Click a link below to watch videos covering how to set up Online Ordering in DocketManager.
How to customize a theme
How to customize a portal
How to configure a customer's online settings
How to configure a contact's online settings
How to manually assign contact access to products
How to configure custom security roles
Product Configuration
How to configure a Product
Product Catalogs (v3.14)
How to add Product Catalogs
How to create new Products
How to manually assign products to portals
How a product options works and what the client sees
How you can assume each online user's identity
Cart Approval
How the cart approval process works
How a online quote is sent and what the client sees
How a online proof is sent and what the client sees
How a client can see and pay for outstanding balances
How a client can see and reorder past orders for themselves and/or their company
How a client can add/remove and view favorite items
How a client can see their inventory items balances
How a client can manage their own information
How a client admin can add/edit/delete their company's contacts
Creating a basic variable template with basic html and stacking groups
Creating a more advanced template with advanced html
Archived
Online Ordering - MIS (version 3.0 - 3.07)