Items, Proposals & Purchase Orders
Learn how to create and use Items to propose to your Clients and then create Purchase orders.
14 articles
- All Items PageInforming users how to navigate their All Items Page effectively
- Email to Client FeatureInforming users how to email clients directly from DesignerLink 2.0
- Archived ItemsThis article informs users on how they can find Items they have Archived from the Project Page or from the All Items page.
- Creating Spec SheetsInforming users how to create spec sheets
- Creating Template ItemsInforming users how to create and use Template Items.
- Create New Proposal/EstimateInforming users how to create Proposals (also known as Estimates) which you will then be able to send to Clients for approval.
- Creating Group ItemsInforming users how to create Group Items (also known as Parent/Child Items)
- Updating Current Proposals/EstimatesInforming users on some tips for how to edit current Proposals (also known as Estimates).
- Using the Photo ClipperInforming users on how to use our Photo Clipper to save time uploading item specs.
- Creating Purchase Orders (POs) for Service ClientsInforming our Service users on how to create Purchase Orders
- Creating Purchase Orders (POs) for Non-Service ClientsInforming our Software Only users on how to create Purchase Orders
- Balance Due InvoicingInforming users on how to customize the amount you want your Client to pay for Product Proposals/Estimates.
- Email to Vendor FeatureInforming users how to email clients directly from DesignerLink 2.0
- Add / Edit Item PageA guide to creating and editing Items in DesignerLink.