Knowledge Base

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Knowledge Base

Projects

Projects

Studio Designer 101 Course

Items

How to Create a Tear Sheet

Active & Inactive Items

Creating Specification Sheets

How do I permanently delete multiple items?

How do I add multiple items to an existing invoice or purchase order?

How do I switch an item from one client to another?

Copy Purchase

3rd Party Freight

Expediting & Tracking

How to Record a Retainer

How to: Different Selling and Purchase Costs

Introduction to Items

Viewing Your Items List

How do I create an item?

Items - Other Costs

Items - Budget Amounts Section

Cloning Items

Copying Items (from One Project to Another)

Copying an Entire Project with Bulk Copy

Creating an Item from Products

Items - Batch Update Dates & Details

Items - Select All

Request For Quote - RFQ

Adding Items to Orders, Invoices, & Proposals

Items: Modifying Invoices

Vendor Status

Client Status

Creating a Discount with Other Costs

Reversing Credit Item or Credit Invoice

How Do I Pass Fees Onto Clients?

Creating New Rooms & Room Lists

Paying With Client's Credit Card

How Do I Set the Client Deposit to an Amount Instead of a Percentage?

How Do I Update the "Received Date" on All Items Ordered?

Multiple Items From the Same Vendor on the Same Order

Client Discounts

Creating a Credit Item

How to Present an Item in the Client Portal

How to Create Client Budget by Client/Project and by Room

Why aren’t all my items showing on the proposal and/or invoice?

How can I adjust the price of an item that has already been invoiced?

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Proposals

Toggling Payment Methods on a Per-Document Basis

Creating Proposals

Proposals: Viewing and Editing

Purchase Orders

Creating Purchase Orders

Voiding Invoices, Proposals, and Purchase Orders

What's the difference between removing items and voiding orders?

How Do I Change the Ship To Address On An Order?

Invoices

Creating a Preview for Merchandise Invoices

Creating Invoices

Editing Invoices

Revising Selling Cost on Invoices

Client Portal

Pinning and Sorting in the Client Portal

Print First Component Only

Client Portal Overview

Inviting Your Client to the Client Portal

Client Portal Settings

How to Accept Payment When Not Using the Client Portal

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Studio Capture

Studio Capture Installation

Using Studio Capture

Inventory

How can I create or delete inventory categories?

Adjusting Inventory - Writing off and Donating Inventory

Using Inventory

Purchasing Inventory

Selling Inventory

Moving Items to Inventory

What is the "Adjust" section in "My Inventory"?

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Products

Introduction to Products

How Do I Use My Products?

Item Description templates using My Products

How to Import My Products Templates

Address & Contacts

Emailing Contacts

How do I upload an image or file to an Address?

Accessing Alternative Address Types.

Relating a Project to Client Address

Addresses & Contacts: Overview

Creating a New Address

Address Codes Settings

Address Update Tax Feature

Updated Address Screens

Importing Addresses

Cloning an Address

Creating Contacts

Cloning a Contact

Vendor Credentials in Vendor Addresses

Merge Addresses

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Images

Fixing Blurry Images

Uploading Images Using the Media Library

Items - FAQ

How can I delete an item from a purchase order if funds haven't been applied to it?

What’s the simplest way to adjust tax and freight on a purchase order after it’s been entered?

How can I un-void a proposal or invoice?

How can I change the deposit amount on a proposal?

How can I remove Sales Tax from an item?

Do I still need to create a purchase order for zero-cost items to close them out if we are selling them at zero cost to us?

How can I invoice a client for a partial amount and not the full amount due?

How can I remove Sales Tax from a Purchase Order?

Why can’t I remove a specific item from my purchase order?

Will unvoiding a purchase order also unvoid the payment I applied?

How can I total the quantities of fabrics from multiple vendors on one proposal?

How can I prepare quotes in other currencies?

When should I use components and what is the benefit of them?

How can I change the status of an item on a proposal?

Why is the Selling Price not showing up on my item?

Can I change the tax to be a specific amount for an item?

Why aren’t all the images showing on my proposal?

How can I rearrange the order of items on my proposal?

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