Order Options - Item Type


Overview

Item Types help to organize and flow work orders more efficiently.  If an item is a reorder it can possibly bypass graphics where a reorder with changes or a new order may require some design time in graphics.

 

Creating a New Item Type

Step    Action

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

  2.       Select {New} under Item Type. A New Item Type modal window will open.

  3.       Enter new item type name.

  4.       Select {Save}.  A results window will pop-up to indicate the selected item type has

            been saved.

  


Watch Adding an Item Type



Editing an Item Type

Step    Action

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

  2.       Hover mouse over the name of Item Type to be edited. A pencil icon will appear on the

           right-hand side of the name. Select the pencil icon. A modal Edit Item Type window

           will open.

  3.      Make required changes.

  4.      Select {Save}. A results window will pop up to indicate the item type has been

           saved.


 


Watch Editing an Item Type



Deleting an Item Type

Step    Action

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

  2.      Select entries under Item Type to be deleted by checking boxes on the left-hand side.

          All entries can be deleted by checking box to left of {New} under Item Type.

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

  4.     Select {OK} to delete selected items. A results window will pop-up to indicate
          the selected item types have been deleted.
 


Watch Deleting an Item Type