My Company: Overview

My Company is the section within settings where you enter most of the details about your design company. This is where many default settings and decisions are set in place that dictates how you operate within Studio Designer.

My Company Tab

This is where the main details of your company are entered.

Company Name: Enter the name of your company

Side Mark: How you would like your company name to appear as a Sidemark on orders

Address: The address of your company

Contacts: Enter the phone, fax, email, and website information

Accounts: Enter your Paysacape and/or PayPal information

1099: Enter your Federal ID

Codes Tab

This is where the most important company defaults settings are entered.

Address Defaults:

Designer: The Designer/employee the company will default to

Tax Location: The Tax location or Tax Rate the company will default to

Room List: The list of rooms your selection will default to

Ship Via: Default for shipping preference

Terms: How your company conducts business or receives payment

Copy Purchase: Always will always copy the purchase cost information to the selling cost information on an item. Never will never copy the details to the purchase selling cost. And Zero will copy the information over once but then you are able to freely edit on either side. 

Localization: 

Currency: Select what currency your company operates with

Date Format: Select the format you would like dates arranged

General Ledger Account Defaults:

Cash Receipt: Select the account you would like associated with Cash Receipt

Cash Office: Select the account you would like associated with Cash Office

Cash Order: Select the account you would like associated with Cash Order

Cash Card Account: Select the account you would like associated with Cash Card Account

Orders & Invoices:

Order Sidemark: You can select “Off”, “Per Order”, or “ Each Item”

Order Code: You can select 1 Order per Vendor, 1 Order per Room, and 1 Order per item

Invoice Code: You can select 1 Invoice per Client, 1 Invoice per Proposal, 1 Invoice per item

Time Billing Room: You can select a default room for your time billing activities 

Time Billing Rates: You select this option based on how you would like to bill your clients, There is a description for the main options below. 

• • • 1 Client = You will bill clients a flat rate based on what client you are working with, the rate will never change unless you work with a different client.
    • 2 Client, Employee = You can bill client a different rate depending on what employee they are working with.
    • 3 Client, Employee, Group = You can bill a client a different rate based on what employee they are working with and what employee group they are classified as.
    • 4 Client, Employee, Activity = You can bill a client a different rate based on what employee they are working with and what activity they are doing.
    • 5 Client, Employee, Group, Activity = You can bill a client a different rate based on what employee they are working with as well as the employee group and activity

Consignment:

If selected, if you propose an inventory item to a client it will automatically be assigned to them. If not selected, the proposed inventory item will not be automatically assigned to the client and you will have to do so manually. 

Item Defaults:

Quantity Default: What amount all items will auto-populate as when created

Image Size: What size in Pixels you would like your images displayed for products

Item Sidemark: You can select Off, Description, Item, or both

You will have the ability to:

• Set the Vendor Discount table on all items
• Copy Client Description to Vendor Description
• Set the what unit of measure items default to

Check Forms:

You may select what check form you would like set as your default

Form Numbering:

You may select what #’s you would like to start with Proposals, Orders, Invoices, and Checks.

Deposits:

You will have the ability to:

• Use the "Undeposited Funds" account for deposits
• If you have required purchase deposits on items and you generate an order, there will be automatic payment entries generated in money out for the deposit amounts

 

Item Markup & Deposit:

You may select default percentages for Studio Designer

• Selling Markup- Set a default percentage for the Mark Up on items
• Selling Deposit- Set a default percentage for the Selling Deposit of an item
• Markup Deposit- Set a default percentage for the deposit on your Markup
• Sales Tax Deposit- Set a default percentage for Sales Tax deposit on items
• Purchase Deposit- Set a default percentage for the Purchase Deposit on items
• Purchase Tax Deposit- Set a default percentage for the Purchase Tax deposit on items

Reports Defaults Tab:

This section allows you to set defaults for how reports and documents are created. Many of these settings can be changed when you print or share documents.

Sent Documents: You can set a default to copy yourself via email on Quotes, Spec Sheets, Proposals, Orders, and invoices.

Print Defaults: Allows you to set defaults for printing documents

Sort Time Billing Invoices: Allows you to choose how Time Billing invoices are sorted/organized

Print Style: You can select the style of the boxes that surround the information on documents

Image Size: You can set a default size for images that are on documents

Printing Proposals and Invoices:

You are able to choose what information is displayed or not displayed on Proposals and Invoices such as:

• First Component Only
• Show Client Item # and Component
• Show Mark Up
• Show Other Cost
• Show Room Totals
• Show Client ID
• Hide Sales Tax
• Print “T” Next to Taxable Items

Printing Orders:

You may choose what is or is not displayed on Orders such as:

• Show Vendor Item # and Component
• Hide Client ID

Printing Invoices:

Here you can choose what information is displayed on an invoice.

• Hide Proposal #

You are also able to choose what information you want on the header and/or footer such as:

• Name
• Address
• Phone
• Fax
• Email
• Website

Form Title:

Here you are able to change the name for the different forms within Studio Designer. You may change the name for the following documents:

• Proposal
• Order
• Acknowledge
• Invoice
• Time Invoice
• Markup

Address and Logo:

This is where you can upload an image for your company logo and input address details. Your logo may be in the following formats; .jpg, .jpeg, .png, and .gif.

Address Alignment:

Choosing where your company address appears

Logo Alignment:

Selecting which side of the page you would like your logo on

Header Logo 1-3: You can upload 3 logos total that you can alternate between for your header

Footer Logo 1-3: You can upload 3 logos total that you can alternate between for your footer

Messages Tab:

This is where you can enter custom messages that are printed at the bottom of your documents so they do not need to be entered each time individually (like instructions)

 You are able to enter a custom message for the following:

• Request Quote Message
• Specification Message
• Proposal Message
• Order Message
• Invoice Message

Address Alignment:

Select how you want your company address aligned on documents

Email Tab:

This is where you can enter custom messages that are automatically added to the email message box when emailing documents.

You can always change or edit the message before sending to a client but you are able to enter a default message for the following:

• Request Quote Message
• Specification Message
• Proposal Message
• Order Message
• Invoice Message
• Client Portal Client
• Client Portal Vendor

Advanced Settings

Maintenance Tab:

This is a tool in Studio Designer that helps you to batch update items in your account. To use this tool you first need to select the “Calculate” options to find out how many items you want to change or update. If your calculation came back with 1 or more items you can then select the “Update” options to batch update the items.

Translation Tab:

This is a feature that allows you to change the literal text of any word in Studio Designer to what you want it to say. On the left is the text that is displayed in Studio Designer and the box to the right you are able to type in what you want to change this text too.