General - Setting up Order/Quote Defaults

Step      Action

  1.      Select {Settings} and then select {General} under Dockets.

  2.     Complete fields for any quote/order defaults.

Default Order Customer
When creating an order this customer will be assigned by default.
Order Statuses
Select some Order Statuses options from the drop-down.
Order Tags
Select some Order Tags options from the drop-down
Approved Total
Default set to No.
Default Handling Fee 
Select the Default Handling Fee type and then enter the handling fee value.
Default Assigned To 

This is the graphic designer that will be assigned to any new orders. On all reorders the graphic designer that did the job last will be selected.

Bill Estimated Graphic Time
Select if Yes, No, or {Inactive}.
Graphic Rate
Select a Graphic Rate from the drop-down, if applicable.
Proof Approval Message 
Enter in the the default message you want to appear on the screen once the client has approved the proof.
Track Stock Inventory
Default set to Yes.
Item Statuses
Select some Items Statuses options from the drop-down.
Item Tags
 Select some Item Tags options from the drop-down.

  3.      Select {Save}. A results window will pop up to indicate the defaults have been successfully saved.

  4.      Select X to close pop up results window.