Title: A & D Create New A & D Firm --- Architectural & Design You can use with the menu bar option or the icon option to add a new A & D firm to your database. Both options open the same input window. The Create a new A&D Firm window opens with 3 tabs. The General Info tab, the A&D Contacts tab and the A & D Stats tab. ## General Info ## > >A&DCreateGeneral.JPG Field |Description ----------|------------- Firm Name * |Enter the name of the A&D firm (required field) Street * |Enter the address for the firm (required field) City * |Enter the City of the A&D firm (required field) State * |Select the State of the A&D firm (required field) Zip * |Enter the ZIP or Postal Code of the A&D firm (required field) Phone * |Enter the phone number of the A&D firm (required field) Fax |Enter the FAX number for the A&D firm Add Firm |After entering the required data, click on this button to save your entry >[information] >Input field names followed by an asterisk (*) are required fields and must be entered before your entry will be saved. ## A&D Contacts ## > >A&DCreateContacts.JPG Field |Description ----------|------------- Contact Name |Enter the contacts name Title |Enter the contacts title Phone |Enter the contacts primary phone number Phone 2 |Enter a secondary phone number for the contact Mobile |Enter the contacts mobile phone number Fax |Enter the contacts fax number Email |Enter the contacts email address There is no limit on the number of contact's you may enter per A&D firm ## A&D Stats ## > >A&DCreateStats.JPG There are no input fields in the A&D Stats window. This window shows statistics on proposals where the A&D firm has been added on the Project Info tab of your Proposal. Average GP margin - this is the average GP % on proposals that this A&D firm is associated with. Total invoiced Sales - this shows the Month To Date (MTD), Quarter To Date (QTD), Year To Date (YTD) and Overall total of invoiced sales that this A&D firm is associated with. Total Proposed Sales - this shows the Month To Date (MTD), Quarter To Date (QTD), Year To Date (YTD) and Overall total of all proposals (not booked, booked, invoiced) that this A&D firm is associated with.