My Company: Codes

The My Company: Codes tab is where many of the options and defaults are set for the overall operation of Studio Designer. These are defaults and operating parameters as explained below.

• Address Defaults:  These are default settings that will automatically populate new address entries.  (Note: These can be changed as needed when creating a new address.)
  
  • Designer:  Select the designer to be assigned to new addresses by default.
  • Tax Location:  Select the tax location to be assigned to new addresses by default.
  • Room List:  Select the room list to be assigned to new addresses by default.
  • Ship Via:  Select the 'Ship Via' category to be assigned to new addresses by default.
  • Terms:  Select the 'Terms' to be assigned to new addresses by default.
  • Copy Purchase:  Defines if you want the Purchase Cost to be copied to the Selling Price for items.
    

    • The valid options for Copy Purchase are:

      • Always – always copy the Purchase Cost to the Selling Price.
      • Never – never copy the Purchase Cost to the Selling Price.
      • Zero – only copy the Purchase Cost to the Selling Price if the Selling Price is 0.

• Localization:
  

  • Currency: The selection here will print below the amounts on client and vendor forms.  The list is comprised of our most commonly requested currency options.  If you require an option that is not available, please submit a free email support request and let us know what option you need.

  • Date Format:  How dates will be entered and formatted within the screens and forms.
    • MM/DD/YYYY = Month Day Year
    • DD/MM/YYYY = Day Month Year
  • Timezone:  Enter the timezone in which your business operates.  See Time Zones for more details.

• General Ledger Accounts: The selections below refer to default general ledger accounts. If these are left blank, the cash account fields will default to the first account with a Cash Account designation in the Chart of Accounts.
  • Cash Receipt: The default cash account when you open the Money In screen.
  • Cash Order: The default cash account when you select Money Out | Order Payments.
  • Cash Office: The default cash account shown in Money Out | Office Payments.
  • Credit Card Account: Default Payment Account when selecting Credit Card when entering Vendor Payments on an order.

• Orders & Invoices:
  • Order Sidemark:
    • Off - no sidemark displayed
    • Order - Will show one side mark directly below the Ship-To address box.
    • Each Item - A side mark will show for every item on the order

• • Order Code: The order code defines how items are separated when orders are created.
    • 1 Order per vendor - combine all items for one vendor on one order
    • 1 Order per room - combine all items for one vendor in one room on one order.
    • 1 Order per item - create a separate order for every item.

• • Invoice Code: The Invoice Code defines how items are separated when invoices are created.
    • 1 Invoice per client – combine all items for one client on one invoice.
    • 1 Invoice per proposal – combine all items for one client on one proposal on one invoice.
    • 1 Invoice per item – create a separate invoice for every item.

• • Time Billing Room:  When time billing invoices are generated, an item is created for the total invoice amount. These items can be assigned to a room to keep time billing items grouped together.  The room defined here will automatically be entered for new time billing items.

• • Time Billing Rates:  This code defines how you determine the rate you charge clients for your time.  First, you define the time billing rate code here. Then you set up the client rates in the time rates file (Settings | Time Rates) that correspond to the code you selected.
    Please see Time Billing Rates Setting for greater detail.

• Consignment:
  • Commit inventory to client on proposal:  Check this if you would like the inventory item committed automatically when proposed.

• Item Defaults:
  • Quantity Default:
    • Default quantity entered when creating an item.

• • Image Size (pixels):
    •   Images are automatically scaled to the size entered when saving to your account. 
  • Item Sidemark:  When creating items, a side mark is automatically generated for the Item component. The option chosen here will automatically fill into the Sidemark field on the item.
    • Off
    • Description- The description of the item will automatically be filled into the Sidemark field.
    • Item - The Sidemark field will automatically be filled in with the Room - Item - Component of the current item.
    • Both - The Sidemark field will automatically be filled in with both the Item (above) and the description.
  • Copy Item Description to Vendor Description field:
    • Checking this feature will automatically copy the 'Item Description' field into the 'Vendor Description' field when creating an item.
  • Set Default Unit to 'Each':
    
    • If this is not checked, the unit for all items will default in as blank.  If checked, the unit will default from the Sales Code.
  • Vendor Discount:
    
    • Checking this feature will enable the display and adjustment of the following on the item cost section:
      

• Check Forms:
  • Select the default check form to be used.
• Form Numbering:
  • Last Proposal #: 100001
  • Last Order #:  200001
  • Last Invoice #:  300001
  • Last Check #: 0
    • The selections below are used when you first begin using Studio Designer.  By default, it is best to begin with the default numbering.  They were designed this way to keep from overlapping form numbers.

•  Deposits:
  • Use Undeposited Funds: This field allows you to define if you want to use the Undeposited Funds feature. Undeposited Funds allows you to deposit client payments into an undeposited funds account. These funds are transferred to the cash account when a deposit is made into your bank account.

• • Order Deposit: This field allows you to define if you want to use the Order Deposit feature.
    • If Order Deposit is checked, then order deposit payment entries will be automatically created in Money Out when you create an order for a vendor who's terms require a deposit on goods.  

• Item Markup & Deposit:
  
  • Selling Markup:  Default value entered when creating a new client address.
  • Selling Deposit:  Default value entered when creating a new client address.
  • Markup Deposit:  Default value entered when creating a new client address. 
  • Sales Tax Deposit:  Default value entered when creating a new client address.
  • Purchase Deposit:  Default value entered when creating a new vendor address. 
  • Purchase Tax Deposit:  Default value entered when creating a new vendor address.