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