Item Types are used as the first line of communication between Customer Service and Prepress. Item Types tell the Graphics department where the art file can be found and what type of proof is needed for an order item. 


Prepress knows every job is hot so why not tell them exactly what they need to know - "Where are the files and what do you need me to do with them?"


Examples may include:
Files on Server / PDF Proof

Files on Server / Production Proof

Exact Repeat / PDF Proof
Files on FTP / PDF Proof
Files on FTP / Production Proof


Think of all the ways you receive files and the different types of proofs you create, these are your Item Types.


Create a New Item Type

  • Navigate to Settings > Dockets > Order Options > Item Type
  • Click New
  • Enter new Item Type Name
  • Click Save

Edit an Item Type

  • Navigate to Settings > Dockets > Order Options > Item Type
  • Click on the Name of the Item Type you would like to edit.
  • Make required changes

  • Click Save


Delete an Item Type

  • Navigate to Settings > Dockets > Order Options > Item Type
  • Check the box to the left of the Item Type name(s) to be deleted
  • Click Delete
  • Confirm Deletion by clicking OK

Using Item Types


Order / Quote Item Level

Item Types are used on Quotes and Order Items and can be found on the Item page under Item Description and Name in the top left corner of the screen. A dropdown is provided to make a selection for the item you are editing. 


Quote / Order Level

Item Types are also available at the Quote / Order level by checking the box to the left of one or multiple items and then selecting Bulk Actions > Items.