Dealer Choice User Manual

Table of Contents

@ 04.01.2013

User manual

Dealer Choice User Manual

Table of Contents

• 1. Preface
• 2. Login Window
• 3. Main Window
• 4. Customers
  • 4.1. Customer List
    • 4.1.1. Create New Customer
    • 4.1.2. Customer Search
  • 4.2. Customer Credits
    • 4.2.1. Create Customer Credits
    • 4.2.2. Search Customer Credits
  • 4.3. Receive Customer Payments
• 5. Vendors
  • 5.1. Vendor List
    • 5.1.1. Create a new Vendor
    • 5.1.2. Search Vendors
  • 5.2. Receive and Pay Bills
    • 5.2.1. New Vendor Bill
    • 5.2.2. A/P Line Mapping
    • 5.2.3. Receive Vendor Credits
    • 5.2.4. Create a Customer Refund
• 6. A & D
  • 6.1. A & D List
    • 6.1.1. A & D Create New A & D Firm
    • 6.1.2. A & D Search A & D Firms
• 7. Proposals
  • 7.1. Proposal List
    • 7.1.1. Search Proposals
    • 7.1.2. Create a New Proposal
  • 7.2. Project Info Tab
  • 7.3. Design Tab
  • 7.4. Install Tab
  • 7.5. Item Details Tab
  • 7.6. Purchase Orders Tab
  • 7.7. Receivables Tab
  • 7.8. Proposals Payables Tab
  • 7.9. File Vault Tab
  • 7.10. Service & Punch Tab
  • 7.11. Ledger Tab
  • 7.12. Proposals Direct Bill
  • 7.13. Project Management
    • 7.13.1. Install and Delivery Schedule
    • 7.13.2. Work Orders
• 8. System
  • 8.1. System Configuration
    • 8.1.1. Users & Groups
      • 8.1.1.1. New User
      • 8.1.1.2. New Group
    • 8.1.2. User and Group Permissions
    • 8.1.3. Company & System Settings
      • 8.1.3.1. System Settings
      • 8.1.3.2. Company Settings
      • 8.1.3.3. Products & Services
      • 8.1.3.4. Resources
      • 8.1.3.5. Commissions & Overhead
• 9. Accounting
  • 9.1. General Journal
    • 9.1.1. View General Journal
      • 9.1.1.1. Search Journal Entries
      • 9.1.1.2. Create Journal Entries
    • 9.1.2. Perform Period Closings
    • 9.1.3. Business Cycle Settings
  • 9.2. Chart of Accounts
    • 9.2.1. Create New Accounts
  • 9.3. Check Register
• 10. Reports
  • 10.1. Reports Navigator
  • 10.2. Customers & Receivables Report Category
    • 10.2.1. Accounts Receivable
    • 10.2.2. Accounts Receivable Reconciliation
    • 10.2.3. Cash Receipts Report
    • 10.2.4. Customer Balance Summary
    • 10.2.5. Customer Statements
  • 10.3. Vendors & Payables Category
    • 10.3.1. Accounts Payable
    • 10.3.2. Cash Requirements
    • 10.3.3. Cash Disbursements
    • 10.3.4. Vendor Balance Summary
    • 10.3.5. Sales Tax Liability
    • 10.3.6. Purchase Order Report
    • 10.3.7. Vendor Discounting Report
    • 10.3.8. WIP Reconciliation
    • 10.3.9. WIP Detail
    • 10.3.10. Vendor 1099 Report
  • 10.4. Proposals & Sales Category
    • 10.4.1. Project Status Report
    • 10.4.2. Backlog Report
    • 10.4.3. Invoiced Sales Summary
    • 10.4.4. Bookings Report
    • 10.4.5. Product Sales Report
    • 10.4.6. Job Costing Report
    • 10.4.7. Commissions Report
    • 10.4.8. Commissions Paid Report
  • 10.5. Financial Category
    • 10.5.1. Balance Sheet
    • 10.5.2. Income Statement
    • 10.5.3. Trial Balance
    • 10.5.4. Statement of Cash Flow
    • 10.5.5. Check Reconciliation Report
    • 10.5.6. Check Run Report
  • 10.6. My Saved Reports
  • 10.7. Shared Reports
• 11. Help & Communications
  • 11.1. Fax & Email Terminal
  • 11.2. User Manual
• 12. Electronic Order Interfaces
  • 12.1. Allsteel Electronic Order Interface
  • 12.2. Geiger Electronic Order Interface
  • 12.3. Haworth Electronic Order Interface
  • 12.4. Herman Miller Electronic Order Interface

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