Schedule
    • Finish Schedule
    • Category Schedule
      • Setting Up Category Schedules
      • Sorted by Item Number
      • Sorted By Vendor
      • Sorted by Area
  • Specifications
    • Traditional Specification
    • Condensed Specification
  • Tasks
    • Tasks Report
  • Templates
    • Item Template Report
    • Specification Template Report
  • Timesheets
    • Timesheet Report
  • Warehouse
    • Warehouse Receiving Notification Report
• Specifications
  • Specifications Video
  • Generate Specs
    • Specification Formats
• System Settings
  • Training Video
  • Defaults Tab
    • Company Sub Tab
    • Settings Sub Tab
    • Markups & Allowances Sub Tab
    • Client Deposit Sub Tab
    • Bar Coding Sub Tab
  • Staff & Teams Tab
  • Security Tab
  • Paperwork Tab
    • Logo Sub Tab
    • Footer Sub Tab
    • Proposals Sub Tab
    • Invoices Sub Tab
    • Preamble Sub Tab
    • Presentation Notes Sub Tab
    • Overture Sub Tab
  • Email Tab
    • Gmail Workspace
    • Other Email Configuration
    • Proposals Sub Tab
    • Purchase Orders Sub Tab
    • Invoices Sub Tab
    • Pick Lists Sub Tab
    • Merge Fields
  • Customizable Lists Tab
    • Units Of Measure Sub Tab
    • Rooms & Public Areas Sub Tab
    • Items Statuses And Descriptions Sub Tab
    • Relationships Sub Tab
    • Vendor Categories Sub Tab
    • Tasks Sub Tab
    • Time Sheet Actions Sub Tab
    • PO Messages Sub Tab
    • Finishes
  • Categories Tab
    • Default Unit of Measure 
  • Gantt Tab
• Tasks
  • Video
  • Adding Tasks
  • Task Notifications
  • Acknowledging Tasks
  • Tasks Layout
  • Tasks Report
• Technical Support
  • What qualifies as urgent
  • Remote Desktop
    • Setting Up Remote Desktop
    • Logging Out of Remote Desktop
  • Emailing from DesignSmart
    • Two Factor Authorization
    • Emailing from FileMaker Pro
  • Internet Speed Tests
• Templates
  • Templates Video
  • Item Templates
    • Adding Item Templates
  • Specifications Templates
  • Updating Templates
• Timesheets
  • Setting Up Timesheets
    • Setting Up Services
  • Single Timesheet Entry
  • Weekly Timesheet Entry
  • Tracking Time
  • Service Invoices
• Training
  • Sequenced Training Sessions
  • Non Sequenced Sessions
  • Training Videos
    • Training #1 - The User Guide
    • Training #1 - System Preferences
    • Training #1 - Item and Specification Templates
    • Training #2 - Address Book
    • Training #2 - Projects
    • Training #3 - Item Detail Overview
    • Training #3 - Item List Views
    • Training #3 - Working with Images
    • Training #3 - Item Detail View - Left Panel
    • Training #3 - Products
    • Training #3 - Pricing
    • Training #3 - How Reports Work
    • Training - DesignSmart Companion
    • Training - Overture
    • Training - Expediting
    • Training - Purchase Orders
    • Training - Specifications
    • Training - Tasks
    • Training - Markups Explained
  • QuickBooks Connector Training
• Troubleshooting
  • Funny Fonts
  • Missing Dialog Windows
• Vendor Bills
• Vendor Deposits
  • How Vendor Deposits Are Calcuated
  • Add Deposit When Creating a PO
  • Add Deposit to Exisiting PO