Accounts Receivable

Order Totals

Order Totals displays a breakdown of orders from different time periods.

My Info Table

My Info displays the number of Customers, Quotes, Timers, and Orders that are assigned to the logged in user. In order to be assigned to any of these items the logged in user must be set as the CSR or Sales Rep on the account.

*Today's Timers resets every 24 hours and logged time can be managed through Settings > Dockets > Timers.

Accounts Receivable

Accounts Receivable displays a breakdown of how much money is owed by Customers separated by Current, 30 Days, 45 Days, 60 Days, and 90 Days past due.

*Full functionality for Accounts Receivable can be found in Accounting > Accounts Receivable

Tasks

Tasks displays any open Tasks that have been assigned to the logged in user.

Tasks can be generic or associated with a  specific Customer, Contact, Quote, Quote Item, Order, or Order Item.

You can find more training material specific to Tasks under Training > Additional Resources > Tasks.

Production

Production shows how much work is in each stage of your production process by dollar amount. Hovering over a queue will reveal how many total Items are currently in that queue.

*This information is being generated from the Production Workflow page.

Communications

My Recent Communications displays the emails that have been sent from DocketManager. DocketManager uses the email address associated with the logged in user's account and emails on their behalf. When an email is sent, DocketManager will indicate through a status whether the email Failed to send, was successfully Sent, or has been Opened/Read.

You can find more training material specific to Communications under Training > Additional Resources > Records.

Orders / Quotes

The Order / Quotes widget displays the total amount of Orders that are currently Posted (completed orders), Unposted (orders in production), and Void (voided orders) in the DocketManager system.

The Quote table displays the total amount of Quotes that have the status of Converted (converted from a quote to an order), Active (active as a quote), and Lost (unsuccessful quotes) in the DocketManager system.

Hovering over a color will display how many Orders or Quotes are in each category. This information resets once every fiscal year.

Sales

This table displays the Actual, Projected, and Previous sales.

*This information is being generated from the Sales tab in CRM. To manage the projected sales, navigate to CRM > Sales > and enter a value in  the Projected field for each month.

Deposits

The Deposits widget displays the most recent bank deposits that exist in your system.

Deposits can be managed in DocketManager by navigating to Accounting > Deposits.

You can find more training material specific to Deposits under Training > Accounting / Inventory > Accounting.

POs

The PO widget displays the most recent purchase orders that exist in your system.

Inventory Purchase Orders can be managed in DocketManager by navigating to Inventory > PO.

You can find more training material specific to Purchase Orders under Training > Accounting / Inventory > Inventory.