Order Options - Order Due Options


Overview

Order due options are a quick way to set due dates on order items.  By default they set the due date for each department that would be required in order to meet the overall deadline.  These dates are just a default and can be changed at order item level for a specific job.


Creating a New Order Due Option

Step    Action

  1.      Select {Settings} and then select {Order Options} under Dockets.

  2.      Select {Order Due Options} on the right-hand side of screen to auto scroll to Order

           Due Options section.

  3.      Select {New} under Order Due Options. A New Order Due Options modal window

           will open.

  4.      Complete the fields.

Field
Description
Name
Enter name of Order Due Option.
Default
Default set to No.
Visible Online
Default set to No. When set to yes, an Online Name must be entered.
Online Name
Field only appears when Visible Online field set to Yes.

Enter Online Name.

Reference Date
The Order Date or Item Due Date can be used as reference for the other set dates.  One or more set dates can be entered.
Set Graphics Date
Time frame can be entered in business days and minutes.
Set Press Date
Time frame can be entered in business days and minutes.
Set Finishing Date
Time frame can be entered in business days and minutes.
Set Shipping Date
Time frame can be entered in business days and minutes.
Set Due Date
Time frame can be entered in business days and minutes.



  5.      Select {Save}.  A results window will pop-up to indicate the selected order due option

           has been saved.



Watch the Video



Editing an Order Due Option

Step    Action

  1.      Select {Settings} and then select {Order Options} under Dockets.

  2.      Select {Order Due Options} on the right-hand side of screen to auto scroll to

           Order Due Options section.

  3.      Hover mouse over the name of Order Due Options to be edited. A pencil icon will

           appear on the right-hand side of the name. Select the pencil icon. A modal Edit

           Order  Due Options window will open. 

  4.      Make required changes.

  5.      Select {Save}. A results window will pop up to indicate the order due option has

           been saved.


Watch Editing an Order Due Option



Deleting an Order Due Option

Step    Action

  1.      Select {Settings} and then select {Order Options} under Dockets.

  2.      Select {Order Due Options} on the right-hand side of screen to auto scroll to Order

           Due Options section.

  3.      Select entries under Order Due Options to be deleted by checking boxes on the

           left-hand side. All entries can be deleted by checking box to left of {New} under

           Order Due Options

  4.      Select {Delete}. A window will pop-up to confirm selected items to be deleted.

  5.      Select {OK} to delete selected items. A results window will pop-up to indicate

           the selected order due options have been deleted.



Watch Deleting an Order Due Option