General FAQ 4

• FAQ - What version am I on?
• FAQ - Is DocketManager Down?
• FAQ - Why are Documents not Displaying?
• How do I ship to a Contact that is not in my system?

Accounting 23

• FAQ - Can You Bulk Set GL Accounts?
• FAQ - How to Apply an Overpayment to an Account?
• FAQ - Why Isn't Tax Calculating on my Order?
• FAQ - How Do I Process Customer Credit and Refunds?
• FAQ - How to Apply an Order Credit to Another Order?
• FAQ - What do the CRM > Sales Amounts Include?
• FAQ - Where does the Projected Sales Amount Come From?
• FAQ - When Should a Deposit be Marked as Deposited?
• FAQ - Why Can't I type in the Amount field on my Deposit or Payment?
• FAQ - Why do the Revenue Breakdown Amounts not Total up to my Sales?

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Orders/Quotes 15

• FAQ - How to Manually Set an Invoice Date
• FAQ - How to Change a Tax Type on an Invoice
• FAQ - How to Reprint an Order?
• FAQ - How do Timers Calculate?
• FAQ - Why Did my Item/Product Price not Change After I Updated Pricing on my Job Template?
• FAQ - Why is There a Negative Amount under Press in the Pricing Breakdown?
• FAQ - What is the Difference Between Setting Minimum Time Per Timer or Per Record?
• FAQ - What are the Override Cost and Override Price Options for on Timers?
• FAQ - How do I Get My Quote Online?
• FAQ - How to Interpret the Quote Table on Items?

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Presses 6

• FAQ - How to Calculate Ink?
• FAQ - How is Wide Format Pricing Calculated?
• FAQ - How to Calculate a Web Press?
• FAQ - How do the Different Scale Selections Work?
• FAQ - What are Press Groups?
• FAQ - How is Waste Calculated on Presses?

Online 12

• FAQ - How to Integrate Your Online Products with Shippo
• FAQ - Why are Products Not Showing Online?
• FAQ - Why are Variable Template Fields not Shifting?
• FAQ - How do I add Companies to a Portal?
• FAQ - How to Setup Online Ordering?
• FAQ - How to Grant Portal Access to Multiple Contacts?
• FAQ - Can I Set a Different Customer Default on Each Portal?
• FAQ - Why Can't I Assume Identity for a Contact?
• FAQ - What is a Root Theme?
• FAQ - What are Themes Used For?

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Stock 21

• FAQ - How To Determine Stock That Still Needs To be Added to DocketManager?
• FAQ - How Can I Add On-Hand Stock?
• FAQ - What is the Difference between On-Hand and Available?
• FAQ - What is the Minimum Level for on Stock, Supplies, and Customer Goods?
• FAQ - Why is There an Unposted Order Showing in my Inventory Adjustments?
• FAQ - How Can I Track my Stock Inventory?
• FAQ - How does Inventory Warning Work on Stock?
• FAQ - How Can I Use a Stock Export to Bulk Update Stock?
• FAQ - Why Does My Stock Say 0x0?
• FAQ - How does Customer Good Pricing Work?

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POS 3

• FAQ - What is the POS system?
• FAQ - How to Add/Remove Products from POS?
• ​Is it possible to Automatically Print a Receipt?

Customers & Contacts 6

• FAQ - How do I Merge a Duplicate Customer/Contact?
• FAQ - How do I Bring Back a Deleted Customer?
• FAQ - What is a Marketing Campaign?
• FAQ - What is the difference between a Marketing Campaign and a Marketing List?
• FAQ - How Do I Setup Budgets on Customers and Contacts?
• FAQ - Do I Need to Set an Approver for a Contact Assigned the Role 'Online Order Placer - Needs Approval'?

Communications 8

• FAQ - Why are Emails not Going Through?
• FAQ - Why Did My Email Fail to Send?
• FAQ - How to setup Office 365 SMTP configuration?
• FAQ - Why does an Email Sent to Multiple Individuals Only Show One Status?
• FAQ - What Document Tags are Available to Use on This Document?
• FAQ - Can I Undo Changes After Editing a Document Template?
• FAQ - Can I Make My Own Types of Canned Emails?
• FAQ - What Document Tags are Available to Use on Canned Emails?

Reports 2

• FAQ - What Types of Reports are Available on DocketManager?
• FAQ - Can you Add a New Report to my System?

Job Templates and Products 9

• FAQ - Why Isn't my Template Pricing Working?
• FAQ - What is the Difference Between a Job Template and a Product?
• FAQ - What is the Difference between a Template Group, Template Name, and Template Option?
• FAQ - What to do if I Accidentally Inactivated all My Template Options Instead of Just One?
• FAQ - What are Group Templates For?
• FAQ - What is the Difference Between Product Name and Label?
• FAQ - When Should I Use a Product Option Over a Catalog?
• FAQ - How do I Add Department Items but not Include Them in my Price?
• FAQ - How Does Version Pricing Work on Job Templates?

Settings 27

• FAQ - What is in Each Settings Section?
• FAQ - What to Do if An Employee Forgot to Clock In/Out?
• FAQ - How do I Assign Tasks to my Employees?
• FAQ - Why Can't my Employee see all Orders / Customers in the System?
• FAQ - How Can I Use Custom Exports to Create Customized Reports?
• FAQ - What happens to Orders when two Customers are Merged?
• FAQ - Why are There More Customers/Contacts on this Export than on CRM?
• FAQ - What would I use Customer Tags for?
• FAQ - What are Defaults and Where are they Used?
• FAQ - What is the Shipping Type Description For?

See all 27 articles