Items - Creating a New Item from Scratch


Step     Action

  1.      Select {New} under Items. A New Order/Quote Item page will open on the Details tab.

  2.     Complete the Details fields.

Field

Description

Number
The Number will be systemically generated.  
Name
Enter a Name for the order item.
Description
Enter a Description for the order item.
Insert Job Template

Select to Insert Job Template. An Add Template modal window will open.
Check the box on the left-hand side of template to be added and select {Add}.

Units of Measure
Select an option from the drop-down that connects quantity and sets. (i.e. 500 Pads of 50)

Note: These options can be modified. (See Dockets-Units of Measure)
Sets
Enter a value for the number of repeat artwork on a job. (i.e. 50 sheets for a pad, 31 sets of 3 part NCR)
Versions
Enter a value for the number of items with the same specifications but different art. (i.e. 2 names for a business card, 2 brochures - 1 English and 1 French)
Sheets Enter a value for the number of physical Sheets it takes to make one finished piece. (i.e. 20 page booklet is 5 sheets, 3 sheets corner stapled is 3 sheets)
Pages Enter value for the number of Pages in an item (i.e. 20 page booklet is 20 pages)

Note: This value is just informational.
Item Types
Select an Item Type from the drop-down menu.

Note: These options can be modified. (See Dockets-Item Types)
Queue
Select a Queue to assign from the drop-down menu.

Note: These options can be modified. (See Dockets-Queue)
Statuses
Select some Statuses from the drop-down menu.

Note: These options can be modified. (See Dockets-Statuses)
Graphics, Press, Finishing, Shipping, and Item Due Date

Select Graphics, Press, Finishing, Shipping, and Item Due Date using the pop-up calendar.

Note: Selecting an Order Due Option will automatically adjust these dates.

Time Sensitive
Select Yes or No depending on if item is Time Sensitive.

Note: If Yes selected, a time picker is activated on all due dates.
Order Due Options
Select an Order Due Option.
The Graphics, Press, Finishing, Shipping, and Item Due Date will automatically adjust based on your selection.


Note: These options can be modified. (See Dockets-Order Due Options)
Graphic Artist
Select a Graphic Artist to assign from the drop-down menu.
Assign To
Select an Assign To individual from the drop-down menu.
Tags
Select some Tags from the drop-down menu.

Note: These options can be modified. (See Dockets-Tags)

 

  3.      Select {Save} option.


Save Option
Description
Save
A results window will pop-up to confirm order item has been saved.

Save & View
The order item will save the Order/Quote Item view page will open.