Hi. I run a graphic design business and organise printing for my clients. I'm trying to understand how to use Studiometry to help manage any print I buy on behalf of my clients but I just can't seem to understand how this would work within Studiometry. Any ideas?
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Oranged Support With vendors you can do two main things:
1. You can assign your work/expense items for other clients/projects to vendors. This will indicate which vendor the item is associated with while still allowing you to bill the correct client for the item.
2. You can assign purchase orders to vendors. A purchase order is just a report that has a Vendor to Contact selected. This will give it a PO number, associated it with the vendor, and let you easily track the item amounts both for what is due to the vendor and what is due from the client.
Studiometry 14 actually has several improvements and updates to the vendor features, and we will be releasing a new training video to explain these and various other vendor features. We expect Studiometry 14 to be out by late October/early November, and the training video will be out at the same time.
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Rob Sherrard - Imageer My business is similar to yours. As @Oranged has indicated various work/expense elements of a project can be assigned to vendors.
For example, in my workflow I create a Design work item which accumulates time spent in creating artwork for a project. In my jurisdiction design work is not taxable, but work items related to fabrication are. So I create hourly task(s) to accumulate shop hours. Similarly, I create expense items for materials which are purchased from vendors.
Studiometry allows you to assign markups to expense items. When you create a purchase order to a vendor, the PO is populated with the vendor cost. When you create a client invoice, the markup amount is added to the vendor cost automatically so the client sees what he owes without seeing the pre-markup amount.
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Rob Thanks @support and @Rob I appreciate your answers and its certainly helpful and have given me a better understanding of how it should work. @support when creating new work/expense there is an option for purchase order under Item Mode, what's the purpose of this then?
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Rob Sherrard - Imageer The Purchase Order mode might be used for items which won't be billed to a client. For example, you wish to purchase a sign for the front of your shop. The Purchase Order mode would allow you to create a purchase order to the sign vendor without it becoming a billable item. The PO mode gives a means of filtering debt/credits for this type of expense. In my system, my shop is also a client which accumulates transactions made with a purchase order that are a cost of doing business.
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Rob Thanks Rob that's a great explanation.
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