create new ticket
check ticket statusStep Action
1. From the Items table, hover mouse over {New} and select {From Scratch}
from the drop-down.
A New Item page will open on the Details tab.
2. Complete the Details tab fields.
| Field | Description |
| Number | The Number will be systemically generated. |
| Name | Enter a Name for the order item. This is the name of the item that will display throughout the system. It is the name used for displaying products online, and amending the variable template name to. Note: When a Job Template is added to an item, it will override the name and description field to that of the selected template. Any name customization will need to be re-entered. |
| Description | Enter a Description for the order item. This is the description of the item that can be used internally or displayed to the customer. Online it is only displayed on the Product Details page. Note: When a Job Template is added to an item, it will override the name and description field to that of the selected template. Any description customization will need to be re-entered. |
| 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 | This is an informational field that connects quantity and sets together when referring to things of many. (e.g. 500 Pads of 50) Note: These options can be modified. (See Order Options - Units of Measure) |
| Sets | Enter a value for the number of times artwork repeats itself in one item. (i.e. 50 sets for a pad of 50) |
| Versions | Enter a value for the number of items with the same specifications but different art. (e.g. 2 names for a business card would be 2 versions) |
| Sheets | Enter a value for the number of physical Sheets it takes to make one finished piece. When printing digitally, this field will auto calculate based on the sheets provided on the press tab. (e.g. 20 page 8.5x11 booklet = 5 sheets of 11x17) |
| Pages | Enter value for the number of Pages in an item ( 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 Order Options - Item Types) |
| Queue | This selection indicates which queue the item is currently in on the Production tab. Note: These options can be modified. (See Production - Queue) |
| Statuses | These selections are the custom statuses being applied to the item. They can be manually set, copied from the original order item or product, or are defaults set on the Order Customer. Note: These options can be modified. (See Order Options - 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 | Switch default set to No. If switch set to Yes, item is Time Sensitive. Note: If Yes selected, a time picker is activated on all due dates. |
| Order Due Options | Manually select dates from the calendar for each field or have the system calculate date based on a selected Order Due Option. The Graphics, Press, Finishing, Shipping, and Item Due Date will automatically adjust based on your selection. Note: The order due options can be modified. (See Order Options - Order Due Options) |
| Graphic Artist | This is the Active User who is assigned to this item as the Graphic User. It will either populate based the previous item, if it has been copied, or it will default based on the Graphic Artist set on the Customer for the order. Note: This field may populate as [Inactive] if the Order default has been set to an Active User that is NOT selectable. |
| Assign To | This is the default Assigned To. Note: This field may populate as [Inactive] if the Order default has been set to 'Logged in User' and the Active User is NOT selectable. |
| Tags | Manually enter or select tag options from the drop-down. Note: Manually entered tags will be added to Dockets-Tags. (See Tags - Order Tags) |
3. Select {Save} option.
This will create the item and open additional tabs on the Edit Item page.
The item can now be customized with pricing, graphics, press details, etc. More information can be found for each tab by clicking on the links below: