Settings Sub Tab
Only the staff designated as System Administrators need to read this section.
New: Default Ship Phrase
October 2025
You can now set the "Default Ship Phrase” in System Settings. For example, your phrase might be “Ship By Date” or “Required By Date”. See below.
This phrase will be visible on the Project Detail View. You cannot change the phrase there, but you have the opportunity to change it when you preview a purchase order. This phrase will appear on the left hand panel and you can change it prior to creating the purchase order.
Sub-Charges
In the Settings sub-tab you can enter up to four sub-charges. Sub-charges are ancillary charges that an item might incur. The most common sub-charge is freight since most items will incur a shipping charge.
Sub-charges play an important role in how you create your proposals and invoices. For example, imagine that you are buying a chair for $500.00 and selling it for $750. The freight charge to deliver that chair is $50.00. When you create the proposal for this chair, you can show the price of the chair as $750.00, and at the bottom of the proposal, show a sub-charge for Freight as $50. Alternatively, you can include the sub-charge in the price of the chair, so the proposal shows the chair's price as $800.00
To learn more about how sub-charges can appear in proposals and invoices, read the section on proposals.
In the screenshot below, the firm has set up three sub-charges: Freight, Labor, and Other.
Sub-charges are used on the Item Detail View as shown in the screen shot below. The “MU” in the red square below stands for “Mark up”.
Settings Switches
There are several switches on this panel as explained in the table below.
| Setting | Description | Recommended Setting |
|---|---|---|
| Enable Revision Tracking |
When on, items will be "locked" when the item is issued, ordered or invoiced. Click here to learn if it makes sense for your firm to turn on Revision Tracking. If you want the Revisions log only to track changes made to the attributes, then turn on the Track Attributes Only switch. |
Set both the Enable Revision Tracking and Track Attributes Only switches to Yes unless instructed to do otherwise. |
| Automatically create sequential Item Numbers? | When on, when you create a new item, DesignSmart will determine the item number for the new item based on the item you are on when you click on the New Item or New Component buttons. | Set to Yes unless instructed to do otherwise. |
| Include Distribution for Speca for Pirmary Items? | This setting only applies to firms who have purchased the DesignSmart Hospitality module. When on, the default setting all new primary items will have the “Include Distribution” switch turned on. This means the distribution page for this item will be included in the specification. | This depends on your firm. |
| Include Distribution for Speca for Componet Items? | This setting only applies to firms who have purchased the DesignSmart Hospitality module. When on, the default setting all new component items will have the “Include Distribution” switch turned on. This means the distribution page for this item will be included in the specification. | This depends on your firm. |
| Show Included Components on Proposal & Invoice | When on, primary items that have the "Include Components" switch on will show their component details on proposals and invoices. This setting can be overwritten on the Proposal and Invoice preview layouts. | No recommended setting. |
| Turn on New Customizations for testing | This switch is only used by some clients when they request customizations. | Set to No unless instructed to do otherwise. |
Default Timesheet Filter |
When you go to the Timesheets List View this filter will determine the time frame of timesheets you see. | Set to This Week or This Month. |
Default Specification Title |
In the program there is an action called “Generate Specs”. Some firms will title the pages that are generated as Specifications, Work Sheets or Cut Sheets. Enter your prefered term in this field. | No recommended setting. |
Default Ship Phrase |
Enter your prefered ship date phrase. Note: This phrase can be adjusted on a per PO basis. When you preview a PO, this field will appear on the control panel on the left and you can change it there. For more information go to Creating POs. |
Normally this would be “Ship By Date” or “Required Delivery By Date” or something similar. |
| Hide Products when navigating to Products List View | When on, this will determine if products will appear when you go to the Products layout. | No recommended setting. |