Bejeweled Software Company – Jewelry Designer store.je Designer Manager Deluxe User Guide - 4 - Introduction - Features Thank you for purchasing Jewelry Designer Manager Deluxe™

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  • Deluxe

    Version 4.14

    User Guide and Instructions Revision: 10/4/2012

  • Jewelry Designer Manager Deluxe User Guide

    - 2 -

    Table of Contents

    Table of Contents ...........................................................................................................................2

    Introduction - Features..................................................................................................................4

    Getting Started ...............................................................................................................................6

    System Requirements ....................................................................................................................6

    Installation ......................................................................................................................................6

    Unlock .............................................................................................................................................6

    Register your Jewelry Designer Manager Program ...............................................................6

    Uninstall ..........................................................................................................................................7

    Starting the Program .....................................................................................................................7

    Samples ...........................................................................................................................................7

    Terminology....................................................................................................................................7

    Control Tips ....................................................................................................................................8

    Navigation .......................................................................................................................................8

    Filters ..............................................................................................................................................9

    Set Program Defaults ...................................................................................................................10

    Enter Jewelry Parts .....................................................................................................................11

    Purchase History ..........................................................................................................................12

    Adding Pictures ............................................................................................................................13

    Email and Web Page Hyperlinks................................................................................................14

    Number In Stock/ Reorder Number ..........................................................................................14

    Delete a Part .................................................................................................................................14

    Part Sales ......................................................................................................................................15

    Jewelry Parts QuickList ..............................................................................................................15

    Vendor Info...................................................................................................................................16

    Assemble Your Jewelry Pieces ....................................................................................................17

    Remove Parts from Inventory ....................................................................................................18

    Assembly Instructions .................................................................................................................19

    Pricing Your Jewelry Piece .........................................................................................................20

    Markup .........................................................................................................................................21

    Suggested or Specify Jewelry Piece Price to Use.......................................................................21

    Adding a Jewelry Piece Picture ..................................................................................................22

    Copy a Jewelry Piece ...................................................................................................................22

    Delete A Jewelry Part or Piece ...................................................................................................22

    Discontinued .................................................................................................................................23

    Jewelry Piece QuickList ..............................................................................................................23

    Customer Info and Sales .............................................................................................................24

    Invoices..........................................................................................................................................24

    Invoice Quicklist...........................................................................................................................25

    Bills of Material ............................................................................................................................26

    Consignment - Memos .................................................................................................................26

    Memo Quicklist ............................................................................................................................27

    Consignment Memo Reports ......................................................................................................28

    Printing Reports ...........................................................................................................................28

    Emailing a Report ........................................................................................................................30

  • Jewelry Designer Manager Deluxe User Guide

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    Printing Labels with the Label Printer ......................................................................................30

    QuickBooks Pro Integration ..................................................................................................31

    QB Setup for JDM Integration ...................................................................................................32

    JDM Setup for QB Integration ...................................................................................................35

    Associating JDM Customers with QB Customers ...................................................................36

    Associating Jewelry Pieces with QB items .................................................................................37

    Posting Invoices to QB .................................................................................................................37

    Backing Up Your Data ................................................................................................................39

    Moving JDM to Another Computer ...........................................................................................40

    Compacting the Database............................................................................................................40

    Technical Support ........................................................................................................................41

  • Jewelry Designer Manager Deluxe User Guide

    - 4 -

    Introduction - Features

    Thank you for purchasing Jewelry Designer Manager Deluxe from Bejeweled Software

    Company. This program was developed to help jewelry designers more effectively manage

    their business. It allows you to keep track of parts and components, determine prices on finished

    jewelry pieces based on costs and profit margins, and analyze sales. Whether you sell to

    wholesalers, craft-fairs, home parties or retailers this program can help you get organized so you

    can spend more time making jewelry.

    Organize all your jewelry parts inventory

    Categorize each part by name, description, size, color, price, order number, etc.

    Keep track of the number in stock and reorder number of each part

    Maintain vendor information including: contacts, address, phone, email and web sites

    Use the QuickList to view all parts and purchase history on one screen. Sort and filter on part category, part name, vendor and unit price

    Automatically calculate parts average weighted unit price

    Automatically add new purchases to part inventory

    Sell jewelry parts and ready-made items

    Determine the exact cost of each piece of jewelry you create

    Assemble each piece by picking parts that you have in your parts inventory

    Date of last removal of parts from inventory automatically posted

    Calculate the exact cost of each piece by adding the total cost of materials, labor and any other costs you want to include

    Determine the price for your jewelry pieces

    Set the markup for each piece and for customer types (wholesale, direct, r