The purpose for items is to be able to enter products into Studio Designer that you are going to purchase and sell to your client. They are also used to create Proposals, Orders, and Invoices.
First you need to go to Projects > Items. You will be able to view all of the items that are in SD and sort them by Client, Room, Vendor, Active/Inactive and more. This is also where you will be able to create items for your projects.
1. Once you have selected “New Item” you are able to start filling in all of the details. The following mean:
Client/Project: The client the item is going to
Vendor: The vendor you are purchasing the item from
Ship To: The address you are shipping the item to
Sales Code: What category the item is in, Ex. appliance, fabric, lighting, etc…
Room List: The name of the list which contains the Client rooms
Room: What specific room the Item belongs to
Item #: This numbers your items, it is up to you how to number them
Description: This is the name of your item
Sidemark: Message for vendors on orders
Client Description: Notes on item for client
Vendor Description: Notes on item for vendor
2. Then when you are done filling in the “Client/Vendor details” you have the ability to “add” this item to an existing proposal, order, and an invoice right on this page. You do this by either typing the number of the proposal, order, or invoice and clicking on it OR you can select the drop down to manually find it. And to the right is where you select to add an image for the item.
3. At the bottom of this page there will be the Purchase/Selling cost section. This is where you can enter the Unit Cost, Quantity, Unit, Other Costs, Selling Cost, and Mark up. The following mean:
Unit: How the Item is being measured Ex. Feet, Yards, Rolls, Each
Quantity: How many
Unit Cost: How much you paid for the item before any Tax
Other Costs: Other costs associated with the item Ex. Shipping, Crating, White Glove
Selling Cost: How much you are selling the item for
Mark up: How much you are up-charging for the item (This is a Percentage)
4. Something to keep in mind here is your “Copy Purchase” Settings under My Company and Codes. If this is set to Always then whatever is input into the Purchase section will Copy over to the Selling section and vice versa. If it is set to Never, it will never copy purchase information to selling under any circumstance. If it is set to Zero, it will only copy the values over when changing from zero, but can you can later change the values on either side without it matching.
5. When you are done entering the cost information for the item you can click Save and you will find your new item by filtering by client, vendor, room, etc…
6. If you have not created a proposal, order, or invoice for the item you may do so by selecting the item or selecting all by putting a check mark in the box and clicking create proposal, order, or invoice.
7. Now you can find your item/items on a proposal, order or invoice under the Projects section.