DSM Instructional – Simple Navigating in DSM

 

This document covers basic navigation through DSM with key points of interest.

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THE SCHEDULE

The job schedule in DSM may be accessed in two ways and is the heart of DSM.     This is where your JOBS are entered.

1.       From the main screen of DSM, click the “Job Schedule” button.

2.       From the menu option Action > Job Schedule.

OR

WILL SHOW:

 

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CUSTOMER LOOKUP

The Customer Lookup can be found in two ways.  This is where the customers are and where you may add new customers as well as many search options.

1.        From the main screen, click the button “customer lookup.”

2.       From the menu option, pick Action > Customer Lookup

OR

Will show the customer lookup screen

Double clicking a customer will show the customer record.

 

As shown here on the customer information screen, the highlighted PLUS buttons.  Keep in mind that in many areas of DSM where drop down lists are shown, you can add options on the fly by clicking the plus buttons.

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ENTER JOB TICKETS

Entering job tickets can be found two basic ways.   Job Tickets in DSM are where the billable items, timecard entry and expenses to the job typically are entered.

There are many other ways within the system to get to them during normal operation however.

1.       From the main screen, click the button “Enter Job Tickets.”

2.       From the menu option, pick Action > Enter Job Tickets By Number.

OR

Will show:

Entering a ticket number or job number will then show:

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TIMECARD ENTRY

Entering Time Cards can be found two basic ways.  Timecards are found on Job Tickets and may be accessed on the Job Ticket screen as well.  This is simply a shortcut to entering them by Employee.

There are many other ways within the system to get to them during normal operation however.

1.       From the main screen, click the button “Enter Timecards.”

2.       From the menu option, pick Action > Timecard Entry.

 

OR

WILL SHOW

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BILLING

Billing can be found two basic ways.  The Billing Screen is where you invoice your jobs.  Nearly every area from the Quote, to the job, to the ticket, to the invoice may be accessed here.  This is a very powerful screen.

There are many other ways within the system to get to them during normal operation however.

1.       From the main screen, click the button “Billing.”

2.       From the menu option, pick Billing> Billing.

 

OR

WILL SHOW

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EXIT

Clicking the EXIT button will close DSM.

 

 

End of document.