create new ticket
check ticket statusThe Order Items tab can be used:
- To search and locate an item or group of items
- To action an item
- To bulk action items
- To export an item list
Note: Access to these functions will vary based on the user's security settings.
Searching Items
Note: Clicking on the spyglass icon will toggle the search filter panel to hide or display.
Step Action
1. Select {Orders} or {Quotes} and then select the Items tab.
2. The search criteria that can be used includes:
| Field | Action |
| Item Number | Enter full Item Number. |
| Item Name | Enter in the full or partial Item Name. |
| Description | Enter in the full or partial Description. |
| Order Number | Enter full Order Number. |
| Customer Name | Enter in the full or partial Customer Name. |
| Customer Number | Enter in the full or partial Customer Number. |
| Contact Name | Enter in the full or partial Contact Name. |
| Status | Select some Status options from the drop-down menu. |
| Receiver | Select a Receiver option from the drop-down menu. |
| Sales Rep | Select a Sales Rep option from the drop-down menu. |
| CSR | Select a CSR option from the drop-down menu. |
| Graphic Artist | Select a Graphic Artist option from the drop-down menu. |
| Commission Contact | Select a Commission Contact option from the drop-down menu. |
| Order Date | Select an Order Date timeframe from the drop-down or select {Custom Range} to specify a date range using pop-up calendar. |
| Posted Date | Select a Posted Date timeframe from the drop-down or select {Custom Range} to specify a date range using pop-up calendar. |
| Due Date | Select a Due Date timeframe from the drop-down or select {Custom Range} to specify a date range using pop-up calendar. |
| Tags | Select some Tags options from the drop-down menu. Multiple tag search criteria can be selected if applicable. |
| Item Type | Select an Item Type option from the drop-down menu. |
| Budget Code | Enter full Budget Code. |
| Budget Name | Enter in the full or partial Budget Name. |
| Time Sensitive | Select Yes or No if the item is time sensitive. |
| Queue | Select some Queue options from the drop-down menu. Multiple queue search criteria can be selected if applicable. |
| Template Group | Select a Template Group option from the drop-down menu. |
| Press | Select a Press option from the drop-down menu. |
3. Once Search criteria has been entered, select {Search}. To clear all search
criteria, select {Clear}.
Item Actions
To open the sub-action menu, click on the vertical ellipses for an order and then select an action from the drop-down.
| Action | Description | |
| Summary | This provides a snapshot summary of an items Order/Production details. Pricing section includes details on how pricing is calculated. Details section includes all customers demographic information and a summary of the order/items. Production sections will vary based on item requirements. Each sections includes: due date, details for the specified stage of production, and any notes for each section. |  |
| Edit | This opens the Order Item edit page. | |
| Workorder | This opens the a Workorder modal with various workorder layouts. The workorder design will depend on the option selected The workorder design will depend on the default option selected in Documents. For more information, see Documents - Creating a New Document. |  |
| Delete | This allows for the item to be deleted. A window will pop-up for confirmation before an item is deleted. |  |
For information on Bulk Actions, see Items - Bulk Actions.
For information on Exports, see Items - Exporting Items.
For information on deleting items, see Items - Deleting an Item.