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How-To Guides

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Getting started with DIM. Information for the first time DIM user. Short and simple guides to common tasks. This document attempts to give new DIM users the information they need to start using the program as quickly as possible.

Create a New User/Edit User Information

The preliminary steps you must perform in order to setup a new employee. This is also the same for editing current employee information.

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Enter Customer Information

Step by step instructions on how to add a new customer.

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Build a Time Card Report

The time card feature can be used to check any employee's hours for a specific date range.

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Create a New Ticket

Step by step instructions on how to create a new ticket.

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Export a Ticket

A quick and easy way to send your customers a completed ticket.

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Create Purchase Order

Step by step instructions on how to create a new PO.

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Export a Purchase Order

A quick and easy way to export purchase orders so you can send it to suppliers.

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Create Quote

Step by step instructions on how to create a new quote.

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Export Quote

A quick and easy way to export quotes to submit to potential customers.

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Create a New Category/Edit Category

Create categories in which to organize parts.

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Transfer Inventory Between Warehouses

Learn how to transfer parts between warehouses.

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Add Parts to Tickets, POs and Quotes

Learn how to add parts to your Tickets, POs and Quotes

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Part History

View history of a specific part.

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Search for Tickets, POs, Quotes and Parts

How to find a specific Ticket, PO, Quote or Part

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