[ Only the staff designated as System Administrators need to read this section. ]
Settings Sub Tab
Sub-Charges
In the Settings sub-tab you can enter up to four sub-charges. Sub-charges are ancillary charges that an item might incur. The most common sub-charge is freight since most items will incur a shipping charge.
Sub-charges play an important role in how you create your proposals and invoices. For example, imagine that you are buying a chair for $500.00 and selling it for $750. The freight charge to deliver that chair is $50.00. When you create the proposal for this chair, you can show the price of the chair as $750.00 and at the bottom of the proposal show a sub total for Freight as $50. Alternatively, you can include the sub-charge in the price of the chair so the proposal shows the chair's price as $800.00
To learn more about how sub-charges can appear in proposals and invoices, read the section on proposals.
In the screen shot below, the firm has set up four sub-charges: Freight, Warehouse, Labor and Other.
Sub-charges are used on the Item Detail View as shown in the screen shot below.
Settings Switches
There are several switches on this panel as explained in the table below.
Setting |
Description |
Recommended Setting |
Enable Revision Tracking |
When on, items will be "locked" when the item is issued, ordered or invoiced. Click here to learn if it makes sense for your firm to turn on Revision Tracking. |
Set to Yes unless instructed to do otherwise. |
Automatically create sequential Item Numbers? |
When on, when you create a new item, DesignSmart will determine the item number for the new item based on the item you are on when you click on the New Item or New Component buttons. |
Set to Yes unless instructed to do otherwise. |
Print distribution table for all specs? |
This setting only applies to firms who have purchased the DesignSmart Hospitality module. When on, the default setting for showing the primary and component distribution pages when generating specifications will be to show them. |
Set to No unless instructed to do otherwise. |
Show Included Components on Proposal & Invoice |
When on, primary items that have the "Include Components" switch on will show their component details on proposals and invoices. This setting can be overwritten on the Proposal and Invoice preview layouts. |
No recommended setting. |
Turn on New Customizations for testing |
This switch is only used by some clients when they request customizations. |
Set to No unless instructed to do otherwise. |
Hide Products when navigating to Products List View |
When on, this will determine if products will appear when you go to the Products layout. |
No recommended setting. |
Default Timesheet Filter
|
If your firm uses the DesignSmart timesheets, use this setting to set the default time frame when you go to the Timesheets List View. |
No recommended setting, but "This Week" is the most common setting. |